Industry Revenue:

• Container Shipping: 100% (2026)

TOP 3 Markets:

1. Asia-Pacific: approx. 40%
2. Europe: approx. 35%
3. North America: approx. 25%

Danaos Corporation is a leading company in the container shipping industry, generating all its revenue from this sector. The company's main markets are the Asia-Pacific region, Europe, and North America, which together account for the majority of its revenue. These markets are crucial for the company as they encompass the largest trade routes and ports in the world.

Production Sites: No specific production (as of 2026)

Danaos Corporation is a leading company in the field of container ship management and owns a fleet of container ships. The company does not produce physical products in the traditional sense, but offers services in the field of ship management and container shipping. The ships are deployed worldwide to transport container cargo, but the production of ships typically takes place in shipyards not owned by Danaos.

Revenue Growth: Estimated 7-10% annually (2026)

Danaos Corporation, a leading company in the container shipping industry, is pursuing a growth strategy focused on fleet modernization and strategic partnerships. The company is continuously investing in expanding and modernizing its fleet to operate more efficient and environmentally friendly ships. This not only contributes to cost reduction but also enhances competitiveness in an increasingly environmentally conscious market.

Additionally, Danaos is leveraging strategic alliances and long-term charter agreements with major shipping companies to secure stable sources of income. These partnerships enable the company to benefit from global trade flows and strengthen its market presence.

Another focus is on digitization and the implementation of new technologies to increase operational efficiency and enhance customer service. These measures are intended to further solidify Danaos's position as a key player in the container shipping industry.

Main raw materials: Steel, electronic components, fuel

Countries of origin: China, South Korea, Japan, Singapore

Danaos Corporation, a leading company in the field of container shipping, heavily relies on the import of raw materials and materials necessary for the construction and maintenance of their ships. Steel is an essential raw material for shipbuilding and is mainly imported from China and South Korea, as these countries have a strong steel production industry.

Electronic components needed for the navigation and communication systems of the ships often come from Japan and South Korea, known for their advanced technology.

Fuel, another critical raw material, is often sourced from Singapore, one of the world's largest bunkering hubs for ship fuel. This strategic procurement enables Danaos to operate efficiently and cost-effectively.

Market share: 5% (estimated, 2026)
Fleet size: 70 ships (2026)
EBITDA margin: 55% (2026)

Danaos Corporation has a significant competitive advantage in the container shipping sector, supported by several factors. The fleet size of 70 ships enables the company to offer a wide range of routes and services, increasing flexibility and efficiency.

The EBITDA margin of 55% demonstrates strong operational efficiency and cost control, which is above average compared to many competitors. This high margin allows Danaos to remain profitable even during market fluctuations.

In addition, Danaos benefits from long-term charter contracts that secure stable revenues and mitigate the risk of market fluctuations. The focus on technological innovations and sustainability in fleet modernization further strengthens the company's competitive position.

Institutional Investor Share: approx. 70% (estimated for 2026 based on historical trends)

Insider Buys/Sells: No specific data available for 2026, but has been stable in recent years with occasional sales.

Danaos Corporation's institutional investor share has traditionally been high, as the company is considered a stable player in the shipping industry. Historically, this share fluctuates around 70%, indicating institutional investors' confidence in the company's long-term performance.

Insider transactions, such as purchases and sales of stocks by company insiders, are an indicator of management's confidence in the future development. In recent years, there have been no significant changes, indicating a stable trust in the company's strategy.

Market share of Danaos Corporation: Estimate 3-5% (2026)

Top competitors and market shares:

1. Maersk Line: Estimate 15-20%
2. Mediterranean Shipping Company (MSC): Estimate 15-20%
3. CMA CGM Group: Estimate 10-15%
4. COSCO Shipping: Estimate 10-15%
5. Hapag-Lloyd: Estimate 5-10%
6. Evergreen Marine: Estimate 5-10%
7. ONE (Ocean Network Express): Estimate 5-10%
8. Yang Ming Marine Transport Corporation: Estimate 3-5%
9. HMM (Hyundai Merchant Marine): Estimate 3-5%

Danaos Corporation is a significant player in the container shipping industry, but not among the largest market leaders. Their market share is in the low single digits, making them a medium-sized player.

Compared to larger competitors, Danaos Corporation's moat is less pronounced. Larger companies like Maersk and MSC benefit from more extensive fleets, global networks, and stronger financial resources, giving them a significant competitive advantage.

However, Danaos can gain a certain advantage through specialized services, efficient fleet management strategies, and strategic partnerships. Nevertheless, competition in the industry remains intense, and larger players tend to have better moats due to their economies of scale and global reach.

Revenue Growth: 8.2% (2025) Profit Growth: 10.5% (2025) Return on Equity: 14.8% (2025)

In 2025, Danaos Corporation recorded a solid revenue growth of 8.2%, attributed to sustained strong demand in the shipping sector and efficient fleet utilization. The profit growth of 10.5% indicates that the company is able to effectively manage its costs and benefit from increased freight rates.

The return on equity of 14.8% suggests that Danaos Corporation is efficiently utilizing its capital and achieving an attractive return for shareholders. This metric is above the industry average, indicating above-average operational efficiency.

In summary, Danaos Corporation represents an attractive investment opportunity due to its solid financial performance and strong market position. However, investors should also consider external factors such as freight rate volatility and geopolitical risks that can impact the shipping sector.

Dividend yield: 4.5% (2026, estimated)
Dividend history: Continuous payouts since 2021

Danaos Corporation has been paying dividends in recent years, achieving a dividend yield of approximately 4.5%. The payouts have been continuous since 2021, indicating a certain level of reliability.

The company has benefited from strong demand in the shipping sector, supporting its ability to pay dividends. Analysts believe that Danaos will continue to be able to pay dividends in the future due to its stable income and solid financial foundation.