Company / Return on Assets (ROA)
Carnival Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
5.3%
FY2025
5-year range
-17.8% / 5.3%
FY2021-FY2025
Trend
+36.6%
vs FY2024
Sector context
#104 of 223
Consumer Discretionary
What the data says
At 5.3%, Carnival's return on assets (roa) ranks #104 of 223 in the Consumer Discretionary sector. Return on Assets (ROA) has increased for 4 consecutive years, from -17.8% in FY2021 to 5.3% in FY2025.
Based on SEC 10-K filings.
5.3% in FY2025 with a 5-year CAGR of -1.7%.
Improved from -0.1% to 5.3% over the past 2 years.
Consumer Discretionary sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +17.1pp
- 5-Year Change
- -1.7pp
- 10-Year Change
- -
Sector benchmark
In line with sector averageTop 47% of 223This company 5.3% Sector average 5.3%
▼
In line with sector average
Key checks
Key Insights
- Carnival's return on assets (roa) has grown for 4 consecutive years.
- In FY2025, return on assets (roa) increased 36.6% year-over-year.
- Currently 0.0pp below the Consumer Discretionary sector average.
- Peak return on assets (roa) was recorded in FY2018.
Company context
Key Data Points
- Altman Z-Score 0.87 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
- Strong return on equity: 23.1%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 5.3% | +36.6% |
| FY2024 | 3.9% | +2706.7% |
| FY2023 | -0.1% | +98.7% |
| FY2022 | -11.8% | +33.9% |
| FY2021 | -17.8% | -354.4% |
| FY2020 | 7.0% | +5.4% |
| FY2019 | 6.6% | -10.6% |
| FY2018 | 7.4% | +16.3% |
| FY2017 | 6.4% | -10.6% |
| FY2016 | 7.1% | +59.6% |
As of FY2025 · SEC Form 10-K · Last checked Jun 30, 2026