🔥Maersk Q3 2025: Rates Collapse, Volumes Surge — Is This Strategy or Pure Survival?
❓Freight rates fell 31%, but Maersk still delivered a strong quarter. Luck or Disciplined execution?
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🔥 Greetings, Maritime Mavericks!
Q3 2025 was a paradox:
📉 Freight rates collapsed 31% YoY — but
📈 Maersk grew volumes 7% and lifted EBIT sequentially
⚓ Gemini network delivered stability + cost savings
🏗️ Terminals hit record-high profitability
📦 Logistics finally showed real margin expansion
Maersk didn’t win because the market was good.
Maersk won because it executed well when the market was bad.
1️⃣ Why did Maersk’s revenue fall 10% in Q3?
2️⃣ How bad was the rate collapse?
3️⃣ If rates collapsed, how did Ocean still deliver profit?
4️⃣ Is Gemini really working?
5️⃣ What happened inside Logistics & Services?
6️⃣ Why were Terminals so strong?
7️⃣ What about cash flow?
8️⃣ What’s happening with CAPEX + fleet?
9️⃣ What’s the big risk?
🔟 What does Q4–2026 look like?
and
🚨 The Big Picture
🔝 Top 3 to Watch in 2026
Let’s break down Q3 2025 in 10 powerful questions — fast, clear, and brutally insightful.
🎧 Listen to our hosts discuss what really happened.
1️⃣ Why did Maersk’s revenue fall 10% in Q3?
✅ Revenue dropped to $14.2B (–10% YoY) as freight rates fell 31% across trades.
✅ Partly offset by 7% higher volumes, especially Asia exports.
✅ Terminals (+22%) and Logistics (+2.3%) softened the decline.
💡The rate crash hurt, yes — but the volume surge shows customers didn’t walk away. Reliability is beating price.