The cruising giant reports quarterly results this week. It didn't go very well last time.The past few weeks have been a bon voyage for investors in cruise line stocks. Carnival Corp. (CCL 0.56%) -- the country's largest player by revenue -- has seen its shares coast 10% higher over the past month. This would be cause for a party on the pool deck, but comparison is the thief of joy sometimes.Rival Royal Caribbean -- the country's largest player by market cap -- is up a more robust 13% in the same time. Even ...

智通财经APP获悉，对邮轮行业而言，随着加勒比海市场过度饱和以及乌克兰战争可能结束，2026年欧 洲将成为关键战场，这使得嘉年华(CCL.US)和维京(VIK.US)等运营商有望超越竞争对手。 杰富瑞的大卫·卡茨表示："我们的观点是，与专注于加勒比海的运营商相比，在欧洲市场有重大业务的 运营商应该会受益。"他对整个邮轮行业持乐观态度，但指出某些公司将在2026年凭借有利的地缘政治 发展和卓越运营表现脱颖而出。 由于业务质量不断改善且运力增长极小，嘉年华集团仍是卡茨在休闲娱乐领域的首选股。 最后，皇家加勒比邮轮维持"中性"评级，因为该公司仍然是拥有强大管理团队和商业模式的"高质量运 营商"。然而，来自陆地资产的强劲顺风可能会被预计在2026年出现的定价疲软所抵消，同时挪威邮轮 向加勒比海的转移对皇家加勒比的影响将比同行更为明显。 对于2027年，卡茨预计皇家加勒比将有更强劲的增长，因为更多陆地资产将全面投入运营，例如巴哈 马、圣托里尼和科苏梅尔的皇家海滩俱乐部，而从长期来看，皇家加勒比在技术和创新方面的领先地位 将继续保持。 同样，维京控股也将在2026年从其以欧洲为中心的航线以及面向高收入消费者的定位中受益。 ...

Soccer fans can book their dream cruise vacation knowing they'll be able to watch all the action while on board From June 11 to July 19, 2026, all of the tournament's 104 matches — which are being held throughout the United States, Canada and Mexico — will be viewable on guests' stateroom televisions on Sport 24 Special Event Channels. Select marquee matches may be showcased on the Lido Pool's big screen or in the immersive World Stage theater on certain ships, delivering an unparalleled viewing experience ...

Soccer fans can celebrate the FIFA World Cup 26â"¢ while enjoying a signature luxury experience at sea SEATTLE, Dec. 16, 2025 /PRNewswire/ -- Seabourn, the leader in luxury cruising and expedition travel, announced that it has secured the rights from IMG to broadcast the FIFA World Cup 26â"¢ live across its ocean fleet. From June 11 through July 19, 2026, guests aboard Seabourn's three ocean ships will have the opportunity to watch all 104 matches of the tournament, hosted across the United States, Canada a ...

The following players span a variety of industries, so if you pick up more than one, you may gain in diversification.Soon, it will be countdown time, noting one by one the last minutes of 2025. But today, we can start early, counting down the last 12 investment days until the new year. The stock market will be closed on Dec. 25 for Christmas Day and opens for partial sessions on Dec. 24 and Dec. 31. What should you do during this countdown? Consider possible stocks, companies with great long-term prospects, ...

It's that time again — investors are prepping for this week's earnings reports which include homebuilders, several apparel companies and a big tech company. MU stock is moving. See the chart and price action here. Monday, Dec. 15The week begins with the following companies reporting after Monday's closing bell:Navan, Inc. (NASDAQ:NAVN)Ark Restaurants Corp. (NASDAQ:ARKR)Champions Oncology, Inc. (NASDAQ:CSBR)Read Next: Rivian’s AI Turn VS. Lucid’s Uber Alliance: Robotaxi Race For Second-Place   Tuesday, Dec. ...

Stocks advanced on Monday, recovering from a mixed and volatile stretch on Wall Street that saw investors aggressively rotate out of high-valuation technology names and into more attractively priced p... ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end 2025, consider joining Out Fox The Street .Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential mu ...

