Water Transportation · SIC 4400

Carnival Corp Ltd.

CCL

Watch

Latest revenue

$6.17B

as of 2026-02-28

Latest net income

$258.0M

as of 2026-02-28

Net margin

4.2%

as of 2026-02-28

Price · 5Y

-2.3% / yr 16.1 pts / yr vs S&P 500 11.2% total
Compare:

Live market

delayed ≤15 min
$25.98
0.76%
Market cap
$32.19B
Enterprise value
$56.06B
P/E (trailing)
11.7×
Forward P/E
P/B
2.47×
Dividend yield
1.2%
52-wk high
$34.03
52-wk low
$22.11
Beta
Shares out
1.24B

5-year trend

What this company does

AI

Carnival operates the world's largest cruise vacation company, sailing brands like Carnival, Princess, Holland America, and Cunard across a fleet of ocean ships. It earns revenue primarily from passenger ticket sales (~$4.0B last quarter) supplemented by onboard spending on drinks, excursions, casinos, and specialty dining (~$2.1B). The business has swung firmly back to profitability with $258M net income versus a $78M loss a year earlier, record customer deposits of $7.5B signaling strong forward bookings, and management aggressively paying down debt while reinstating a dividend.

Generated from CCL's filing dated 2026-01-27

Key risks

AI
  • Heavy debt load: $23.8B long-term debt plus $1.5B current portion against only $1.4B cash; Q1 interest expense was $291M.
  • Customer deposits liability hit $7.5B (up from $6.8B), meaning prepaid bookings must be honored even if demand softens or operations disrupt.
  • Accounting change: ship depreciable lives extended to 35 years and residual values reset, flattering future earnings versus prior reporting basis.

Generated from CCL's filing dated 2026-01-27

Profitability

Operating margin

16.8%

17.9%

Net margin

10.4%

35.4%

Return on equity

22.5%

8.5%

Return on assets

5.3%

36.7%

Leverage

Debt / equity

3.21×

25.5%

Long-term debt / equity

1.96×

30.2%

Debt / assets

76.2%

6.0%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-02-28

$6.17B+6.1%$258.0M+430.8%4.2%

Q4 2025

2025-11-30

$6.33B+6.6%$500.0M+17.6%7.9%

Q3 2025

2025-08-31

$8.15B+3.3%$1.85B+14.8%22.7%

Q2 2025

2025-05-31

$6.33B+9.5%$486.0M+428.3%7.7%

Q1 2025

2025-02-28

$5.81B+7.5%$-78.0M+63.6%-1.3%

Q4 2024

2024-11-30

$5.94B$425.0M7.2%

Q3 2024

2024-08-31

$7.90B+15.2%$1.61B+6303.8%20.4%

Q2 2024

2024-05-31

$5.78B+17.7%$92.0M+122.6%1.6%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Water Transportation · SIC 4400

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Insider activity

Insider buying

$0

Insider selling

$12.7M

Net activity

−$12.7M

Distinct insiders

3

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-11

Stuart Subotnick

Director

Sale0$25.22$5
2026-04-01

Sir Jonathon Band

Director

Sale11,988$26.19$314.0K
2026-03-31

Sir Jonathon Band

Director

Sale12$24.98$300
2026-02-10

David Bernstein

CFO & CAO

Sale361,790$33.22$12.0M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns CCL

Institutional value

$11.91B

Total shares held

480.6M

Distinct holders

727

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.90.0M$2.33BNew
2VANGUARD CAPITAL MANAGEMENT LLC73.5M$1.90BNew
3VANGUARD PORTFOLIO MANAGEMENT LLC54.8M$1.42BNew
4BARROW HANLEY MEWHINNEY & STRAUSS LLC29.6M$766.9MNew
5JPMORGAN CHASE & CO19.8M$474.7MNew
6DIMENSIONAL FUND ADVISORS LP15.9M$411.4MNew
7Invesco Ltd.14.2M$367.6MNew
8Nuveen, LLC8.8M$227.6MNew
9BNP PARIBAS FINANCIAL MARKETS8.7M$224.4MNew
10VANGUARD FIDUCIARY TRUST CO6.5M$168.0MNew
11SEI INVESTMENTS CO5.7M$148.5MNew
12Bank of New York Mellon Corp5.6M$145.2MNew
13Legal & General Group Plc5.4M$140.9MNew
14PRIMECAP MANAGEMENT CO/CA/5.4M$138.8MNew
15Voya Investment Management LLC5.3M$137.1MNew
16UBS Group AG4.8M$125.1MNew
17LOS ANGELES CAPITAL MANAGEMENT LLC4.4M$113.8MNew
18DEUTSCHE BANK AG\4.4M$112.7MNew
19Assenagon Asset Management S.A.4.2M$108.9MNew
20COMMONWEALTH EQUITY SERVICES, LLC4.2M$107.4MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    You extended ship depreciable lives to 35 years and cut residual values—quantify the EPS tailwind and why this isn't earnings management.

  2. 2

    Customer deposits jumped to $7.47B from $6.83B—how much reflects pricing versus volume, and are 2026 booking curves decelerating?

  3. 3

    With $25.3B total debt and only $1.4B cash, why resume a $0.15 dividend instead of accelerating deleveraging at current rates?

Refreshed when CCL files a new report · last from 2026-01-27