Demand, disruptions supercharge ONE results in Q2

Eastbound trans-Pacific container volume rose 18%

(Photo: Jim Allen/FreightWaves)

Profits and revenue rocketed for Ocean Network Express (ONE) in the fiscal second quarter on steady consumer demand, geopolitical disruptions and an early eastbound trans-Pacific peak shipping season.

The Singapore-based alliance of liner operators said earnings before interest and taxes in the quarter ended Sept. 30 was $1.9 billion and earnings before interest, taxes, depreciation and amortization was $2.4 billion, up from $31 million and $436 million, respectively, from the second quarter in 2023.

Revenue was $5.9 billion, up from $3.5 billion.

ONE was the latest container carrier to see robust gains from higher volumes as well as disruptions from attacks on shipping in the Red Sea and early holiday shipments in the North American trade ahead of a strike threat by union longshore employees at U.S. East and Gulf Coast ports.

Volume from Asia to North America in July and August increased by 18% year on year.

Liftings in the major trades in the first half of 2024 were 3.35 million twenty-foot equivalent units from 3.15 million TEUs the previous year, up 6.4% and ahead of global growth estimates of 5.6%.  

The alliance raised full-year net profit guidance to $3.1 billion from $2.75 billion announced on July 31.

Find more articles by Stuart Chirls here.

Related coverage:

Maersk Q3 profits rise despite modest container volume gains

Millions in funding for key Montreal port commodity

Trinity Industries Q3 earnings: First Look

Upcoming FreightWaves Events
Compliance

Brokerage Compliance Symposium

The day before F3. Every compliance issue you face - fraud exposure, carrier liability, FMCSA rules, cargo theft, insurance gaps - navigated by attorneys and operators defining best practices in a changing industry.

October 26, 2026
The Signal at Chattanooga Choo Choo • Chattanooga, TN
Register Now
Awards

F3 Awards Dinner

The night before F3. FreightTech100 companies honored. FreightTech 25 and Shipper of Choice winners revealed live. Cocktail reception into dinner and live music - 300 industry leaders in one purpose-built room.

October 26, 2026
The Signal at Chattanooga Choo Choo • Chattanooga, TN
Register Now
FreightTech

F3: Future of Freight Festival

Industry-defining keynotes, rapid-fire technology demos, and industry leaders networking in experiences across Chattanooga - plus the inaugural F3 Awards Dinner featuring the FreightTech and Shipper of Choice reveals.

October 27, 2026 – October 28, 2026
The Signal at Chattanooga Choo Choo • Chattanooga, TN
Register Now
Compliance Brokerage Compliance Symposium Oct 26 • The Signal at Chattanooga Choo Choo • Chattanooga, TN

The day before F3. Every compliance issue you face - fraud exposure, carrier liability, FMCSA rules, cargo theft, insurance gaps - navigated by attorneys and operators defining best practices in a changing industry.

The Signal at Chattanooga Choo Choo • Chattanooga, TN Register Now
Awards F3 Awards Dinner Oct 26 • The Signal at Chattanooga Choo Choo • Chattanooga, TN

The night before F3. FreightTech100 companies honored. FreightTech 25 and Shipper of Choice winners revealed live. Cocktail reception into dinner and live music - 300 industry leaders in one purpose-built room.

The Signal at Chattanooga Choo Choo • Chattanooga, TN Register Now
FreightTech F3: Future of Freight Festival Oct 27 – Oct 28 • The Signal at Chattanooga Choo Choo • Chattanooga, TN

Industry-defining keynotes, rapid-fire technology demos, and industry leaders networking in experiences across Chattanooga - plus the inaugural F3 Awards Dinner featuring the FreightTech and Shipper of Choice reveals.

The Signal at Chattanooga Choo Choo • Chattanooga, TN Register Now

Stuart Chirls

Stuart Chirls is a journalist who has covered the full breadth of railroads, intermodal, container shipping, ports, supply chain and logistics for Railway Age, the Journal of Commerce and IANA. He has also staffed at S&P, McGraw-Hill, United Business Media, Advance Media, Tribune Co., The New York Times Co., and worked in supply chain with BASF, the world's largest chemical producer. Reach him at stuartchirls@firecrown.com.