8-KMaterial AgreementsFinancial EventsRegulation FD+1

CARNIVAL CORP 8-K Report, Material Agreement (Jun 13, 2025)

Filed June 13, 2025For Securities:CCL

Summary

Carnival Corporation and Carnival plc announced on June 13, 2025, the successful closing of a new $4.5 billion multi-currency revolving credit facility (the "New Revolver"). This facility significantly expands the company's existing credit capacity, replacing a prior agreement and including an accordion feature that allows for an additional $1.0 billion in commitments. The New Revolver matures in June 2030 and is intended to support working capital and general corporate purposes. This refinancing represents a key step in managing Carnival's liquidity and financial flexibility. The unsecured nature of the facility, coupled with guarantees from subsidiaries and the parent companies, indicates confidence in the company's credit standing. Investors should note the interest rate mechanism, which is tied to benchmark rates (SOFR, EURIBOR, SONIA) plus a margin based on Carnival's credit ratings, suggesting that improved creditworthiness could lead to lower borrowing costs.

Key Highlights

  • 1Carnival Corporation and Carnival plc entered into a new $4.5 billion multi-currency revolving credit agreement (New Revolver) on June 13, 2025.
  • 2The New Revolver replaces an existing credit facility and offers enhanced borrowing capacity.
  • 3An accordion feature allows for up to an additional $1.0 billion in revolving commitments.
  • 4The credit facility matures on June 13, 2030, providing a medium-term liquidity source.
  • 5Borrowings will bear interest based on term SOFR, EURIBOR, or daily SONIA, plus a margin determined by Carnival's credit ratings.
  • 6The New Revolver is unsecured and includes customary covenants, representations, and events of default.
  • 7Proceeds from the New Revolver can be used for working capital and general corporate purposes.

Frequently Asked Questions

The new $4.5 billion multi-currency revolving credit agreement (New Revolver) is intended to provide Carnival Corporation and Carnival plc with enhanced liquidity for working capital and general corporate purposes. It replaces a previous, smaller credit facility.

The New Revolver matures on June 13, 2030, meaning all outstanding amounts will be due and payable on that date.

Interest rates will be based on applicable benchmark rates (term SOFR, EURIBOR, or daily SONIA) plus a margin that is determined by Carnival Corporation's long-term credit ratings. This means the cost of borrowing can fluctuate based on market conditions and the company's creditworthiness.

No, the New Revolver is an unsecured facility. However, it is initially guaranteed on an unsecured basis by certain subsidiaries of Carnival Corporation and Carnival plc that also guarantee the company's senior secured term loan facilities. Additionally, Carnival Corporation and Carnival plc have guaranteed each other's obligations and those of the subsidiary guarantors.