$NCLH 0.43 Noisy

Notable posts

• @wallstengine neutral 67 eng

  Today's Key Events (All EST) — 07/30/2026 08:30: US PCE Price Index 08:30: US Initial Jobless Claims 08:30: US GDP QoQ Advance 08:30: US Consumer Spending Before Open 👇 05:00: Check Point Software $CHKP 05:00: Yum China $YUMC 06:00: Cigna $CI 06:00: Enterprise Products $EPD 06:00: CRH $CRH 06:00: Air Products $APD 06:30: Valero Energy $VLO 06:30: Norwegian Cruise Line $NCLH 06:30: Regeneron $REGN 06:30: TC Energy $TRP 06:30: Xerox $XRX 06:30: Trane Technologies $TT 06:45: Hershey $HSY 06:45: TechnipFMC $FTI 06:50: KKR $KKR 06:55: Bristol Myers Squibb $BMY 06:55: Ferrari $RACE 06:55: Quanta Services $PWR 06:55: American Electric Power $AEP 07:00: Crocs $CROX 07:00: Yum! Brands $YUM 08:00: Mastercard $MA After Hours 👇 16:00: Amazon $AMZN 16:00: DexCom $DXCM 16:00: Strategy $MSTR 16:00: First Solar $FSLR 16:00: Monolithic Power Systems $MPWR 16:00: Neurocrine Biosciences $NBIX 16:00: Tempus AI $TEM 16:05: Roblox $RBLX 16:05: Reddit $RDDT 16:05: Rivian $RIVN 16:05: GoDaddy $GDDY 16:05: Illumina $ILMN 16:05: Nextpower $NXT 16:05: Stryker $SYK 16:05: Universal Display $OLED 16:10: Live Nation $LYV 16:15: MasTec $MTZ 16:15: Coinbase $COIN 16:15: BigBear .ai $BBAI 16:15: Mohawk Industries $MHK 16:30: Apple $AAPL 16:30: Corteva $CTVA 17:10: Eldorado Gold $EGO 18:55: Vale $VALE 19:00: Sony

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• @wallstengine bearish 33 eng

  NORWEGIAN CRUISE LINE $NCLH Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.6B (Est. $2.64B) 🟡; +4.9% YoY 🔹 Adj. EPS: $0.48 (Est. $0.39) 🟢; -6.6% YoY 🔹 Adjusted EBITDA: $666M; -4.1% YoY 🔹 Net Yield: -2.1% YoY Cuts FY26 Guide: 🔹 Adj. EPS: ~$1.50 (Est. $1.67) 🔴 🔹 Net Yield: ~-5% CC 🔹 Adjusted EBITDA: ~$2.5B 🔹 Adj. Net Income: ~$700M 🔹 Adj. NCC ex Fuel: ~-0.25% CC 🔹 Adj. Op EBITDA Margin: 33.2% Q3 2026 Guide: 🔹 Net Yield: -8.9% CC 🔹 Adj. EPS: $0.90 (Est. $0.90) 🟡 🔹 Adjusted EBITDA: $874M 🔹 Adj. NCC ex Fuel: -0.9% CC 🔹 Adj. Op EBITDA Margin: 41.2% Other Q2 Metrics: 🔹 Net Yield: -2.1% YoY 🔹 Gross Margin per Capacity Day: -11.6% YoY 🔹 Adj. NCC ex Fuel per Capacity Day: flat YoY 🔹 Gross Cruise Cost per Capacity Day: $304; vs $306 LY 🔹 Net Leverage: 5.3x 🔹 Liquidity: $1.5B Other Updates: 🔸 Named Lee Applbaum Chief Marketing Officer 🔸 Agreed to Sell Oceania Sirena, Expected to Close Q3 2026 Comments: 🔸 “We are executing with urgency on our priorities including sharpening our brand positioning and marketing execution, strengthening our revenue management and pricing capabilities, driving meaningful cost efficiencies, including an additional $100 million of savings, and ensuring we have the right team in place to rebuild commercial momentum over time. While we are confident in the strength of our brands and the long-term benefits of the actions underway, we are still in the early stages of our turnaround.” 🔸 “While the demand environment remains pressured at our Norwegian Cruise Line brand, we continue to execute on disciplined cost and sourcing initiatives, and have identified an additional $100 million of expected annualized run-rate savings primarily related to technology vendors.”

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• @tenet_research neutral 19 eng

  Tenet Market Wake-Up Summary 📷📷 July.30.26 $SPX $SPCX $IBRX $INTC $MU $SNDK $SKHY $STX $TE $RKLB $RCAT $IBM $KTOS $LDOS $CRWV $ESTC $RKTO $MSFT $META $HOOD $CMG $ARM $QCOM $CI $APD $SHEL $BLDR $BMY $HSY $MO $NCLH $PWR $REGN $RACE $VLO $YUM $HUM $SFM $BE $SKY $MIR $SMFT $MAS $CINF $WIX $XRX $SCORT $CAPR $TREE $BTC @ripster47 | @TENETTRADEGROUP | @TenetCharts

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