Carnival (Paired CTF)

A UK court has approved the scheme of arrangement to unwind Carnival’s dual corporate structure. Shareholders had already approved the DLC unification and the change of domicile on 20 April 2026; the transaction is expected to take effect when the court order is filed at the UK Companies House on 7 May 2026. The last trading day for Carnival plc ordinary shares and the deactivation in the CREST system are scheduled for Monday; the suspension and cancellation of the London listing will take effect on 7 May 2026. » Więcej na de.investing.com

Carnival posted record Q1/2026 revenue, adjusted EBITDA and net income of $275 million, and its adjusted EPS of $0.20 beat expectations. The company lowered its full-year outlook for adjusted EPS to $2.21 and adjusted EBITDA to $7.19 billion, largely due to a $500 million fuel headwind. Under the new PROPEL strategy through 2029, Carnival targets a ROIC above 16%, adjusted EPS growth of more than 50% versus 2025, and shareholder returns of about $14 billion. For 2026, Carnival plans dividends of more than $800 million and a $2.5 billion share buyback program; the stock reacted slightly negatively in premarket trading. » Więcej na de.investing.com

Carnival stock tumbled after a sharp crude oil rally and rising Middle East tensions increased fuel costs, with the company particularly exposed because it does not hedge fuel purchases. The shares have fallen sharply over the past week and month, amplifying margin pressure as every dollar increase in oil hits Carnival directly. Rival cruise lines with fuel hedges, such as Royal Caribbean and Norwegian Cruise Line, are holding up better, though sector-wide booking risk and canceled Middle East itineraries weigh on demand. Key risks to monitor are the path of oil prices, any change in Carnival’s fuel strategy, and broader consumer travel sentiment. » Więcej na finance.yahoo.com

Josh Weinstein received 635,820 shares from performance-based Restricted Stock Units (PBS RSUs), equal to 170.4% of the target for the 2023–2025 performance period, and 53,306 time-based RSUs (TBS RSUs) from 2023 awards. To cover tax liabilities, Carnival withheld 250,196 shares from the PBS RSUs and 20,976 shares from the TBS RSUs at a price of $33.2151. The transactions for the awards and the tax withholding occurred on February 10, 2026; the performance-based shares were traded on the NYSE, while the tax withholdings were settled off-exchange. » Więcej na de.investing.com

Carnival Corporation reported Q4 2025 adjusted net income of $454 million ($0.34 adjusted EPS), up more than 140% year-over-year and exceeding September guidance by over $150 million. Q4 revenue rose to $6,330 million from $5,938 million a year earlier, and full-year revenue reached $26.6 billion with record net yields (constant currency). Fuel consumption per ALBD fell 5.6% in Q4, and net debt to adjusted EBITDA improved to 3.4x for 2025, surpassing the company’s investment-grade leverage threshold. Carnival expects adjusted net income to rise about 12% in FY2026 on less than 1% capacity growth. » Więcej na finance.yahoo.com