RCCL rides the wave of strong Caribbean business

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Royal Caribbean's new Oasis-class ship, Ovation of the Seas.
Royal Caribbean's new Oasis-class ship, Ovation of the Seas.

Royal Caribbean Cruises Ltd. said that strong close-in demand for the Caribbean and increased onboard revenue drove up net yields 7% in the first quarter, excluding currency effects.

In a statement, CFO Jason Liberty said that the Q1 results were giving the company momentum that "is more than offsetting some headwinds from the Mediterranean."

"This performance is positioning us for the highest earnings in company history," he said.

The company more than doubled its net income in the first quarter, to $99.1 million. Revenue was up 5.6%, to $1.92 billion. Adjusted net income was $124 million, up from $45.2 million in Q1 2015. RCCL said that close-in Caribbean demand and better-than-expected onboard spending on beverages and internet were responsible for most of the improvement.

Looking ahead to the rest of 2016, RCCL said that the company's booked position was "strong," elaborating that it was "well ahead" of last year excluding China, where close-in booking trends make comparisons tougher.

Net yields for 2016 overall are expected to increase 2.5% to 4%, and RCCL increased its earnings-per-share guidance by 25 cents.

"Strong first-quarter revenue results, combined with strong demand trends for North American products, is more than offsetting weaker demand for Mediterranean sailings from the North American consumer," the company said.

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