| NCLH |
Report |
Adjusted EPS |
BEAT |
pred ~$0.40 vs. cons $0.38 |
MEDIUM |
| NCLH |
Report |
Adjusted EBITDA |
BEAT |
pred ~$646m vs. cons $632m |
MEDIUM |
| NCLH |
Report |
Constant-currency Net Yield growth |
BEAT |
pred ~(3.0%) vs. cons ~(3.6%) |
MEDIUM |
| NCLH |
Guide |
3Q26 constant-currency Net Yield growth |
LOWER |
guide ~(8.0%) vs. cons ~(7.0%) (3Q26) |
MEDIUM |
| NCLH |
Guide |
FY26 Adjusted EBITDA |
UNCHANGED |
guide ~$2.56bn vs. cons $2.55bn (FY26) |
MEDIUM |
| NCLH |
Guide |
FY26 Adjusted EPS |
BETTER |
guide ~$1.62 vs. cons $1.60 (FY26) |
LOW |
| NCLH |
Return |
Day-1 residual (stock − beta × S&P 500) |
-6.5% |
— |
MEDIUM |
| NCLH |
Return |
5-day cumulative residual |
-10.5% (FOLLOW-THROUGH) |
A modest 2Q beat of ~$0.02 versus consensus ~$0.38 is outweighed by a roughly 100-bp worse 3Q yield setup, ~(-8.0%) versus ~(-7.0%) expected; that out-period revenue risk implies FY26/FY27 estimate cuts despite FY26 EBITDA guidance of ~$2.56bn versus ~$2.55bn consensus. |
MEDIUM |