Norwegian Cruise Line Holdings Ltd Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-0.8%projected annual EPS growth
Analyst Coverage
25analysts covering
FY EPS (est.)
$1.53next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 29 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Adjusted EBITDA Quarterly2.7B
Adjusted EPS Quarterly2.1Target: 1.45 to 1.79
Net Yield Growth (Constant Currency) Quarterly2.4%Target: -3 to -5%
Adjusted Net Cruise Cost excluding Fuel per Capacity Day Growth (Constant Currency) Quarterly0.7%
Watch Items
- Activist Investor Pressure and Board OverhaulTrigger: Elliott Investment Management holding a 10%-plus stake and demanding board changesAction: Monitor board composition changes, strategic business plan updates, and executive leadership accountability
- Caribbean Capacity Allocation and Pricing PressureTrigger: 40% year-over-year increase in Caribbean capacity causing commercial misalignmentAction: Track close-in booking demand, net yield stabilization, and promotional pricing strategies
- Geopolitical Volatility and Fuel CostsTrigger: Middle East tensions impacting European bookings and driving fuel price volatilityAction: Review fuel hedge ratios (currently 51% for 2026) and booking curves for European itineraries
Research as of 2 Sep 2026