| NCLH |
Report |
Q2 adjusted EBITDA |
BEAT |
pred ~$641M vs. cons $632M |
MEDIUM |
| NCLH |
Report |
Q2 adjusted EPS |
BEAT |
pred ~$0.40 vs. cons $0.39 |
MEDIUM |
| NCLH |
Report |
Q2 constant-currency net yield growth |
BEAT |
pred ~-3.4% vs. cons -3.6% |
LOW |
| NCLH |
Guide |
Q3 constant-currency net yield growth |
LOWER |
guide ~-8.3% vs. cons -7.5% (Q3 2026) |
MEDIUM |
| NCLH |
Guide |
Adjusted EBITDA |
UNCHANGED |
guide ~$2.56B midpoint vs. cons $2.56B (FY2026) |
MEDIUM |
| NCLH |
Guide |
Adjusted EPS |
UNCHANGED |
guide ~$1.62 midpoint vs. cons $1.62 (FY2026) |
MEDIUM |
| NCLH |
Guide |
Constant-currency net yield growth |
UNCHANGED |
guide ~-4.0% midpoint vs. cons -4.0% (FY2026) |
MEDIUM |
| NCLH |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.5% |
— |
MEDIUM |
| NCLH |
Return |
5-day cumulative residual |
-8.0% (FOLLOW-THROUGH) |
Q2 likely beats, but Q3 yield guidance of ~-8.3% vs. -7.5% consensus pushes FY2026 estimates toward the lower half of maintained ranges; weak out-period booking math and cautious 2027 commentary should drive continued revisions after day 1. |
MEDIUM |