Carnival vs Expedia
Carnival plc and Expedia Inc. This page compares their business models, financial performance, and market context to help readers understand how these travel and leisure brands operate in their respective spaces. The content is neutral and accessible, providing factual context for informed consideration. Educational content, not financial advice.
Carnival plc and Expedia Inc. This page compares their business models, financial performance, and market context to help readers understand how these travel and leisure brands operate in their respec...
Why It's Moving
Carnival (CUK) Breaks Above Key Technical Level Amid Cruise Sector Recovery Signals.
- Stock surged past the 200-day moving average on Feb. 11, signaling potential trend reversal and renewed buyer interest.
- Ended Friday at $31.56 after a 2.38% drop from Thursday, reflecting short-term volatility but holding above key support.
- Neutral news sentiment over the past week aligns with broader cruise industry uptick, as peers report stabilizing demand.
Expedia's Q4 Earnings Ignite Optimism for 2026 Growth Despite Short-Term Volatility
- Q4 results prompted a raised quarterly dividend to $0.48 per share, payable March 26, underscoring confidence in cash flow stability amid robust booking trends.
- Forward guidance highlights AI tools and a unified platform boosting margins, with B2B and advertising as resilient revenue drivers.
- Upcoming catalysts include sustained room night growth and international expansion, positioning Expedia to navigate economic cycles effectively.
Carnival (CUK) Breaks Above Key Technical Level Amid Cruise Sector Recovery Signals.
- Stock surged past the 200-day moving average on Feb. 11, signaling potential trend reversal and renewed buyer interest.
- Ended Friday at $31.56 after a 2.38% drop from Thursday, reflecting short-term volatility but holding above key support.
- Neutral news sentiment over the past week aligns with broader cruise industry uptick, as peers report stabilizing demand.
Expedia's Q4 Earnings Ignite Optimism for 2026 Growth Despite Short-Term Volatility
- Q4 results prompted a raised quarterly dividend to $0.48 per share, payable March 26, underscoring confidence in cash flow stability amid robust booking trends.
- Forward guidance highlights AI tools and a unified platform boosting margins, with B2B and advertising as resilient revenue drivers.
- Upcoming catalysts include sustained room night growth and international expansion, positioning Expedia to navigate economic cycles effectively.
Investment Analysis
Carnival
CUK
Pros
- Carnival has demonstrated a strong revenue recovery post-pandemic, with revenue growing over 7% expected in 2025 and further growth forecasted in 2026.
- Earnings per share (EPS) have shown significant improvement, with a 50% increase expected in 2025 and continued growth into 2026.
- Industry analysts have a strong buy consensus on Carnival, with a price target implying nearly 26% upside from current levels.
Considerations
- Carnival faces high uncertainty related to demand fluctuations and external factors affecting travel and leisure industries.
- The company's valuation shows some risk with a forward price-to-earnings ratio around 13, which may limit upside compared to growth peers.
- Carnival carries a sizable debt load, evidenced by recent issuance of $1.25 billion in senior unsecured notes, which could pressure financial flexibility.
Expedia
EXPE
Pros
- Expedia benefits from its strong position as a leading online travel agency with diversified offerings beyond cruises, including hotel and transportation bookings.
- The company has good exposure to growing global travel demand recovery, supported by increasing consumer bookings in leisure and business travels.
- Expedia’s market cap near $22 billion reflects a solid scale for investing in new technologies and expanding market share globally.
Considerations
- Expedia faces intense competition across online travel platforms and cruise booking sectors, including direct competition with companies like Carnival for cruise customers.
- The highly cyclical nature of travel demand exposes Expedia to economic downturns or geopolitical events that can quickly reduce consumer travel spending.
- Profitability can be pressured by rising costs in technology, advertising, and customer acquisition to maintain market position in a competitive environment.
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Carnival (CUK) Next Earnings Date
Carnival plc (CUK) is scheduled to report its next earnings on March 20, 2026, before market open, covering the quarter ending February 2026. This date aligns with the company's historical pattern of late-March releases for Q1 fiscal results. Investors should anticipate potential volatility around the announcement.
Expedia (EXPE) Next Earnings Date
Expedia Group's next earnings release is scheduled for April 29, 2026, which will cover the first quarter of 2026. The company typically reports earnings after market close and holds a conference call to discuss quarterly results with investors. Based on historical patterns, the company has consistently reported earnings in late April for Q1 results.
Carnival (CUK) Next Earnings Date
Carnival plc (CUK) is scheduled to report its next earnings on March 20, 2026, before market open, covering the quarter ending February 2026. This date aligns with the company's historical pattern of late-March releases for Q1 fiscal results. Investors should anticipate potential volatility around the announcement.
Expedia (EXPE) Next Earnings Date
Expedia Group's next earnings release is scheduled for April 29, 2026, which will cover the first quarter of 2026. The company typically reports earnings after market close and holds a conference call to discuss quarterly results with investors. Based on historical patterns, the company has consistently reported earnings in late April for Q1 results.
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Explore BasketWhich Baskets Do They Appear In?
Ephemeral Experiences
Invest in companies creating lasting memories through fleeting moments. These carefully selected stocks represent leaders in the experience economy, from sold-out concerts to dream vacations. As consumers increasingly value doing over owning, these companies are positioned to capture this powerful spending shift.
Published: June 17, 2025
Explore BasketExperience Economy
Companies creating memorable experiences are capturing a growing share of consumer spending. This carefully curated collection includes stocks selected by expert analysts that are positioned to benefit from the shift toward travel, entertainment, and leisure activities.
Published: June 17, 2025
Explore BasketWanderlust Economy
Explore investment opportunities in companies powering global travel experiences. These carefully selected stocks represent the full journey ecosystem, from booking platforms to airlines, cruise lines, and hospitality. Travel industry innovators poised for growth as exploration rebounds worldwide.
Published: June 17, 2025
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