The cruise line said that booking trends during the recent quarter were most disrupted across Europe, particularly in the Mediterranean region. ...

Carnival Corporation & plc (NYSE:CCL) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer called it “pretty lucrative,” as he remarked: Not a lot of corporate news next week, but still enough to parse. One of the more ridiculous elements of stock research is the endless pecking order shifting in the cruise lines. You know, I’ve been consistent. I like Viking because of its upscale model, okay, ...

But so for some of these first moves right out of the gate here, we are joined by Sam Vadas, force host for the Schwab Network to look at some of these individual stock moves. And so, not surprising to see pressure throughout the equity market here, Sam, but we're looking at Carnival, which got its earnings. I mean, actually about I believe it was just within the hour or so. We are down about 9% right out of the gate, though. >> Yeah, we were Look, it's a tough day, obviously, to report given the pullback w ...

Delivers Record Second Quarter Revenues, Net Yields and Adjusted Net Income Accelerates Shareholder Returns, Surpassing $450M in Stock Repurchases Second Quarter 2026 Earnings Presentation 1 Disclaimers, Forward Looking Statements and Responsibility This presentation includes certain financial measures not presented in accordance with generally accepted accounting principles ("GAAP") including, but not limited to, cruise costs without fuel, Adjusted EBITDA, Adjusted Net Income, and certain ratios and metric ...

Carnival Stock Leads Cruise Retreat After Revenue Miss, Updated Outlook | Investor's Business Daily TRENDING: AI Stocks In A Bubble? New 1999 Comparisons IBD Digital IBD Live My Stock Lists Email Preferences Help & Support Sign Out Store Store Subscribe Sign In My Subscriptions Founder's Club eIBD Search stocks or keywords Sections My IBD Market Trend MARKET TREND The Big Picture Stock Market Today ETF Market Strategy Stock Market Data Psychological Indicators New? Start Here IBD Digital: 2 Months for $20 S ...

Exhibit 99.1 CARNIVAL CORPORATION DELIVERS RECORD SECOND QUARTER REVENUES, NET YIELDS AND ADJUSTED NET INCOME Accelerates shareholder returns, surpassing $450 million in stock repurchases MIAMI (June 23, 2026) - Carnival Corporation (NYSE: CCL) announced financial results for the second quarter 2026 and provided an updated outlook. "We achieved another quarter of record results, marking our twelfth consecutive quarter of record net yields and delivering over 20 percent more to the bottom line, overcoming ex ...

