{"id":1926,"date":"2026-05-26T13:17:22","date_gmt":"2026-05-26T10:17:22","guid":{"rendered":"https:\/\/mikhailinvest.com\/ceva-logistics-slumps-to-22-margins-ma-talk-resumes-no-surprise\/"},"modified":"2026-05-27T10:50:22","modified_gmt":"2026-05-27T07:50:22","slug":"ceva-logistics-slumps-to-22-margins-ma-talk-resumes-no-surprise","status":"publish","type":"post","link":"https:\/\/mikhailinvest.com\/zh\/ceva-logistics-slumps-to-22-margins-ma-talk-resumes-no-surprise\/","title":{"rendered":"Ceva Logistics\u5229\u6da6\u7387\u8dcc\u81f32022\u5e74\u6c34\u5e73\u2014\u2014\u5e76\u8d2d\u4f20\u95fb\u518d\u5ea6\u5347\u6e29\uff08\u4e0d\u51fa\u6240\u6599\uff09"},"content":{"rendered":"<div class=\"hero\"><img decoding=\"async\" src=\"https:\/\/theloadstar.com\/wp-content\/uploads\/1311bf1ed2aa61527c257cfa5d598802-680x0-c-default.png\" alt=\"A phone\" \/>\n<p>ID 33192614<br \/>\n\u00a9 Stbernardstudio<br \/>\n| Dreamstime.com<\/p>\n<\/div>\n<p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<time datetime=\"2026-05-26\">26\/05\/2026<\/time><\/p>\n<p>The first-quarter (Q1 26) results of France\u2019s CMA CGM Group, released on Friday 22 May ahead of our bank holiday, were particularly uninspiring with regard to the Ebitda margin tied to its 3PL arm, Ceva Logistics.<\/p>\n<p>And, unsurprisingly, that disclosure comes just as Ceva-related M&amp;A rumours in logistics are building again in our circles.<\/p>\n<p><strong>Now<\/strong><\/p>\n<p>The 210 basis points drop in Ebitda margin from logistics operations (read: Ceva), the carrier said, reflected: \u201cPressure on freight management activities in a deteriorated market environment, as &#8230;\n\t<\/p>\n<p>\u00a0<\/p>","protected":false},"excerpt":{"rendered":"<p>ID 33192614 \u00a9 Stbernardstudio | Dreamstime.com 26\/05\/2026 The first-quarter (Q1 26) results of France\u2019s CMA CGM Group, released on Friday 22 May ahead of our bank holiday, were particularly uninspiring with regard to the Ebitda margin tied to its 3PL arm, Ceva Logistics. And, unsurprisingly, that disclosure comes just as Ceva-related M&amp;A rumours in logistics [&hellip;]<\/p>\n","protected":false},"author":280549882,"featured_media":1927,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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33192614 \u00a9 Stbernardstudio | Dreamstime.com 26\/05\/2026 The first-quarter (Q1 26) results of France\u2019s CMA CGM Group, released on Friday 22 May ahead of our bank holiday, were particularly uninspiring with regard to the Ebitda margin tied to its 3PL arm, Ceva Logistics. 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