Ranger Investment Management Fully Exits OneSpaWorld Holdings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Source: NASDAQ.COM
- Complete Exit: Ranger Investment Management fully exited its position in OneSpaWorld Holdings during Q1 by selling 1,012,656 shares for an estimated value of $21.54 million, reflecting a $21 million decrease in position value, indicating a strategic consideration of opportunity costs.
- Strong Performance: Despite Ranger's exit, OneSpaWorld reported a 13% year-over-year revenue increase to a record $247.6 million in Q1, with net income rising 40% to $21.3 million and adjusted EBITDA up 21% to $32.2 million, showcasing robust post-pandemic recovery.
- Optimistic Outlook: CEO Leonard Fluxman highlighted plans to launch wellness operations on six new cruise ships this year, with expectations for full-year revenue reaching $1.034 billion and adjusted EBITDA of $139 million, reflecting strong confidence in future growth.
- Market Performance Analysis: Although OneSpaWorld's stock has slightly underperformed the S&P 500 over the past year, its asset-light model, expanding ship count, and increasing guest spending could continue to drive earnings growth, indicating strong market competitiveness.
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Analyst Views on OSW
Wall Street analysts forecast OSW stock price to rise
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 24.300
Low
24.00
Averages
26.00
High
27.00
Current: 24.300
Low
24.00
Averages
26.00
High
27.00
About OSW
OneSpaWorld Holdings Limited is a health and wellness services company. The Company provides health, fitness, beauty and wellness services and sells related products, and operates on approximately 195 cruise ships and at 50 destination resorts around the world. Its services include traditional body, salon, and skin care services and products; self-service fitness facilities, specialized fitness classes and personal fitness training; pain management, detoxifying programs and comprehensive body composition analyses; weight management programs and products, and advanced medi-spa services, among others. The Company offers its guests access to beauty and wellness brands including ELEMIS, Kerastase, BOTOX Cosmetic, Dysport, Restylane, Perlane, Thermage, CoolSculpting, truSculpt 3D and truSculpt iD, among others. It operates spas, salons and fitness centers on various cruise lines, such as Costa Cruises, Norwegian Cruise Line, Regent Seven Seas Cruises and Seabourn Cruise Line, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ranger Investment Management Exits OneSpaWorld Holdings Position
- Complete Exit: According to a May 15, 2026 SEC filing, Ranger Investment Management sold all 1,012,656 shares of OneSpaWorld in Q1, with an estimated transaction value of $21.54 million, resulting in a net position value shift to zero, indicating a cautious stance on future growth opportunities.
- Consistent Performance Growth: Despite Ranger's exit, OneSpaWorld reported a 13% year-over-year revenue increase to $247.6 million in Q1, with net income rising 40% to $21.3 million, marking the 20th consecutive quarter of record revenue and adjusted EBITDA, reflecting strong post-pandemic recovery in the cruise industry.
- Optimistic Future Outlook: CEO Leonard Fluxman announced plans to launch wellness operations on six new cruise ships this year, with full-year revenue expectations reaching $1.034 billion and adjusted EBITDA of $139 million, showcasing management's confidence in future growth.
- Enhanced Market Competitiveness: OneSpaWorld's asset-light model and expanding ship count, combined with increasing guest spending, could continue to drive earnings growth, as the business appears to be gaining momentum despite slightly underperforming the S&P 500 over the past year.
See More
Ranger Investment Management Fully Exits OneSpaWorld Holdings
- Complete Exit: Ranger Investment Management fully exited its position in OneSpaWorld Holdings during Q1 by selling 1,012,656 shares for an estimated value of $21.54 million, reflecting a $21 million decrease in position value, indicating a strategic consideration of opportunity costs.
- Strong Performance: Despite Ranger's exit, OneSpaWorld reported a 13% year-over-year revenue increase to a record $247.6 million in Q1, with net income rising 40% to $21.3 million and adjusted EBITDA up 21% to $32.2 million, showcasing robust post-pandemic recovery.
