2021 Financial Guidance
Transformation to a Diversified Customer Base
December 31, 2017
Top 3 Customers² = 75%
3-Year Change
December 31, 2020¹
Top 3 Customers² = 54%
(by % of total TEU)
MAERSK
Hapag-Lloyd
6%
4%
CMA CGM
6%
ONE
OCEAN NETWORK EXPRESS
3
16%
SC
9%
19%
M
-21%
(by % of total TEU)
COSCO
SHIPPING
m
SC
40%
16%
ZIM
11%
4%
MAERSK
7%
Hapag-Lloyd
10%
CMA CGM
Other
1%
seaspan
COSCO
SHIPPING
18%
20%
ONE
OCEAN NETWORK EXPRESS
14%
M
As of December 31, 2020; pro-forma for newbuild containership orders for 31 vessels announced on December 7, 2020, February 8 and 12, and March 4 and 8, 2021, and 2 secondhand vessel acquisitions
announced March 2, 2021
1.
2.
On a TEU-weighted basis
3.
Combination of Mitsui OSK Lines, Kawasaki Kisen Kaisha, and Nippon Yusen Kabushiki Kaisha into Ocean Network Express to match current presentation
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