Norwegian Cruise Line (NCLH) dropped by 15.3% on Tuesday to close below $19. The firm posted weak third-quarter results, while its forecast set a worrying trend.
NCLH stock slumped after reporting a 1.1% drop in passengers carried (to 803,268). In Q4, the firm is forecasting earnings per share of $0.27. EBITDA of $555 million is below expectations. Carnival (CCL) shares fell in sympathy. CCL stock peaked at $32.80 in September and is now in a firm downtrend, closing at $26.11.
Zoetis (ZTS) fell by 13.8% after it posted Q3/2025 results. Revenue of $2.4 billion is up 0.4% Y/Y. For the year, revenue guidance and EPS expectations are slightly below what the markets wanted. Still, the firm achieved around 4% organic growth. It is a leader in animal health care, so the valuation premium is warranted.
Watch Henry Schein (HSIC) after the stock popped by 10.8%. The firm increased its full-year profit estimate to $4.88 to $4.96. It is also expecting sales to grow by 3% to 4%.
Expeditors International of Washington (EXPD) broke out of a year-long trading range of $110 - $120. The stock added ~11% on Tuesday. It posted a -3.3% Y/Y change in revenue, to $2.9 billion. Despite ongoing marketplace challenges due to geopolitical dynamics, the firm focused on its customer needs. This enabled the firm to expand its business globally.
