记者 李宝花 昨天清晨，被誉为"亚洲旗舰"的"MSC荣耀号"邮轮缓缓靠泊上海吴淞口国际邮轮港，正式开启2026 年中国母港全新航季。这艘17.2万吨的豪华邮轮搭载着近4000名宾客抵沪，其中韩国、日本、俄罗斯等 国游客占比超90%，创下近年来上海邮轮母港单航次国际入境游客新高。 随着"双母港""类双母港"等创新运营模式的持续推广，以及上海邮轮港服务能力的不断提升，上海 作为东北亚最重要邮轮访问港的地位将进一步巩固。未来，上海有望吸引更多国际邮轮公司来华部署航 线，持续带动邮轮产业链上下游协同发展、提质升级。 昨天，皇家加勒比游轮也正式公布2026年5月至2027年4月"海洋光谱号"航线部署计划，将以更灵活 的航线结构、更丰富的目的地组合，精准回应消费者多元需求。 多家邮轮公司纷纷加码上海母港新春航季。2月中旬，皇家加勒比"海洋光谱号"将开启多条往返上 海、釜山、济州的新春航线，目前部分航次仍有早订特惠；"爱达·魔都号"则继续以上海为母港，推出 多条5天4晚、6天5晚国际航线，到访济州、釜山、首尔等经典目的地，带领宾客深度感受韩国的人文风 情与自然风光。 作为首艘国产大型邮轮，"爱达·魔都号"的新春航次还突出" ...

Key Takeaways RCL will report Q4 results Jan. 29, with EPS projected at $2.81 and revenues near $4.27B.Royal Caribbean's Q4 revenues likely rose on ~10% capacity growth from new ships and fewer dry dock days.RCL benefited from yield gains, higher onboard spending via digital channels and lower net cruise costs.Royal Caribbean Cruises Ltd. (RCL) is scheduled to report fourth-quarter 2025 results on Jan. 29, before the opening bell.RCL’s earnings beat the Zacks Consensus Estimate in each of the trailing four ...

One cruise and travel group is charging full speed ahead in the U.S. market, unveiling a $100 million headquarters in Miami as it expands operations and bets big on Florida’s economy. MSC Group held its ribbon-cutting ceremony for the new North American Cruise Division headquarters in downtown Miami on Monday, reinforcing a long-term commitment to business-friendly Florida.MSC is a privately owned global transportation and cruise giant headquartered in Switzerland, and is continuing to expand its U.S. footp ...

Wall Street analysts forecast that Royal Caribbean (RCL) will report quarterly earnings of $2.81 per share in its upcoming release, pointing to a year-over-year increase of 72.4%. It is anticipated that revenues will amount to $4.27 billion, exhibiting an increase of 13.5% compared to the year-ago quarter.The consensus EPS estimate for the quarter has been revised 3.5% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their init ...

皇家加勒比国际游轮大中华区总裁博杰明（Benjamin Bouldin）表示："在2026~2027航季，'海洋光谱 号'将继续全年部署在中国市场，以上海、香港母港为核心，通过多样航线设计和更具吸引力的目的地 组合，为中国宾客带来更契合当下需求的海上假期。" 1月21日，皇家加勒比游轮正式公布2026年5月至2027年4月"海洋光谱号"航线部署计划，以更灵活的航 线结构与更丰富的目的地组合，回应中国消费者不断演进的出游偏好。皇家加勒比2026~2027中国母港 航线规划不仅涵盖全新目的地韩国丽水，更在2026年国庆期间推出韩国"大回环"深度游航线，全面覆盖 家庭度假、假期出行及灵活休闲等多元出游场景，助力消费者提前锁定高品质游轮度假选择。 ...

Market Overview - The market is currently driven by headlines, with investors showing a tendency to shrug off negative news and maintain optimism going into 2026 [2][3] - There is a strong focus on discipline and sticking to investment plans despite market fluctuations [3] Economic Indicators - Recent GDP figures have been unprecedented, and there is speculation that the incoming Federal Reserve chair will not use GDP data as a basis for raising interest rates, potentially leading to continued rate cuts into 2026 [4] - The market is expected to continue climbing despite concerns, driven by growth and productivity [5] Risks and Opportunities - A significant risk identified is the potential lack of profitability in AI investments, which could impact market confidence if companies fail to justify their infrastructure spending [6][7] - The market may experience overreactions to headlines, creating opportunities for investors to buy undervalued stocks [9][10] Investment Strategies - The current strategy involves maintaining a strong position in major indexes like the S&P 500 and NASDAQ while purchasing oversold stocks [10] - Royal Caribbean is highlighted as a strong investment opportunity due to its solid earnings, dividend returns, and active debt reduction strategies [11][14] Federal Reserve Outlook - The uncertainty surrounding the new Federal Reserve chair is noted, with expectations that their policies may lead to a more favorable market environment if they pursue rate cuts [19] - Speculation suggests that the Fed may aim for interest rates approximately 100 basis points lower than current levels, which could positively influence stock prices [19]

