Danaos (DAC) Q2 FY26 earnings call

Danaos reported a strong Q2 FY26, driven by record contracted revenue backlog and significant contribution from its Dry Bulk segment amidst exceptionally tight shipping market conditions. The company maintains a fortress balance sheet with high liquidity and low leverage, positioning it for disciplined growth and accretive opportunities while navigating global supply chain disruptions. Management is cautious about new investments at current elevated prices.