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Average Ship Count
Counts the average number of cruise ships the company services, indicating the scale of its cruise partnerships and revenue capacity. Increases point to contract wins and expansion; decreases may reflect lost contracts, industry consolidation, or slower cruise demand, all of which affect revenue visibility.Average ship count has steadily climbed from the post‑pandemic trough to a materially larger operating base, reflecting deliberate fleet expansion and reintroduced itineraries. Management confirms more ships in operation and wide AI and higher‑value service rollouts across the fleet, which supports the raised revenue and adjusted‑EBITDA guidance by boosting per‑ship monetization. Key risks: a heavier European itinerary mix and reorganization costs could compress near‑term per‑ship margins, so investor upside depends on converting added capacity into sustained higher spend per guest.
Date | Average Ship Count |
|---|---|
Jun 30, 2026 | 206.00 |
Mar 31, 2026 | 202.00 |
Dec 31, 2025 | 206.00 |
Sep 30, 2025 | 199.00 |
Jun 30, 2025 | 191.00 |
Mar 31, 2025 | 193.00 |
Dec 31, 2024 | 199.00 |
Sep 30, 2024 | 195.00 |
Jun 30, 2024 | 188.00 |
Mar 31, 2024 | 188.00 |