NYSE · GSL-PB
Global Ship Lease, Inc.
Industrials · Marine Shipping
$26.46▲ 0.49% ($0.13)at close
As of 3:22 PM ET
Market cap
$1.50B
P/E
2.49
EPS (TTM)
$10.63
Next earnings
Valuation
Revenue & margin DCF
Verdict: cheap. Price below all scenarios.
The price holds with revenue shrinking 13.8% a year for 10 years. Our scenarios assume 4.3–7.5%.
That's below its past 4-year pace of 17.5%.
Value per share
Base case
$130.35
Price used $26.46 is 80% below this
USD · TTM ending Jun 30, 2026 · Price Oct 23, 7:22 PM UTC
This estimate is at least 3× the price used. Review the growth, margin and investment assumptions behind the gap.
Revenue each value needs
Revenue today $774M. The price needs $175M by 2036. Base case: $1.4B. At its recent pace: $3.9B. Bear to Bull: $1.2B to $1.6B.
Revenue today $774M. The price needs $175M by 2036. Base case: $1.4B. At its recent pace: $3.9B. Bear to Bull: $1.2B to $1.6B.
Revenue in 2036
today $774M
−$1.2Bless than the Base case
Value per share · Base case
$130.35
Price $26.46
80% below this
- 10-yr revenue CAGR
- 6.0%
- Ending operating margin
- 30.0%
- Discount rate
- 6.9%
This estimate is at least 3× the price used. Review the growth, margin and investment assumptions behind the gap.
USD · TTM ending Jun 30, 2026 · Price Oct 23, 7:22 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 2.68% over the last year. Revenue grew 5.98% over the trailing twelve months. Operating margin moved from 57.3% to 48.04%. Free cash flow grew 105.67% over the trailing twelve months.
What the market seems to be pricing
The stock has moved lower against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 48.04%. A decisive move in revenue — currently up 5.98% — would be the clearest signal to resolve the ambiguity.
Return analysis
Company profile
Global Ship Lease, Inc. operates by acquiring and chartering out a varied collection of containerships to maritime transport firms, typically under fixed-rate agreements.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
2
Buy
0
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Nov 11, 2026
Q3 FY26 · EPS est $2.46 · Revenue est $189.0M
Same quarter, year over year
FY26 YTD -17.8%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q2 combined $5.04 vs $6.13 · 0 of 2 quarters up
Q1
Q2
Q3
Q4
FY total
FY26
—
—
FY25
FY24
FY23
—
—
—
Fiscal year totals
- FY25
- $11.11
- +11.0%
- FY24
- $10.01
- —
Q2 FY26
Reported Aug 5, 2026 · Latest
HoverTap a cell to inspect
Actual
$2.48
Estimate
$2.42
Year over year
-7.5%
Vs prior quarter
-3.1%
Institutional Sentiment
Global Ship Lease, Inc. · GSL-PB
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.