$CUK Q2 '26 Earnings Results & Recap
• Reported GAAP EPS of $0.39 down -9.30% YoY
• Reported revenue of $6.66B up 5.29% YoY
• Carnival expects full year 2026 net yields to increase approximately 3.2 percent and adjusted cruise costs excluding fuel per ALBD to rise approximately 3.7 percent. Newbuild capital expenditures for the remainder of 2026 are projected at $0.6 billion.
PickAlpha Morning Report - Company News:
2026.03.28 News Analysis -
1/3: Carnival cut FY2026 adjusted EPS outlook to about $2.21 and approved an initial $2.50 bn share buyback | View: Guidance cut from fuel costs weakens the fundamental trajectory, while the sizable… $CCL $CUK
$CUK Q1 '26 Earnings Results & Recap
• Reported GAAP EPS of $0.19 up 416.67% YoY
• Reported revenue of $6.17B up 6.11% YoY
• Carnival plc expects full year 2026 adjusted net income to improve by nearly $150M compared to December guidance, partially mitigating higher fuel prices. Net yields are projected up 2.75% in constant currency.
Up 0.7% with S&P500 up 0.3%.
Top gains from short $TTD (+7%), long $EC (+4%), long $CAVA (+3%).
Sold $CUK (-21.4%).
Covered $GM (+9%).
31% long by 4% short. 11% long Consumer Discretionary, 7% long Consumer Staples. https://www.techtrader.ai/wall/?date=1773777732&post=17017
Up 0.8% with S&P500 up 1%.
Top gains from long $CAVA (+6%), long $UAL (+4%), long $CUK (+3%).
34% long by 7% short. 10% long Consumer Discretionary, 7% long Consumer Staples. https://www.techtrader.ai/wall/?date=1773691332&post=16972
