Feed / OSW

OneSpaWorld Holdings Limited

OSW

Consumer Cyclical · 21.75 -0.8% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

OneSpaWorld Holdings Limited's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Company-0.8% todayVolume comparison unavailable
Market group0 of 1 activeCruise Ship Wellness · unavailable
Disclosed network0 of 7 confirmingNo filing-linked name is confirming now
What would change this read
  • OSW's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if OSW's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Leisure

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • OSW's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods8
Price observations328
Usable filing statements112
Verified relationships0
Evidence supporting the case
  • Latest annual revenue changed +7.4% year over year.
  • Operating cash flow covered net income at 1.17x in the latest annual period.
Evidence challenging the case
  • Credit and interest rates has repeated adverse evidence across 4 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

21.75
6m+6.0%12m-0.2%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$144.0M+19.1%$-0.76+21.2%
2022-12-31$546.3M+279.3%$0.49+5.5%
2023-12-31$794.0M+45.4%$-0.03+2.9%
2024-12-31$895.0M+12.7%$0.69+7.3%
2025-12-31$961.0M+7.4%$0.69-1.2%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 4 filings
This was partially offset by a decrease in interest expense driven by a $15.0 million reduction in the principal balance of the Term Loan Facility since March 31, 2025, which included a $10.0 million discretionary prepayment in the third quarter of 2025 and $…
10-Q · May 1, 2026
Restructuring and cost reductionsnegative · 4 filings
The increase was primarily due to $1.9 million in third-party fees for certain management and logistic services as a result of our previously announced restructuring, which were previously performed internally by company staff, and as such, the related costs…
10-Q · May 1, 2026
Data center and AI demandmixed · 1 filings
The increase in cash used was driven by continued investments in technology hardware and software, including artificial intelligence, partially offset by $1.3 million in proceeds received from the divestiture of two immaterial subsidiaries previously disclose…
10-Q · May 1, 2026
Legal and regulatory exposuremixed · 1 filings
The increase was attributable to increased professional fees of $1.7 million primarily incurred in connection with public company costs including Sarbanes-Oxley compliance work.
10-K · Feb 23, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

21.75-0.8% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for OSW. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for OSW. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind OSW

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

OSW is currently a Leader in the organic co-movement group Cruise Ship Wellness. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

This group is retained as the last observed read for OSW; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.