核心观点 - 文章核心观点为 嘉年华邮轮(CCL)的股票投资价值可能优于Tripadvisor(TRIP) 这基于估值与业绩增长之间的错配 CCL估值更低但营收和营业利润增长更高[2][3] - 这种股价错配是否暂时 需通过对比一年前的关键指标趋势来判断 若趋势发生重大转变 则当前错配可能逆转 若趋势持续 则TRIP可能相对于竞争对手被高估且短期内不会逆转[6] 关键指标对比 (当前) - **估值对比**: CCL的估值(价格/营业利润比率 P/OpInc)低于Tripadvisor(TRIP)[3] - **增长对比**: 尽管估值更低 但CCL展示了更高的营收增长和营业利润增长[3] - **公司业务**: Tripadvisor(TRIP)运营一个平台 提供超过10亿条关于酒店、餐厅、体验、航空公司和邮轮的评论和意见 覆盖媒体、酒店和餐饮行业[4] 历史趋势分析 - 判断TRIP股票是否被高估的方法之一是检查这些关键指标在一年前的公司间对比情况[6] - 若Tripadvisor的趋势在过去12个月内发生重大转变 则当前错配可能逆转 若其营收和营业利润增长持续表现不佳 则支持其股票相对于竞争对手被高估的结论 但近期可能不会逆转[6] 投资方法说明 - 基于估值投资具有吸引力 但应从多角度进行全面评估[7] - Trefis高质量投资组合分析了更广泛的因素 旨在降低个股特定风险的同时提供上行潜力[5] - Trefis投资组合策略采用多因素评估方法[7]

嘉年华公司经营与财务表现 - 公司正进入多年复苏的新阶段 自由现金流正成为其运营叙事中日益重要的一部分[1] - 2025财年第三季度实现创纪录的20亿美元净利润 同船净收益率增长4.6% 成本控制和运营效率提升 燃料消耗改善[2] - 有利的再融资活动降低了利息支出 将季度盈利能力推升至近二十年来的最高水平[2] - 客户存款达到71亿美元 反映出强劲的提前预订量 预订曲线为有记录以来最长 近一半的2026年舱位已以更高价格售出[3][10] - 包括“庆典岛”在内的目的地组合正在推进 预计随着更多航线纳入新项目 将支持船上消费变现[3][10] - 预计2025财年EBITDA将超过70亿美元 公司正朝着由持续成本效率和目的地驱动定价提升所支持的更稳定的自由现金流状况迈进[3] 行业竞争格局 - 在邮轮行业迈向更强自由现金流的竞争中 皇家加勒比游轮和挪威邮轮控股是公司最直接的竞争基准[4] - 皇家加勒比继续呈现领先的需求和定价 创纪录的预订负载率和稳定的收益增长得益于其不断扩大的目的地生态系统 包括“完美一日游”和即将推出的皇家海滩俱乐部[5] - 皇家加勒比在2026年将实现6%的运力增长 为其提供了结构上更大的收入引擎[5] - 挪威邮轮正实现强劲的EBITDA表现和两位数的预订增长势头 这得益于豪华新船和向短期加勒比航线的推进[6] - 挪威邮轮正在消化更重的干船坞、营销和监管成本 但管理层仍预计收益率将实现低至中个位数增长 随着超过3亿美元的成本节约分阶段实现 利润率将进一步扩大[6] - 公司2026年无新船交付的低资本支出安排 使其EBITDA转化为自由现金流的路径更清晰 这使其复苏进程区别于同行[7] 公司股价与估值 - 过去三个月 公司股价下跌16.6% 而行业指数下跌12.7%[8] - 从估值角度看 公司股票的远期市盈率为10.91倍 显著低于行业平均的16倍[12] - 市场对2025财年和2026财年每股收益的共识预期 分别意味着同比增长52.8%和10.8%[15] - 过去60天内 2025财年和2026财年的每股收益预期已被上调[15] - 当前市场对2025年11月财年的每股收益预期为2.17美元 对2026年11月财年的预期为2.40美元 过去90天内这些预期均有所上调[16]