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Capacity Days
Tracks the total available passenger days across the fleet, offering a view of the company’s operational scale and potential revenue capacity.Capacity Days have recovered and are now growing beyond pre-pandemic levels as new ship deliveries and a sizeable orderbook come online, but management admits a deployment-driven capacity surge (notably in the Caribbean) has pressured yields. That mismatch—rising capacity but flat-to-down near-term yields—means the stock’s recovery depends less on raw capacity and more on whether the refreshed leadership, revenue-management and tech investments can quickly convert higher supply into pricing power, while cost discipline and temporary leverage from deliveries moderate the downside.
Date | Capacity Days |
|---|---|
Jun 30, 2026 | 6.59M |
Mar 31, 2026 | 6.39M |
Dec 31, 2025 | 6.26M |
Sep 30, 2025 | 6.42M |
Jun 30, 2025 | 6.05M |
Mar 31, 2025 | 5.70M |
Dec 31, 2024 | 5.83M |
Sep 30, 2024 | 6.03M |
Jun 30, 2024 | 5.74M |
Mar 31, 2024 | 5.84M |