Youtube·2025-12-19 15:00Carnival Cruise - Carnival Cruise reported a mixed quarter with adjusted EPS of 34 cents, exceeding expectations of 25 cents per share [1][2] - Revenue for the quarter was $6.33 billion, slightly below the expected $6.36 billion, but annual revenue reached an all-time high of over $26.5 billion, marking the best year in the company's history [2] - Demand remains strong as consumers are willing to pay higher prices for cruises, with 2026 bookings already matching 2025's record levels [3][4] - The company is improving profitability per passenger while keeping expenses in check, with enhanced fuel efficiency contributing to lower costs [5] - Carnival's balance sheet has improved, with reduced debt leading to a stronger financial position and lower borrowing costs, now considered investment grade by credit rating agencies [6][7] KB Home - KB Home faced challenges in the housing sector, with shares down 6% despite beating expectations with adjusted EPS of $1.92 against a forecast of $1.79 [9] - Revenue was reported at $1.7 billion, exceeding the expected $1.66 billion, but profits and volumes are significantly lower than the previous year due to higher mortgage rates and affordability pressures [10] - The company anticipates 2026 housing revenue to be between $5.6 billion and $6.1 billion, aligning with Wall Street estimates, but acknowledges ongoing challenges in consumer confidence and market conditions [11][12] Lamb Weston - Lamb Weston reported adjusted EPS of 69 cents, better than expected, but revenue of $1.62 billion showed only a 1% year-over-year increase [14] - The company is experiencing margin pressure and pricing challenges, with lower prices offsetting volume gains and rising input costs squeezing profitability [15] - Management is attempting to cut prices to maintain market share in North America, but this strategy is impacting near-term profitability [15][16]