Pay 21 times earnings for 30% earnings growth? Yes, please! Norwegian Cruise Line Holdings (NCLH -3.96%), once one of the three riders of the cruise line apocalypse, is starting to look healthy again -- and Wall Street has noticed. On Monday, Norwegian unveiled a new "charting the course" strategy, raised guidance for 2024, and gave a new forecast for how it will grow through 2026. How good was Norwegian's news? Good enough that Stifel analyst Steven Wieczynski raised his price target on Norwegian stock to ...

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Norwegian Cruise Line Holdings Ltd. (NCLH) recently announced a better-than-expected outlook for 2024, courtesy of strong demand and solid bookings. Also, it unveiled a new comprehensive initiative — Charting the Course — articulating longer-term financial objectives. The program emphasizes financial coordinates, including adjusted operational EBITDA margin, adjusted earnings per share (EPS) and ROIC, with an intent to achieve it by 2026-end. Following the announcements, the company's shares moved up 7.6% d ...

For guests booked on the original inaugural voyage departing July 24, 2025, Oceania Cruises has offered first access to booking the new maiden sailing before it went on public sale. "Thanks to the progress made by our valued partners at Fincantieri, we are thrilled to bring Allura into service a week earlier than planned," said Frank A. Del Rio, President, Oceania Cruises. "I'm excited to be able to present Allura on a one-time taster voyage to showcase the ship to aspirational travelers who are looking to ...

股市表现 - S&P 500在周一上涨0.1%，纳指上涨0.7%，道指下跌0.5%[4] 公司股价 - Norwegian Cruise Line Holdings股价上涨7.6%，提高全年利润预期[5] - Moderna股价上涨6.1%，欧洲专利局确认公司关键专利的有效性[7]

Cruise stocks are surging nearly across the board today after Norwegian Cruise Line (NYSE:NCLH) lifted its full-year earnings outlook on strong demand. Only Royal Caribbean is in the green for the year, up 23% on record seasonal bookings earlier in the year. Despite the weakness of cruise stocks, there seems to be plenty of interest in tourism lately, as evident from cruise lines' record bookings. Whether that brings a reversal in cruise stocks, however, remains to be seen. On the date of publication, Shrey ...

Shares of Norwegian were up 8.3% to $17.05 as of 12:54 p.m. ET Monday. Competitors Royal Caribbean (RCL) and Carnival (CCL) were up 4.9% and 6.7%, respectively. Norwegian Cruise Line Holdings (NCLH) was the best-performing stock in the S&P 500 Monday after the Miami-based cruise operator raised its full-year guidance amid strong demand. Norwegian on Monday raised its 2024 adjusted earnings per share (EPS) forecast to about $1.42 from $1.32. The company also upped its net yield forecast to approximately 7.2% ...

Cruise stocks are in the green at writing after Norwegian Cruise Line Holdings Ltd (NYSE: NCLH) talked of "very strong demand" at its investor conference on Monday. Are you looking for signals & alerts from pro-traders? Sign-up to Invezz Signals™ for FREE. Takes 2 mins. Norwegian Cruise Line raised full year outlook Copy link to section Norwegian raised its profit guidance for the full year and laid out a three-year plan aimed at increasing shareholder returns at its investor day. The cruise lines operator ...

公司战略与愿景 - 公司发布了名为“Charting the Course”的全新战略，旨在实现“Vacation Better. Experience More.”的愿景，通过四个战略支柱来提升客户体验和股东回报 [2][3] - 四个战略支柱包括：People Excellence（人员卓越）、Guest-centric Product（以客户为中心的产品）、Long-term Growth Platform（长期增长平台）和Exceptional Performance（卓越表现） [4] - 公司总裁兼CEO Harry Sommer表示，这一战略已经启动，包括宣布为三个品牌建造八艘新船和改善巴哈马私人岛屿Great Stirrup Cay的基础设施 [5] 财务与可持续发展目标 - 公司设定了到2026年的财务和可持续发展目标，包括调整后的运营EBITDA利润率约为39%，调整后的每股收益（EPS）约为$2.45，代表2024年至2026年两年复合年增长率（CAGR）超过30% [5] - 公司承诺将净杠杆率降低到中四倍水平，并继续加强其资产负债表 [6] - 公司还承诺将温室气体强度从2019年的基准水平减少10% [6] 2024年业绩展望 - 基于当前强劲的需求和改善的前景，公司提高了2024年全年指导，将净收益率增长从6.4%提高到7.2%，调整后的EBITDA从$22.5亿提高到$23亿，调整后的EPS从$1.32提高到$1.42 [7] - 公司首席财务官Mark Kempa表示，公司将继续看到非常强劲的需求和创纪录的预订，并计划通过设定长期目标和提高2024年指导来增强股东价值 [8] 2024年具体财务指标 - 净收益率预计约为7.2%，调整后的净邮轮成本（不包括燃料）预计约为3.5%，容量天数预计约为2350万，入住率预计约为105.1% [10] - 调整后的EBITDA预计约为$23亿，调整后的净收入预计约为$7.3亿，调整后的EPS预计约为$1.42 [10] - 稀释后的加权平均流通股预计约为5.16亿股，折旧和摊销预计约为$8.95亿，调整后的净利息费用预计约为$7.4亿 [10] 公司概况 - 公司是一家领先的全球邮轮公司，运营Norwegian Cruise Line、Oceania Cruises和Regent Seven Seas Cruises三个品牌，拥有32艘船只和约66500个床位 [11] - 公司预计到2036年将在三个品牌中增加13艘新船，增加约41000个床位 [11]

Strategic initiatives lay foundation to deliver on the Company's vision to have guests across its brands "Vacation Better. Experience More." Company's Charting the Course 2026 Targets include key financial metrics and affirm commitment to reduce greenhouse gas intensity. MIAMI, May 20, 2024 (GLOBE NEWSWIRE) -- Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH) (together with NCL Corporation Ltd., ("NCLC"), "Norwegian Cruise Line Holdings", "Norwegian", "NCLH" or the "Company") will hold its Investor Day today ...