Royal Caribbean Cruises

Royal Caribbean is posting record booking and occupancy levels, with customers booking earlier and paying more for premium offerings, which increases revenue per guest. The company is investing in new ships and exclusive destinations to strengthen its competitive position. Risks remain high capital expenditure, fuel prices, geopolitical developments and economic fluctuations that could weigh on demand and margins. » Mere på finanzen.net

Royal Caribbean confirmed a deal to acquire a 50% equity interest in Sandals and Beaches Resorts for about $3 billion, implying roughly a 10x forward EBITDA multiple and funded by committed debt financing from Morgan Stanley. The company said the transaction is expected to close early next year and be accretive to earnings, with a joint board led by Jason Liberty and Adam Stewart. Investors sold the stock on concerns over a debt-funded pivot into land-based resorts and the delay until earnings accretion, while Carnival and Norwegian also slipped amid sector weakness. » Mere på finance.yahoo.com

Royal Caribbean is in talks to buy a 50% equity stake in Sandals for about $3 billion, valuing the Caribbean resort chain at roughly $6 billion. Discussions are ongoing and may not result in a transaction. The move would expand Royal Caribbean’s push into land-based and all-inclusive vacations; the news sent Royal Caribbean shares down about 6%. » Mere på cnbc.com

The Royal Caribbean Group has announced a quarterly dividend of $1.50 per common share. Payment will be made on October 8, 2026 to shareholders of record on September 17, 2026. The company operates 71 ships under the Royal Caribbean, Celebrity Cruises and Silversea brands and owns 50 percent of TUI Cruises. » Mere på de.investing.com

Royal Caribbean shares are about 20% below last summer’s peak and down roughly 14% year-over-year as higher fuel, food and labor costs raised operating expenses and trimmed margins. Revenue rose modestly and adjusted earnings fell in the latest quarter, but the company raised its earnings guidance and still forecasts about 9% revenue growth for 2026 with EPS of $17.73–$17.87. Bookings remain above historical levels, trailing revenue is well above pre-pandemic peaks, and the stock trades at about 16 times guided EPS with a 1.7% dividend yield. » Mere på finance.yahoo.com