Royal Caribbean Group (RCL)
NYSEConsumer DiscretionaryTravel ServicesSnapshot 2026-07-08
$280.86-0.50%
Close 2026-07-08 · 1-day change
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Track RCL free→Royal Caribbean grows revenue about 10% a year. Earnings per share should reach $17.3 in 2026. The company adds new ships and expands river cruises. It aims for 20% earnings growth per year by 2027.
Environmental and safety issues hurt expansion and port access. Cost control is weak despite revenue growth. Earnings may fall short of $17.3 per share in 2026.
The price is about 3% above our fair value near $273. Analysts expect about 10% revenue growth. Our fair value is 20% below the Street median, showing some caution.
Breaks if: Profit margins decline significantly below recent levels
Royal Caribbean focuses on managing costs while driving revenue growth through strategic initiatives.
Stated in 2 of last 2 quarters. Total revenue was $4.5 billion in 2026-Q1, an 11% increase YoY. The company continues to focus on managing costs and driving revenue growth, supported by strong demand and strategic investments. The trajectory shows delivering on revenue growth, but cost management remains a persistent statement with limited substantive delivery this quarter.
Breaks if: EPS falls below $15.6 in FY26
Royal Caribbean focuses on managing costs while driving revenue growth through strategic initiatives.
Stated in 2 of last 2 quarters. Total revenue was $4.5 billion in 2026-Q1, an 11% increase YoY. The company continues to focus on managing costs and driving revenue growth, supported by strong demand and strategic investments. The trajectory shows delivering on revenue growth, but cost management remains a persistent statement with limited substantive delivery this quarter.
Breaks if: YoY revenue growth falls below 7% in FY26
Royal Caribbean focuses on managing costs while driving revenue growth through strategic initiatives.
Stated in 2 of last 2 quarters. Total revenue was $4.5 billion in 2026-Q1, an 11% increase YoY. The company continues to focus on managing costs and driving revenue growth, supported by strong demand and strategic investments. The trajectory shows delivering on revenue growth, but cost management remains a persistent statement with limited substantive delivery this quarter.
Breaks if: No new ships or river cruise expansion by 2027
Royal Caribbean aims to expand its vacation portfolio by introducing new Discovery Class ships and expanding Celebrity River Cruises.
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“CFO: 'We continue to see net yield growth for key products.'”
“CFO: 'We continue to see net yield growth for key products.'”
Royal Caribbean aims to achieve its Perfecta goals, targeting a 20% earnings CAGR and high teens ROIC by 2027.
“CFO: 'We continue to see net yield growth for key products.'”