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Mar 31

Viking Holdings Ltd Q1 2025 Earnings Report

Viking Holdings Ltd reported strong top-line growth in Q1 2025, despite posting a net loss.

Key Takeaways

Viking Holdings posted solid revenue growth and improved EBITDA in Q1 2025, with continued high demand and strong booking trends for 2025, though it still reported a net loss.

Total Revenue
$897M
Previous year: $718M
+24.9%
EPS
-$0.24
Previous year: -$1.21
-80.2%
Capacity PCDs
1.19M
Previous year: 1.04M
+14.9%
Occupancy
94.5%
Previous year: 94%
+0.5%
Net Yield
$544
Previous year: $508
+7.1%
Gross Profit
$246M
Previous year: $149M
+64.4%
Cash and Equivalents
$2.77B
Previous year: $1.67B
+65.2%
Total Assets
$10.7B
Previous year: $8.78B
+21.9%

Viking Holdings Ltd

Viking Holdings Ltd

Viking Holdings Ltd Revenue by Segment

Forward Guidance

Viking expects strong demand to continue, with 92% of 2025 capacity already sold and growing bookings for 2026.

Positive Outlook

  • 92% of 2025 capacity sold as of May 11
  • Advance bookings for 2025 are 21% higher YoY
  • Advance bookings for 2026 already at 37% of capacity
  • 2026 bookings per PCD are higher than 2025
  • New vessels expected to expand capacity further in 2025

Challenges Ahead

  • Still operating at a net loss
  • High vessel operating expenses
  • Continued exposure to macroeconomic uncertainty
  • Currency losses impacted financials
  • Negative comprehensive income despite strong bookings

Revenue & Expenses

Visualization of income flow from segment revenue to net income