Stock Markets February 17, 2026

Fincantieri Lands Over €4 Billion Contract to Build Three Cruise Ships for Norwegian Cruise Line Group

Order covers vessels for Norwegian Cruise Line, Oceania and Regent Seven Seas; deliveries slated for 2036-2037 and aligns with Fincantieri’s 2026-30 plan

By Maya Rios
Fincantieri Lands Over €4 Billion Contract to Build Three Cruise Ships for Norwegian Cruise Line Group

Fincantieri has won a contract exceeding €4 billion from Norwegian Cruise Line Group to construct three next-generation cruise ships for its Norwegian Cruise Line, Oceania Cruises and Regent Seven Seas Cruises brands. The order - announced Monday - represents about 40% of Fincantieri’s projected 2026 intake and is slated for delivery in 2036-2037. The deal supports targets outlined in Fincantieri’s 2026-30 business plan, including improved EBITDA margins and revenue growth through 2030.

Key Points

  • Fincantieri signed a contract for three next-generation cruise ships for Norwegian Cruise Line Group worth over €4 billion, representing about 40% of its expected 2026 intake.
  • The three vessels will be sister ships to recent newbuilds and will be built at Fincantieri’s Italian shipyards, with deliveries scheduled between 2036 and 2037.
  • The order aligns with Fincantieri’s 2026-30 business plan targets, which include increasing EBITDA margin from 7.4% in 2025 to 10% in 2030 and achieving a revenue CAGR of 7% to reach €12.5 billion by 2030.

Fincantieri has secured a major new contract from Norwegian Cruise Line Group to build three next-generation cruise ships, with the total value of the order topping €4 billion. The firm announced the agreement on Monday and said the order accounts for roughly 40% of its expected 2026 intake.

The contract covers one vessel apiece for Norwegian Cruise Line, Oceania Cruises and Regent Seven Seas Cruises. Each newbuild will be a sister ship to the most recent vessels Fincantieri has produced for those brands, maintaining continuity with the respective lines' latest designs.

Specifications provided by Fincantieri indicate the Norwegian Cruise Line ship will measure 227,000 gross tons and offer in excess of 5,000 berths. The Regent Seven Seas Cruises vessel is described as a 77,000 gross ton ship with about 822 berths, targeting the ultra-luxury market. The Oceania Cruises newbuild will be 86,000 gross tons and provide roughly 1,390 berths.

All three ships will be constructed at Fincantieri’s Italian shipyards, with deliveries scheduled between 2036 and 2037. The company framed the order as consistent with the financial and operational goals it set out in its recently presented 2026-30 business plan.

Under that plan, Fincantieri aims to raise its reported EBITDA margin from 7.4% in 2025 to 10% by 2030, and it has a longer-range target of 13% by 2035. The business plan also projects revenue growth at a compound annual growth rate (CAGR) of 7% over the 2025-30 period, increasing revenue from €9.0 billion to €12.5 billion.

The company characterized the contract as a meaningful contribution to its expected workload and to the financial trajectory set out in its strategic plan.


Summary of the deal

  • Three sister ships ordered for Norwegian Cruise Line, Oceania Cruises and Regent Seven Seas Cruises.
  • Order valued at more than €4 billion and equates to about 40% of Fincantieri’s expected 2026 intake.
  • Ships to be built in Italy with deliveries in 2036-2037.

Risks

  • Long lead times - all three ships are scheduled for delivery in 2036-2037, exposing the project to execution and schedule risk over an extended timeframe.
  • Concentration of workload - the order represents approximately 40% of Fincantieri’s expected 2026 intake, which could create reliance on a relatively large single contract within that planning period.
  • Plan execution risk - achieving the business plan’s targets for EBITDA margin improvement and a 7% revenue CAGR depends on successful delivery and broader execution of strategic objectives described in the 2026-30 plan.

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