The expected EPS impact is a direct financial metric that investors use to gauge a company's profitability. The news specifies a negative impact on Carnival's earnings per share, which is likely to be perceived negatively by investors, especially since the majority of the impact is concentrated in Q2 2024. However, the company's statement that booking trends have not been affected and the absence of further Red Sea transits until November 2024 may mitigate the negative sentiment to some extent.

Carnival PLC, operating under the same corporate umbrella as Carnival Corporation, is likely to face the same EPS impact due to the Red Sea rerouting. The impact on earnings per share is a critical factor for investors, and the news of a negative adjustment is expected to have a similar adverse effect on CUK's stock price in the short term. The lack of impact on booking trends and the distant next Red Sea transit could provide some relief to investors.