Disney highlights cruise growth as fleet expansion advances
A new combined guest measure rose 4% as Disney works toward operating 13 ships by the end of 2030.
Disney has introduced a global guests measure that combines theme park attendance with cruise passenger days. The metric increased 4% during the first nine months of fiscal 2026, compared with attendance growth of 1% at domestic parks and 3% at international parks.
The planned cruise expansion forms part of Disney’s 10-year, $60 billion investment in its experiences segment. Roughly 20% of that investment is allocated to more than doubling the fleet to 13 ships by the end of 2030.
Cruises are included in Disney’s resorts and vacations revenue category, which grew 10% to $9.2 billion in fiscal 2025. It was the fastest-growing portion of the experiences segment during that period.
Disney’s London-based subsidiary Magical Cruise Company reported revenue of just over $3 billion, an increase of 20%. Profit declined nearly 13%, with the decrease attributed to preopening costs linked to the fleet expansion.
An estimate places Disney at about 3% of the global cruise market. The same estimate says Disney’s premium pricing is roughly twice that of mainstream cruise lines.