RCL Royal Caribbean Group

$RCL | Royal Caribbean Q3 2026 Earnings: - Rev $5.6B (est $5.61B) - Adj EPS: $6.57 (est $6.36) - Raises FY Guidance - Sees Q4 Adj EPS: $3.48 To $3.58 (est $3.65) - Sees Q4 APCD: 14.7M (est 14.74M) - Sees FY APCD: 56.8M (saw 56.9M; est 56.89M)

$RCL $CCL $NCLH clear lack of volume in the last 10 days. What do MMs fucking want lol. Thought the CCL earnings report would make atleast CCl and RCL bullet proof from the macro and oil bullshit

Back from a short trip on $RCL 's Wonder of the Seas, truly remarkable feat of engineering, nearly 10,000 people on a ship nearly a fifth of a mile long. I understand the Archimedes principle and displacement, but it's still fascinating they float

$RCL Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $6.57 up 14.26% YoY • Reported revenue of $5.59B up 8.80% YoY • Royal Caribbean Group expects Full Year 2026 revenue to grow 9% year over year, Net Yields to increase approximately 2.7% as-reported, and Adjusted EPS of $17.85 to $17.95.

$RCL plummeting into power hour. Someone likely knows that ER is weak. Fuck me. I’m so heavy in this play.

$RCL $CCL $NCLH honestly, a drop of 5% is healthy because it sets expectations lower for next week’s earnings. I would be intimidated if it’s a straight line up up up. You need some resets to absorb the selling pressure.

$RCL WTF is this bullshit? Faded 4% from highs yesterday and down 1% more today while $CCL and $NCLH is green? RCL reported strong too. Stock might trade here until war is done. Might be time to jump ship.

$RCL This has to be a multi-day runner!!! The analysts love the report, we are going to see Analyst upgrades!!! Green day tomr and onwards as well

https://www.cnbc.com/2026/10/27/stocks-making-the-biggest-moves-premarket-pypl-glw-ups-ko.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension $RCL Royal Caribbean — Shares advanced 4.4% after the company reported third-quarter earnings that beat analyst expectations. The cruise line operator earned $6.57 per share, excluding certain items, topping a FactSet forecast of $6.38 per share. The company also raised its full-year earnings guidance for 2026.

$RCL Who’s got money to go on a Cruise right now ? I don’t believe you The Struggle is Real In the Feel Picture or it never happened #POINH

$RCL Royal Caribbean reports Tuesday before the open. Zacks consensus is 6.38 dollars a share on about 5.59 billion dollars of revenue, up 11% and 8.7% year over year. That 6.38 is actually above the company's own guide. Management guided Q3 adjusted EPS to 6.26 to 6.36 dollars back in July, so even the top of the range comes in a hair light vs consensus. Q2 cleared its bar pretty cleanly, 4.21 dollars vs 3.97 expected, revenue up 6.5% to 4.83 billion dollars. For Q3 the company guided net yields roughly flat with capacity up 8.5%, and Zacks has onboard revenue growing about 14% vs ticket revenue up 7%.

$RCL took my kids on a legend of Seas tour in Italy,. Tour operator starts yelling at a guests RCL screaming fu.. many times and calling each other racist. We are stuck on the bus with young kids. RCL says they are not responsible for the tour operators they contract. Avoid RCL if you have young kids. Sold position, shorting on principle.

Royal Caribbean similarly beat analyst expectations for earnings per share for its third quarter, reported Tuesday. However, it narrowly missed on revenue. CEO Jason Liberty attributed the company’s beat in part to its hedging strategy during an interview on CNBC’s “Squawk on the Street” Tuesday morning. “We’re a little bit over 60% hedged here for 2026, and so that’s helping insulate us from some of the impacts on the rising fuel costs,” he said. “It’s obviously still impacting us,” Liberty said. ”[High fuel prices] evaporated a good chunk of our Q3 earnings beat into the full-year guide. But we’re continuing to hedge, and we watch.” $RCL

