-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：NCLH第一季每股收益為0.23美元，高於市場普遍預期的0.14美元；息稅折舊攤銷前利潤（EBITDA）為5.33億美元，也高於先前預期的5.01億美元，但業績被大幅下調的業績指引所掩蓋。管理階層將每股盈餘指引從2.38美元下調至1.45美元至1.79美元，預計淨收益率將下降3%至5%，較先前持平的預期大幅惡化。我們認為，此次調整反映了需求和執行方面面臨的挑戰加劇，目前預訂量低於最佳水平，且復甦前景不明朗。管理層預計第二季淨收益率將下降3.6%，並承認由於執行失誤，公司目前的預訂量低於最佳水準。地緣政治的不確定性正在影響歐洲的預訂量，而收益管理的改善措施需要時間才能見效。該公司已節省了1.25億美元的銷售、管理及行政費用（SG&A），並預計不計燃油成本的郵輪成本將保持不變。淨槓桿比率為5.3倍，債務高達152億美元，資產負債表的彈性仍受限。鑑於訂單可預見性有限以及執行上存在差距，我們認為，在需求穩定之前，風險仍偏向下行。
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