Carnival (CCL -0.10%) (CUK 0.15%) was decimated when the COVID-19 pandemic hit in 2020, as operations were halted to help stop the spread of the virus. Revenue tanked, and the business had to take on more debt to survive with the fate of the economy being a big unknown. However, Carnival is firing on all cylinders these days.This travel stock has soared 202% in the past three years (as of July 22). But shares still trade a gut-wrenching 59% off their peak. At the current price, is Carnival a once-in-a-gener ...

财报发布与预期 - 皇家加勒比游轮公司(RCL)计划于7月29日发布2025年第二季度财报 [1] - 第二季度每股收益(EPS)共识预期为4.10美元 较去年同期3.21美元增长27.7% [1] - 过去60天内EPS共识预期上调1.5% [1] - 第二季度收入共识预期为45.5亿美元 同比增长10.7% [5] 盈利预测趋势 - Q1至F2季度EPS预测值呈现不同变化趋势：Q1上调1.49% F2上调3.43% [2] - 公司过去四个季度盈利均超预期 平均超出幅度达8.7% [5] - 最近四个季度实际盈利分别超出预期7.11%、8.67%、2.97%和15.88% [7] 业务表现驱动因素 - 新船投入(如Icon of the Seas和Utopia of the Seas)支持收益增长 [13] - 加勒比地区航线部署对收入增长起关键作用 [12] - 预计第二季度收益率增长4.3%-4.8% 其中约一半来自新船贡献 [13] - 乘客票务收入预计增长11.1%至32亿美元 船上及其他收入预计增长6.9%至13亿美元 [14] 成本与利润率 - 第二季度运营利润率预计同比提升150个基点至28.2% [15] - 燃料成本优势(59%的2025年消耗量锁定在低于市场价格)支持利润率 [15] - 不含燃料的净邮轮成本预计增长3.7%-4.2% 主要由于干船坞活动和新船启动成本 [16] 股价表现与估值 - 过去三个月股价上涨61.5% 跑赢休闲娱乐行业29.7%的涨幅和标普500指数15.2%的涨幅 [18] - 目前远期市盈率为20.76倍 高于行业平均20.20倍 [21] - 主要竞争对手嘉年华、挪威邮轮和OneSpaWorld的市盈率分别为13.87倍、10.58倍和20.92倍 [24] 长期发展战略 - 瞄准2万亿美元全球度假市场 通过船队扩张和高端服务提升市场份额 [23] - 多元化航线部署策略聚焦加勒比、欧洲和阿拉斯加等高需求地区 [23] - 技术驱动的忠诚度生态系统和船上消费趋势增强客户粘性 [23] - 持续投资专属目的地如Nassau的Royal Beach Club [23]

A month has gone by since the last earnings report for Carnival (CCL) . Shares have added about 20.6% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Carnival due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Carnival Corporation before we dive into how investors and analysts have reacted as of late.Carnival's Q2 Earnings & ...

Analysts on Wall Street project that Royal Caribbean (RCL) will announce quarterly earnings of $4.10 per share in its forthcoming report, representing an increase of 27.7% year over year. Revenues are projected to reach $4.55 billion, increasing 10.7% from the same quarter last year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 1.6% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this ...

Wyndham Hotels & Resorts (WH) Q2 2025 Earnings Call July 24, 2025 08:30 AM ET Speaker0would now like to turn the call over to Mr. Matt Capuzzi, Senior Vice President of Investor Relations. Please go ahead, sir.Speaker1Thank you, operator. Good morning, and thank you for joining us. With me today are Jeff Bellotti, our CEO and Michelle Allen, our CFO and Head of Strategy. Before we get started, I want to remind you that our remarks today will contain forward looking statements. These statements are subject t ...

公司动态 - 嘉年华公司副总裁Vicky Rey被任命为联合国可持续发展目标12.3的Champions 12.3联盟成员 致力于通过跨部门合作减少食物损失和浪费 [1] - Vicky Rey在嘉年华公司工作超过40年 以建立跨部门信任合作伙伴关系著称 其领导力推动了可扩展的解决方案 在减少食物浪费方面取得显著成效 [2] - Rey主导了公司在拉丁美洲目的地社区的餐食捐赠计划扩展 将剩余餐食提供给有需要的家庭和组织 [3] 可持续发展成果 - 公司通过"Less Left Over"战略 在2024年实现人均食物浪费比2019年减少44% 提前一年超额完成2025年中期目标 [3] - 该战略在减少食物浪费的同时 继续提供世界级的餐饮体验 [3] - 公司正在全球探索基于食品安全、合规和社区合作的灵活模式 [5] 行业影响 - Rey将把公司在剩余餐食捐赠框架方面的经验带到Champions 12.3联盟 与更多目的地合作开发可复制模式 [6] - 世界资源研究所高级研究员Liz Goodwin赞扬Rey在负责任利用食物资源方面的热情和领导力 [4] - 嘉年华公司是全球最大的邮轮公司 旗下拥有多个世界知名邮轮品牌 [7]

Key Takeaways CCL will launch Carnival Rewards in 2026, linking loyalty tiers to total spend, not cruise days. The shift is expected to cut 2026 yields by 50 bps but be cash flow positive from the start. CCL expects the program to be accretive to yields beyond 2028 with no added operating costs.Carnival Corporation & plc (CCL) is preparing to roll out a material change in its customer engagement strategy via a redesigned loyalty program, Carnival Rewards, set to launch in June 2026. The upcoming program m ...

财报发布安排 - 公司将于2025年8月4日美股开盘前发布2025年第二季度财务业绩 [1] - 财报电话会议定于美国东部时间上午8:30举行 提供美国及国际拨入号码(1-800-715-9871/1-646-307-1963) 接入码2974921 [1] - 业绩公告及电话会议网络直播可通过公司官网投资者关系栏目获取 [1] 后续信息获取 - 电话会议录音及文字记录将在结束后48小时内发布于官网 [2] - 电话回放服务提供美国(1-800-770-2030)和国际(1-647-362-9199)号码 使用相同接入码2974921 [2] 公司业务概览 - 作为全球探险旅行领导者 运营覆盖七大洲的六大品牌 提供船基与陆基探险服务 [3] - 与国家地理合作运营"国家地理-Lindblad"联合品牌 配备科学家团队及先进探索设备开展远程航线 [3] - 旗下陆基品牌包括Natural Habitat Adventures等5个获奖品牌 提供野生动物观察/文化探索/自行车探险等特色服务 [3] - 通过多品牌组合连接全球自然文化景观 强化旅行者环保意识 [3] 投资者信息 - 公司官网投资者专栏提供品牌组合扩展及可持续探索承诺的详细信息 [4]

To learn more about Lindblad Expeditions Holdings, Inc., its growing portfolio of brands, and the Company's commitment to responsible exploration, visit investors.expeditions.com. NEW YORK, July 21, 2025 /PRNewswire/ -- Lindblad Expeditions Holdings, Inc. (NASDAQ: LIND; "Lindblad"; the "Company"), a global provider of expedition cruises and adventure travel experiences, will report 2025 second quarter financial results on Monday, August 4, 2025, before the market opens. The Company will host a conference ca ...

公司概况 - Blue Chip Portfolios是一家专注于提供个股、ETF和CEF投资见解的投资出版物公司 [1] - 该公司在Beehiiv平台上发布Blue Chip Portfolio's Newsletter [1] 分析师持仓 - 分析师通过股票所有权、期权或其他衍生品持有HLT的多头头寸 [1]