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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Royal Caribbean Group (RCL) is 6/10.
Royal Caribbean reported adjusted EPS of $3.60, $0.37 above guidance midpoint and up 33% year-over-year, with revenue growing 11% and EBITDA margin reaching 38%. However, full-year EPS guidance was lowered from $17.70-$18.10 to $17.10-$17.50, a 3.4% cut at the midpoint, driven by $0.74 per share in fuel headwinds and lower TUI Cruises earnings. AI and digital ecosystem acceleration continued alongside destination portfolio expansion.
Scored from Royal Caribbean Group’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 | $3.76B | +12.9% | $2.00 | +88.7% | 16.6% | 14.7% | $915M |
| FY2025 Q1 | $4.00B | +7.3% | $2.70 | +100.0% | 23.6% | 18.3% | $1.20B |
| FY2025 Q2 | $4.54B | +10.4% | $4.41 | +41.8% | 29.3% | 26.7% | $910M |
| FY2025 Q3 | $5.14B | +5.2% | $5.74 | +36.3% | 33.1% | 30.7% | $-989M |
| FY2025 Q4 | $4.26B | +13.2% | $2.76 | +38.0% | 21.9% | 17.7% | $116M |
| FY2026 Q1 | $4.45B | +11.3% | $3.48 | +28.9% | 26.1% | 21.1% | $1.33B |
| FY2026 Q2 | $4.83B | +6.5% | $4.20 | -4.8% | 27.0% | 23.3% | $-877M |