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Norwegian Cruise Line (NCLH)
NYSE:NCLH
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.51Last Year’s EPS
0.4Same Quarter Last Year
Moderate Buy
Based on 20 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: -0.40%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a strong start to the year with noteworthy achievements in revenue growth, fleet expansion, and strategic initiatives. However, there are challenges with European bookings and FX losses impacting earnings slightly. Overall, the positive developments and strategic focus outweigh the short-term challenges.Company Guidance
During Norwegian Cruise Line Holdings' first quarter 2025 earnings call, CEO Harry Sommer highlighted that the company met or exceeded guidance across all key metrics. Net yields increased by 1.2% above expectations, leading to an adjusted EBITDA of $453 million, surpassing guidance. The trailing 12-month margin improved by 280 basis points to 35.5%. Adjusted EPS was slightly below guidance at $0.07, impacted by a $0.05 FX headwind. Norwegian Aqua, the company's new Prima Plus class ship, was delivered on time and on budget, reflecting a focus on balancing ROI and ROX. Initiatives like enhancements at Great Stirrup Cay and a revamped NCL app are expected to drive guest satisfaction and financial performance. Booking trends showed strong advanced ticket sales, although the company noted some choppiness in Q3 bookings, mainly for European itineraries. Despite this, the company maintains its full-year adjusted EBITDA and adjusted EPS guidance, supported by cost-saving initiatives targeting $300 million in efficiencies.Strong First Quarter Performance
Net yields increased by 1.2% above expectations, driving adjusted EBITDA to $453 million, above guidance. Trailing 12-month margin improved by 280 basis points to 35.5%.
Successful Delivery of Norwegian Aqua
Norwegian Aqua, part of the new Prima Plus class, was delivered on time and on budget. The ship features innovative amenities such as the Aqua slide coaster, enhancing guest experience while optimizing space.
Enhancements at Great Stirrup Cay
New pier to dock two ships simultaneously and multiple upgrades planned, including a resort-style pool and family zone, aiming to boost guest satisfaction and increase annual guest numbers to over a million by 2026.
Fleet Optimization Strategy
Completion of drydock enhancements for Norwegian Bliss and Breakaway, and strategic repurposing of older ships to boost operational efficiency.
Digital Success with Revamped NCL App
Over 800,000 guests used the app in the quarter, boosting pre-booked onboard spend and enhancing guest experience.
Cost Efficiency Initiatives
Identified $300 million in cost-saving initiatives, maintaining a strong focus on delivering exceptional guest experience without cutting costs in critical areas.
Positive Booking Trends for 2026
Bookings for 2026 are ahead of historical averages with higher prices, indicating strong future demand.
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NCLH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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NCLH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 30, 2025 | $17.38 | $16.03 | -7.77% |
| Feb 27, 2025 | $25.05 | $23.72 | -5.31% |
| Oct 31, 2024 | $23.84 | $25.34 | +6.29% |
| Jul 31, 2024 | $18.56 | $18.43 | -0.70% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Norwegian Cruise Line (NCLH) report earnings?
Norwegian Cruise Line (NCLH) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Norwegian Cruise Line (NCLH) earnings time?
Norwegian Cruise Line (NCLH) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NCLH EPS forecast?
NCLH EPS forecast for the fiscal quarter 2025 (Q2) is 0.51.
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