Logistics Sector – Q3/26 Earnings Forecast: Profit surge amidst peak season
Posted: Sep 24, 2026
- Driven by a breakout in import-export volumes, earnings for the Port & Shipping segment are projected to maintain strong growth momentum. Specifically, the bottom line for deep-water port operators (GMD, PHP) is expected to accelerate, underpinned by superior gross profit margins.
- While profitability in the broader express delivery sector continues to be eroded by escalating fuel costs despite booming core revenues, VTP’s earnings are anticipated to post a solid recovery. This resilience is driven by the company’s economies of scale, its ability to levy surcharges, and a strategic focus on high-margin services.
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