OneSpaWorld
Runs outsourced cruise-ship spas offering wellness, beauty, fitness, medi-spa, and retail products.
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Profile
Operates outsourced spas and wellness centers mainly aboard cruise ships, selling massage, beauty, fitness, acupuncture, medi-spa, and related retail products. Revenue comes primarily from passenger purchases under revenue-sharing agreements, with most revenue tied to the Carnival, Royal Caribbean, and Norwegian Cruise Line families.
Operates outsourced health and wellness centers aboard cruise ships worldwide, with a much smaller network at destination resorts. Services span massage, body and skin care, salons, fitness, acupuncture, nutrition and mindfulness programs, and medi-spa treatments; related products are sold in centers and through timetospa.com.
Combines global staff recruiting, training and logistics with service design, product sourcing, pre-booking tools, and center-level revenue management. Cruise lines typically fund spa buildouts, while revenue-sharing agreements require commissions and may include minimum payments. Maritime operations generate nearly all revenue, tying results to cruise capacity, passenger activity, itinerary mix, and contract renewals. Carnival, Royal Caribbean, and Norwegian Cruise Line families account for most revenue, and global shipboard operations require maritime-law compliance.
Company facts
Categories
Key statistics
Year to date +22.4% · Average volume (30d) 866.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 30, 2026 | Stifel Nicolaus | Target | $26 | $32 | |
| Jun 18, 2026 | Jefferies | Reiterate | Buy | $35 | |
| May 22, 2026 | Truist Financial | Target | $17 | $28 | |
| Apr 30, 2026 | Cowen & Co. | Target | $13 | $29 | |
| Jan 15, 2026 | Stifel Nicolaus | Target | $24 | $26 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $0.28 | $0.29 | +3.0% | $260.9M | $261.2M | +0.1% | −6.35% |
| Apr 29, 2026Q1 FY26 | $0.25 | $0.27 | +8.0% | $244.5M | $247.6M | +1.3% | −0.68% |
| Feb 18, 2026Q4 FY25 | $0.26 | $0.24 | −7.7% | $242.6M | $242.1M | −0.2% | +0.72% |
| Oct 29, 2025Q3 FY25 | $0.29 | $0.29 | 0.0% | $243.1M | $258.5M | +6.4% | +6.29% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $219.6M | $240.7M | $258.5M | $242.1M | $247.6M | $261.2M | |
| Gross profit | $36.2M | $31.2M | $39.5M | $26.9M | $37.4M | $40.5M | |
| Operating income | $16.8M | $22.1M | $26.3M | $22.0M | $22.9M | $24.5M | |
| Net income | $15.3M | $19.9M | $24.3M | $12.1M | $21.3M | $23.2M | |
| Diluted EPS | $0.15 | $0.19 | $0.23 | $0.12 | $0.21 | $0.23 | |
| Gross margin | 16.5% | 13.0% | 15.3% | 11.1% | 15.1% | 15.5% | |
| Operating margin | 7.7% | 9.2% | 10.2% | 9.1% | 9.2% | 9.4% |
Fiscal years (4-quarter sums)FY21 $144.0M · FY22 $546.3M · FY23 $794.0M · FY24 $895.0M · FY25 $961.0M
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $40.4M · Total debt $90.9M · Total assets $729.8M · Shareholders' equity $582.2M
Dividends
Last raised to $0.05 from $0.04 in Nov 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 19, 2026 | Aug 19 | Sep 2 | $0.05 | |
| May 20, 2026 | May 20 | Jun 3 | $0.05 | |
| Mar 11, 2026 | Mar 11 | Mar 25 | $0.05 | |
| Nov 19, 2025 | Nov 19 | Dec 3 | $0.05 | raised from $0.04 |
| Aug 20, 2025 | Aug 20 | Sep 3 | $0.04 | |
| May 21, 2025 | May 21 | Jun 4 | $0.04 | |
| Mar 12, 2025 | Mar 12 | Mar 26 | $0.04 | |
| Nov 20, 2024 | Nov 20 | Dec 4 | $0.04 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 101.50M · Float 98.74M · 97.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Ariel Investments, LLC | 14.89M | 14.67% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 9.85M | 9.70% | 13F | Aug 7, 2026 |
| Macquarie Management Holdings, Inc. | 4.32M | 4.26% | 13F | Aug 14, 2026 |
| Bank of America Corp /DE/ | 4.23M | 4.17% | 13F | Aug 14, 2026 |
| State Street Corp | 4.02M | 3.96% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 10, 2026 | Andrew R. Heyer | director | −4,781 | $26.07 |
| Aug 7, 2026 | Andrew R. Heyer | director | −25,219 | $26.42 |
| Aug 6, 2026 | Andrew R. Heyer | director | −30,000 | $26.43 |
| Jun 15, 2026 | Andrew R. Heyer | director | −20,000 | $26.04 |
| Jun 11, 2026 | Walter Field McLallen | director | −10,500 | $24.67 |
Peers
- XWELL
Travel-wellness operator with airport spas and waxing services
- Hyatt Hotels
Hotel and resort operator with branded wellness-spa portfolios
- Life Time Group
Premium fitness-and-spa operator serving wellness consumers
- Xponential Fitness
Boutique fitness franchisor across Pilates, barre, stretching, and yoga
- Planet Fitness
Mass-market fitness chain with scale in wellness amenities
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| OneSpaWorld | $25.26 | 0.00% | $2.56B | 32.0 | 20.9 | 2.5 | +8.5% |
| XWELL | $1.00 | −2.44% | $8.0M | — | — | 0.3 | −7.1% |
| Hyatt Hotels | $171.02 | −0.73% | $16.33B | 210.1 | 44.5 | 2.6 | −0.5% |
| Life Time Group | $43.51 | +0.02% | $9.72B | 23.9 | 25.2 | 3.1 | +13.7% |
| Xponential Fitness | $5.43 | −0.09% | $202.6M | — | 11.1 | 0.7 | −13.4% |
| Planet Fitness | $52.25 | −2.06% | $4.24B | 18.1 | 15.5 | 3.0 | +7.1% |
| Median | 23.9 | 20.4 | 2.6 | −0.5% |