US · Consumer Cyclical · Travel Services
EPS came in at -0.02 against a street estimate of -0.10 — a beat of 80.0%.
Analysts rate Lindblad Expeditions Holdings Inc a buy (4 buy, 2 hold, 0 sell out of 6) with an average price target of $36.00.
CONFIDENT Q2 beat expectations with 19% revenue growth, 91% occupancy, and record net yields. Raised 2026 revenue guidance to $830–860M. EBITDA guidance maintained at $130–140M despite elevated fuel costs. Q2 2026 International expansion highlighted: Australia/New Zealand bookings +44% post-visit; U.K. momentum building; European River Cruises and Amazon expansion planned. Analysts pressed on occupancy ceiling, founder stake buyout plans, and data-transformation maturity. Management downplayed near-term occupancy upside (90% optimal for premium model), reaffirmed founder retention as differentiator, and signaled early-stage efficiency gains from 30+ pipeline initiatives. 2026-08-03…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 10.13% |
| BlackRock Inc | 6.62% |
| Ariel Investments, LLC | 4.22% |
| Vanguard Capital Management, LLC | 3.25% |
| The Goldman Sachs Group Inc | 2.71% |
| Driehaus Capital Management LLC | 2.24% |
| Select Equity Group LP | 2.22% |
| Principal Financial Group Inc | 2.13% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 LINDBLAD EXPEDITIONS HOLDINGS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company acquired 60% controlling interest in White Desert Ltd, PNR Airways | 2026-09-15 |
| Quarterly report · Q2 2026 LINDBLAD EXPEDITIONS HOLDINGS, INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Tour revenues Q2 2026: $199.2 million (vs. $167.9 million Q2 2025, +18 | 2026-08-03 |
| Results announced · Q3 2026 LINDBLAD EXPEDITIONS HOLDINGS, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total tour revenues: $199.2 million, up 19% YoY ($31.3 million inc | 2026-08-03 |
| Shareholder vote results · Q2 2026 LINDBLAD EXPEDITIONS HOLDINGS, INC. – 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held June 10, 2026 with 55,003,818 shares represented (quorum re | 2026-06-11 |
| Quarterly report · Q1 2026 LINDBLAD EXPEDITIONS HOLDINGS, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Tour Revenues: $208.0 million (Q1 2026) vs. $179.7 million (Q1 2025) – | 2026-05-05 |
| Results announced · Q2 2026 LINDBLAD EXPEDITIONS HOLDINGS, INC. – Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total tour revenues: $208.0 million, up 16% year-over-year ($28.3 | 2026-05-05 |
| Proxy statement · Q2 2026 LINDBLAD EXPEDITIONS HOLDINGS, INC. — PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of Four Class B Directors — Sha | 2026-04-28 |
| Board / officer change · Q1 2026 LINDBLAD EXPEDITIONS HOLDINGS, INC. – FORM 8-K SUMMARY OTHER NOTABLE POINTS • Executive Appointment: Rear Admiral Keith Taylor (Ret.) appointed as C | 2026-03-25 |
Readable in the app.
| Announcement | Date |
|---|---|
| Sale and purchase of majority interest in three companies to Lindblad Expeditions Lindblad Expeditions UK Ltd is acquiring a majority interest in three companies: White Desert Ltd, PNR Airways Ltd, and Echo Charlie Ltd from multiple sellers. The agreement, dated September | 2026-09-15 |
| Three-year charter of Greg Mortimer ship expands Alaska expedition capacity National Geographic-Lindblad Expeditions announced an expansion of its Alaska program by chartering the Greg Mortimer ship for three years starting in 2027. This decision responds to surging | 2025-12-11 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Lindblad Expeditions Holdings Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.