Höegh Autoliners Q3 2025: Strong Asian volumes cushion new U.S. port‑fee pressure

Höegh Autoliners ASA delivered a solid Q3 2025 performance with gross revenue of USD 370 million, EBITDA at USD 155 million and net profit after tax of USD 131 million. A key driver was the up‑trend in Asia: volumes out of the region surged strongly while the contract share improved to ~80 % (up from ~73 % a year earlier). However, the company flagged growing headwinds—particularly from recently announced U.S. port fees, estimated at USD 60‑70 million annually, with around USD 20 million expected to hit Q4. Looking ahead, management sees Q4 operational performance slightly below Q3’s level, given the cost pressures and trade‐imbalances the business faces. #shipping #HöeghAutoliners #tradeheadwinds #Asiangrowth #SlimScan #GrowthStocks #CANSLIM