NCLH

Norwegian Cruise Line (NCLH) outperformed the S&P 500 with a 1.26% daily gain and 6.59% monthly gain. However, the company faces headwinds with projected Q3 EPS down 25% year-over-year and full-year earnings expected to decline 25.59%. NCLH carries a Zacks Rank #3 (Hold) rating but trades at an attractive Forward P/E of 9.61, below its industry average of 15.79.

Norwegian Cruise Line (NCLH) has demonstrated a strong earnings-beat streak, with an average surprise of 38.21% over the last two quarters. The company has a positive Earnings ESP of +2.55% combined with a Zacks Rank #3 (Hold), suggesting a high probability of another earnings beat in its upcoming October 29, 2026 report. Stocks with this combination historically beat consensus estimates nearly 70% of the time.

The article explains the Zacks Earnings ESP (Expected Surprise Prediction) tool, which identifies stocks likely to beat earnings estimates by comparing recent analyst revisions to consensus estimates. Two Consumer Discretionary stocks highlighted are Ralph Lauren (RL) with a +0.56% ESP and a #2 Buy rating, and Norwegian Cruise Line (NCLH) with a +2.55% ESP and a #3 Hold rating. Both stocks show positive ESP figures suggesting good chances of beating analyst expectations in their upcoming earnings reports.