RCL's mixed third-quarter, strong bookings and new-ship momentum meet rising costs, sharpening the Buy-Hold-Sell debate.
RCL sees strong bookings, firm pricing and rising demand for new ships and destinations, supporting growth across upcoming seasons.
Royal Caribbean (RCL) shares have decreased by 16.1% over the course of 21 trading days. This recent downturn is indicative of renewed apprehensions regarding Royal Caribbean's revenue shortfall and a cautious sales forecast amid a broader weakness within the sector.
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Royal Caribbean Cruises (NYSE: RCL) shares continue to sell off as social sentiment on platforms like Reddit, X, and others turns negative following earnings.
RCL's third-quarter profit cruised past expectations as robust bookings, strong yields and digital momentum powered record guest satisfaction.
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Royal Caribbean Cruises Ltd. reported strong Q3 2025 results, with higher revenue, profits, and occupancy, but shares fell due to a revenue miss. RCL's adjusted EPS and net income exceeded expectations, driven by increased passenger activity, new vessels, and higher pricing power. Management raised 2025 and 2026 guidance, forecasting robust earnings and cash flow growth, with continued capacity expansion and improved leverage ratios.
Royal Caribbean Cruises Ltd. (NYSE:RCL ) Q3 2025 Earnings Call October 28, 2025 10:00 AM EDT Company Participants Blake Vanier - Vice President of Investor Relations Jason Liberty - President, CEO & Chairman of the Board Naftali Holtz - Chief Financial Officer Michael Bayley - President & CEO of Royal Caribbean International Conference Call Participants Steven Wieczynski - Stifel, Nicolaus & Company, Incorporated, Research Division Robin Farley - UBS Investment Bank, Research Division Matthew Boss - JPMorgan Chase & Co, Research Division Elizabeth Dove - Goldman Sachs Group, Inc., Research Division Brandt Montour - Barclays Bank PLC, Research Division James Hardiman - Citigroup Inc., Research Division Benjamin Chaiken Conor Cunningham - Melius Research LLC Sharon Zackfia - William Blair & Company L.L.C.
RCL's third-quarter earnings beat estimates, but revenues miss. The stock falls 8.7% despite record bookings and upbeat guidance.
Strong profitability, higher dividends, and share buybacks underscore robust demand and management confidence for 2026.