核心观点 - 嘉年华集团2026年第二季度业绩创下多项历史记录，包括营收、净收益率和调整后净利润，并克服了地缘政治逆风和燃料成本上涨的挑战 [1][2] - 公司对未来需求保持强劲信心，2026年下半年及2027年以后的预订量和价格均超过上年同期水平 [4][5] - 公司通过加速股票回购和支付股息，加快股东回报，同时持续投资于船队和专属目的地以推动增长 [1][9] 第二季度2026年财务业绩 - **营收与利润**：季度营收创纪录，达67亿美元；调整后净利润为5.69亿美元，同比增长超过20% [2][5] - **净收益率**：按不变汇率计算，创纪录的净收益率同比增长2.2% [5][6] - **每股收益**：稀释后每股收益为0.39美元，调整后每股收益为0.41美元，同比增长超过15% [6] - **调整后息税折旧摊销前利润**：创纪录，达16亿美元 [6] - **客户存款**：创历史新高，达90亿美元，较上年同期增加超过4.5亿美元 [5][8] 预订与需求趋势 - **2026年下半年预订**：预订量高于上年同期，价格处于历史高位（按不变汇率），全年已预订93%，剩余库存少于去年同期 [4] - **远期需求**：2027年及以后的预订量和价格持续超过上年同期水平，欧洲航线的预订量大幅增加 [5] - **预订曲线**：预订时间线为有记录以来最远，反映了强劲的远期需求 [7] 成本与运营效率 - **燃料成本影响**：燃料价格同比上涨近30%，对每股收益产生0.06美元（7300万美元）的负面影响 [2][6] - **单位成本控制**：每可用下铺日邮轮成本因燃料价格上涨而增加6.0%，但扣除燃料后的调整后每可用下铺日邮轮成本（按不变汇率）与上年持平，体现了严格的成本控制 [6] - **燃料效率**：每可用下铺日燃料消耗改善5.6%，部分抵消了燃料价格上涨的影响 [6] 2026年全年业绩展望 - **净收益率**：预计同比增长约3.2%（按当前美元计）；按不变汇率计增长约1.75%，在考虑航线调整等因素后增长约2.25% [10] - **单位成本**：预计扣除燃料后的调整后每可用下铺日邮轮成本同比增长约3.7%（按当前美元计）；按不变汇率计增长约2.4%，在考虑特定费用时间等因素后增长约1.3% [10] - **调整后息税折旧摊销前利润**：预计全年约为71亿美元 [13] 资本配置与财务状况 - **股东回报**：本季度启动股票回购计划，已回购超过4.5亿美元股票；季度派发股息2.07亿美元，年初至今共派发4.14亿美元 [1][9][11] - **财务杠杆**：净债务与调整后息税折旧摊销前利润比率改善至3.1倍，较一年前改善超过0.5个点，并获得穆迪信用评级上调 [9] - **资本支出**：2026年剩余时间，新造船资本支出为6亿美元，非新造船资本支出为13亿美元 [15] 运营亮点与发展 - **专属目的地升级**：自2025年7月开放以来，Celebration Key已接待超过200万游客，并完成码头扩建，可同时停靠四艘船 [12] - **新码头设施**：在Half Moon Cay的RelaxAway完成新码头建设，可同时停靠两艘邮轮 [12] - **目的地改造**：将Mahogany Bay更名为Isla Tropicale，并完成一个新的48,000平方英尺休闲区建设 [12] 敏感性分析 - **收益敏感性**：净收益率每变化1%，预计影响第三季度调整后净利润6000万美元，影响2026年剩余时间1.11亿美元 [14] - **成本敏感性**：扣除燃料后的调整后每可用下铺日邮轮成本每变化1%，预计影响第三季度调整后净利润2700万美元，影响2026年剩余时间5800万美元 [14] - **燃料成本敏感性**：每公吨燃料成本（不包括排放配额）每变化10%，预计影响第三季度调整后净利润5600万美元，影响2026年剩余时间1.02亿美元 [15]

市场开盘前动态 - 美国股指期货在周二上午交易走低 [1] - 部分股票可能在当日吸引投资者关注 [1]

行业表现 - 邮轮公司股票近期表现强劲，出现大幅上涨 [1] 驱动因素 - 油价暴跌提振了邮轮行业 [1] - 市场对伊朗战争可能结束抱有希望，这进一步推动了邮轮股票的涨势 [1]

美联储动态与宏观经济 - 美联储维持利率不变，但主席凯文·沃尔什强调实现价格稳定的重要性，为年底前加息奠定基础 [3] - 5月PCE数据将于本周公布，成为市场关注焦点 [3] 美光科技 - 公司将于周三盘后公布财报，过去12个月股价上涨超过800% [4] - 股价上涨主要受人工智能基础设施需求驱动，推动存储芯片进入强劲的涨价周期 [4] - 财报前股价超过晨星455美元公允价值估值的两倍，在6月1日播客中被列为卖出股票 [5] 联邦快递 - 公司将于周二公布财报，今年以来股价上涨约38% [5] - 公司通过削减成本以提高盈利能力，并将其零担运输业务分拆为独立公司 [6] - 晨星认为财报前股价被高估，公允价值估值为257美元 [6] 嘉年华邮轮 - 公司本周将公布财报，近期股价因霍尔木兹海峡重新开放等因素而上涨 [6] - 公司宣布正在其船队中测试新的餐饮概念 [7] - 财报前股价略低于晨星35美元的公允价值估值 [7] 行业与市场研究 - 讨论在快速变化的环境下如何对人工智能股票进行估值 [2] - 分析师提及三只目前看来被低估且值得买入的股票 [2] - 财报季已近尾声，本周仅有少数公司公布业绩 [3]