Lindblad Expeditions Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
5analysts covering
FY Revenue (est.)
$856.6Mnext fiscal year
FY EPS (est.)
$0.18next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 3 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Occupancy Rate Quarterly9,300.0%Target: Historical load factor recovery
Net Yield per Available Guest Night Quarterly1.6KTarget: 4% to 5% growth for FY 2026
Total Tour Revenues Quarterly208MTarget: 800 million to 850 million USD for FY 2026
Adjusted EBITDA Quarterly34.8MTarget: 130 million to 140 million USD for FY 2026
Watch Items
- Fuel Cost VolatilityTrigger: 10% change in fuel costsAction: Assess impact on remaining year operating expenses (estimated at just under $2 million per 10% shift)
- Geopolitical and Weather DisruptionsTrigger: Cancellations of high-yield polar or Middle East itinerariesAction: Re-route vessels or deploy marketing spend to alternative destinations to protect occupancy
- National Geographic Royalty Step-upTrigger: Final royalty rate step-up under the extended agreementAction: Monitor Lindblad segment operating margins and execute cost-innovation initiatives to offset margin pressure
Research as of 19 Jun 2026