Lindblad Expeditions Holdings, Inc. (LIND)

Lindblad Expeditions beat expectations on both the top and bottom line, with results for the second fiscal quarter of 2026 (reported August 3, 2026) showing EPS of -$0.02 topping the -$0.10 estimate by $0.08 while revenue of $199.2 million topped the $185.9 million consensus, +7.2%. Revenue rose ~19% to about $199.2 million (up from roughly $167.9 million a year ago), led by the largest Lindblad Segment, which grew ~16% to around $129.2 million, alongside Land-experience revenue up ~23% to about $70.0 million. Profitability included gross profit of roughly $78.1 million, with gross margin at about 39% and operating margin at roughly 6%, as operating income came in around $12.0 million. Net income improved ~84% year over year to a loss of about $1.4 million (from a loss of roughly $8.5 million a year ago), and operating cash flow was about $59.1 million. For the next period, consensus calls for EPS of $0.40 on revenue of $260.6 million.