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This Month's Exclusive Article
OneSpaWorld Keeps Turning Cruise Demand Into Record EarningsBy Peter Frank. Originally Published: 8/16/2026. 
Key Points
- OneSpaWorld has posted 21 consecutive quarters of record revenue and adjusted earnings, with second-quarter revenue rising 9% to $261.2 million.
- Analysts maintain an overall Buy rating on the stock, with an average price target of $30.60 implying about 15% upside from current levels.
- The company's heavy reliance on revenue-sharing deals with cruise operators poses a key risk, and its shares trade at a premium valuation near 33 times earnings.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
While major cruise lines are performing well with rising passenger counts and revenue, OneSpaWorld Holdings (NASDAQ: OSW) is performing even better. In fact, every time you walk past the spa deck on one of these ships, there’s a good chance the massages, facials and medi-spa treatments are being provided by OneSpaWorld. The Bahamas-based company has also become a favorite among analysts.
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With a current Buy rating, the company has built its business model on decades-long revenue-sharing partnerships rather than ships or hardware. It has now delivered 21 consecutive quarters of record revenue and adjusted earnings, a streak that even includes the pandemic years. For investors, it’s a little-known company worth knowing about, whether its smooth sailing continues or major cruise operators change course. Record Growth ContinuesThe company’s latest report, released July 29, continued that trend. Although the results were not exactly blowout numbers, they extended a streak that is difficult to find in the consumer services world. For the second quarter, OneSpaWorld reported that total revenue rose 9% year over year to $261.2 million, a quarterly record that topped analysts’ expectations. Net income jumped 16% to $23.2 million, or 23 cents per diluted share. On an adjusted basis, earnings came in at $29.8 million, or 29 cents per share, edging past the 28 cents analysts had projected and rising from 25 cents a year earlier. Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA), the profitability measure favored by the industry, climbed 13% to $34.4 million. First-Half Results Strengthen the OutlookThe first half of the year tells an even stronger story. Six-month revenue rose 11% to $508.9 million, while reported net income surged 27% to $44.5 million, or 44 cents per diluted share. Supported by that momentum, management raised its full-year 2026 guidance to a range of $1.018 billion to $1.038 billion in total revenue. Adjusted EBITDA is projected to reach $130 million to $140 million, implying roughly 10% growth at the midpoint. For the third quarter, the company is guiding to revenue of $268 million to $273 million and adjusted EBITDA of $35 million to $37 million. Multiple Growth Drivers Support ExpansionUnlike other cruise-recovery stories, OneSpaWorld’s growth drivers help explain its durable expansion. The company focuses on serving passengers rather than spending to get them on board. It now operates health and wellness centers on 208 ships, up from 200 a year earlier, and is adding higher-margin services such as medi-spa treatments. Those services grew faster than the overall business during the quarter, although they account for less than 10% of revenue. Pre-booked services, in which guests reserve treatments before boarding, rose 14% during the period. Forward bookings across the fleet are running 20% ahead of last year, a leading indicator that demand remains strong. The company is also using artificial intelligence to generate more revenue and improve efficiency. It has implemented an internal tool called Amanda across 188 vessels to help optimize scheduling and upsell services. OneSpaWorld said its virtual assistant, Ava, resolved 96% of internal support requests without human intervention. Analysts Remain Bullish on the StockAnalysts clearly like what they see. With an overall Buy rating, the shares carry one Strong Buy rating, five Buy ratings and a single Hold. The average 12-month price target now stands at $30.60, implying about 15% upside from current levels. The highest price target is $35 per share, while the lowest is $28, suggesting little expectation of a major swing in either direction. Indeed, wild swings are rarely seen. With shares trading around $26.60, the stock is up about 28% so far this year. Some of the stock’s recent pullback appears to be linked to a wave of insider selling. However, during the second quarter, BlackRock reportedly opened a $278 million position in the company, while several other funds also bought shares. Cruise Industry Dependence Remains a Key RiskPerhaps the biggest risk is the company’s concentration. Nearly all of OneSpaWorld’s revenue flows through long-term, revenue-sharing agreements with major cruise operators. Any significant disruption or broader downturn in the cruise industry could hit the business disproportionately hard. For investors seeking income, OneSpaWorld pays only a quarterly dividend of 5 cents, translating to a yield of roughly 0.8%. As more of a growth stock with a price-to-earnings ratio of about 33, the company’s premium valuation could also come under pressure if the industry takes a serious hit. Strong Execution Comes With a Premium ValuationFor investors, the question to ask is less about the company itself than the industry in which it operates. With no serious waves in sight, OneSpaWorld is executing well in a niche that is easily overlooked. Its revenue and earnings growth, combined with the prospect of AI-driven efficiency, could keep it on the watchlists of growth investors. With a market capitalization of only $2.7 billion and a business that depends on a single industry, however, the valuation leaves little room for disappointment. If the cruise industry maintains its momentum, OneSpaWorld could be a strong play for tapping a captive market that appears ready to spend.
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