• In January 2026, OneSpaWorld Holdings Limited updated past guidance for the fourth quarter and full year 2025, slightly trimming its preliminary revenue ranges to about US$239.5 million–US$244.5 million for the quarter and US$958.5 million–US$963.5 million for the year, while also outlining expectations for year-over-year revenue growth.
• The company also issued fresh revenue guidance for fiscal 2026 of US$1.01 billion–US$1.03 billion, giving investors a clearer view of its anticipated scale of operations over the next year.
• Next, we assess how OneSpaWorld’s refined 2025 outlook and new 2026 revenue guidance shape the company’s investment narrative and risk profile.

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What Is OneSpaWorld Holdings' Investment Narrative?

To own OneSpaWorld, you need to believe its cruise and destination spa model can keep attracting steady passenger spend and support disciplined, incremental growth in revenue and earnings. The latest guidance tweak for 2025 looks modest, with only a small trim to the revenue range, but it lands alongside new 2026 guidance that reinforces management’s confidence in running a roughly US$1.01 billion to US$1.03 billion business next year. That combination does not materially change the near term story, although it may cool expectations around upside surprises and puts more focus on execution and cost control. With the share price soft over the past month and the stock already trading on a rich earnings multiple, the key short term catalysts remain delivery against guidance and any shifts in dividend policy or capital returns.

However, investors should also weigh the risk that current expectations leave little room for disappointment. OneSpaWorld Holdings' share price has been on the slide but might be up to 14% below fair value. Find out if it's a bargain.

Exploring Other Perspectives

Two fair values from the Simply Wall St Community span roughly US$17.60 to US$26.50, underlining how differently investors can size OneSpaWorld’s future. Set against the recent guidance trim and rich valuation multiples, that dispersion makes it important to weigh both execution risk and the company’s ability to sustain its current earnings trajectory.

Explore 2 other fair value estimates on OneSpaWorld Holdings - why the stock might be worth 13% less than the current price!

Build Your Own OneSpaWorld Holdings Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your OneSpaWorld Holdings research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free OneSpaWorld Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate OneSpaWorld Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.