โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข EPS: $4.20 (Est. $3.98) โ
โข Revenue: $4.80B (Est. $4.83B) โ
โข Adjusted EPS: $4.21, above company guidance
โข Adjusted EBITDA: $1.80B
โข Load factor: 110%; carried 2.4M guests (+6% YoY); capacity +5% YoY.
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๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q3 2026 EPS: $6.26โ$6.36 (Est. $6.26) โ
โข FY2026 EPS: $17.73โ$17.87 (Midpoint: $17.80 vs. Est. $17.34) โ
โข FY2026 revenue growth: ~9%; Net Yields +2.35% to +2.85%; NCC ex-fuel ~+0.4%.
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๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Raised full-year guidance following stronger-than-expected Q2 performance and improving outlook.
โข Booking volumes remain above last year at record pricing despite modest geopolitical impacts on select itineraries.
โข Ended Q2 with $6.9B liquidity and returned $603M to shareholders through dividends and buybacks.
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๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
CEO Jason Liberty said strong consumer demand, record booked positions, expanding Icon-class ships, and continued investment in the vacation platform position Royal Caribbean for another year of double-digit revenue and earnings growth.