Demonstration environment — all carriers, scores, and figures are fictional and illustrative. Licensed-source values (RapidRatings, CreditRiskMonitor) depict a planned integration, not vendor output.

COMPASS
Portfolio

Davenport Ocean FreightDOF

Sea carrierPrivately heldHouston, TXModerateMixed provenanceConfidence B

Open findings (1)

Labor agreement expires 2026-09-30 with negotiations open

ExposureRaised 2026-06-30

Both financial tracks are sound and current, but a work stoppage would idle Gulf Coast capacity during the fall surge window. Monitoring cadence increased through contract resolution.

  • Primary labor agreement expires 2026-09-30Public records / labor filings
  • FHR 68/100 — current and stableRapidRatings FHR (confidential statement exchange)

Two-track assessment

Track 1

Statement-derived financial health

Confidential statement exchange (RapidRatings FHR) — audited statements, never made public

68/100
StableStatements as of 2026-Q1
Audited

Track 2

Inferred financial risk

No carrier cooperation required (CreditRiskMonitor FRISK/PAYCE)

7/10 FRISK
12-month distress probability
0.9%
As of
2026-06
Inferred

Operational ground truth

Government and public feeds USTRANSCOM already trusts.

Fleet active % — trailing 8 quarters

92%
2024-Q32026-Q2
Active fleet15 of 16 vessels
On-time performance89%
Primary maritime labor agreementExpires 2026-09-30, negotiations open

Fuel exposure

Within tolerance

Forward fuel hedged (next 12 months)

30%

Fuel share of operating cost

28%

30% of forward fuel hedged against a 28% fuel share of operating cost — exposure is within tolerance.

AI executive snapshot

Generated 2026-07-06 06:40 UTC — every sentence resolves to a named source.

Davenport Ocean Freight is financially sound on both tracks, but its primary labor agreement expires 2026-09-30 with negotiations still open.

A work stoppage would idle Gulf Coast capacity during the fall surge window; risk tier MODERATE on that single forward factor.

Financial and operational indicators are otherwise in agreement and current.

Sources cited

  1. 1.RapidRatings FHR (confidential statement exchange) — Financial Health Rating: 68 / 100 (as of 2026-Q1)
  2. 2.Public records / labor filings — Primary maritime labor agreement: Expires 2026-09-30, negotiations open (as of 2026-06)
  3. 3.CreditRiskMonitor FRISK — FRISK score (10 = lowest risk): 7 / 10 (as of 2026-06)
  4. 4.AIS vessel-movement feed — Fleet utilization: 92% of fleet active (as of 2026-06 (30-day window))