Royal Caribbean Cruises Ltd.

NYSE:RCL 株式レポート

時価総額：US$77.3b

Royal Caribbean Cruises 将来の成長

Future 基準チェック /26

Royal Caribbean Cruises利益と収益がそれぞれ年間9%と7.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に39.4% 10.2%なると予測されています。

主要情報

9.0%

収益成長率

10.16%

EPS成長率

Hospitality 収益成長18.8%
収益成長率7.5%
将来の株主資本利益率39.42%
アナリストカバレッジ

Good

最終更新日08 Jul 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jun 30

RCL: Project And Fuel Headwinds Will Cap Further Upside Potential

Royal Caribbean Cruises' analyst fair value has been adjusted slightly lower from $268.88 to $261.31. This reflects updated assumptions on discount rates, revenue growth, margins, and a more conservative future P/E, even as several firms revise price targets following shifts in fuel cost expectations and project specific risks around Perfect Day Mexico.
Seeking Alpha • Jun 17

Royal Caribbean: The Oil Price Drag And Possible Surprise

Summary Royal Caribbean Cruises's stock price uptick in the past two months has exceeded my expectations even for the full year 2026, as a result its market multiples are stretched now. How the stock performs going forward critically depends on whether the oil price drop can be sustained or not. The price shock resulted in an earnings guidance downgrade. By the same token, a price drop can result in an upgrade. But that remains to be seen. At any rate, this change would only impact the relative short-term. Read the full article on Seeking Alpha
分析記事 • Jun 16

Royal Caribbean Cruises (RCL) Stock Could Be 5.6% Overvalued After Travel Sentiment Lift

Royal Caribbean Cruises (RCL) stock moved after renewed optimism around international relations, as a high profile diplomatic agreement lifted sentiment toward global travel, with cruise and airline stocks reacting alongside other beneficiaries of cross border activity. See our latest analysis for Royal Caribbean Cruises. Beyond the latest diplomatic news, Royal Caribbean Cruises has been in the spotlight for operational developments such as the new Seward, Alaska terminal and ongoing...
ナラティブの更新 • Jun 16

RCL: Future Share Performance Will Hinge On Mexico Project Uncertainty

The analyst price target for Royal Caribbean Cruises has edged slightly lower by about $2, reflecting modestly softer fair value, revenue growth, and profit margin assumptions as analysts weigh record demand against project delays, booking headlines, and a still-supportive industry setup for the cruise group. Analyst Commentary Recent research on Royal Caribbean Cruises highlights a mix of enthusiasm around the cruise industry setup and caution around project risk and recent share performance.
ナラティブの更新 • Jun 01

RCL: Future Earnings Power Will Depend On Mexico Project Resolution

Royal Caribbean Cruises' analyst price target has been trimmed by about $10 to reflect lower fair value, modestly softer revenue growth and profit margin assumptions, and a slightly lower future P/E, after analysts highlighted potential earnings and capacity risks tied to the Perfect Day Mexico project and recent booking headwinds in the broader cruise group. Analyst Commentary Recent research on Royal Caribbean has been active, with several firms revisiting their models after project updates, booking trends and earnings guidance changes.
ナラティブの更新 • May 04

RCL: Mixed Street Reset And 2026 Outlook Will Keep Upside In Check

Royal Caribbean's updated analyst price target has moved lower, with the fair value estimate shifting from $286.04 to $268.88 as analysts factor in a higher discount rate, slightly softer revenue growth and profit margin assumptions, and a higher future P/E multiple after a recent mix of target cuts and raises across the Street. Analyst Commentary Recent research around Royal Caribbean shows a mix of views, but the pattern of price target resets stands out.
ナラティブの更新 • Apr 20

RCL: 2026 Margin Profile And Cash Returns Will Support Further Upside

Analyst price targets for Royal Caribbean Cruises have been revised lower by about $13, reflecting updated expectations for slightly softer revenue growth, a modestly lower profit margin profile, a somewhat reduced future P/E, and a higher discount rate. Analyst Commentary Recent Street research on Royal Caribbean Cruises shows a mixed but active debate on where the shares should trade, with several large firms adjusting their price targets both higher and lower in quick succession.
ナラティブの更新 • Apr 05

