Carnival (CCL)
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Carnival (CCL) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2026-06-24 00:00
For the quarter ended May 2026, Carnival (CCL) reported revenue of $6.66 billion, up 5.3% over the same period last year. EPS came in at $0.41, compared to $0.35 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $6.64 billion, representing a surprise of +0.33%. The company delivered an EPS surprise of +18.84%, with the consensus EPS estimate being $0.35. Here is how Carnival performed in the just reported quarter in terms of the metrics most widely monitored and proje ...
Carnival shares fall as Q3 outlook misses estimates despite earnings beat
Proactiveinvestors NA· 2026-06-23 23:42
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, The ...
Carnival Corporation (CCL.N): FY26 Guide Reduced Despite2Q Beat Due to Mid-East Conflict; Recent Trends Show Improvement-20260623
花旗· 2026-06-23 23:13
See Appendix A-1 for Analyst Certification, Important Disclosures and Research Analyst Affiliations 23 Jun 2026 10:24:36 ET │ 11 pages Carnival Corporation (CCL.N) FY26 Guide Reduced Despite 2Q Beat Due to Mid-East Conflict; Recent Trends Show Improvement CITI'S TAKE Tuesday morning, Carnival reported 2Q26 Adjusted EBITDA of $1,582M, which was better than the guide of ~$1.48B, the consensus estimate of $1,477M (VA), our estimate of $1,524M, and last year's $1,508M. Adjusted earnings per share of $0.41 (GAAP ...
Carnival Corp. & plc | North America Q2 Beat But Chopper H2 Guide-20260623
摩根士丹利· 2026-06-23 23:08
June 23, 2026 02:18 PM GMT Carnival Corp. & plc | North America consensus EPS Source: Company data, Morgan Stanley Research Key Takeaways Headline results: 2Q (Mar-May) adj. EPS of $0.41 is above MSe $0.29 and cons/ guidance $0.34/$0.34, reflecting 2.2%c/c net revenue yield (NRY) and net cruise costs ex fuel (NCCx) in line with the prior year. Revenues are $6.7bn (+5.9%) vs MSe/cons $6.62bn/$6.69bn, and adj. EBITDA is $1.6bn (+4.9%) vs MSe/cons/ guidance $1.41bn/$1.49bn/$1.48bn. Constant currency net revenu ...
Carnival (CCL) - 2026 Q2 - Earnings Call Transcript
2026-06-23 23:02
Carnival Corporation (NYSE:CCL) Q2 2026 Earnings call June 23, 2026 10:00 AM ET Company Participants Anthony Berni - VP of Equity Research Beth Roberts - SVP of Investor Relations David Bernstein - CFO Josh Weinstein - CEO Conference Call Participants Andrew Didora - Analyst Ben Chaiken - Analyst Conor Cunningham - Analyst Lizzie Dove - Analyst Matthew Boss - Analyst Robin Farley - Analyst Sean Wagner - Analyst Shawn Xu - Analyst Steven Wieczynski - Analyst Trey Bowers - Analyst Operator As a reminder, this ...
Carnival (CCL) - 2026 Q2 - Earnings Call Transcript
2026-06-23 23:00
Carnival Corporation (NYSE:CCL) Q2 2026 Earnings call June 23, 2026 10:00 AM ET Speaker9 As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Beth Roberts, Senior Vice President of Investor Relations. Thank you, Beth. Please go ahead. Speaker3 Thank you. Good morning, and welcome to our second quarter 2026 earnings conference call. I am joined today by our CEO, Josh Weinstein, our CFO, David Bernstein, and our Chair, Micky Arison. Before we begin, please note that ...
Carnival Says Iran War Disrupted Bookings, Issues Soft Outlook
WSJ· 2026-06-23 22:42
The cruise line said that booking trends during the recent quarter were most disrupted across Europe, particularly in the Mediterranean region. ...
Jim Cramer on Carnival Corporation: “Never Told Anyone Not to Buy It”
Yahoo Finance· 2026-06-23 22:31
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, ...
Tuesday's Morning Movers: CCL Earnings Sell-Off, TGT Upgrade, HD Downgrade
Youtube· 2026-06-23 22:30
嘉年华邮轮公司业绩与市场反应 - 公司第二季度调整后每股收益为0.41美元,超出市场预期的0.34美元,实现盈利超预期[3] - 第二季度销售额为66.6亿美元,略低于预期的66.9亿美元,但同比增长了5.5%[4] - 营业现金流同比增长近10%,船上收入同比增长7.5%,且表现优于票务增长[5][6] - 公司对未来直至2027年的预订趋势持乐观态度[6] - 尽管业绩超预期,但股价在财报发布后下跌近10%,可能与营收略低于预期有关[2][3][9] - 公司面临油价上涨带来的压力,但近期油价回落使其股价有所复苏[7][8] - 中东冲突可能影响欧洲等地区的旅行需求,导致游客转向预订更靠近美国的航线[8] 塔吉特公司评级上调与市场表现 - 沃尔夫研究公司将塔吉特评级从“与同业持平”上调至“跑赢大盘”,目标价定为162美元[11] - 评级上调后,塔吉特股价上涨近2%[10][15] - 分析师看好公司新管理层改变现状的执行力改善,并视其为年末首选股[11][12] - 沃尔夫研究认为股价存在3比1的上涨/下跌风险比,上行目标至160美元,下行风险至120美元,当前股价约为131美元[14] - 公司夏季门店重置计划正在加速,使其再次成为消费目的地,预计明年每股收益可能达到9美元左右[15] 家得宝公司评级下调与行业挑战 - 沃尔夫研究公司将家得宝评级从“跑赢大盘”下调至“与同业持平”[16] - 分析师认为公司股价目前陷入僵局,原因包括“锁定效应”以及向大型专业客户群体的战略转移对当前盈利能力构成疑问[17] - 尽管中期选举可能围绕住房可负担性出现利好,但真正能释放市场的立法行动最早可能要到2027年中[17] - 当前市场关注利率最终将稳定在何种水平,以及在家得宝在低利率环境作为顺风车的年份里,其盈利是否过高[18] - 沃尔夫研究公司目前更倾向于劳氏公司的股票[18] - 分析师共识中,有15位分析师对家得宝持“持有”评级,采取观望态度[19]
Carnival (CCL) - 2026 Q2 - Earnings Call Presentation
2026-06-23 22:00
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 ...