那些堅持固化觀念認為郵輪只有七老八十的老人去坐的 需要用腦子想想為什麼 郵輪行業增長率這麼大 那來這麼多老人來支持這個營業額和盈利率。profit margin expanded sharply in Q4 2025. 2026 Forecast 持續增長。
Royal Caribbean Cruises (NYSE:RCL) is heading into 2026 with a lot of confidence, and the market is clearly buying the story. Shares jumped in premarket trading Thursday after the company laid out profit guidance that comfortably topped expectations and pointed to another strong year ahead.
CEO Jason Liberty said early booking trends tied to the industry's key WAVE season are off to a strong start, setting up what he expects to be another year of double-digit growth in both revenue and earnings. That confidence showed up in guidance. Royal Caribbean said it expects adjusted EPS of $17.70 to $18.10 in 2026, above the $17.66 Wall Street was modeling and implying growth of about 23%.
The company also sees double-digit revenue growth next year, driven by a 6.7% increase in capacity and yield growth of 2.1% to 4.1%, even after factoring in some headwinds from itinerary changes in China. For Q1, Royal Caribbean expects EPS of $3.18 to $3.28 versus estimates of $2.91.
The setup is backed by solid Q4 results. Adjusted EPS jumped 72% to $2.80, EBITDA rose 34% to $1.48 billion, and margins expanded sharply, even though revenue of $4.26 billion came in just shy of expectations.
