Carnival Corporation has ordered three new Princess Cruises ships scheduled for delivery in 2035, 2038 and 2039, building on the success of its Sphere Class platform. The company reiterated it will maintain a measured pace of one to two new ship deliveries annually, reflecting disciplined capital allocation. Carnival is also investing in fleet modernization programs like AIDA Evolution and Holland America Evolution to improve onboard experiences and operating efficiency. The company is expanding destination offerings including Celebration Key and RelaxAway, Half Moon Cay, and noted record booking levels for 2027. Management believes these investments will enhance long-term revenue growth and profitability once temporary geopolitical headwinds ease.
Carnival CorporationRecord booking levels for 2027 and new ship orders indicate strong end-customer demand.
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