$RCL tagged 311.35 from our 295–297 entry, T1 308.45 hit 🎯 Stop up to breakeven, letting the rest run 📈

$RCL Reported strong results for Q3 2026 Revenue rose 9% YoY on 8% capacity growth. FY26 adjusted EPS guidance raised to $17.85-17.95 (+14% YoY) and revenue growth to 9%, on Q3 outperformance and demand momentum. Booking volumes rose mid-teens and 2027 bookings high teens, with record book positions for both years. Adjusted EBITDA margin hit 45% and net cruise costs per APCD ex-fuel fell 1.8% YoY Catalysts in play -Record 2026/2027 book position, with bookings up mid-teens and 2027 sailings up high teens. -On track for ~$20 EPS in 2027 and a 20% EPS CAGR under the Perfecta program. -50% Sandals/Beaches stake, immediately accretive with several hundred million dollars of synergies, closing in early 2027. Risks in play -Q3 net yields only +0.6% and FY at ~2.1%; growth mostly capacity-driven, not yield-driven. -2027 yields weighted to H2, Q1 faces ~200 bps headwinds; fuel and FX also weigh. -Sandals integration risk, Caribbean concentration and Mexico/Mahahual uncertainty.

$RCL options flow lesson: chart and flow can disagree. Options activity describes the derivatives tape while the daily chart describes price structure. A disagreement is information, not an error to hide. The alert snapshot shows $13.8M in the Mar 19 $270 puts. Volume was 45.5x standing open interest at capture. Intraday volume does not establish whether a position was opened or held; the next settled open interest is the check.

$RCL Exceedingly well-run company especially considering the macro headwinds. Going to $330 soon

$RCL Q3 adjusted EPS was 6.57 dollars, above the company's own 6.26 to 6.36 dollar guide and the 6.38 dollars expected. Revenue was 5.6 billion dollars, up 9%, with a 112% load factor on 8% more capacity. Net yields rose just 0.9% though. The beat leaned on close-in demand in Europe and the Caribbean and on costs that shifted into Q4, net cruise costs ex fuel per APCD fell 1.9% on timing. Management raised full year adjusted EPS guidance to 17.85 to 17.95 dollars. Booking volumes since the last call are up mid-teens, and 2027 sailings are up high-teens at higher rates.

$RCL NOV20 300C · still actionable Zone: $289.70 to $293.78 Invalidation: close under $280 Objectives: $310, then $325 The math: up 6.3% to the first objective and 11.4% to the second, against 4.0% risk on the invalidation, almost 3 to 1 to the second. Dear friend, picture a big cruise ship that just got a strong report card before breakfast and is already sailing higher. Royal Caribbean earned 6 dollars and 57 cents a share against about 6 dollars and 38 cents expected, and it raised its full year outlook, which is why buyers are paying up before the open. This swing is simply a bet that the good news keeps carrying the price toward 310 dollars and then toward 325 dollars, while a close under 280 dollars says the gap gave way and you step aside. P.S. Watch $305.45, the top of the recent 50 day range, because a close over it leaves only round numbers ahead.

$RCL Follow-up: Is Royal Caribbean's $6.57 Q3 beat mostly costs that slid into Q4? 🏢 Royal Caribbean Group, which runs 71 cruise ships, earned Q3 2026 Adjusted EPS of $6.57 against $5.75 a year earlier, with net income of $1.7B on $5.6B of revenue, up 9% ⚠️ Part of the beat was timing: Net Cruise Costs excluding fuel per APCD fell 1.9%, which the company puts down to expenses that shifted into the fourth quarter; Net Yields rose 0.9%, which the company says beat its guidance on close-in demand in Europe and the Caribbean 📈 Against that, Q4 Net Yields are guided up 4.4% to 4.9%, and bookings since the last call rose in the mid-teens, with 2027 sailings up in the high teens 📅 Next: Conference call at 10 a.m. Eastern Time today; the Sandals deal is expected to close in early 2027 Source: PR Newswire + SEC 8-K, Oct 27; SEC 8-K, Sep 23