- Optimistic Outlook: CEO Leonard Fluxman highlighted plans to launch wellness operations on six new cruise ships this year, with expectations for full-year revenue reaching $1.034 billion and adjusted EBITDA of $139 million, reflecting strong confidence in future growth.
- Market Performance Analysis: Although OneSpaWorld's stock has slightly underperformed the S&P 500 over the past year, its asset-light model, expanding ship count, and increasing guest spending could continue to drive earnings growth, indicating strong market competitiveness.
See More
OneSpaWorld (OSW) Q1 2026 Earnings Transcript
See More
OneSpaWorld Reports Strong Q1 2026 Earnings with Positive Outlook
- Strong Financial Performance: OneSpaWorld reported total revenues of $247.6 million in Q1 2026, reflecting a 13% year-over-year increase, with net income of $21.3 million, underscoring robust demand in health and wellness services and solidifying its market position.
- Positive Growth Outlook: Management anticipates Q2 total revenues between $257 million and $262 million, with adjusted EBITDA projected at $32.5 million to $34.5 million, reflecting confidence in sustained growth despite geopolitical risks.
- Service Expansion and Innovation: The introduction of health and wellness centers on new ships has increased the number of vessels offering medi-spa services to 155, indicating proactive efforts to enhance customer experience and revenue potential.
- AI-Driven Operational Optimization: The AI system deployed on 191 vessels autonomously resolves 94% of ticket requests with response times in seconds, highlighting the critical role of technology in improving operational efficiency and customer satisfaction.
See More
OneSpaWorld Reports Strong Q1 Earnings with 40% Net Income Growth
- Significant Revenue Growth: OneSpaWorld reported Q1 revenue of $247.6 million, reflecting strong market performance compared to the previous year, which sets a solid foundation for future growth.
- Operational Profit Increase: Operating income rose 36% to $22.9 million year-over-year, demonstrating the company's success in cost control and efficiency improvements, thereby enhancing its profitability.
- Substantial Net Income Growth: Net income increased by 40% to $21.3 million, indicating a significant improvement in the company's profitability, which helps boost investor confidence.
- EBITDA Continues to Rise: Adjusted EBITDA grew by 21% to $32.2 million, showcasing ongoing improvements in operational efficiency and profitability, further supporting the company's growth strategy.
See More
Leisure & Recreation Services Industry Outlook
- Industry Pressures Intensify: The leisure and recreation services sector is facing pressures from weak consumer spending due to inflation and economic uncertainty, leading to reduced overall spending and squeezed profit margins, which impacts future growth investments.
- Strong Demand Support: Despite challenges, the cruise industry benefits from robust bookings in North American and European sailings, which are expected to drive future revenue growth, particularly with strong pricing and onboard spending in high-demand voyages.
- Accelerated Digital Transformation: Technology is playing an increasingly vital role in the delivery and management of leisure services, with online booking systems and personalized promotions enhancing customer engagement, while data analytics and automation improve operational efficiency in a tight labor market.
- New Revenue Growth Models: Leisure operators are increasing revenue per customer by offering premium options and membership services, enhancing customer experience and loyalty, thereby protecting profitability without significantly impacting demand.
See More
Ranger Investment Management Exits OneSpaWorld Holdings Position
- Complete Exit: According to a May 15, 2026 SEC filing, Ranger Investment Management sold all 1,012,656 shares of OneSpaWorld in Q1, with an estimated transaction value of $21.54 million, resulting in a net position value shift to zero, indicating a cautious stance on future growth opportunities.
- Consistent Performance Growth: Despite Ranger's exit, OneSpaWorld reported a 13% year-over-year revenue increase to $247.6 million in Q1, with net income rising 40% to $21.3 million, marking the 20th consecutive quarter of record revenue and adjusted EBITDA, reflecting strong post-pandemic recovery in the cruise industry.
- Optimistic Future Outlook: CEO Leonard Fluxman announced plans to launch wellness operations on six new cruise ships this year, with full-year revenue expectations reaching $1.034 billion and adjusted EBITDA of $139 million, showcasing management's confidence in future growth.
