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Whirlpool's Q3 Earnings Upcoming: What Lies Ahead for the Stock?
ZACKS· 2025-10-22 15:51
Core Viewpoint - Whirlpool Corporation (WHR) is expected to report a decline in both revenue and earnings for the third quarter of 2025, with challenging market conditions impacting performance [1][10]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for third-quarter revenues is $3.92 billion, reflecting a 1.7% decrease from the same quarter last year [2]. - The consensus estimate for quarterly earnings has risen by 2.9% over the past 30 days to $1.42 per share, but this still represents a significant 58.6% decline compared to the previous year [2]. Recent Performance - In the last reported quarter, the company experienced a negative earnings surprise of 13%, although it has surpassed earnings estimates by an average of 0.6% over the last four quarters [3]. Market Conditions and Challenges - Sluggish global demand, negative consumer sentiment, inflationary pressures, and market uncertainty are expected to adversely affect quarterly results [4]. - Weak home sales and reduced discretionary spending have further contributed to performance challenges [4]. - Increased promotional activity, adverse price/mix effects, and foreign currency translations are additional headwinds [4]. Competitive Landscape - The company faces volume pressure due to intensified competition, particularly from foreign rivals who have pre-loaded Asian imports ahead of tariff implementations, creating a highly promotional environment [5]. - Rising raw material costs, particularly for steel, resins, and base metals, are anticipated to impact margins in the upcoming quarter [5]. Management Actions - Management is implementing cost-cutting measures and pricing strategies to mitigate high-cost concerns, including reducing structural and discretionary costs [7]. - The company is focusing on new product introductions and launches as part of its strategy to enhance performance [7]. Valuation Metrics - WHR's forward 12-month price-to-earnings ratio stands at 5.25x, which is below its five-year high of 13.51x and the industry average of 8.50x, indicating potential value for investors [9]. - Over the past three months, WHR's shares have declined by 4.1%, compared to a 7.1% decline in the industry [9].
ROYAL CARIBBEAN REVEALS SUMMER 2027 ADVENTURES TO ALASKA
Prnewswire· 2025-10-22 15:34
Core Insights - Royal Caribbean has announced its summer 2027 cruise offerings to Alaska, featuring weeklong voyages on four ships: Anthem, Quantum, Serenade, and Voyager of the Seas [1][5] - The new itineraries include multi-night Cruisetour experiences on land, allowing travelers to explore Alaska's natural beauty and attractions [1][5] Group 1: Cruise Offerings - The 2027 Alaska vacations are available for booking for Crown & Anchor Society loyalty members, with general bookings opening on October 23 [1] - Each ship will offer unique experiences, such as whale watching, dog sledding, and helicopter tours, alongside onboard activities like rock climbing and outdoor movie nights [3][5] Group 2: Ship Highlights - **Anthem of the Seas**: Offers 7-night vacations from Seward and Vancouver, including excursions to Skagway and Ketchikan, with immersive overnight Cruisetour experiences [5] - **Quantum of the Seas**: Will sail from Seattle, featuring kayaking and wildlife spotting, along with onboard attractions like a surf simulator and laser tag [5] - **Serenade of the Seas**: Embarks on weeklong explorations through Alaska's Inside Passage, with family-friendly activities and dining options [5] - **Voyager of the Seas**: Provides 7-night itineraries from Seattle, showcasing breathtaking views and various onboard entertainment options [5] Group 3: Company Overview - Royal Caribbean has been delivering memorable vacations for over 50 years, recognized as "Best Cruise Line Overall" for 22 consecutive years in the Travel Weekly Readers Choice Awards [6]
Hilton Q3 Earnings Surpass Estimates, Revenues Rise Y/Y, Stock Up
ZACKS· 2025-10-22 14:31
