OneSpaWorld (NASDAQ:OSW) Posts Quarterly Earnings Results, Beats Expectations By $0.03 EPS

OneSpaWorld (NASDAQ:OSW) announced its quarterly earnings data on Wednesday. The company reported $0.34 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.31 by $0.03, FiscalAI reports. OneSpaWorld had a return on equity of 18.93% and a net margin of 8.26%. The company had revenue of $276.53 million for the quarter, compared to the consensus estimate of $272.34 million. During the same period in the previous year, the business earned $0.29 EPS. The firm’s revenue was up 7.0% compared to the same quarter last year.

Here are the key takeaways from OneSpaWorld’s conference call:

• OneSpaWorld reported third-quarter revenue growth of 7% to $276.5 million and Adjusted EBITDA growth of 12% to $39.2 million, exceeding the high end of its prior guidance and marking its 22nd consecutive quarter of record year-over-year growth.
• The company raised its 2026 guidance midpoint to $1.033 billion-$1.038 billion in revenue and $138 million-$140 million in Adjusted EBITDA, implying approximately 10% and 13% growth, respectively, versus comparable 2025 results.
• Higher-value MediSpa and wellness services, stronger pre-booking, and improved staff retention supported growth; pre-booked revenue rose 20% and represented 23.2% of service revenue, while MediSpa services were available on 157 ships.
• Strong cash generation enabled $42.3 million of shareholder returns during the quarter, completion of the prior $75 million repurchase program, approval of a new $100 million buyback authorization, and a 25% dividend increase to $0.0625 per share.
• Destination-resort revenue declined because of hotel closures and the company’s exit from Asian land-based operations, while the planned AI-driven dynamic-pricing system is not expected to launch before the fourth quarter of 2027.

OneSpaWorld Stock Up 0.4%

OneSpaWorld stock traded up $0.12 during midday trading on Friday, hitting $30.22. 1,735,030 shares of the company were exchanged, compared to its average volume of 806,703. The company has a debt-to-equity ratio of 0.12, a current ratio of 2.22 and a quick ratio of 1.39. The company’s fifty day moving average price is $23.79 and its 200-day moving average price is $23.87. The company has a market cap of $3.07 billion, a PE ratio of 35.98 and a beta of 0.84. OneSpaWorld has a fifty-two week low of $19.06 and a fifty-two week high of $30.76.

OneSpaWorld Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 2nd. Stockholders of record on Wednesday, November 18th will be given a $0.0625 dividend. This is a boost from OneSpaWorld’s previous quarterly dividend of $0.05. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Wednesday, November 18th. OneSpaWorld’s dividend payout ratio (DPR) is presently 23.81%.

Insider Transactions at OneSpaWorld

In other news, Director Andrew Heyer sold 25,219 shares of OneSpaWorld stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $26.42, for a total value of $666,285.98. Following the completion of the sale, the director directly owned 306,926 shares in the company, valued at approximately $8,108,984.92. The trade was a 7.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders sold 60,000 shares of company stock valued at $1,583,927 over the last ninety days. 3.60% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on OSW. TD Cowen upped their target price on OneSpaWorld from $30.00 to $32.00 and gave the company a “buy” rating in a research report on Thursday. Stifel Nicolaus upped their price target on OneSpaWorld from $32.00 to $35.00 and gave the company a “buy” rating in a research report on Thursday. Truist Financial upped their price objective on shares of OneSpaWorld from $28.00 to $29.00 and gave the stock a “buy” rating in a report on Thursday, July 30th. Jefferies Financial Group increased their target price on shares of OneSpaWorld from $36.00 to $40.00 and gave the stock a “buy” rating in a report on Wednesday. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of OneSpaWorld in a research note on Thursday. Five research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $34.00.

OneSpaWorld Company Profile

OneSpaWorld Holdings Limited (NASDAQ: OSW) provides health, wellness and beauty services primarily aboard cruise ships and at destination resorts. The company operates and manages spas, salons, fitness centers and wellness facilities for cruise lines and resort operators, serving travelers in international markets.

Its services include massages and other spa treatments, facials, skincare, hair and beauty services, fitness and wellness programs, medi-spa treatments, acupuncture and related health services.