Norwegian Cruise Line (NCLH) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Core Viewpoint - The market anticipates Norwegian Cruise Line (NCLH) will report a year-over-year increase in earnings driven by higher revenues when it releases its results for the quarter ended December 2025 [1] Group 1: Earnings Expectations - The upcoming earnings report is expected to be released on March 2, and if the results exceed expectations, the stock may rise; conversely, missing estimates could lead to a decline [2] - The consensus EPS estimate for the quarter is projected at $0.28 per share, reflecting a year-over-year increase of +7.7% [3] - Revenues are anticipated to reach $2.35 billion, marking an 11.5% increase from the same quarter last year [3] Group 2: Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 13.51%, indicating a reassessment by analysts regarding the company's earnings prospects [4] - The Most Accurate Estimate for Norwegian Cruise Line is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -4.06%, suggesting a bearish outlook from analysts [12] Group 3: Earnings Surprise Prediction - The Zacks Earnings ESP model compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the premise that recent revisions may provide more accurate insights into earnings potential [8] - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10] - Norwegian Cruise Line currently holds a Zacks Rank of 3, making it challenging to predict a consensus EPS beat [12] Group 4: Historical Performance - In the last reported quarter, Norwegian Cruise Line was expected to post earnings of $1.16 per share but exceeded this with actual earnings of $1.20, resulting in a surprise of +3.45% [13] - Over the past four quarters, the company has beaten consensus EPS estimates two times [14] Group 5: Industry Comparison - Marriott Vacations Worldwide (VAC), another player in the leisure and recreation services industry, is expected to report earnings per share of $1.72 for the same quarter, indicating a year-over-year decline of -7.5% [18] - Revenues for Marriott Vacations Worldwide are projected at $1.32 billion, down 0.2% from the previous year, with an Earnings ESP of -5.36% [19]