ROYAL CARIBBEAN CRUISES (RCL) SEC Filings, May-Jul 2026

Wiernicki Christopher J reported acquisition or exercise transactions in this Form 4 filing.

Royal Caribbean Cruises Ltd director Christopher J. Wiernicki received a grant of 571 shares of common stock in the form of restricted stock units under the 2008 Equity Incentive Plan. The RSUs vest the earlier of May 28, 2027 or the 2027 annual meeting, bringing his beneficial holdings to 922 shares. This amendment corrects a prior mathematical error in the reported grant and holdings.

Royal Caribbean Group reported Q2 2026 revenue of $4.832 billion, up $294 million from 2025, driven by higher capacity and pricing. Q2 net income attributable to the company was $1.128 billion (diluted EPS $4.20), slightly below $1.210 billion a year earlier.

For the first half of 2026, revenue reached $9.284 billion and net income $2.070 billion (diluted EPS $7.68). Operating cash flow was $3.694 billion, funding ship investments of $3.237 billion, dividends of $674 million and $1.0 billion of share repurchases. Total debt rose to $23.407 billion, supported by a $6 billion undrawn revolver and significant export credit–backed ship financings, while the orderbook carried an aggregate $16.5 billion of ships on order.

Royal Caribbean Group delivered second quarter 2026 results ahead of its own guidance, with diluted EPS of $4.20, Adjusted EPS of $4.21, and total revenue of $4.8 billion, up 6% year over year. Net income was $1.1 billion, and Adjusted EBITDA reached $1.8 billion. Capacity grew 5%, the company carried 2.4 million guests, and load factor was about 110%. Net Yields increased 1.9% as-reported while Gross Margin Yields fell 5.6%, and Net Cruise Costs excluding fuel per APCD rose in the mid‑4% range.

Management reports strong demand, record pricing and robust onboard spending, with only a modest booking impact on select itineraries from geopolitical events. For full-year 2026, the company guides to 9% revenue growth, Net Yields up 2.35%–2.85% as-reported, and Adjusted EPS of $17.73–$17.87, representing 14% year-over-year growth and supporting its multi‑year Perfecta earnings and ROIC targets. Third quarter 2026 guidance calls for roughly flat Net Yields versus 2025, total revenue growth of about 8%, lower Net Cruise Costs excluding fuel per APCD, and Adjusted EPS of $6.26–$6.36.

Liquidity was $6.9 billion as of June 30, 2026, including cash and undrawn revolving credit capacity, with that facility expanded in July to $6.6 billion. The company plans approximately $4.7 billion of 2026 capital expenditures, largely for new ships and destination projects, and expects capacity growth of 6.6% in 2026 and mid‑single to high‑single digits annually through 2029. In the second quarter, Royal Caribbean returned over $600 million to shareholders via $199 million of share repurchases and $404 million of dividends, and it has $805 million remaining under its repurchase authorization.

Royal Caribbean Cruises Ltd director Tara Bunch has filed an initial statement of beneficial ownership. The filing reports a holding entry for common stock with total direct ownership of 0.0000 shares following the reported position, indicating no Royal Caribbean common shares are directly owned.

Royal Caribbean Cruises Ltd. reported that its Board of Directors appointed Tara Bunch as a director on July 16, 2026. Bunch most recently served as Senior Vice President and Global Head of Operations at Airbnb, and previously held senior leadership roles at Apple and Hewlett-Packard.

Bunch will receive compensation for her board service consistent with the Company’s other non-management directors, as described in the 2026 definitive proxy statement. On July 20, 2026, Royal Caribbean Group issued a press release announcing her appointment and highlighting her experience in scaling global technology-enabled service operations and enhancing customer experience.

Royal Caribbean Cruises Ltd. executive Laura H. Bethge reported a routine tax-related share disposition connected to restricted stock unit vesting. On June 1, 2026, 267 shares of common stock were withheld by the company at $284.225 per share to cover her tax liability. After this withholding, she directly holds 32,519 shares of common stock and indirectly holds 87 shares through her spouse. The Form 4 does not show any open-market purchases or sales; the reported disposition reflects tax withholding rather than a trading decision.

ROYAL CARIBBEAN CRUISES LTD director Rebecca Yeung reported a routine tax-withholding transaction tied to equity compensation. On 05/28/2026, 78 shares of common stock were withheld by the company at $276.615 per share to cover her tax liability upon vesting of restricted stock units. After this non‑market disposition, she directly holds 5,625 shares of common stock.

Wilhelmsen Arne Alexander reported acquisition or exercise transactions in this Form 4 filing.

Royal Caribbean Cruises Ltd director Arne Alexander Wilhelmsen reported a new equity award and updated his holdings. He received 831 shares of common stock in the form of restricted stock units granted at no cash cost, bringing his directly held shares to 8,520.

The RSUs were granted under the Royal Caribbean Cruises Ltd 2008 Equity Incentive Plan and vest on the earlier of May 28, 2027 or the company’s 2027 annual shareholder meeting. The filing also reports 16,435,910 shares held indirectly through AWILHELMSEN AS and AWILHELMSEN ASSET MANAGEMENT AS, with Wilhelmsen disclaiming beneficial ownership except for his pecuniary interest.

ROYAL CARIBBEAN CRUISES LTD director Christopher J. Wiernicki reported routine equity compensation and related tax withholding. He received 831 shares of common stock underlying restricted stock units granted at a price of $0.00 per share under the company’s 2008 Equity Incentive Plan. The RSUs vest on the earlier of May 28, 2027, or the company’s 2027 annual shareholder meeting. On the same date, 93 shares were withheld by the company at $276.615 per share to cover his tax liability from vesting of previously granted RSUs, a non‑market transaction that reduced the shares he directly holds.