Spoken Alpha
NCLH
Norwegian Cruise Line Holdings Ltd.
Overview
Norwegian Cruise Line Holdings Ltd. operates three cruise brands—Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises—that offer voyages to approximately 700 global destinations including the Caribbean, Alaska, Europe, Asia, and Australia.
Norwegian Cruise Line Holdings Ltd is a Consumer Cyclical company operating in Travel Services with a $9.48B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 29, 2026).
20 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q4 FY2025Earnings2026-03-0220 Q&A exchanges
- Q3 FY2025Earnings2025-11-0418 Q&A exchanges
- Q2 FY2025Earnings2025-07-3116 Q&A exchanges
- Q1 FY2025Earnings2025-04-3022 Q&A exchanges
- Q4 FY2024Earnings2025-02-2723 Q&A exchanges
- Q3 FY2024Earnings2024-10-3118 Q&A exchanges
- Q2 FY2024Earnings2024-07-3126 Q&A exchanges
- Q1 FY2024Earnings2024-05-0125 Q&A exchanges
- Q4 FY2023Earnings2024-02-2714 Q&A exchanges
- Q3 FY2023Earnings2023-11-0122 Q&A exchanges
- Q2 FY2023Earnings2023-08-0115 Q&A exchanges
- Q1 FY2023Earnings2023-05-0123 Q&A exchanges
- Q4 FY2022Earnings2023-02-2823 Q&A exchanges
- Q3 FY2022Earnings2022-11-0819 Q&A exchanges
- Q2 FY2022Earnings2022-08-0914 Q&A exchanges
- Q1 FY2022Earnings2022-05-1020 Q&A exchanges
- Q4 FY2021Earnings2022-02-2414 Q&A exchanges
- Q3 FY2021Earnings2021-11-0320 Q&A exchanges
- Q2 FY2021Earnings2021-08-0615 Q&A exchanges
- Q1 FY2021Earnings2021-05-0620 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-29EPS— vs $0.38—Rev— vs ——EODHD
- Q1 FY20262026-05-03EPS$0.23 vs $0.15+51.8%Rev$2.33B vs ——EODHD
- Q4 FY20252026-03-02EPS$0.28 vs $0.26+6.9%Rev$2.24B vs ——EODHD
- Q3 FY20252025-11-03EPS$1.20 vs $1.16+3.5%Rev$2.94B vs ——EODHD
- Q2 FY20252025-07-28EPS$0.51 vs $0.51-0.4%Rev$2.52B vs ——EODHD
- Q1 FY20252025-04-28EPS$0.07 vs $0.11-36.4%Rev$2.13B vs ——EODHD
- Q4 FY20242025-02-24EPS$0.26 vs $0.11+100.0%Rev$2.11B vs ——EODHD
- Q3 FY20242024-10-30EPS$0.99 vs $0.94+5.3%Rev$2.81B vs ——EODHD
- Q2 FY20242024-07-30EPS$0.40 vs $0.35+14.3%Rev$2.37B vs ——EODHD
- Q1 FY20242024-04-30EPS$0.16 vs $0.11+45.5%Rev$2.19B vs ——EODHD
- Q4 FY20232024-02-26EPS$-0.18 vs $-0.14-28.6%Rev$1.99B vs ——EODHD
- Q3 FY20232023-10-31EPS$0.76 vs $0.69+10.1%Rev$2.54B vs ——EODHD
- Q2 FY20232023-07-31EPS$0.30 vs $0.27+11.1%Rev$2.21B vs ——EODHD
- Q1 FY20232023-04-30EPS$-0.30 vs $-0.41+26.8%Rev$1.82B vs ——EODHD
- Q4 FY20222023-02-27EPS$-1.04 vs $-0.85-22.4%Rev$1.52B vs ——EODHD
- Q3 FY20222022-11-07EPS$-0.64 vs $-0.70+8.6%Rev$1.62B vs ——EODHD
- Q2 FY20222022-08-08EPS$-1.14 vs $-0.86-32.6%Rev$1.19B vs ——EODHD
- Q1 FY20222022-05-09EPS$-1.82 vs $-1.53-18.9%Rev$521.9M vs ——EODHD
- Q4 FY20212022-02-23EPS$-1.95 vs $-1.60-21.9%Rev$487.4M vs ——EODHD
- Q3 FY20212021-11-02EPS$-2.17 vs $-2.09-3.8%Rev$153.1M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-29 | — | $0.38 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-03 | $0.23 | $0.15 | +51.8% | $2.33B | — | — | EODHD |
| Q4 FY2025 | 2026-03-02 | $0.28 | $0.26 | +6.9% | $2.24B | — | — | EODHD |
| Q3 FY2025 | 2025-11-03 | $1.20 | $1.16 | +3.5% | $2.94B | — | — | EODHD |
| Q2 FY2025 | 2025-07-28 | $0.51 | $0.51 | -0.4% | $2.52B | — | — | EODHD |
| Q1 FY2025 | 2025-04-28 | $0.07 | $0.11 | -36.4% | $2.13B | — | — | EODHD |
| Q4 FY2024 | 2025-02-24 | $0.26 | $0.11 | +100.0% | $2.11B | — | — | EODHD |
| Q3 FY2024 | 2024-10-30 | $0.99 | $0.94 | +5.3% | $2.81B | — | — | EODHD |
| Q2 FY2024 | 2024-07-30 | $0.40 | $0.35 | +14.3% | $2.37B | — | — | EODHD |
