$LIND

Lindblad Expeditions (LIND) acquired 60% of White Desert Antarctica and Echo Charlie for $67M. The deal expands its travel offerings, with potential for cross-selling. Q2 Land Experiences revenue rose 23% to $70M. LIND raised 2026 revenue guidance to $850M-$880M and adjusted EBITDA to $140M-$148M.

Lindblad Expeditions acquired a 60% stake in travel company White Desert and aviation firm Echo Charlie for $61M. White Desert offers luxury trips to Antarctica, including a $65,000 penguin-focused excursion. The company operates independently post-acquisition.

LINDBLAD EXPEDITIONS HOLDINGS, INC. (LIND) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Exhibit 99.1 LINDBLAD EXPEDITIONS HOLDINGS, INC. EXPANDS PORTFOLIO WITH THE ACQUISITION OF WHITE DESERT ANTARCTICA AND ECHO CHARLIE TO CREATE A LEADING FORCE IN EXPERIENTIAL TRAVEL This acquisition unlocks an extraordinary new era of exploration across air, land and sea NEW YORK,

Lindblad Expeditions (LIND) acquired 60% of White Desert and Echo Charlie for $67M. White Desert offers luxury Antarctic travel, while Echo Charlie provides aviation-based adventures. LIND raised its 2026 revenue and EBITDA guidance, expecting $850M-$880M and $140M-$148M, respectively, due to the acquisitions and strong performance.

Target Hospitality (TH) reported Q2 revenues of $85.46M, up 38.7% YoY, beating estimates. Stock up 14.1%. Hilton Grand Vacations (HGV) reported $1.36B, up 7.3% YoY, missing estimates. Stock down 21.1%. Norwegian Cruise Line (NCLH) reported $2.64B, up 4.9% YoY, mixed results. Stock down 25.6%. Carnival (CCL) reported $6.66B, up 5.3% YoY, mixed results. Stock down 23.1%.

Lindblad Expeditions (LIND) shares fell 3.9% after Jefferies initiated coverage with a Hold rating and a $29 price target, near the Street's average. Analyst Anthony Berni noted occupancy recovery and limited new capacity until 2028. The stock is down 4.1% to $25.46, but up 76.3% year-to-date. Lindblad's Q1 2026 revenue and EPS beat expectations, though full-year guidance was slightly below consensus.

Choice Hotels (CHH) stock fell 4.8% post-earnings, trading at $103.38. Target Hospitality (TH) reported $85.46M revenue, up 38.7% YoY, beating estimates, and stock rose 10.5% to $18.25. Hilton Grand Vacations (HGV) missed expectations with $1.36B revenue, down 17.5% to $42.40. Travel + Leisure (TNL) reported $1.06B revenue, up 4.4%, stock down 6.3% to $68.76. Lindblad Expeditions (LIND) reported $199.2M revenue, up 18.6%, but stock fell 11.3% to $26.25.

Lindblad Expeditions Holdings (LIND) reported Q2 2026 revenue of $199.2 million, up 19%, with occupancy at 91% and net yield up 4.3% to $1,294. Adjusted EBITDA rose 31% to $32.5 million. The company raised 2026 revenue guidance to $830 million to $860 million and reaffirmed adjusted EBITDA of $130 million to $140 million, citing fuel and geopolitical risks.

Lindblad Expeditions Holdings (NASDAQ:LIND) reported Q2 results ahead of analyst expectations, with revenue of $199m (+7.2% vs estimates) and a smaller-than-expected statutory loss of $0.02 per share. For 2026, analysts forecast revenue of $854.3m and EPS of $0.15, after a minor EPS downgrade. The consensus price target was raised 30% to $36.60.

Lindblad Expeditions Holdings reported Q2 2026 results with 91% occupancy and record net yields of $1,294. The company raised full-year 2026 revenue guidance to $830 million to $860 million and kept adjusted EBITDA at $130 million to $140 million. It cited higher fuel costs, National Geographic partnership impacts, and reduced fuel use via ship initiatives.