Royal Caribbean swaps debt for stock and cash

Published 13/03/2025, 11:38
Royal Caribbean swaps debt for stock and cash

MIAMI - Royal Caribbean Cruises Ltd. (NYSE:RCL), a leading cruise operator with a market capitalization of $55.8 billion and current stock price of $207.36, announced today that it has reached agreements to exchange approximately $200 million of its 6.000% Convertible Senior Notes due 2025 for a mix of cash and common stock. According to InvestingPro data, the company generated $16.5 billion in revenue over the last twelve months. The transaction is part of the company’s financial management strategy and will leave around $123 million of these notes outstanding.

The exchange rate for the notes will be set based on the volume-weighted average price of Royal Caribbean’s common stock on March 13, 2025, with the cash component covering the notes’ par value. The exact number of shares to be issued will be determined after this pricing period. Royal Caribbean plans to use available liquidity to fund the cash portion, with the remainder settled in stock. InvestingPro analysis indicates the company’s current ratio of 0.17 suggests tight liquidity, with short-term obligations exceeding liquid assets. The company maintains a debt-to-equity ratio of 2.75, reflecting its leveraged capital structure.

This move is expected to close on March 18, 2025, and aims to reduce the company’s fully diluted weighted average shares outstanding. The company emphasized that this press release does not constitute an offer to sell or a solicitation of an offer to buy securities.

The press release also included forward-looking statements regarding the anticipated timing and benefits of the exchange transactions. These statements are based on management’s current expectations and are subject to various risks and uncertainties that could cause actual outcomes to differ materially.

Royal Caribbean Group operates a fleet of 67 ships across five brands and is known for its innovative cruise experiences. The company also has interests in land-based vacation options and holds a 50% stake in a joint venture that operates TUI Cruises and Hapag-Lloyd Cruises. InvestingPro rates the company’s overall financial health as "GREAT" with a score of 3.01 out of 5. Analysts maintain a bullish consensus on the stock, with price targets ranging from $185 to $330. Get access to 10 additional exclusive ProTips and comprehensive valuation metrics with an InvestingPro subscription.

This news is based on a press release statement and provides an overview of Royal Caribbean’s financial maneuver as it continues to manage its capital structure. The company has not offered any new information or commentary on the broader implications of this transaction for the cruise industry or the financial markets.

In other recent news, Royal Caribbean Cruises reported a strong financial performance, with fourth-quarter 2024 revenue increasing by 12.91% year-over-year to $3.76 billion and full-year revenue rising by 18.59% to $16.49 billion. This growth is attributed to robust cruise demand and expansion of its fleet and resort properties. Meanwhile, Stifel analysts maintained a Buy rating for Royal Caribbean with a $310 price target, citing strong forward bookings and pricing. Similarly, Citi analysts also upheld a Buy rating with a $304 target, despite recent stock declines due to macroeconomic concerns. Tigress Financial Partners increased their price target for Royal Caribbean to $330, highlighting the company’s strong performance and positive outlook for 2025.

Norwegian Cruise Line Holdings has been identified by Stifel as a significant buying opportunity, adding the stock to the Stifel Select List. The firm noted that demand and spending patterns within the cruise industry remain robust, extending into 2026. Despite a recent 16% decline in Norwegian’s shares, Stifel analysts believe market concerns over demand and potential tax hikes are overstated. In the broader travel sector, Delta Air Lines announced a significant reduction in its profit guidance, impacting travel stocks like Expedia, Booking, and Airbnb. American Airlines also revised its expectations, now projecting a loss of up to 80 cents per share for the first quarter, doubling its previous estimate. Investors are closely monitoring these developments for further impacts on travel-related stocks.

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