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Surging oil prices and disappointing earnings guidance spooked investors at the start of the week and now it faces another problem.
Worries about developments in Iran rattled financial markets Monday, after the U.S. and Israel launched a joint attack over the weekend. Here's which stocks are falling, and which ones are on the rise.
Norwegian Cruise Line Holdings Ltd. stock appears undervalued, trading at ~10x 2026 earnings versus the S&P 500's 29x, despite recent guidance disappointment. NCLH's 2026 EPS guidance of $2.38 falls short of consensus, but fleet expansion, strong occupancy (101.8%), and activist involvement signal multi-year turnaround potential. New CEO John W. Chidsey and Elliott Management's >10% stake increase pressure for operational improvements and balance sheet strengthening.
Net Yields (Q4 2025): Increased by 3.8%.Adjusted Net Cruise Cost Excluding Fuel (Q4 2025): $158, below guidance, increased by 0.2%.Adjusted EBITDA (Q4 2025): $
Wall Street traded firmly higher at midday in New York on Monday, reversing overnight futures losses as investors brushed aside escalating tensions in the Middle East.
NCLH's Q4 results reflect year-over-year growth, but a revenue miss and macro concerns tied to rising oil prices pressure shares.
Stocks are trying to fight off another down day, as investors weigh the reaction to the U.S.-Israel attack on Iran
Norwegian Cruise Line (NCLH) experienced a significant drop after its Q4 earnings report. Despite a slight EPS beat, revenue rose by 6% year-over-year to $2.2 b
Major stock indexes turned mostly higher and oil and gold futures advanced Monday as markets reacted to fighting in the Middle East.
Norwegian Cruise Line Holdings Ltd. (NCLH) Q4 2025 Earnings Call Transcript
Worries about developments in Iran rattled financial markets Monday, after the U.S. and Israel launched a joint attack over the weekend. The major U.S. equities indexes lost ground, with travel-related stocks leading losses, while defense and oil industry stocks gained.
Conflict in the Middle East is driving up oil prices. Flight diversions and airport closures are disrupting airplane travel as well.
Although the revenue and EPS for Norwegian Cruise Line (NCLH) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Norwegian Cruise Line (NCLH) came out with quarterly earnings of $0.28 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.26 per share a year ago.
Norwegian's sales miss and downbeat booking and profit outlooks spark concern about demand for cruises.
Norwegian Cruise Line reported lower fourth-quarter profit and said it was facing challenges from the mistiming of its increase in Caribbean capacity.
MIAMI, March 02, 2026 (GLOBE NEWSWIRE) -- Norwegian Cruise Line Holdings Ltd. (NYSE: NCLH) (together with NCL Corporation Ltd. (“NCLC”), “Norwegian Cruise Line Holdings”, “Norwegian”, “NCLH” or the “Company”) today reported financial results for the fourth quarter and full year ended December 31, 2025, and provided guidance for the first quarter and full year 2026.
Norwegian Cruise Line Holdings Ltd. (NYSE: NCLH) will release earnings for the fourth quarter before the opening bell on Monday, March 2.
NCLH to release Q4 earnings on March 2. Analysts expect 26 cents/share and $2.34B in revenue. Activist investor has 10% stake. Stock fell 0.9%.
The cruise operator faces pressure from activist investor Elliott, which could change how investors view the report.