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Princess Cruises Announces Voyager Class Order

(Moderate)
(Very Positive)
Tags

Princess Cruises (NYSE:CCL) signed agreements with Fincantieri for three Voyager class ships to be delivered in late 2035, 2038 and 2039. Each ship will be 183,000 gross tons, accommodate about 4,700 guests, and use dual-fuel LNG propulsion to reduce GHG emissions.

The order expands Carnival Corporation's LNG fleet (the company's 19th–21st LNG vessels), will be built at Fincantieri Monfalcone, and is subject to financing and customary terms.

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Positive

  • Three-ship order scheduled for 2035, 2038 and 2039
  • Ship size 183,000 gross tons; ≈4,700 guest capacity
  • Dual-fuel LNG propulsion for immediate GHG and air-emission reductions

Negative

  • Long lead time: deliveries not until late 2035–2039
  • Agreements are subject to financing and customary terms

News Market Reaction – CUK

-5.31%
26 alerts
-5.31% Session close to close
$5.20B Market Cap
0.6x Rel. Volume

In the Apr 16 session, CUK declined 5.31%, reflecting a notable negative market reaction. Our momentum scanner triggered 26 alerts that day, indicating elevated trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock moved -5.3% in the session following this news. A negative reaction despite strategically ...
Analysis

The stock moved -5.3% in the session following this news. A negative reaction despite strategically important fleet growth would fit a pattern where shares have sometimes sold off on otherwise constructive news. The Voyager class order adds three large ships with about 4,700 guests each, scheduled between 2035 and 2039, extending capital commitments well into the future. Concerns around leverage, long payback horizons, or macro sensitivity in travel demand could all contribute to pressure following an outsized downside move.

Key Figures

New Voyager class ships: 3 ships Delivery years: 2035, 2038, 2039 Ship size: 183,000 gross tons +3 more
6 metrics
New Voyager class ships 3 ships Princess Cruises order with Fincantieri
Delivery years 2035, 2038, 2039 Scheduled delivery timeline for new builds
Ship size 183,000 gross tons Per Voyager class vessel
Guest capacity 4,700 guests Approximate capacity per Voyager class ship
LNG-based vessels count 19th, 20th, 21st Carnival Corporation LNG-based fleet positions
Additional ships on order 7 ships New ships under contract for delivery 2027–2033

Historical Context

5 past events · Latest: Apr 14 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Apr 14 Asia deployment expansion Positive +3.3% Largest-ever Asia program with expanded Japan and Southeast Asia itineraries.
Apr 02 Promotional sale launch Positive -3.5% Anniversary Sale with fare discounts and onboard credits across global cruises.
Mar 27 Record earnings update Positive -4.6% Record Q1 results, strong bookings, raised outlook and share buyback program.
Mar 27 Onboard product partnership Positive -4.6% New bourbon-at-sea program expanding premium onboard beverage offerings.
Mar 25 Voyage program launch Positive +1.2% Seabourn 2027–2029 global voyages and 40th anniversary programming.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent brand and product news has often seen muted or negative price reactions, even when announcements were strategically positive, while select deployment updates have aligned with share gains.

Recent Company History

Over the past several weeks, the company has highlighted multiple growth and product initiatives across its brands. A March 10-Q detailed expanded credit facilities and a lengthened debt maturity ladder. Seabourn’s 2027–2029 voyages and Holland America’s bourbon-at-sea program and Anniversary Sale focused on enhancing guest offerings. Carnival also reported record Q1 results with higher guidance and a large share buyback. Yesterday, Princess announced its largest-ever Asia deployment. Today’s Voyager Class order continues that theme of long-term capacity and itinerary expansion.

Key Terms

liquefied natural gas (lng), dual-fuel powered
2 terms
liquefied natural gas (lng) technical
"dual-fuel powered - primarily by Liquefied Natural Gas (LNG), the best readily available..."
Liquefied natural gas (LNG) is natural gas that has been cooled until it becomes a liquid so it can be stored and shipped more easily, similar to packing a bulky gas into compact bottles for transport. It matters to investors because LNG turns a local fuel market into a global one, affecting supply, prices and the value of companies that produce, transport or store the fuel when demand, shipping capacity or regulation change.
dual-fuel powered technical
"the Voyager class ships will be dual-fuel powered - primarily by Liquefied Natural Gas..."
Dual-fuel powered describes equipment—like ships, trucks, or power plants—that can run on two different types of fuel, switching between them or blending them as needed (for example diesel and natural gas). For investors this matters because the flexibility can lower operating costs, reduce exposure to sudden price swings or supply disruptions, and help meet emissions or regulatory limits; think of it like a hybrid car that can use whichever fuel is cheaper or cleaner today.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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The three-ship order represents Princess Cruises' largest and most advanced platform, designed to deliver the destination experience and further elevate the cruise line's iconic status

FORT LAUDERDALE, Fla., April 15, 2026 /PRNewswire/ -- Princess Cruises, a leading global cruise line of Carnival Corporation & plc (NYSE/LSE: CCL; NYSE: CUK), the world's largest leisure travel company, today announced three new shipbuilding agreements with Italian shipbuilder Fincantieri to build three new cruise ships on a next-generation platform designed to further enhance the line's already world-class vacation experience for its guests. The new builds are slated to be delivered in late 2035, 2038 and 2039, respectively. 

