ONESPAWORLD HLDGS DL-0001

OneSpaWorld reported Q2 revenue of $261.2 million (up 9%) and adjusted EBITDA of $34.4 million (up 13%), marking its 21st consecutive quarter of record results. The company cited ship-growth to 208 vessels, higher-value Medi‑Spa services (Medi‑Spa revenue +17%), and a 20% increase in forward bookings as key drivers. Management raised full‑year 2026 guidance to $1.018–1.038 billion in revenue and $130–140 million in adjusted EBITDA, and highlighted AI deployments and an upgraded ERP as contributors to productivity and revenue uplift. Cash was $41.6 million with total liquidity of $91.6 million and $37.1 million remaining under the share repurchase authorization. » Plus sur finance.yahoo.com

Madison Small Cap Fund said it sold its position in OneSpaWorld, stating the stock has reached the fund's intrinsic value and the risk/reward is no longer favorable. The fund noted OneSpaWorld's recent metrics — Q1 revenue up 13% to $247.6 million, a market cap around $2.7 billion and a 52-week gain of about 23% — and called the holding a solid investment since 2020. The firm highlighted broader small‑cap strength in Q2 but cited underperformance versus benchmarks driven by some software positions. » Plus sur finance.yahoo.com

Director Walter Field McLallen sold 10,500 OneSpaWorld shares on June 11 for about $259,035 at $24.67, trimming his direct stake by 7% to 137,382 shares. The transaction is below his average historical sale size and involved only direct holdings. OneSpaWorld reported record Q1 revenue and adjusted EBITDA, raised its full-year outlook (revenue up to $1.034 billion, adjusted EBITDA up to $139 million) and plans to start operations on six new cruise ships, shifting investor focus to continued demand and earnings conversion rather than this modest insider sale. » Plus sur finance.yahoo.com