Disney Cruise Line
Stateroom capacity rose about 50% year over year in fiscal Q3 2026 with two new ships in service, and five more ships are due between 2027 and 2031.
The numbers
What it is
Disney's cruise fleet, now eight ships. The Disney Adventure, which entered service in March 2026, is the first ship based in Asia, sailing from Singapore. Revenue comes from cruise fares and onboard spending, and capacity is added in steps as new ships enter service.
Why it matters to the stock. Cruises are one of the fastest-growing parts of Experiences. Occupancy and pricing on the new ships will show how much capacity the market absorbs.
News
Disney raises fiscal 2026 buyback target to at least $9B from $8B
Disney raised its fiscal 2026 share repurchase target to at least $9B, up from at least $8B.
Disney Adventure sets sail on its maiden voyage from Singapore
Disney Cruise Line's Disney Adventure began its maiden voyage from Singapore on March 10, 2026.