Company / Return on Equity (ROE)
Carnival Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
22.5%
FY2025
5-year range
-86.2% / 22.5%
FY2021-FY2025
Trend
+8.5%
vs FY2024
Sector context
#60 of 197
Consumer Discretionary
What the data says
At 22.5%, Carnival's return on equity (roe) ranks #60 of 197 in the Consumer Discretionary sector. Return on Equity (ROE) has increased for 3 consecutive years, from -86.2% in FY2022 to 22.5% in FY2025.
Based on SEC 10-K filings.
22.5% in FY2025 with a 5-year CAGR of +9.6%.
Improved from -1.1% to 22.5% over the past 2 years.
Consumer Discretionary sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +108.7pp
- 5-Year Change
- +9.6pp
- 10-Year Change
- -
Sector benchmark
#60 of 197 in Consumer DiscretionaryTop 30% of 197This company 22.5% Sector average 10.4%
▼
+116.9% above sector average
Key checks
Key Insights
- Carnival's return on equity (roe) has grown for 3 consecutive years.
- In FY2025, return on equity (roe) increased 8.5% year-over-year.
- Currently 12.1pp above the Consumer Discretionary sector average.
- Lowest return on equity (roe) in the period was in FY2022.
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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 22.5% | +8.5% |
| FY2024 | 20.7% | +2017.6% |
| FY2023 | -1.1% | +98.7% |
| FY2022 | -86.2% | -10.2% |
| FY2021 | -78.2% | -706.5% |
| FY2020 | 12.9% | +9.4% |
| FY2019 | 11.8% | -8.6% |
| FY2018 | 12.9% | +19.9% |
| FY2017 | 10.8% | -12.5% |
| FY2016 | 12.3% | +66.4% |
As of FY2025 · SEC Form 10-K · Last checked Jun 30, 2026