Norwegian Cruise Line Hldg Ltd Stock Price, News & Analysis

Norwegian Cruise Line Holdings (NYSE:NCLH) reported record second quarter 2025 revenue of $2.5 billion, a 6% increase year-over-year. The company delivered GAAP net income of $30.0 million with EPS of $0.07, and Adjusted EBITDA of $694 million.

Key operational metrics showed strength with occupancy at 103.9% and advance ticket sales reaching an all-time high of $4.0 billion. The company maintained its full year 2025 guidance, expecting Adjusted EBITDA of approximately $2.72 billion and Adjusted EPS of $2.05.

Strategic developments include the expansion of Great Stirrup Cay with a new six-acre waterpark opening in 2026, delivery of Oceania Allura, and confirmation of two additional Sonata Class Ships. The company successfully upsized its Revolving Loan Facility from $1.7 billion to $2.5 billion and reduced Net Leverage to 5.3x.

Norwegian Cruise Line (NYSE:NCLH) has announced a major expansion of its private island, Great Stirrup Cay in the Bahamas, headlined by the new Great Tides Waterpark opening in summer 2026. The nearly six-acre waterpark will feature 19 waterslides, an 800-foot dynamic river, and the industry's first cliffside jumps.

The expansion includes the 170-foot Tidal Tower, a 9,000-square-foot kids splash zone, and new amenities like jet karts, a heated pool, and a multi-ship pier. The company expects to welcome one million guests across 15 ships to Great Stirrup Cay in 2026. NCL is launching a nationwide sweepstakes giving away 250 cruise packages and offering up to $1,500 off Caribbean and Bahamas sailings through "The Great Life Sale."

Oceania Cruises (NYSE:NCLH) has announced the launch of a new premium culinary experience - the Gérard Bertrand Food and Wine Pairing lunch. The six-course experience, priced at $175 per person, will debut on Oceania Allura™ on July 18, 2025, followed by Oceania Vista® in September, and Oceania Marina™ and Riviera™ by 2026.

The exclusive dining experience, limited to 40 guests, will be hosted in the French restaurant Jacques, featuring carefully curated pairings of gourmet dishes with premium Gérard Bertrand wines from the South of France. The experience joins Oceania's collection of premium dining experiences, including the Moët & Chandon Champagne Experience, Connoisseur Wine Pairing Lunches, and The Dom Pérignon Experience.

Norwegian Cruise Line Holdings (NYSE:NCLH) has scheduled its second quarter 2025 financial results announcement for July 31, 2025. The company will release results at 6:30 a.m. Eastern Time, followed by a conference call and webcast at 8:00 a.m. Eastern Time.

NCLH operates three cruise brands with a combined fleet of 34 ships and over 71,000 berths, serving approximately 700 destinations worldwide. The company has plans to expand its fleet with 13 additional ships through 2036, which will add more than 38,400 berths.

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Oceania Cruises (NYSE:NCLH) has taken delivery of its eighth luxury ship, Oceania Allura™, a 1,200-guest vessel built at Fincantieri Shipyard in Genoa. The ship represents the second vessel in the Allura Class, following Oceania Vista® launched in May 2023.

The new ship introduces several culinary innovations, including a first-ever Crêperie, an enhanced Jacques French restaurant, and expanded offerings at Red Ginger with Japanese-Peruvian fusion cuisine. The Grand Dining Room features over 270 new recipes and a new Gerard Bertrand Wine Pairing Luncheon experience.

Additionally, Oceania confirmed orders for four Sonata Class vessels to be delivered between 2027 and 2035, each carrying approximately 1,390 guests and measuring 86,000 gross tons.

Norwegian Cruise Line Holdings (NYSE:NCLH) has successfully increased its senior secured revolving credit facility from $1.7 billion to $2.486 billion, maintaining the existing terms and 2030 maturity date. This enhancement represents a significant boost to the company's liquidity position and demonstrates strong lender confidence.

The company, which operates Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises, currently manages a fleet of 33 ships with approximately 70,050 berths. NCLH has ambitious expansion plans, with 12 additional ships planned through 2036, which will add over 37,500 berths to its fleet.

Oceania Cruises (NCLH) has announced an innovative approach to christening its newest luxury ship, Oceania Allura, by naming a group of Food & Wine Best New Chefs alumni as the vessel's godparents. The announcement was made at the Food & Wine Classic in Aspen on June 21, 2025. The 1,200-guest ship, launching in July 2025, will feature over 270 new recipes, an expanded Culinary Center with Chef's Studio, and signature restaurants including Jacques and Red Ginger. The christening ceremony is scheduled for November 13, 2025, in Miami. The cruise line is also introducing Best New Chefs Cruises, with the first sailing featuring 2023 Food & Wine Best New Chef Aisha Ibrahim in Alaska from August 18-28, 2025, followed by two additional themed cruises on Allura in 2026.

Oceania Cruises (NCLH) is enhancing its culinary offerings by introducing 12 new Nikkei dishes to its Pan-Asian restaurant Red Ginger. Nikkei cuisine, a Japanese-Peruvian fusion dating back to the 19th century, combines Japanese culinary techniques with Peruvian ingredients. The menu expansion, developed with Chef Gustavo Sugay's 20+ years of experience, features items like Ceviche Nikkei, Peruvian-Style Beef Short Rib, and Yuzu Cheesecake. The new dishes debuted on Oceania Vista and will be available on the upcoming Oceania Allura, with fleet-wide implementation by early 2026. Oceania Cruises, known for 'The Finest Cuisine at Sea,' boasts unique distinctions including two Master Chefs of France, a 1:10 chef-to-guest ratio, and complimentary gourmet dining across all restaurants.

Regent Seven Seas Cruises (NCLH) has unveiled the Skyview Regent Suite aboard their newest ship Seven Seas Prestige, setting a new standard in luxury cruising. The unprecedented 8,794-square-foot two-level suite, priced at $25,000 per night, features 3,703 sq. ft. of wraparound balcony space, two bedrooms, private gym, sauna, and exclusive amenities. The 77,000-ton Seven Seas Prestige will begin its inaugural season in December 2026, offering 13 voyages across the Caribbean and Europe with fares starting from $6,499 per guest. The ship will accommodate 822 guests and include features like unlimited shore excursions, gourmet dining at 11 venues, and Starlink WiFi. The inaugural season includes two transatlantic crossings and visits to destinations including Harvest Caye, Panama Canal, and overnight stays in London, Lisbon, and Bordeaux.