Royal Caribbean Cruises Ltd.
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Track Royal Caribbean Cruises Ltd. in real time with a live news feed covering Royal Caribbean Cruises Ltd. stock news, official press releases, company announcements, and an archive of historical Royal Caribbean Cruises Ltd. news. ...more
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1:45 PM | Thursday | Oct 29, 2026
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Carnival, Royal Caribbean and Norwegian reported strong third-quarter earnings despite rising fuel prices. Executives from Royal Caribbean and Norwegian Cruise Line maintain that "hedging" will help protect them from rising costs, while Carnival's CEO says cutting fuel consumption works best.
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Carnival, Royal Caribbean and Norwegian reported strong third-quarter earnings despite rising fuel prices. Executives from Royal Caribbean and Norwegian Cruise Line maintain that "hedging" will help protect them from rising costs, while Carnival's CEO says cutting fuel consumption works best.
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The lifetime of vacation strategy contributes to RCL's strategic expansion from ocean cruises to private island destinations, river cruises, and all-inclusive resort partnerships. These efforts are expected to drive incremental growth from 2027 onwards, as they capture a higher ratio of the customers' annual vacation spend. RCL has grown into the overly done Q2'25 rally, with the stock trading at a reasonable P/E of 15.74x while offering >20% upside to an LTPT of $370.80.
Royal Caribbean (RCL) is rated Buy, with a $328 price target and ~10.8% upside, reflecting sector-leading profitability and efficient cost management. RCL's superior ROIC and earnings stem from higher ticket prices, larger ships, and exclusive destinations like Perfect Day at CocoCay, supporting premium pricing. Net yield growth is slowing, with ticket price per day declining for two quarters; onboard spending offsets some weakness, but Caribbean capacity growth poses risks.
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A better-than-expected quarter from Norwegian Cruise Line Holdings (NYSE:NCLH | NCLH Price Prediction) suggests its turnaround is gaining traction, and the beat is lifting the whole cruise group even though the company starts from a much weaker position than its
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Royal Caribbean Cruises delivered strong earnings and raised its outlook, driven by robust demand from affluent consumers despite macro headwinds. RCL benefits from a durable shift toward high-end experiences, with load factors at 112% and adjusted EBITDA margin improving to 45.4%. The company's $3B Sandals Resorts acquisition aims to capture a larger share of customer travel budgets and hedge against fuel price volatility.
Read full article
The lifetime of vacation strategy contributes to RCL's strategic expansion from ocean cruises to private island destinations, river cruises, and all-inclusive resort partnerships. These efforts are expected to drive incremental growth from 2027 onwards, as they capture a higher ratio of the customers' annual vacation spend. RCL has grown into the overly done Q2'25 rally, with the stock trading at a reasonable P/E of 15.74x while offering >20% upside to an LTPT of $370.80.
Royal Caribbean (RCL) is rated Buy, with a $328 price target and ~10.8% upside, reflecting sector-leading profitability and efficient cost management. RCL's superior ROIC and earnings stem from higher ticket prices, larger ships, and exclusive destinations like Perfect Day at CocoCay, supporting premium pricing. Net yield growth is slowing, with ticket price per day declining for two quarters; onboard spending offsets some weakness, but Caribbean capacity growth poses risks.
Read full article
A better-than-expected quarter from Norwegian Cruise Line Holdings (NYSE:NCLH | NCLH Price Prediction) suggests its turnaround is gaining traction, and the beat is lifting the whole cruise group even though the company starts from a much weaker position than its
Read full article
Royal Caribbean Cruises delivered strong earnings and raised its outlook, driven by robust demand from affluent consumers despite macro headwinds. RCL benefits from a durable shift toward high-end experiences, with load factors at 112% and adjusted EBITDA margin improving to 45.4%. The company's $3B Sandals Resorts acquisition aims to capture a larger share of customer travel budgets and hedge against fuel price volatility.
Read full article
RCL raises its 2026 earnings outlook as robust bookings, strong 2027 demand and a $3 billion Sandals investment fuel its vacation platform expansion.
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Royal Caribbean Cruises Ltd (NYSE:RCL) on Tuesday reported upbeat third-quarter 2026 earnings and raised its full-year profit outlook.
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Royal Caribbean posted better-than-expected results on Tuesday. Carnival also had a strong report last month, stretching its streak of earnings beats to 13 consecutive quarters.
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Charles River Laboratories advanced during the quarter following a strong earnings report and an increase to full-year guidance. We exited the NCLH position during the quarter and redeployed proceeds into Royal Caribbean Group. Middleby completed the spin-off of Midera Food Processing, announced plans to exit its underperforming business, and continued buying back shares.
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Royal Caribbean's stock is surging on signs of strong demand for the company's cruises.
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Although the revenue and EPS for Royal Caribbean (RCL) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
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