RCL: Future Upside Will Rely On Enduring Cruise Demand Strength

Analysts maintained the Royal Caribbean Cruises fair value estimate at $425.00 and slightly adjusted underlying assumptions such as the discount rate and revenue growth, reflecting a mix of recent price target increases and trims across the Street while still leaning on expectations for solid demand and operational execution. Analyst Commentary Recent Street research around Royal Caribbean reflects a generally constructive tone, with most updates pointing to confidence in the company’s ability to execute on demand trends, pricing and capacity additions, even as some firms fine tune targets around shorter term Caribbean and geopolitical considerations.
ナラティブの更新 • Mar 21

RCL: Future Upside Will Rely On Sustained Cruise Demand Strength

Analysts have nudged Royal Caribbean Cruises' target higher to $376, reflecting tweaks to slightly lower discount rates, modestly stronger projected revenue growth and margins, and a small adjustment to future P/E assumptions supported by recent research that points to ongoing cruise demand and double digit revenue expectations into fiscal 2026. Analyst Commentary Recent Street research on Royal Caribbean points to an increasingly constructive tone, with several firms lifting price targets and highlighting supportive demand data, even as some acknowledge near term headwinds in specific regions such as the Caribbean.
ナラティブの更新 • Mar 07

RCL: Future Profitability And Buybacks Are Expected To Drive Upside

The analyst price target for Royal Caribbean Cruises has been raised to $425.00 from $414.78, with analysts pointing to stronger projected profit margins and a lower assumed future P/E multiple, even as revenue growth expectations are adjusted. Analyst Commentary Street research on Royal Caribbean Cruises has been active, with a cluster of price target revisions signaling how closely the stock is being tracked.
ナラティブの更新 • Feb 21

RCL: Elevated Expectations And Caribbean Yield Pressures Will Restrain Share Upside

Analysts have lifted their aggregate price target for Royal Caribbean Cruises, reflecting a move from about $245 to roughly $286 as they factor in updated expectations around discount rates, revenue growth, profit margins, and future P/E multiples following a series of recent target changes across the Street. Analyst Commentary Street research on Royal Caribbean Cruises has been active, with several firms revisiting their price targets and near term views.
ナラティブの更新 • Feb 06

RCL: 2026 Guidance And Margin Outlook Will Support Measured Upside Potential

Analysts have lifted their fair value estimate for Royal Caribbean Cruises by about $31 to $362, citing updated research that reflects slightly lower growth assumptions alongside firmer profit margin expectations and a broadly higher set of Street price targets. Analyst Commentary Street research on Royal Caribbean Cruises has been active, with several firms adjusting price targets in both directions.
ナラティブの更新 • Jan 23

RCL: Strong Demand And Buybacks Are Expected To Drive Upside

Analysts nudged their price targets higher on Royal Caribbean Cruises, with our fair value estimate moving from US$411.61 to about US$414.78 as they weighed stronger cruise demand data alongside mixed views on yields and costs. Analyst Commentary Recent research on Royal Caribbean Cruises points to a split tape, but the more optimistic voices highlight demand strength, supportive spend data, and confidence in the company’s ability to execute through near term headwinds.
ナラティブの更新 • Jan 09

RCL: Softer Revenue Yields And 2026 EPS Guidance Will Pressure Shares

Analysts have trimmed their price target for Royal Caribbean Cruises by about $23 to reflect a combination of slightly higher required returns, a modestly lower assumed profit margin and valuation multiple, and updated views on revenue growth and earnings visibility following recent Q3 commentary and 2026 guidance. Analyst Commentary Recent research updates on Royal Caribbean point to a more cautious tone, even as analysts continue to engage with the story following Q3 results and the release of 2026 guidance.
ナラティブの更新 • Dec 25

RCL: Share Repurchases And Efficient Fleet Are Expected To Drive Upside

Analysts have trimmed their price target on Royal Caribbean Cruises to about $411.61 from $420, citing slightly slower expected revenue growth, modestly lower profit margins, and a higher discount rate, even as they still see robust long term EPS expansion supported by the company's hardware advantages. Analyst Commentary Despite the modest recalibration in price targets, bullish analysts continue to emphasize Royal Caribbean's structural advantages, disciplined capacity growth, and strong earnings trajectory through the back half of the decade.
ナラティブの更新 • Dec 11

