NYSE$VIK

Viking Holdings Ltd · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Viking Holdings Ltd reported strong financial results in Q2 2025, driven by increased demand and expanded capacity.

Viking Holdings delivered a strong Q2 2025 with significant year-over-year growth in revenue and net income, supported by higher occupancy, increased pricing, and expanded fleet capacity.

Headline financials

Total Revenue

$1.88B

Previous: $1.59B+18.5%
EPS (adj)

$0.99

Previous: $0.37+167.6%
Capacity PCDs

2.1M

No prior period
Occupancy

95.6%

No prior period
Net Yield

$607.00

No prior period
Adjusted EBITDA

$633M

No prior period
Net Income

$439M

Previous: $156M+182.2%
Operating Income

$546M

Previous: $427M+27.8%

Revenue & EPS history

Viking Holdings Ltd · Revenue · Quarterly

$1.88B

Q2 2025+18.5%vs Q2 2024
Beat estimate in 3 of 7 quarters(43%)
ActualEstimate

Revenue by segment

Viking Holdings Ltd · $1.05B total across 2 segments · Q1 2026

  • Cruise and land
    $972M
  • Onboard and other
    $82M

Forward guidance

Viking expects continued growth driven by strong advance bookings, higher capacity, and new itineraries.

Tailwinds

  • 96% of 2025 capacity already sold
  • 55% of 2026 capacity already sold
  • Advance bookings for 2025 up 21% YoY
  • New ships added to the fleet
  • New itineraries in India starting 2027

Headwinds

  • Fuel costs remain a pressure point
  • Higher vessel operating expenses due to fleet expansion
  • Currency fluctuations impacting financials
  • Interest expense remains high despite reductions
  • Macroeconomic uncertainty could impact future bookings

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 5 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-0.6%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+5.0%

Avg return

30 days after

29%

2 / 7 earnings

Positive

+5.0%

Q3 2025

Best reaction

-6.1%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.3%-0.2%+11.9%
Q3 2025+5.0%+9.4%+25.7%
Q2 2025-1.7%+0.3%+4.1%
Q4 2024-6.1%-5.5%-8.2%
Q3 2024-2.2%-0.1%-3.7%
Q2 2024-2.2%-2.9%-5.5%
Q1 2024-0.1%+3.2%+10.9%
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022

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