Cruise company Norwegian Cruise Line (NYSE: NCLH) will be reporting results this Tuesday before the bell. Here’s what to look for.
Norwegian Cruise Line missed analysts’ revenue expectations by 1.7% last quarter, reporting revenues of $2.52 billion, up 6.1% year on year. It was a slower quarter for the company, with EBITDA guidance for next quarter missing analysts’ expectations significantly and a miss of analysts’ revenue estimates. It reported 6.29 million passenger cruise days, up 3.5% year on year.
Is Norwegian Cruise Line a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Norwegian Cruise Line’s revenue to grow 7.6% year on year to $3.02 billion, slowing from the 10.7% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.16 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Norwegian Cruise Line has missed Wall Street’s revenue estimates four times over the last two years.
Looking at Norwegian Cruise Line’s peers in the travel and vacation providers segment, some have already reported their Q3 results, giving us a hint as to what we can expect. American Airlines posted flat year-on-year revenue, meeting analysts’ expectations, and Delta reported revenues up 6.4%, topping estimates by 3.8%. American Airlines traded up 14.3% following the results while Delta’s stock price was unchanged.
Read our full analysis of American Airlines’s results here and Delta’s results here.
The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the travel and vacation providers stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.7% on average over the last month. Norwegian Cruise Line is down 7.1% during the same time and is heading into earnings with an average analyst price target of $31.21 (compared to the current share price of $22.39).
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