Carnival Corporation Ltd. (NYSE: CCL) held its fiscal third-quarter 2026 earnings call at 10 a.m. Eastern Time on September 29, 2026. The call was led by Beth Roberts, senior vice president of investor relations, and included CEO and Director Josh Weinstein, CFO and Chief Accounting Officer David Bernstein, and Chairman Micky Arison, who joined remotely. The opening remarks focused on forward-looking statements and the company’s use of non-GAAP measures; the material provided did not include quarterly results or financial guidance.
Carnival flags risks in forward-looking statements
Roberts said some comments on the call were forward-looking statements. Carnival cautioned that actual operating results could be affected by various factors and differ from management’s current expectations. The company directed investors to its earnings release issued that day and its filings with the U.S. Securities and Exchange Commission for details on relevant risks.
The disclosure means that any discussion of operating prospects, financial expectations or other future outcomes should not be treated as reported results. For a cruise operator, revenue, costs and profitability can be affected by demand across itineraries, vessel operations, fuel costs and other business factors. The opening material, however, provided no figures or forecasts for these items.
Earnings measures include non-GAAP metrics
Carnival said the call would cover several non-GAAP financial measures, including yield, cruise costs excluding fuel, EBITDA and net income, along with related statistics. Unless otherwise noted, the measures would be presented on a net basis or adjusted as defined by the company.
Reconciliations between the non-GAAP measures and U.S. GAAP figures were included in the earnings release, Carnival said. Investors comparing performance will need to refer to the release’s definitions and reconciliations to distinguish reported results from adjusted measures, rather than relying on a single metric.
The opening material did not disclose third-quarter revenue, net income, EBITDA, yield or cost figures. It also contained no full-year guidance, booking details or capital-allocation plans. The information available at the start of the call was limited to participants, reporting measures and the caution on forward-looking statements.
Analysts from 12 firms joined the Q&A
Analysts taking part in the call represented UBS, Citigroup, Barclays, JPMorgan, Wells Fargo, BNP Paribas, Truist Securities, Stifel, Mizuho Securities, Melius Research, Goldman Sachs and Infinity Research.
Participants included Robin Farley, James Hardiman, Brandt Montour, Amanda Douglas, Raymond Bowers, Xian Siew Hew Sam, Charles Scholes, Steven Wieczynski, Benjamin Chaiken, Conor Cunningham, Elizabeth Dove and Assia Georgieva. The question-and-answer session could provide further detail on demand, pricing, costs and financial guidance—areas relevant to investors assessing Carnival’s operating trends.
The confirmed information here is that Carnival held its fiscal third-quarter 2026 call and explained its disclosure practices. Quarterly results and management’s specific views on the business should be assessed using the company’s earnings release, SEC filings and subsequent call disclosures.