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The travel sector is generally considered one of the most sensitive to macroeconomic conditions.

Carnival Cruise Line is recovering post-COVID with record revenues, strategic debt management, and strong cash flow, making it an undervalued investment opportunity. Despite high debt, Carnival's strategic initiatives and strong demand environment support its ability to deleverage and improve margins by 2026. The cruise industry's high barriers to entry and Carnival's competitive pricing position it well for growth, especially with the push towards private island investments.

CCL's first-quarter fiscal 2025 results are aided by sustained demand strength and robust onboard revenues.

Carnival Corporation & plc (NYSE:CCL ) Q1 2025 Earnings Conference Call March 21, 2025 10:00 AM ET Company Participants Beth Roberts - SVP, IR Josh Weinstein - CEO David Bernstein - CFO Conference Call Participants Ben Chaiken - Mizuho Securities Robin Farley - UBS Steve Wieczynski - Stifel Brandt Montour - Barclays James Hardiman - Citi Patrick Scholes - Truist Jaime Katz - Morningstar Conor Cunningham - Melius Research David Katz - Jefferies Matthew Boss - JPMorgan Elizabeth Dove - Goldman Sachs Vince Cipiel - Cleveland Research Christopher Stathoulopoulos - SIG Operator Greetings, and welcome to the Carnival Corporation & plc's Conference Call. At this time all participants are in a listen-only mode.

Josh Weinstein, Carnival Corp. CEO, joins 'Money Movers' to discuss the company's quarterly earnings results, if the demand can remain strong, and much more.

While the top- and bottom-line numbers for Carnival (CCL) give a sense of how the business performed in the quarter ended February 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Carnival Corporation (CCL) reported better-than-expected fiscal first-quarter profit and record-setting revenue Friday, although its current-quarter outlook came up shy of estimates.

Carnival (CCL -1.27%), the largest cruise line operator in the world, delivered impressive fiscal 2025 first-quarter results on March 21. It recorded $5.81 billion in revenue, surpassing estimates by $64 million (or about 1.1%), and delivered adjusted earnings per share (EPS) of $0.13, far exceeding analysts' consensus expectation of $0.02.

Carnival (CCL) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to loss of $0.14 per share a year ago.

Ed Butowsky says Carnival (CCL) is still a buy despite its post-earnings action to the downside. He believes the company joins its cruise line peers in sailing off tailwinds later in the year.