Core Viewpoint - Royal Caribbean is positioned favorably for long-term investment due to its strong performance and market dynamics, despite competition from newer entrants like Viking Holdings [1][10]. Company Performance - Royal Caribbean reported a remarkable 112% occupancy rate in Q3 2025, indicating robust demand for cruise vacations [2]. - The company achieved over $3.5 billion in net income during the first nine months of 2025, reflecting a 51% year-over-year increase [3]. - Royal Caribbean has effectively managed its $21 billion debt from the pandemic, using increased profits to service and reduce this debt [3]. - The cruise line has launched the Star of the Seas in 2025 and plans to introduce three additional ships over the next three years to meet strong demand [3]. Market Position - Royal Caribbean's market capitalization stands at $78 billion, which is twice that of its larger competitor, Carnival [6]. - The company has outperformed the S&P 500 over the last five years, showcasing its strong market position [4][10]. - Royal Caribbean's P/E ratio is 18, which, while higher than Carnival's 16 and Norwegian Cruise Line's 14, remains significantly lower than the S&P 500 average of 31 [6]. Competitive Landscape - Viking Holdings has emerged as a significant competitor, targeting high-end cruisers with smaller, experience-oriented ships, capturing over 4% of the industry's revenue with less than 1% of cruise passengers [7]. - Since its IPO in May 2024, Viking has outperformed all cruise line stocks, with a P/E ratio of 32, indicating a willingness among investors to pay a premium for its stock [8]. - Despite the competition from Viking, Royal Caribbean is expected to continue outperforming the S&P 500 [11].

Core Viewpoint - Royal Caribbean Cruises is positioned for continued growth and investment potential as it heads into 2026, supported by strong financial performance and new offerings [1][5]. Financial Performance - In 2025, Royal Caribbean outperformed the S&P 500 with a return of approximately 21%, and it has achieved an annualized return of 30% over the past five years [2]. - The company has reported record earnings for several consecutive years and is expected to continue this trend into 2025 [5]. - The stock has shown a three-year average annualized return of 62%, indicating strong investor satisfaction [4]. Market Position and Growth - Royal Caribbean is projected to gain market share, with a capacity growth rate of 3% per year through 2033, compared to Carnival's 1.1% [9]. - The company currently holds a market share of 27%, with expectations to grow, although its smaller brands may face competition from Norwegian Cruise Lines and MSC Cruises [10]. New Offerings and Future Prospects - The launch of new ships and destinations, such as the Star of the Seas and Royal Beach Club Paradise Island, is expected to increase bookings by 10% in Q4, with 2026 bookings anticipated to surpass those of 2025 [7][8]. - The introduction of Celebrity River cruises in 2027 further enhances the company's growth trajectory [7]. Valuation - Royal Caribbean has a forward price-to-earnings ratio of 15 and a five-year price/earnings-to-growth (PEG) ratio of 0.86, indicating a favorable long-term valuation [11].

When it comes to cruise stocks, the "Big 3" — Carnival (CCL), Norwegian (NCLH), and Royal Caribbean (RCL) — have balance sheets that look stronger than they have in years. But their technical charts are starting to feel like sinking ships. What’s Happening With the Big 3 Cruise Stocks? The cruise sector is entering 2026 with record bookings, but the stocks aren’t looking quite as optimistic. This is because the market is shifting its focus from revenue to margins and regulatory headwinds. More News from ...

SEWARD, Alaska, Jan. 22, 2026 /PRNewswire/ --Royal Caribbean Group (NYSE: RCL), a global vacation leader that is redefining the future of vacations, has chosen 15 final candidates for its inaugural 'Port Partners' business accelerator program in Seward, Alaska. The new cohort will complete a comprehensive 10-week college-level course at the Alaska Vocational Technical Center (AVTEC) and engage with local entrepreneurial leaders and mentors to grow their knowledge, skill set, and work toward a successful bus ...