RCL: Reset 2026 Guidance Will Unlock Upside From Conservative Earnings Outlook

Analysts have nudged down their Royal Caribbean Cruises price target by about $5 per share, reflecting slightly higher discount rates and more conservative long term earnings and yield assumptions, even as they still expect robust EPS growth through 2028. Analyst Commentary Analysts are recalibrating their views on Royal Caribbean Cruises following the latest earnings update, trimming price targets but generally maintaining expectations for solid medium term growth and balance sheet progress.
ナラティブの更新 • Nov 27

RCL: Upside Will Emerge As 2026 Guidance Resets Market Expectations

Royal Caribbean’s analyst price target has been modestly reduced from $337 to $333, as analysts cite more cautious outlooks on future yield growth and mixed booking trends. This comes despite continued recognition of the company’s long-term strengths.
ナラティブの更新 • Nov 13

RCL: Earnings Upside Will Emerge As Conservative 2026 Guidance Resets Expectations

Analysts have modestly reduced their price target for Royal Caribbean Cruises, trimming it from approximately $344 to $337. They cite a slightly higher discount rate, marginally slower revenue growth and profit margin projections, as well as recent indications of softer yield momentum in upcoming quarters.
ナラティブの更新 • Oct 29

Earnings Momentum Will Recover As New Vessel Deliveries Accelerate Through 2028

Royal Caribbean Cruises' analyst price target has shifted downward by $11.78 to $344.09, as analysts cite conservative earnings guidance, softer-than-expected revenue yield trends, and mixed forward booking indicators. Analyst Commentary Recent analyst coverage of Royal Caribbean Cruises highlights both confidence in the company’s execution and caution around its future earnings trajectory.
ナラティブの更新 • Sep 19

New Cruise Ships And Private Destinations Will Expand Markets

Analysts have raised Royal Caribbean Cruises' price target to $355.87, citing strong forward demand, robust pricing power, industry-leading margins, and accretive land-based initiatives, while recent share gains leave some caution on tactical positioning. Analyst Commentary Bullish analysts cite strong forward demand and robust pricing power driving significant upward EPS revisions for Royal Caribbean through 2027/2028.
ナラティブの更新 • Sep 04

New Cruise Ships And Private Destinations Will Expand Markets

Despite a less attractive near-term tactical setup following a sector rally, analysts cite strong demand, robust pricing, and superior margins as drivers for Royal Caribbean's long-term EPS and market share growth, resulting in the consensus price target remaining unchanged at $351.65. Analyst Commentary Bullish analysts highlight strong forward demand, robust pricing, and optionality from land-based projects as drivers for increased price targets.
分析記事 • Jul 16

An Intrinsic Calculation For Royal Caribbean Cruises Ltd. (NYSE:RCL) Suggests It's 44% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Royal Caribbean Cruises fair value estimate is US$604 Current...
Seeking Alpha • Mar 26

Royal Caribbean Cruises' Selloff Is Finally Here - Upgrade To Buy

Summary RCL has had the much needed correction from recent heights, with it triggering the cheaper valuations and richer double digits upside potential. Combined with the growing net yields, expanding profit margins, and healthier balance sheet, we believe that the company is well positioned to outperform moving forward. With many of its cruise/ travel peers still reporting excellent performance metrics, we believe that RCL is likely to deliver a beat and raise earnings call in FQ1'25. We shall further discuss why we are finally upgrading the stock to a Buy here, significantly aided by the moderating CBOE Volatility Index, lower short interest, and robust bullish support at the 200 DMA. Read the full article on Seeking Alpha
Seeking Alpha • Mar 05

Royal Caribbean: Margin Expansion Will Drive Shares Higher

Summary Royal Caribbean will continue to grow revenue in 2025 while costs per APCD/berth will likely decline, resulting in significant margin expansion. I calculate Royal Caribbean's cruise pricing increased 3.9% in Q4 and industry sources suggest pricing is now 5.0% above year-ago levels. Based on the quarterly seasonality of 2024 earnings, first quarter earnings of $2.60 per share should translate into full year earnings of $17.36 per share. Royal Caribbean's history of exceeding full year earnings guidance suggests $2.00 to $3.00 EPS upside is possible in 2025. Read the full article on Seeking Alpha
Seeking Alpha • Feb 19

