Carnival Corporation & plc reported strong financial results for the first quarter of 2025, surpassing its December guidance and raising expectations for the full year.
First quarter revenue reached $5.8 billion, over $400 million higher than the same period last year. Net yields rose 7.3 percent (in constant currency), significantly outperforming previous forecasts, while operating income grew to $543 million, nearly double that of Q1 2024.
Despite a net loss of $78 million due to $252 million in refinancing-related costs, adjusted net income came in at $174 million, or $0.13 per share. Adjusted EBITDA rose to $1.2 billion, a 38 percent increase year over year. Both operating margins and EBITDA margins exceeded 2019 levels.
Customer deposits reached a first-quarter record of $7.3 billion, driven by higher ticket prices and pre-cruise onboard spending. Booking trends remained strong with pricing at historic highs, and 2026 booking volumes hit record levels.
For full-year 2025, the company expects net yields to rise approximately 4.7 percent (constant currency) and adjusted EBITDA to reach $6.7 billion. Adjusted net income is expected to increase more than 30 percent from 2024, and the company now expects to reach its 2026 financial targets one year early.
Carnival also refinanced $5.5 billion in debt during the quarter, reducing annual interest expense by $145 million and simplifying its capital structure. Total debt declined by $0.5 billion to $27.0 billion. Moody’s upgraded the company’s credit rating with a positive outlook.
Carnival brands received industry awards and continued enhancing guest offerings. The company remains focused on strong demand, booking growth, and delivering value while managing macroeconomic and geopolitical risks.
2025-03-21
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