Danaos: Severely Undervalued Despite Industry Shifts

Danaos' revenues increased year over year and will likely continue to increase or at least remain stable. Profitability is in decline, but despite this, market cap is still significantly lower than it should be. Danaos' balance sheet gives it plenty of room for growth and flexibility to respond to industry changes.

Seeking Alpha • Dec 4, 2025

Danaos Q3: Drybulk Isn't Growing, But The Reasons Seem Valid

Danaos Corp. (DAC) has aggressively executed share buybacks, totaling $213.6 million, capitalizing on its undervalued stock price. DAC's management prudently slowed buybacks as the share price approached $100, aligning with their focus on preserving cashflows. Despite the price increase, DAC's buyback yield remains attractive, supporting the thesis that the stock is still undervalued near $100.

Seeking Alpha • Nov 21, 2025

Danaos Corporation (DAC) Q3 2025 Earnings Call Transcript

Danaos Corporation ( DAC ) Q3 2025 Earnings Call November 18, 2025 9:00 AM EST Company Participants Evangelos Chatzis - VP, CFO, Treasurer & Secretary John Coustas - Chairman, President & CEO Conference Call Participants Omar Nokta - Jefferies LLC, Research Division Climent Molins - Value Investor's Edge Presentation Operator Good day, and welcome to the Danaos Corporation conference call to discuss the financial results for the 3 months ended September 30, 2025. As a reminder, today's call is being recorded.

Seeking Alpha • Nov 18, 2025

Danaos Corporation Reports Third Quarter and Nine Months Results for the Period Ended September 30, 2025

ATHENS, Greece , Nov. 17, 2025 /PRNewswire/ -- Danaos Corporation ("Danaos") (NYSE: DAC), one of the world's largest independent owners of container vessels and drybulk vessels, today reported unaudited results for the period ended September 30, 2025.  Financial Summary Three Months Ended September 30, 2025 and Three Months Ended September 30, 2024  Unaudited ( Expressed in thousands of United States dollars, except as otherwise stated )   Three Months Ended Three Months Ended September 30, 2025 September 30, 2024 Financial & Operating Metrics Container Vessels Drybulk Vessels Other Total Container Vessels Drybulk Vessels Other Total Operating Revenues $239,102 $21,628 - $260,730 $235,570 $20,606 - $256,176 Voyage Expenses, excl.

PRNewsWire • Nov 17, 2025

Danaos Corporation Announces Date for the Release of Third Quarter 2025 Results, Conference Call and Webcast

ATHENS, Greece , Nov. 6, 2025 /PRNewswire/ -- Danaos Corporation (NYSE: DAC), one of the world's largest independent owners of containerships, announced today that it will release its results for the third quarter ended September 30, 2025, after the close of the market in New York on Monday, November 17, 2025. The Company's management team will host a conference call to discuss the results on Tuesday, November 18, 2025 at 9:00 A.M.

PRNewsWire • Nov 6, 2025

Danaos: A Lot Of Value Even With The Current Scenario

Danaos remains a compelling opportunity, supported by strong financials and a favorable supply-demand gap in maritime transport. 2Q2025 results show revenue growth to $262.15 million, with stable adjusted EBITDA and a growing fleet, highlighting DAC's operational resilience. Valuation using industry multiples (PE, EV/EBITDA, P/CF, P/BV) positions DAC as a leader in margin and financial solvency versus peers.

Seeking Alpha • Oct 24, 2025

Danaos Corporation Announces Director Resignation

ATHENS, Greece , Oct. 13, 2025 /PRNewswire/ -- Danaos Corporation (NYSE: DAC), one of the world's largest independent owners of containerships, announced today that William Repko has resigned from Danaos Corporation's board of directors, effective as of October 13, 2025. Mr. Repko's resignation was not the result of any dispute or disagreement with the Company or the Company's Board of Directors on any matter relating to the operations, policies or practices of the Company.

PRNewsWire • Oct 13, 2025

Danaos Corporation Announces Pricing of Senior Notes Offering

ATHENS, Greece , Oct. 9, 2025 /PRNewswire/ -- Danaos Corporation (the "Company") (NYSE: DAC) announced today the pricing of its offering of $500 million of 6.875% Senior Notes due 2032. The notes are being offered and sold in a private offering exempt from the registration requirements under the U.S. Securities Act of 1933, as amended (the "Securities Act").

PRNewsWire • Oct 9, 2025

Danaos Corporation Announces Senior Notes Offering

NOT FOR DISTRIBUTION TO ANY PERSON LOCATED OR RESIDENT IN ANY JURISDICTION WHERE IT IS UNLAWFUL TO DISTRIBUTE THIS ANNOUNCEMENT ATHENS, Greece , Oct. 6, 2025 /PRNewswire/ -- Danaos Corporation (the "Company") (NYSE: DAC) announced today that it plans to commence an offering of up to $500 million of Senior Notes due 2032, subject to market conditions and other factors. The notes are to be offered and sold in a private offering exempt from the registration requirements under the U.S. Securities Act of 1933, as amended (the "Securities Act").

PRNewsWire • Oct 6, 2025

Danaos Corporation Adds $304 million to Contracted Revenue Backlog and Orders Two Additional Containership Vessels Newbuildings

ATHENS, Greece , Sept. 30, 2025 /PRNewswire/ -- Danaos Corporation (NYSE: DAC), one of the world's largest independent owners of containerships, announced today that since the date of its last earnings release, it has (i) added $304 million to its contracted revenue backlog and (ii) ordered two additional two newbuilding containerships.

PRNewsWire • Sep 30, 2025