American just started building 12 new ships. They've also had a couple delivered in the past couple of years, AND they're doing a major renovation on their four paddlewheelers.
I can only assume either business is very good, or they're very well-capitalized, or both. Not making any stock recommendations here, but if I had to guess I'd say they're probably outperforming their industry.
Interesting to note that they run Jones-act routes using US-built ships and US crew. The big cruise companies have tried that in the past but have not usually been successful. I think NCL still has one ship out of Hawaii, but their plans for more (including refurbishing the SS United States) fell through.
I see the ACL ships all up and down the East coast. I think I'd enjoy cruising on them.