| Q1 FY2024 | 2024-04-30 | $0.16 | $0.11 | +45.5% | $2.19B | — | — | EODHD |
| Q4 FY2023 | 2024-02-26 | $-0.18 | $-0.14 | -28.6% | $1.99B | — | — | EODHD |
| Q3 FY2023 | 2023-10-31 | $0.76 | $0.69 | +10.1% | $2.54B | — | — | EODHD |
| Q2 FY2023 | 2023-07-31 | $0.30 | $0.27 | +11.1% | $2.21B | — | — | EODHD |
| Q1 FY2023 | 2023-04-30 | $-0.30 | $-0.41 | +26.8% | $1.82B | — | — | EODHD |
| Q4 FY2022 | 2023-02-27 | $-1.04 | $-0.85 | -22.4% | $1.52B | — | — | EODHD |
| Q3 FY2022 | 2022-11-07 | $-0.64 | $-0.70 | +8.6% | $1.62B | — | — | EODHD |
| Q2 FY2022 | 2022-08-08 | $-1.14 | $-0.86 | -32.6% | $1.19B | — | — | EODHD |
| Q1 FY2022 | 2022-05-09 | $-1.82 | $-1.53 | -18.9% | $521.9M | — | — | EODHD |
| Q4 FY2021 | 2022-02-23 | $-1.95 | $-1.60 | -21.9% | $487.4M | — | — | EODHD |
| Q3 FY2021 | 2021-11-02 | $-2.17 | $-2.09 | -3.8% | $153.1M | — | — | EODHD |
Source: EODHD. NCLH reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks NCLH's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 50% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2025 | $1.73 | $1.26 | +37.6% | +1.0% | +3.6% |
| Q4 FY2025 | $1.67 | $1.28 | +30.1% | +0.4% | +0.8% |
| Q3 FY2025 | $1.71 | $1.35 | +26.5% | +2.0% | +1.9% |
| Q2 FY2025 | $1.77 | $1.42 | +24.5% | -7.0% | -5.4% |
| Q1 FY2024 | $1.68 | $1.31 | +28.0% | -1.1% | -1.6% |
| Q4 FY2024 | $2.16 | $1.57 | +37.6% | +1.2% | +4.0% |
| Q3 FY2024 | $1.83 | $1.34 | +36.7% | -6.3% | -6.7% |
| Q2 FY2024 | $1.99 | $1.55 | +28.7% | -6.8% | -6.2% |
| Q1 FY2023 | $1.78 | $1.39 | +28.4% | -2.4% | -1.0% |
| Q4 FY2023 | $1.92 | $1.47 | +30.6% | +2.2% | -0.5% |
Guidance change history
Sample- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
- Q1 FY2024Raised2024-04-15
- Q4 FY2024Raised2024-13-15
- Q3 FY2024Raised2024-10-15
- Q2 FY2024Raised2024-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- John ChidseyCEO3 mono recorded callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last call held guidance Q1 FY2025
- Mark KempaCFO7 mo20 callsCurrentSample
CFO since 2025 • 1/2 beats (50%) • last guidance raise Q1 FY2025
- Jason MontagueChief Luxury Officer3 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last guidance raise Q1 FY2025
- Daniel S FarkasEVP GC, CDO & Sec'y4 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last guidance cut Q2 FY2025
- Faye L AshbySVP & Chief Accounting Officer6 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 1/2 beats (50%) • last guidance raise Q2 FY2025
- Patrik DahlgrenEVP, Chief Vessel Ops & NO7 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 1/2 beats (50%) • last call held guidance Q1 FY2025
Peers
Other companies in Consumer Cyclical
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for NCLH.
$ curl https://api.spokenalpha.com/v1/companies/NCLHFAQ
Frequently asked about NCLH
Where can I find Norwegian Cruise Line Holdings Ltd.'s (NCLH) earnings call transcripts?
Spoken Alpha indexes NCLH's earnings call transcripts at https://spokenalpha.com/companies/NCLH. Each call links to attributed speakers and parsed analyst Q&A. Norwegian Cruise Line Holdings Ltd.'s own investor relations page is at https://www.nclhltd.com/investors.
When was Norwegian Cruise Line Holdings Ltd.'s most recent earnings call?
Norwegian Cruise Line Holdings Ltd. (NCLH) held its most recent earnings call on 2026-03-02, covering fiscal Q4 2025.
What sector is NCLH in?
Norwegian Cruise Line Holdings Ltd. (NCLH) operates in the Consumer Cyclical sector (Travel Services industry).