Global Ship Lease (GSL) Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, March 5, 2026 astatine 10:49 AM CST 27 min read

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Thursday, Mar. 5, 2026 astatine 10:30 a.m. ET

• Executive Chairman — George Youroukos

• Chief Executive Officer — Thomas Lister

• Chief Financial Officer — Anastasios Psaropoulos

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Thomas Lister: Hello, everyone, and invited to the Global Ship Lease, Inc. Fourth Quarter 2025 Earnings Conference Call. You tin find the slides that travel today's presumption connected our website astatine www.globalshiplease.com. As usual, Slides 2 and 3 punctual you that today's telephone whitethorn see forward-looking statements that are based connected existent expectations and assumptions and are, by their nature, inherently uncertain and extracurricular of the company's control. Actual results whitethorn disagree materially from these forward-looking statements owed to galore factors, including those described successful the Safe Harbor conception of the descent presentation.

We would besides similar to nonstop your attraction to the Risk Factors conception of our astir caller yearly study connected our 2024 Form 20-F, which was filed successful March 2025. You tin find the signifier connected our website oregon connected the SEC's website. All of our statements are qualified by these and different disclosures successful our reports filed with the SEC. We bash not undertake immoderate work to update forward-looking statements. The reconciliations of the non-GAAP fiscal measures to which we volition notation during this call, to the astir straight comparable measures calculated and presented successful accordance with GAAP, usually notation to the net merchandise that we issued this morning, which is besides disposable connected our website.

I americium joined, arsenic usual, contiguous by our Executive Chairman, George Youroukos, and our Chief Financial Officer, Anastasios Psaropoulos. George volition statesman the telephone with high-level commentary connected Global Ship Lease, Inc., and past Anastasios and I volition instrumentality you done our caller activity, quarterly results and financials, and the existent marketplace environment. After that, we volition beryllium pleased to reply your questions. So, turning present to Slide 4, I volition walk the telephone implicit to George. Thank you, Tom.

George Youroukos: And bully morning, afternoon, oregon evening to each of you joining america today. Both the supportive proviso and request trends and heightened geopolitical uncertainty that we person antecedently highlighted remained firmly successful spot passim 2025 and then, successful caller days, person intelligibly ratcheted up adjacent more. Tariffs, the imaginable of caller larboard fees successful the U.S. and elsewhere, information concerns successful and astir the Red Sea, and present the concern successful Iran shifting from tense to convulsive conflict—the database goes on. These and different factors person each combined to summation unpredictability and volatility, fundamentally change and fragment commercialized patterns, and marque proviso chains much inefficient arsenic a consequence.