$RCL (Royal Caribbean Cruises Ltd.)

$RCL {{ '2015-07-31T14:10:08+0000' | timeago}} • Announcement

$RCL 2Q15 PR: Net yields were up 4.2% on a constant-currency basis. Net Cruise Costs excluding fuel were up 3.4% on a constant-currency basis, better than guidance mainly due to timing. US GAAP Net Income was $185MM or $0.84 per share, versus $137.7MM, or $0.62 per share in 2014.

$RCL {{ '2017-04-28T14:42:30+0000' | timeago}} • Announcement

$RCL updated FY17 non-GAAP EPS guidance to a range of $7.00-7.20, from $6.90-7.10. The company expects Net Yield to increase in the range of 4.5-6.0%. Net Yields during 2Q17 is expected to increase 10.0-10.5% and 2Q17 non-GAAP EPS is anticipated to be about $1.60-1.65.

$RCL {{ '2017-04-28T14:37:30+0000' | timeago}} • Announcement

$RCL reported rise in 1Q17 profit, mainly due to improved revenue and overall bookings. Net income was $214.7MM, or $0.99 per share, compared to $99.1MM, or $0.46 per share during 1Q16. Revenues during the quarter rose to $2Bil from $1.91Bil during the prior year period. Excluding items, $RCL earned $0.99 per share.

$RCL {{ '2017-02-08T12:47:58+0000' | timeago}} • Announcement

$RCL BoD declared a quarterly dividend of $0.48 per common share payable on April 5, 2017, to shareholders of record at the close of business on March 7, 2017.

$RCL {{ '2017-01-26T15:07:20+0000' | timeago}} • Announcement

$RCL expects 1Q17 net yield growth of 4.5-5% on a constant currency basis and about 5% on an as-reported basis. Net cruise costs excluding fuel are expected to be down about 4.5% on a constant-currency basis and down about 5% on as-reported basis. $RCL expects 1Q17 adjusted EPS to be about $0.90.

$RCL {{ '2017-01-26T15:05:05+0000' | timeago}} • Announcement

$RCL expects 2017 net yield growth of 4-6% on a constant currency basis and 3.3-5.3% on an as-reported basis. Net cruise costs excluding fuel are expected to be flat on a constant currency basis and flat to down 1% as-reported. $RCL now expects 2017 adjusted EPS to be in the range of $6.90-7.10.

$RCL {{ '2017-01-26T15:02:30+0000' | timeago}} • Announcement

$RCL reported a rise in 4Q16 earnings driven by lower costs and expenses as well as higher revenue. Net income grew to $261.1MM or $1.21 per share from $206.8MM or $0.94 per share last year. Revenue rose slightly to $1.91Bil from $1.90Bil. Adjusted EPS for the latest quarter was $1.23.

$RCL {{ '2016-10-28T16:16:16+0000' | timeago}} • Webcast

With regards to the share repurchase program, $RCL completed the $500MM share repurchase in 3Q16. Also recently, the Board has increased the dividend by 28%.

$RCL {{ '2016-10-28T16:00:26+0000' | timeago}} • Webcast

On the fuel side in 2017, $RCL is hedged about 60%. The average hedge rate there is about $508. In 2018, the company is 45% hedged and about $452 is the average hedge.

$RCL {{ '2016-10-28T15:39:21+0000' | timeago}} • Webcast

For the full year 2016, $RCL's net revenue yields are expected to be up 4% or better, unchanged from 2Q16 guidance. The company's cost guidance is also unchanged with net cruise costs, excluding fuel, expected to be up approx. 1%. $RCL is 68% hedged for the remainder of 2016 at a price of $535 per metric ton.

$RCL {{ '2016-10-28T12:54:20+0000' | timeago}} • Announcement

$RCL expects constant-currency net yields to be up approx. 6% in 4Q16 while net cruise costs, excluding fuel, are expected to be down approx. 1.5%. The company expects adjusted EPS to be approximately $1.20 in 4Q16.

$RCL {{ '2016-10-28T12:52:01+0000' | timeago}} • Announcement

For full-year 2016, $RCL expects adjusted EPS of $6.00-6.10 per share. Constant-currency net yields are expected to be up 4% or better for the full year. Net cruise costs, excluding fuel, are expected to be up approx. 1% on a constant-currency basis, in-line with previous guidance.

$RCL {{ '2016-10-28T12:48:29+0000' | timeago}} • Announcement

Global cruise vacation company $RCL reported an increase in 3Q16 earnings driven by better-than-expected revenues along with benefits from a weaker dollar and lower fuel prices. Net Income was $693.3MM or $3.21 per share, up 13% from 3Q15. Total revenues rose to $2.56Bil versus last year.

$RCL {{ '2016-08-02T16:11:45+0000' | timeago}} • Infographic

$RCL Royal Caribbean Cruises Earnings Infographic: Q2 2016 Highlights

$RCL {{ '2016-08-02T15:14:58+0000' | timeago}} • Webcast

Harry Curtis from Nomura Securities asks about 2017 for China, given the incremental capacity, is it reasonable to think of a decline in yield next year of same magnitude. $RCL said the company is optimistic about the overall future in terms of the market potential. Currently, $RCL is still working through what 2017 would look like.

$RCL {{ '2016-08-02T15:07:26+0000' | timeago}} • Webcast

Tim Conder of Wells Fargo asks about China, thoughts on the industry and yields for 2016. $RCL said on the China yields it's kind of a digestion challenge as it relates to capacity and the growth of this market. $RCL had planned for yield declines in 2016. Looking at capacity, Shanghai was up 100% and in 2017, growth rates expectation is moderate.

$RCL {{ '2016-08-02T14:51:22+0000' | timeago}} • Webcast

Felicia Hendrix with Barclays asks about the EPS goal of at least $6.78 on the Double-Double, does that include any assumptions for buyback activity going forward. $RCL said those goals were stated back in 2014 and looking forward, the company doesn't contemplate share buybacks in those equations.

$RCL {{ '2016-08-02T14:39:25+0000' | timeago}} • Webcast

$RCL said that in North America, the company's Caribbean, Alaska and Bermuda itineraries account for about 50% of its full year capacity and continue to trend well. The company expects each of these products to generate nice yield improvement in 2016 and also expects record yields in Alaska.

$RCL {{ '2016-08-02T14:37:06+0000' | timeago}} • Webcast

$RCL said that in China the company is pleased with the way its cruises have been received by the consumers. On the current booking trends, the company said it is over 93% booked for the year with book load factor and APD in a strong position. $RCL's China sailings, which represent 9% of its capacity, continues to generate above avg. yields.

$RCL {{ '2016-08-02T14:27:47+0000' | timeago}} • Webcast

$RCL, which competes with $NCLH and $CCL, said the company exceeded guidance for 2Q16 by $0.09 a share and the business is set to do better for the year than expected. $RCL added it works with three times as many tour operator partners as it did three years ago and has quadrupled the number of independent agencies it works with from 200 to 800.

$RCL {{ '2016-08-02T13:06:44+0000' | timeago}} • Announcement

For 3Q16, $RCL expects constant-currency net yields to increase about 2.0%. Net cruise costs excluding fuel are expected to be up about 1.5% on a constant-currency basis. Based on current fuel pricing, interest rates and currency exchange rates, the company expects 3Q16 adjusted EPS to be about $3.10.

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