US · Consumer Cyclical · Travel Services
EPS came in at 0.43 against a street estimate of 0.34 — a beat of 26.5%.
Analysts rate Norwegian Cruise Line Holdings Ltd a buy (10 buy, 17 hold, 0 sell out of 27) with an average price target of $19.44.
CAUTIOUS Q2 beat guidance but FY26 net yield cut to -5%. Management credits self-inflicted demand/marketing issues, not macro. Baseloading pricing underway; expects back-half 2027 inflection as new leadership embeds. Q2 2026 European sailings (39% of Q3 deployment) most pressured due to North American sourcing hit by elevated airfare and macro headwinds. Q3 load factor 104%; Q4 expected 99%. Analysts pressed on book position granularity, macro vs. execution, and baseloading retraining risk. Management deflected on precise booking shortfall percentages but confirmed sequential Q improvement in 2027 and emphasized execution/marketing as primary lever, not product or external factors. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| Vanguard Capital Management, LLC | 6.53% |
| BlackRock Inc | 6.39% |
| UBS Group AG | 5.08% |
| The Goldman Sachs Group Inc | 4.12% |
| Vanguard Portfolio Management, LLC | 4.07% |
| State Street Corp | 3.70% |
| Barclays PLC | 3.64% |
| Ariel Investments, LLC | 3.36% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 HEADLINE NUMBERS • NCL Corporation Ltd., a subsidiary of Norwegian Cruise Line Holdings Ltd., issued $950.0 million of 8.750% senior notes due 2031 o | 2026-10-15 |
| Reg FD disclosure · Q3 2026 HEADLINE NUMBERS • Norwegian Cruise Line Holdings expects its third-quarter 2026 results to exceed the guidance issued with its second-quarter 2026 e | 2026-09-30 |
| Quarterly report · Q2 2026 NORWEGIAN CRUISE LINE HOLDINGS LTD. - Q2 2026 SUMMARY HEADLINE NUMBERS • Total Revenue (6M 2026): $4,971,765 thousand ($4.97 billion), up 7.0% vs. $ | 2026-08-03 |
| Results announced · Q3 2026 NORWEGIAN CRUISE LINE HOLDINGS – Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $2.6 billion, up 4.9% versus Q2 2025 • GAAP net incom | 2026-07-30 |
| Board / officer change · Q2 2026 NORWEGIAN CRUISE LINE HOLDINGS LTD. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held June 11, 2026 with 363,852,495 ordinary sh | 2026-06-16 |
| Company announcement · Q2 2026 NORWEGIAN CRUISE LINE HOLDINGS LTD. — FORM 8-K SUMMARY HEADLINE NUMBERS • Company elected on May 29, 2026 to fix Settlement Method to Cash Settlemen | 2026-05-29 |
| Quarterly report · Q1 2026 NORWEGIAN CRUISE LINE HOLDINGS LTD. – Q1 2026 SUMMARY HEADLINE NUMBERS • Net income Q1 2026: $104.7 million vs. net loss of $40.3 million in Q1 2025 | 2026-05-04 |
| Results announced · Q2 2026 NORWEGIAN CRUISE LINE HOLDINGS - Q1 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q1 2026 Total Revenue: $2.3 billion, up 10% versus Q1 2025 • Q1 2026 G | 2026-05-04 |
Readable in the app.
| Announcement | Date |
|---|---|
| Q3 2026 results expected to exceed guidance; 2026 full-year guidance reaffirmed Norwegian Cruise Line Holdings (NCLH) announced that its third-quarter 2026 results are expected to exceed previous guidance, driven by better-than-expected revenue performance. The company | 2026-09-30 |
| Full year 2026 Adjusted EPS guidance raised to approximately $1.50 Norwegian Cruise Line Holdings reported Q2 2026 results that beat expectations on profitability but revealed underlying demand challenges. Revenue grew 4.9% to $2.6 billion, and the company | 2026-07-30 |
| Q1 2026 results reported; full year 2026 EPS guidance lowered to $1.45-$1.79 Norwegian Cruise Line Holdings reported strong Q1 2026 results with 10% revenue growth to $2.3 billion and Adjusted EBITDA up 18% to $533 million, beating guidance. However, the company sign | 2026-05-04 |
| Full year 2026 Adjusted EPS guidance of $2.38 provided Norwegian Cruise Line Holdings reported solid 2025 results with revenue growth to $9.8 billion (up 3.7%) and strong profitability metrics: Adjusted EBITDA of $2.73 billion (up 11%) and Adjus | 2026-03-02 |
| Q3 2025 results beat guidance; full year 2025 earnings outlook raised Norwegian Cruise Line Holdings delivered strong third quarter 2025 results with record revenue of $2.9 billion, up 5% year-over-year. The company exceeded earnings expectations with adjusted | 2025-11-04 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.