Danaos: A Disciplined, Opportunistic Capital Allocator

Danaos Corporation remains a deep value play, boasting high profitability, strong earnings visibility, and a fortress balance sheet, despite a recent run-up. DAC's disciplined and opportunistic capital allocation would make Buffett proud, with a proven record of buying at cycle lows and focusing on immediately accretive transactions derisked through financing and chartering. Recent moves into dry bulk and the Alaska LNG partnership provide optionality and potential new earnings engines, while core containership operations remain resilient.

Seeking Alpha • 15 hours ago

Danaos: Alaska LNG Investment - Smart Diversification Or Opportunity Cost?

Danaos has surpassed $100/share, posting a record $266M quarter and boasting a $4.3B contracted revenue backlog. DAC's core containership business remains robust, with 100% of 2026 and 87% of 2027 operating days locked at high rates. The $50M Alaska LNG investment marks a strategic diversification but introduces operational risk and a capital allocation debate.

Seeking Alpha • Feb 17, 2026

Shipping Stocks Are Moving Again — And Nobody Is Watching

Shipping stocks are quietly staging a comeback — and the underlying supply-demand setup suggests this cycle may have staying power. The Baltic Dry Index, a key benchmark for global shipping rates, has risen more than 60% from its 2023 lows, according to Baltic Exchange data, signaling a significant recovery in global shipping demand.

Benzinga • Feb 16, 2026

Danaos Corporation (DAC) Q4 2025 Earnings Call Transcript

Danaos Corporation (DAC) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 10, 2026

Danaos Corporation Reports Results for the Fourth Quarter and Year Ended December 31, 2025

ATHENS, Greece, Feb. 9, 2026 /PRNewswire/ -- Danaos Corporation ("Danaos") (NYSE: DAC), one of the world's largest independent owners of container vessels, today reported unaudited results for the period ended December 31, 2025.  Financial Summary Three Months Ended December 31, 2025 and Three Months Ended December 31, 2024  Unaudited ( Expressed in thousands of United States dollars, except as otherwise stated ) Three Months Ended Three Months Ended December  3 1 , 2025 December 31 , 2024 Financial & Operating Metrics Container Vessels Drybulk Vessels Other Total ContainerVessels Drybulk Vessels Other Total Operating Revenues $240,695 $25,570 - $266,265 $237,510 $20,669 - $258,179 Voyage Expenses, excl.

PRNewsWire • Feb 9, 2026

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

ATHENS, Greece, Jan. 22, 2026 /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 fourth quarter ended December 31, 2025, after the close of the market in New York on Monday, February 9, 2026. The Company's management team will host a conference call to discuss the results on Tuesday, February 10, 2026 at 9:00 A.M.

PRNewsWire • Jan 22, 2026

Danaos Corporation Announces Strategic Partnership with Glenfarne Group to advance the Alaska LNG Project

ATHENS, Greece, Jan. 20, 2026 /PRNewswire/ -- Danaos Corporation, one of the world's largest independent owners of containerships, (the "Company") (NYSE: DAC) announced today a strategic partnership with Glenfarne Group LLC ("Glenfarne Group") to advance the Alaska LNG project. More specifically, Danaos Corporation will make a $50 million development capital equity investment in Glenfarne Alaska Partners LLC while it will also be the preferred tonnage provider to construct and operate at least six LNG carriers to deliver LNG to global customers for Glenfarne Alaska LNG, LLC, majority owner and developer of the Alaska LNG Project.

PRNewsWire • Jan 20, 2026

Glenfarne Announces Strategic Partnership With Danaos to Advance Alaska LNG

ANCHORAGE, Alaska--(BUSINESS WIRE)--Glenfarne Group, LLC (“Glenfarne”) subsidiary Glenfarne Alaska LNG, LLC, majority owner and developer of the Alaska LNG Project, and Danaos Corporation ("Danaos") (NYSE: DAC), one of the world's largest independent owners of containerships, today announced a strategic partnership to advance Alaska LNG. Under the agreement, Danaos will facilitate the construction and operation of at least six LNG carriers to deliver LNG to global customers and make a $50 milli.

Business Wire • Jan 20, 2026

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