earnings
confidence high
sentiment positive
materiality 0.75
Norwegian Cruise Line Q2 net income $223M, EPS $0.48 beats guidance; FY EPS ~$1.50
Norwegian Cruise Line Holdings Ltd.
- Revenue $2.6B (+4.9% YoY); GAAP net income $223M, EPS $0.48, exceeding guidance.
- Adjusted EBITDA $666M, Adjusted EPS $0.48, both above prior guidance.
- Full-year 2026 Adjusted EPS guidance raised to ~$1.50.
- Entered MOA to sell Oceania Sirena; expected close Q3 2026, charter through spring 2028.
- Additional $100M annualized run-rate savings; elected to settle exchangeable notes in cash, reducing diluted shares by 4M.