Royal Caribbean Cruises and JetBlue Airways reported fourth-quarter earnings results
Shares of travel industry giants Royal Caribbean Cruises Ltd (NYSE:RCL) and JetBlue Airways Corporation (NASDAQ:JBLU) are experiencing notable price swings following their recent earnings announcements.
Royal Caribbean Cruises Stock Rises on Earnings Beat
RCL is up 6.3% at $251.88 at last glance, after the company reported a robust fourth-quarter earnings beat. Adding to investor confidence, the cruise operator issued optimistic guidance for both its first-quarter and full-year earnings, surpassing Wall Street expectations. Royal Caribbean Cruises stock has shown strong performance, boasting a remarkable 91.8% year-over-year increase and a modest 2.7% gain year-to-date.
Activity in RCL's options market has spiked alongside the stock’s upward movement. So far, 6,960 call options and 4,744 put options have exchanged hands, representing 10 times the average intraday volume. Traders are targeting the weekly 1/31 260-strike call, where new positions are being opened.
JetBlue Airways Stock Brushes Off Revenue Win
JBLU, meanwhile, is down 20.4% at $6.45 at last glance, despite exceeding revenue expectations and narrowing its fourth-quarter losses. The airline tempered investor optimism by warning of higher-than-anticipated capital expenditures, which weighed heavily on sentiment. As a result, JetBlue Airways stock has fallen into negative territory for 2025, reversing gains from its longer-term 40% year-over-year climb.
The earnings event has also spurred a surge in options activity for JBLU. Already today, 13,000 call options and 18,000 put options have traded, marking 11 times the usual volume. The most active contracts are the weekly 1/31 6.50-strike put and the 7-strike put from the same series, with significant new positions opening in both.