Core Insights - Hilton Worldwide Holdings Inc. reported strong third-quarter 2025 results, with earnings and revenues exceeding expectations, leading to a 2.5% increase in shares during pre-market trading [1][2]. Financial Performance - Adjusted earnings per share (EPS) for Q3 2025 were $2.11, surpassing the Zacks Consensus Estimate of $2.03, and up from $1.92 in the same quarter last year [3]. - Total revenues reached $3.12 billion, exceeding the consensus estimate of $3.02 billion, and reflecting an 8.8% year-over-year increase [3]. - Franchise and licensing fees improved to $739 million from $698 million year-over-year, although below the estimate of $758.4 million [3]. - Base and other management fees rose to $93 million from $88 million, while incentive management fees decreased by 1.5% to $65 million [4]. - Ownership revenues were $322 million, down from $330 million year-over-year, and below the expected $349.8 million [4]. - System-wide comparable RevPAR declined by 1.1% year-over-year on a currency-neutral basis [5]. - Adjusted EBITDA was $976 million, an 8% increase year-over-year, exceeding the estimate of $953.5 million [5]. Balance Sheet and Capital Management - As of September 30, 2025, Hilton had total cash and cash equivalents of $1,126 million, up from $448 million in the previous quarter [6]. - Total debt stood at $11.7 billion with a weighted average interest rate of approximately 4.8%, and no significant maturities before April 2027 [6]. - The company repurchased 2.8 million shares at $270.31 each during the third quarter [7]. Business Development - Hilton added 199 hotels, totaling 24,800 rooms, achieving a net room growth of 23,200 [8]. - The development pipeline expanded to 3,648 properties across 128 countries, with nearly half of the rooms under construction and more than half located outside the U.S. [10]. - Notable brand expansions included the Conrad brand entering Germany and the first Curio Collection property opening in Thailand [9]. Future Outlook - For Q4 2025, Hilton anticipates net income between $441 million and $462 million, with adjusted EBITDA expected to be between $906 million and $936 million [11]. - Full-year 2025 net income is projected to be in the range of $1.64-$1.62 billion, with adjusted EBITDA between $3.69 billion and $3.72 billion [12]. - System-wide RevPAR for 2025 is expected to be flat to up 1% year-over-year [13].
Jim Cramer Says He is a Buyer of Carnival Corporation
Yahoo Finance· 2025-10-22 11:29
Core Viewpoint - Carnival Corporation & plc (NYSE: CCL) is viewed positively by Jim Cramer, who recommends buying the stock, indicating it is a momentum and bargain stock [1]. Company Overview - Carnival Corporation operates cruise lines and offers vacation trips, managing ports, hotels, lodges, and tours that support its cruise business [1]. Investment Strategy - Cramer suggests that investors should not wait to buy stocks like Carnival and Royal Caribbean, emphasizing the importance of acting quickly in the momentum stock market [1]. - He advises purchasing a portion of shares (e.g., 50 shares) to capitalize on potential price movements, rather than waiting for lower prices [1]. Market Context - While Carnival is recognized as a potential investment, the article suggests that certain AI stocks may offer greater upside potential and lower downside risk [1].
Norwegian Cruise Line Holdings to Hold Conference Call on Third Quarter 2025 Financial Results
Globenewswire· 2025-10-21 20:30
Core Viewpoint - Norwegian Cruise Line Holdings Ltd. will report its third quarter 2025 financial results on November 4, 2025, with a conference call scheduled for 8:00 a.m. Eastern Time [1]. Company Overview - Norwegian Cruise Line Holdings Ltd. operates three brands: Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises, with a combined fleet of 34 ships and over 71,000 berths [3]. - The company plans to add 13 additional ships across its brands by 2036, which will increase its fleet capacity by over 38,400 berths [3]. Investor Relations - The conference call will be available via the Company's Investor Relations website, and a replay will be accessible for 30 days following the call [2]. - Contact information for investor relations includes Sarah Inmon at (786) 812-3233 and InvestorRelations@nclcorp.com [4].