- Enhanced Market Competitiveness: OneSpaWorld's asset-light model and expanding ship count, combined with increasing guest spending, could continue to drive earnings growth, as the business appears to be gaining momentum despite slightly underperforming the S&P 500 over the past year.
See More
Ranger Investment Management Fully Exits OneSpaWorld Holdings
- Complete Exit: Ranger Investment Management fully exited its position in OneSpaWorld Holdings during Q1 by selling 1,012,656 shares for an estimated value of $21.54 million, reflecting a $21 million decrease in position value, indicating a strategic consideration of opportunity costs.
- Strong Performance: Despite Ranger's exit, OneSpaWorld reported a 13% year-over-year revenue increase to a record $247.6 million in Q1, with net income rising 40% to $21.3 million and adjusted EBITDA up 21% to $32.2 million, showcasing robust post-pandemic recovery.
- Optimistic Outlook: CEO Leonard Fluxman highlighted plans to launch wellness operations on six new cruise ships this year, with expectations for full-year revenue reaching $1.034 billion and adjusted EBITDA of $139 million, reflecting strong confidence in future growth.
- Market Performance Analysis: Although OneSpaWorld's stock has slightly underperformed the S&P 500 over the past year, its asset-light model, expanding ship count, and increasing guest spending could continue to drive earnings growth, indicating strong market competitiveness.
See More
OneSpaWorld (OSW) Q1 2026 Earnings Transcript
See More
OneSpaWorld Reports Strong Q1 2026 Earnings with Positive Outlook
- Strong Financial Performance: OneSpaWorld reported total revenues of $247.6 million in Q1 2026, reflecting a 13% year-over-year increase, with net income of $21.3 million, underscoring robust demand in health and wellness services and solidifying its market position.
- Positive Growth Outlook: Management anticipates Q2 total revenues between $257 million and $262 million, with adjusted EBITDA projected at $32.5 million to $34.5 million, reflecting confidence in sustained growth despite geopolitical risks.
- Service Expansion and Innovation: The introduction of health and wellness centers on new ships has increased the number of vessels offering medi-spa services to 155, indicating proactive efforts to enhance customer experience and revenue potential.
- AI-Driven Operational Optimization: The AI system deployed on 191 vessels autonomously resolves 94% of ticket requests with response times in seconds, highlighting the critical role of technology in improving operational efficiency and customer satisfaction.
See More
OneSpaWorld Reports Strong Q1 Earnings with 40% Net Income Growth
- Significant Revenue Growth: OneSpaWorld reported Q1 revenue of $247.6 million, reflecting strong market performance compared to the previous year, which sets a solid foundation for future growth.
- Operational Profit Increase: Operating income rose 36% to $22.9 million year-over-year, demonstrating the company's success in cost control and efficiency improvements, thereby enhancing its profitability.
- Substantial Net Income Growth: Net income increased by 40% to $21.3 million, indicating a significant improvement in the company's profitability, which helps boost investor confidence.
- EBITDA Continues to Rise: Adjusted EBITDA grew by 21% to $32.2 million, showcasing ongoing improvements in operational efficiency and profitability, further supporting the company's growth strategy.
See More
Leisure & Recreation Services Industry Outlook
- Industry Pressures Intensify: The leisure and recreation services sector is facing pressures from weak consumer spending due to inflation and economic uncertainty, leading to reduced overall spending and squeezed profit margins, which impacts future growth investments.
- Strong Demand Support: Despite challenges, the cruise industry benefits from robust bookings in North American and European sailings, which are expected to drive future revenue growth, particularly with strong pricing and onboard spending in high-demand voyages.
- Accelerated Digital Transformation: Technology is playing an increasingly vital role in the delivery and management of leisure services, with online booking systems and personalized promotions enhancing customer engagement, while data analytics and automation improve operational efficiency in a tight labor market.
- New Revenue Growth Models: Leisure operators are increasing revenue per customer by offering premium options and membership services, enhancing customer experience and loyalty, thereby protecting profitability without significantly impacting demand.
See More
