OneSpaWorld (NASDAQ:OSW) Announces Earnings Results, Beats Estimates By $0.03 EPS

Key Points

• OneSpaWorld beat quarterly expectations: Earnings were $0.34 per share versus the $0.31 consensus, while revenue rose 7% year over year to $276.5 million.
• Management raised 2026 guidance to $1.033 billion–$1.038 billion in revenue and $138 million–$140 million in adjusted EBITDA, supported by growth in MediSpa services, pre-bookings and improved staff retention.
• Shareholder returns increased: The company completed a $75 million buyback, authorized a new $100 million repurchase program and raised its dividend 25% to $0.0625 per share; analysts maintain a “Moderate Buy” consensus rating.

OneSpaWorld (NASDAQ:OSW - Get Free Report) released its quarterly earnings results on Wednesday. The company reported $0.34 earnings per share for the quarter, beating the consensus estimate of $0.31 by $0.03, FiscalAI reports. The company had revenue of $276.53 million during the quarter, compared to the consensus estimate of $272.34 million. The firm's revenue was up 7.0% compared to the same quarter last year. During the same period in the prior year, the company earned $0.29 earnings per share.

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 Price Performance

OneSpaWorld stock traded up $1.97 during mid-day trading on Wednesday, reaching $26.92. 558,206 shares of the company were exchanged, compared to its average volume of 954,436. The company has a fifty day simple moving average of $23.60 and a 200-day simple moving average of $23.76. OneSpaWorld has a 12 month low of $19.06 and a 12 month high of $29.25. The firm has a market cap of $2.73 billion, a PE ratio of 34.02 and a beta of 0.90.

Insider Buying and Selling at OneSpaWorld

In related news, Director Andrew Heyer sold 4,781 shares of the business's stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $26.07, for a total value of $124,640.67. Following the completion of the transaction, the director owned 302,145 shares of the company's stock, valued at $7,876,920.15. The trade was a 1.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. In the last ninety days, insiders sold 60,000 shares of company stock worth $1,583,927. Corporate insiders own 3.60% of the company's stock.

Wall Street Analyst Weigh In

OSW has been the topic of a number of recent research reports. Truist Financial increased their target price on OneSpaWorld from $28.00 to $29.00 and gave the stock a "buy" rating in a research note on Thursday, July 30th. Weiss Ratings restated a "buy (b)" rating on shares of OneSpaWorld in a research note on Friday, July 31st. Finally, Stifel Nicolaus upped their price objective on OneSpaWorld from $28.00 to $32.00 and gave the company a "buy" rating in a report on Thursday, July 30th. Five investment 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 has a consensus rating of "Moderate Buy" and a consensus price target of $31.25.

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.

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