The new vessels will seamlessly blend the most desired and highest-rated experiences and venues Princess Cruises is known for, with completely reimagined outer decks, staterooms and Piazza designs that cater to the brand's global travelers and diverse deployments. These new ships will build upon the award-winning Sphere Class platform and continue to leverage the latest guest-facing and marine technologies. Similar to the highly successful Sun Princess and Star Princess, the Voyager class ships will be dual-fuel powered - primarily by Liquefied Natural Gas (LNG), the best readily available advanced fuel technology that delivers immediate GHG reductions, significantly reducing air emissions compared with other widely available conventional marine fuels. The new ships, which will be the largest by capacity in the Princess Cruises fleet, will be built at Fincantieri's shipyard in Monfalcone, Italy.

 "The Voyager class will delight both our loyal guests and attract the next generation of Princess guests. We have been leveraging extensive customer and agent research to strike the right balance between evolving our proven winners and introducing new concepts and partnerships grounded in what matters to our current and future guests," said Gus Antorcha, Princess Cruises President. "From exceptional dining and inviting pool environments to elevated entertainment and beautifully reimagined spaces throughout the ship, we are leaving no area untouched as we thoughtfully evolve the Princess experience."

The three ships will be 183,000 gross tons and will accommodate approximately 4,700 guests. Specification details for the ship design, along with anticipated features and amenities of this all-new platform design for Princess Cruises will be shared in the future.

Pierroberto Folgiero, CEO and Managing Director of Fincantieri, commented "We are delighted to announce this new agreement with Princess Cruises, which confirms the strength of a long-standing and forward-looking partnership. These new orders secure a robust workload for our shipyards through 2039 and further support the profitable development of our cruise business, as outlined in our 2026–2030 Industrial Plan. With the new Voyager-class ships, we are once again leveraging Fincantieri's distinctive expertise in sustainable, next‑generation shipbuilding, supporting Princess Cruises in its growth trajectory and reaffirming our role as a trusted industrial partner for the evolution of the cruise industry."

The agreements for Princess Cruises' next-generation cruise ships represent what will be Carnival Corporation's 19th, 20th and 21st LNG-based vessels and is part of the company's ongoing fleet enhancement strategy, aimed at creating excitement in the vacation market while accelerating demand for cruising, the fastest growing segment in the vacation industry. In addition to these three ships scheduled for delivery in late 2035, 2038 and 2039, Carnival Corporation has seven additional new ships under contract that are scheduled for delivery between 2027 and 2033.

The value of these agreements, subject to financing and other typical terms and conditions, are considered very important.[1]

Additional information about Princess Cruises is available through a professional travel agent, by calling 1-800-PRINCESS (1-800-774-6237), or by visiting the company's website at www.princess.com.

About Princess Cruises:   
Princess Cruises is The Love Boat, the world's most iconic cruise brand that delivers dream vacations to millions of guests every year in the most sought-after destinations on the largest ships that offer elite service personalization and simplicity customary of small, yacht-class ships. Well-appointed staterooms, world class dining, grand performances, award-winning casinos and entertainment, luxurious spas, imaginative experiences and boundless activities blend with exclusive Princess MedallionClass service to create meaningful connections and unforgettable moments in the most incredible settings in the world - the Caribbean, Alaska, Panama Canal, Mexican Riviera, Europe, South America, Australia/New Zealand, the South Pacific, Hawaii, Asia, Canada/New England, Antarctica, and World Cruises. Star Princess, the brand's newest and most innovative ship, launched October 2025, and sister ship to Sun Princess, named Condé Nast Traveler Mega Ship of the Year for a second consecutive year. The company is part of Carnival Corporation & plc (NYSE/LSE:CCL; NYSE:CUK).  

[1] For Fincantieri, a "very important" cruise agreement is an agreement representing a value exceeding euro 2 billion.

 

 

 

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/princess-cruises-announces-voyager-class-order-302743744.html

SOURCE Princess Cruises

FAQ

What did Princess Cruises (CCL) announce on April 15, 2026 about new ships?

Princess Cruises announced a three-ship Voyager class order with Fincantieri for delivery in late 2035, 2038 and 2039. According to Princess Cruises, each ship will be 183,000 gross tons, carry about 4,700 guests and use dual-fuel LNG propulsion.

How large will the new Princess Cruises Voyager class ships be and how many guests will they carry?

Each Voyager class ship will be 183,000 gross tons and accommodate approximately 4,700 guests. According to Princess Cruises, these will be the largest-by-capacity vessels in the Princess fleet and build on the Sphere Class platform.

When will Princess Cruises (CCL) receive the new Voyager class ships from Fincantieri?

The three Voyager class ships are slated for delivery in late 2035, 2038 and 2039. According to Princess Cruises, those delivery years are the scheduled timelines included in the shipbuilding agreements.

What propulsion technology will Princess Cruises use for the Voyager class (CCL) ships?

The Voyager class ships will be dual-fuel powered, primarily by liquefied natural gas (LNG), reducing greenhouse gas and air emissions versus conventional marine fuels. According to Princess Cruises, LNG is the best readily available advanced fuel technology for this purpose.

Does the Princess Cruises (CCL) order affect Carnival Corporation's LNG fleet size?

Yes. The three Voyager class agreements represent Carnival Corporation's 19th, 20th and 21st LNG-based vessels. According to the company, the order is part of its ongoing fleet enhancement strategy to accelerate demand for cruising.

Are the Princess Cruises (CCL) shipbuilding agreements final and unconditional?

No. The agreements are subject to financing and other typical terms and conditions and are considered very important. According to Princess Cruises, the values of the agreements remain subject to those financing and customary conditions.