NCLH said it had taken delivery of the new ship Oceania Allura for the Oceania Cruises brand on July 10, 2025. The company also said a subsidiary confirmed it will not exercise its option to cancel the orders for 2 ships for the Oceania Cruises brand, which were originally scheduled for delivery in 2030 and 2031, under an effective contract that was subject to cancellation.

8-KOther EventsFiled Jul 10, 2025Period of report Jul 10, 2025Summary published (UTC) Oct 13, 2026

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NCLH said it had taken delivery of the new ship Oceania Allura for the Oceania Cruises brand on July 10, 2025. The company also said a subsidiary confirmed it will not exercise its option to cancel the orders for 2 ships for the Oceania Cruises brand, which were originally scheduled for delivery in 2030 and 2031, under an effective contract that was subject to cancellation.
The company said it agreed with Fincantieri S.p.A. to reset delivery dates for certain newbuilds on order. It cited environmental sustainability initiatives and planned modifications to its newbuilds as factors affecting the reset, along with shipyard availability. It said additional delays in ship deliveries are possible in the future.
The company said the combined contract prices of the 13 ships on order for delivery as of July 10, 2025, including amendments and change orders, were approximately €18.4 billion, or approximately $21.7 billion based on the euro/U.S. dollar exchange rate as of June 30, 2025. The company said it does not expect any contractual breaches or cancellations.
The company said it expects export credit financing to fund approximately 80% of the contract price of each ship and related financing premiums, subject to certain conditions. It said the ships for 2032 and 2035 Oceania Cruises are under effective contracts but are not yet financed.

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Analysis scope · Filing bodyWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Oceania Allura Delivered; Options for 2 Ships for 2030 and 2031 Not Exercised

NCLH said it had taken delivery of the new ship Oceania Allura for the Oceania Cruises brand on July 10, 2025. The company also said a subsidiary confirmed it will not exercise its option to cancel the orders for 2 ships for the Oceania Cruises brand, which were originally scheduled for delivery in 2030 and 2031, under an effective contract that was subject to cancellation.

Source · Based on the filing body and exhibits

Delivery Dates Reset for Certain Newbuilds With Fincantieri S.p.A.

The company said it agreed with Fincantieri S.p.A. to reset delivery dates for certain newbuilds on order. It cited environmental sustainability initiatives and planned modifications to its newbuilds as factors affecting the reset, along with shipyard availability. It said additional delays in ship deliveries are possible in the future.

Source · Based on the filing body and exhibits

Contract Prices for 13 Ships on Order as of July 10, 2025

The company said the combined contract prices of the 13 ships on order for delivery as of July 10, 2025, including amendments and change orders, were approximately €18.4 billion, or approximately $21.7 billion based on the euro/U.S. dollar exchange rate as of June 30, 2025. The company said it does not expect any contractual breaches or cancellations.

Source · Based on the filing body and exhibits

Export Credit Financing for About 80%; Financing Status by Ship

The company said it expects export credit financing to fund approximately 80% of the contract price of each ship and related financing premiums, subject to certain conditions. It said the ships for 2032 and 2035 Oceania Cruises are under effective contracts but are not yet financed.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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