Q2 FY2026 EarningsQ2 FY26 results presented a mixed performance against consensus: revenue of $2.64B was in-line with expectations, while normalized EPS of $0.48 beat the $0.39 consensus by 23%. Gross margin of 30.5% missed the 39.2% mean estimate due to elevated fuel costs and payroll related to new ship deliveries. Despite the earnings beat, management highlighted softer demand at Norwegian Cruise Line due to specific execution challenges and Middle East conflicts, though strategic cost optimization generated $100M in additional annualized run-rate savings.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Norwegian Cruise(NCLH) the Revenue is 2.641 B (+4.89%), Miss estimate;the EBIT is 394.31 M (-12.43%), Beat estimate;the EPS is 0.48 (+585.7%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
2.64B4.89%
2.64B4.94%
-0.00B0.05%
EBITExceed expectations
0.39B12.43%
0.35B21.28%
+0.04B8.85%
EPSExceed expectations
0.48585.71%
0.3366380.86%
+0.1434204.85%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf