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Management Commentary: “In Full Growth Mode”
CEO Jason Liberty stated:
“We are benefiting from a powerful demand environment, record yields, and a consumer that is prioritizing experiences over goods… This sets the stage for 2025 to be our best year ever.”
Liberty emphasized that all brands—Royal Caribbean, Celebrity, and Silversea—are outperforming expectations and that ships across geographies are now at or above pre-pandemic pricing power.
Royal Caribbean (NYSE: RCL) delivered a strong Q2, reporting adjusted EPS of $4.38, well above the $4.08 estimate, and revenue of $4.54B, which also topped expectations. Record load factors, robust demand for onboard experiences, and favorable pricing trends across all brands fueled the company’s outperformance. Management raised full-year guidance for a second time in 2025.
Despite the beat, the stock is dropping fast in pre-market trading, down over 6% so far.
| Metric | Estimate | Actual | Result |
|---|---|---|---|
| Revenue | $4.45B | $4.54B |  Beat |
| Adjusted EPS | $4.08 | $4.38 | Beat |
| Load Factor | ~110% est. | 110% | In line |
| Net Yields (CC) | ~9.5% | 10.0% | Beat |
Guidance Raised Again for Full-Year 2025
Fueled by continued pricing strength and higher onboard spend, RCL raised its FY25 outlook:
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FY25 Adj. EPS: Raised to $11.85–$12.15, up from $10.70–$10.90 previously
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Net Yields: Expected to grow 9.0–9.5% YoY (CC)
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Load Factor: Now expected to average 108%+ for the year
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Q3 EPS: Guided to $3.90–$4.00 vs. $3.85 est.
The company also reiterated strong demand visibility into 2026 bookings.
The post Live: Royal Caribbean (RCL) Drops After Q2 Earnings appeared first on 24/7 Wall St..
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Author: Joel South
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