OneSpaWorld (OSW)
Runs outsourced cruise-ship spas offering wellness, beauty, fitness, medi-spa, and retail products.
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Operates outsourced spas and wellness centers mainly aboard cruise ships, selling massage, beauty, fitness, acupuncture, medi-spa, and related retail products. Revenue comes primarily from passenger purchases under revenue-sharing agreements, with most revenue tied to the Carnival, Royal Caribbean, and Norwegian Cruise Line families.
Operates outsourced health and wellness centers aboard cruise ships worldwide, with a much smaller network at destination resorts. Services span massage, body and skin care, salons, fitness, acupuncture, nutrition and mindfulness programs, and medi-spa treatments; related products are sold in centers and through timetospa.com.
Combines global staff recruiting, training and logistics with service design, product sourcing, pre-booking tools, and center-level revenue management. Cruise lines typically fund spa buildouts, while revenue-sharing agreements require commissions and may include minimum payments. Maritime operations generate nearly all revenue, tying results to cruise capacity, passenger activity, itinerary mix, and contract renewals. Carnival, Royal Caribbean, and Norwegian Cruise Line families account for most revenue, and global shipboard operations require maritime-law compliance.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 30, 2026 | Stifel Nicolaus | Target | Target: $26 | Target: $32 |
| Jun 18, 2026 | Jefferies | Reiterate | Rating: —Target: — | Target: $35 |
| May 22, 2026 | Truist Financial | Target | Target: $17 | Target: $28 |
| Apr 30, 2026 | Cowen & Co. | Target | Target: $13 | Target: $29 |
| Jan 15, 2026 | Stifel Nicolaus | Target | Target: $24 | Target: $26 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $40.4M · Total debt $90.9M · Total assets $729.8M · Shareholders' equity $582.2M
- Revenue
- $261.2M
- Operating income
- $24.5M
- Net income
- $23.2M
HistoryDividendAnnual yield
| Institutions | 108.67% | 110.30M shares | |
|---|---|---|---|
| 258 holders · as of Jun 30, 2026 | |||
| Insiders | 3.23% | 3.28M shares | |
| 12 holders · as of Aug 10, 2026 | |||
| Strategic holders | 3.61% | 3.66M shares | |
| 1 holder · as of Feb 14, 2022 | |||
| Adds to | 115.51% | ||
101.50M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 115.51%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Ariel Investments, LLCInstitution | 14.67% | 14.89M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 9.70% | 9.85M | as of Jun 30, 2026 |
Macquarie Management Holdings, Inc.Institution | 4.26% | 4.32M | as of Jun 30, 2026 |
Bank of America Corp /DE/Institution | 4.17% | 4.23M | as of Jun 30, 2026 |
State Street CorpInstitution | 3.96% | 4.02M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 10, 2026 | Andrew R. Heyer | director | −4,781 | $26.07 |
| Aug 7, 2026 | Andrew R. Heyer | director | −25,219 | $26.42 |
| Aug 6, 2026 | Andrew R. Heyer | director | −30,000 | $26.43 |
| Jun 15, 2026 | Andrew R. Heyer | director | −20,000 | $26.04 |
| Jun 11, 2026 | Walter Field McLallen | director | −10,500 | $24.67 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| OneSpaWorld | $22.64 | +0.42% | $2.29B | 28.5 | 18.8 | 2.3 | +8.5% |
| XWELL | $0.9050 | 0.00% | $7.2M | — | — | 0.3 | −7.1% |
| Hyatt Hotels | $156.48 | −0.30% | $14.88B | 191.4 | 40.4 | 2.4 | +1.2% |
| Life Time Group | $37.87 | −5.12% | $8.92B | 21.9 | 21.9 | 2.8 | +13.7% |
| Xponential Fitness | $3.84 | −1.16% | $144.8M | — | 7.8 | 0.5 | −13.4% |
| Planet Fitness | $42.27 | −10.17% | $3.74B | 15.9 | 12.3 | 2.7 | +7.1% |
| Median | 21.9 | 17.1 | 2.4 | +1.2% |