Royal Caribbean Cruises: This Company Is Built To Withstand A Slowdown

Summary Royal Caribbean's strong recovery post-COVID, with a 203% total return over three years, demonstrates robust demand and effective management. The company’s Q4 earnings beat expectations, with $2.52 per share and strong booking numbers at higher pricing, despite rising cruise costs. Royal Caribbean's financial health is solid, with improved debt ratios, strong liquidity, and increasing cash flow, positioning it well for future growth. The cruise market's expected 12.9% compound growth rate through 2030 and RCL's premium brand status make it undervalued at 17.69x forward GAAP earnings. Read the full article on Seeking Alpha
Seeking Alpha • Feb 10

Royal Caribbean Cruises: Fade The Rally - Consumer Spending Trends May Reverse Soon

Summary Royal Caribbean Cruises has had an eye-watering rally as consumer spending trends remain robust across commerce/ e-commerce/ retail/ travel, with the same sentiments reiterated by numerous market leaders. Despite the uncertain macroeconomic outlook, RCL continues to report growing top/ bottom-lines and increasing deposits, significantly aided by the raised prices and growing capacity. Even so, it is undeniable that the stock is now trading at a notable premium, with the pulled forward upside potential triggering a minimal margin of safety. If anything, FY2025 may bring forth a tougher YoY comparison and impacted consumer affordability, attributed to the potentially higher for longer inflationary pressure. This is also why we believe that RCL's growth derived from price hikes is unlikely to be replicated ahead, with it contributing to its incrementally tougher future growth opportunity. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:RCL - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202822,8545,9253,5308,85014
12/31/202721,0715,3153,4997,77827
12/31/202619,6314,6442,0827,01427
3/31/202618,3884,4791,3716,672N/A
12/31/202517,9354,2681,2366,465N/A
9/30/202517,4364,0672,0356,309N/A
6/30/202517,1833,6033,5875,737N/A
3/31/202516,7553,2472,1105,564N/A
12/31/202416,4842,8771,9975,265N/A
9/30/202416,0552,602-3704,914N/A
6/30/202415,3302,500-5554,676N/A
3/31/202414,7422,1056084,495N/A
12/31/202313,9001,6975804,477N/A
9/30/202313,1729202,4413,937N/A
6/30/202312,005-561,7933,233N/A
3/31/202310,667-1,0377212,320N/A
12/31/20228,840-2,156-2,229481N/A
9/30/20227,219-3,013-3,418-300N/A
6/30/20224,683-4,470-3,920-658N/A
3/31/20222,549-5,296-4,129-1,597N/A
12/31/20211,532-5,260-4,108-1,878N/A
9/30/2021584-5,270-4,544-2,498N/A
6/30/202193-5,193-4,812-2,952N/A
3/31/2021218-5,485-6,514-4,740N/A
12/31/20202,209-5,797-5,697-3,732N/A
9/30/20204,692-4,157-4,553-2,297N/A
6/30/20207,913-1,927-3,078-528N/A
3/31/202010,544185-9702,837N/A
12/31/201910,9511,879N/A3,716N/A
9/30/201910,7661,921N/A3,839N/A
6/30/201910,3751,849N/A3,743N/A
3/31/20199,9061,842N/A3,633N/A
12/31/20189,4941,811N/A3,479N/A
9/30/20189,1661,783N/A3,167N/A
6/30/20188,9391,726N/A3,147N/A
3/31/20188,7971,629N/A3,002N/A
12/31/20178,7781,625N/A2,875N/A
9/30/20178,6831,598N/A2,970N/A
6/30/20178,6771,539N/A2,905N/A
3/31/20178,5871,399N/A2,835N/A
12/31/20168,4961,283N/A2,517N/A
9/30/20168,4891,229N/A2,339N/A
6/30/20168,448765N/A2,177N/A
3/31/20168,401720N/A1,998N/A
12/31/20158,299666N/A1,946N/A
9/30/20158,215569N/A1,892N/A

アナリストによる今後の成長予測

収入対貯蓄率: RCLの予測収益成長率 (年間9% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: RCLの収益 ( 9% ) US市場 ( 18.3% ) よりも低い成長が予測されています。

高成長収益: RCLの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: RCLの収益 ( 7.5% ) US市場 ( 13% ) よりも低い成長が予測されています。

高い収益成長: RCLの収益 ( 7.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: RCLの 自己資本利益率 は、3年後には高くなると予測されています ( 39.4 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/10 04:29
終値2026/07/10 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Royal Caribbean Cruises Ltd. 27 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。47

アナリスト機関
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