NDT Pharmaceuticals Showcases Strategic Value of Good Salt(TM) Life Acquisition with Expanded Relationship with Norwegian Cruise Line
Accessnewswire· 2025-10-21 12:30
ATHENS, GEORGIA / ACCESS Newswire / October 21, 2025 / NDT Pharmaceuticals Inc. (OTC PINK:NDTP), a company focused on advancing innovative consumer health and wellness solutions, today announced a major post-acquisition milestone with the expanded relationship between its subsidiary, Good Saltâ"¢ Life, Inc., and Norwegian Cruise Line (NCL). Following NDT Pharmaceuticals' acquisition of Good Salt Life on September 5, 2025, the subsidiary has deepened its long-standing relationship with NCL, which has placed ...
Will Unit Growth Offset RevPAR Pressures in HLT's Q3 Earnings?
ZACKS· 2025-10-20 12:46
Core Insights - Hilton Worldwide Holdings Inc. (HLT) is set to report its third-quarter 2025 results on October 22, with expectations of earnings per share (EPS) at $2.04, reflecting a year-over-year growth of 6.3% from $1.92 in the same quarter last year [1][2][9] Financial Performance Expectations - The Zacks Consensus Estimate for HLT's revenues is projected at $3.02 billion, indicating a 5.2% increase compared to the previous year's quarter [2] - Revenue from management and franchise hotels is anticipated to grow by 9.5% year over year to $932.9 million, while franchise and licensing fees are expected to rise by 8.7% year over year to $758.4 million [6] Factors Influencing Q3 Results - HLT's revenue growth is likely driven by net unit growth, strong hotel openings, and conversions, particularly in luxury and lifestyle brands like Waldorf Astoria and Conrad [3] - The Hilton Honors loyalty program, with over 226 million members, is expected to enhance repeat business and revenue resilience [4] - Increased corporate booking activity and improvements in group demand are anticipated to support revenue, despite some RevPAR pressures [5] Profitability Outlook - Hilton is expected to benefit from disciplined cost control, with franchise and management fee growth and operating leverage from a larger room base supporting profitability, despite a projected 0.6% decline in RevPAR [7][9] Earnings Prediction Model - The current model does not predict an earnings beat for Hilton, as the Earnings ESP stands at 0.00% [8]
Carnival share price forecast as the cruising boom intensifies
Invezz· 2025-10-20 08:13
Core Viewpoint - Carnival's share price has experienced a decline, dropping from a year-to-date high of 2,205p in August to 1,924p currently, indicating a significant pullback and hovering near its lowest level since July [1] Company Summary - The current share price of Carnival is 1,924p, which reflects a decrease from its peak in August [1] - The stock is nearing its lowest point since July, suggesting potential concerns regarding investor sentiment and market performance [1]
‘It kind of takes the joy out of cruising.' Some Norwegian Cruise Line passengers balk at new food-and-drink policies.
MarketWatch· 2025-10-16 12:00
Core Insights - Wall Street analysts emphasize the importance of focusing on the bottom line for companies [1] Group 1 - Analysts suggest that companies should prioritize profitability in their strategies [1]
15 Best High Volume Stocks to Buy According to Wall Street Analysts
Insider Monkey· 2025-10-16 11:37
Market Overview - The markets are exhibiting mixed signals of risk and optimism, with concerns about future actions over the next quarter [1] - The market is described as stretched and narrow, with increased risks from fiscal, geopolitical, and earnings perspectives [1] - Recent market highs occurred during a government shutdown, highlighting ongoing fiscal issues, while gold prices are also reaching new highs [1] Earnings Trends - Earnings estimates for tech, communications services, and financial sectors have increased since July, indicating potential investment opportunities [2] - The previous earnings season demonstrated resilience among US corporations, justifying some valuations, particularly for larger, high-growth companies [2] - The upcoming earnings season is critical, as earnings and cash flow must validate current valuations, especially for major index constituents [2] Stock Recommendations - Kenvue Inc. (NYSE:KVUE) has an average volume of 26.632 million and an average upside potential of 25.19%, but recent price target reductions by JPMorgan and Citi indicate a challenging outlook due to weak consumer demand [8][9] - Carnival Corporation & plc (NYSE:CCL) has an average volume of 19.622 million and an average upside potential of 25.82%, with recent record Q3 results and raised full-year net income guidance reflecting strong demand and revenue visibility [11][12][13]