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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Carnival (CCL) is 5/10.
Carnival posted record Q1 results with net income of $275 million, up over 55% versus prior year, despite yields growing only 2.7% on top of the prior year's strong 7% increase. However, FY2026 EPS guidance was lowered from approximately $2.37 to $2.21 due to a $500 million fuel headwind from geopolitical events, partially offset by $150 million in operational improvement. The company announced a $2.5 billion share repurchase authorization and introduced PROPEL long-term targets through 2029.
Scored from Carnival’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.94B | +10.0% | $0.17 | +525.0% | 9.4% | 5.1% | $319M |
| FY2025 Q1 | $5.81B | +7.5% | $-0.06 | +64.9% | 9.3% | -1.3% | $318M |
| FY2025 Q2 | $6.33B | +9.5% | $0.42 | +480.1% | 14.8% | 8.9% | $1.54B |
| FY2025 Q3 | $8.15B | +3.3% | $1.33 | +5.6% | 27.9% | 22.7% | $736M |
| FY2025 Q4 | $6.33B | +6.6% | $0.31 | +82.4% | 11.6% | 6.7% | $12M |
| FY2026 Q1 | $6.17B | +6.1% | $0.19 | +418.8% | 9.8% | 4.2% | $697M |
| FY2026 Q2 | $6.66B | +5.3% | $0.39 | -7.1% | 12.8% | 8.1% | $1.75B |