挪威邮轮(NCLH)
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Norwegian Cruise Line(NCLH) - 2023 Q4 - Annual Results
2024-02-27 20:39
EXHIBIT 99.1 Norwegian Cruise Line Holdings Reports Strong Fourth Quarter and Full Year 2023 Financial Results MIAMI, Feb. 27, 2024 (GLOBE NEWSWIRE) -- Norwegian Cruise Line Holdings Ltd. (NYSE: NCLH) (together with NCL Corporation Ltd., “Norwegian Cruise Line Holdings”, “Norwegian”, “NCLH” or the “Company”) today reported financial results for the fourth quarter and year ended December 31, 2023 and provided guidance for the first quarter and full year 2024. Full Year 2023 Highlights: Generated total revenu ...
Norwegian Cruise Line(NCLH) - 2023 Q3 - Quarterly Report
2023-11-09 00:02
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35784 NORWEGIAN CRUISE LINE HOLDINGS LTD. (Exact name of registrant as specified in its charter) Bermuda ...
Norwegian Cruise Line(NCLH) - 2023 Q3 - Earnings Call Presentation
2023-11-01 23:58
Q3 2023 Earnings Conference Call November 1, 2023 FORWARD LOOKING STATEMENTS Someofthestatements,estimatesorprojectionscontainedinthispresentationare“forward-lookingstatements”withinthemeaningoftheU.S.federalsecuritieslawsintendedtoqualifyforthesafeharborfromliability establishedbythePrivateSecuritiesLitigationReformActof1995.Allstatementsotherthanstatementsofhistoricalfactscontained,orincorporatedbyreference,inthispresentation,including,withoutlimitation,those regardingourbusinessstrategy,financialposition ...
Norwegian Cruise Line(NCLH) - 2023 Q3 - Earnings Call Transcript
2023-11-01 23:30
财务数据和关键指标变化 - 公司在第三季度实现了创纪录的收入2.5亿美元,同比2019年增长33% [9] - 第三季度的客座率为106%,同时净客房费率也增长近8% [27] - 公司预计第四季度的净客房费率将增长15%-16%,净收益率将增长约7.75%-8.75% [47] - 2023年全年调整后EBITDA预计为18.6亿美元,调整后每股收益预计为0.73美元 [53] 各条业务线数据和关键指标变化 - 公司的夏威夷业务受到野火影响,导致第四季度的客座率略有下降 [29][30][31] - 以色列地区的冲突导致该地区的预订量下降,公司已取消2024年所有对以色列的航线 [33][34] - 公司在东地中海和亚洲部分航线的表现略有不及预期 [50] 各个市场数据和关键指标变化 - 公司在未来12个月的预订量处于历史最高水平,2024年的预订量也创下新高,价格水平也更高 [12][27] - 公司的船上收入在第三季度同比2019年增长约30% [36] - 公司的预售收入在第三季度同比2019年增长超过80% [37] 公司战略和发展方向及行业竞争 - 公司正在进行全面的战略评估,将在明年春季与投资者分享长期战略规划和相关财务目标 [25] - 公司将继续保持定价纪律,不会为了填补取消航线而采取低价策略 [91] - 公司未来几年的新船交付计划代表5%的年复合产能增长,公司有信心能够盈利地消化这一增长 [21] 管理层对经营环境和未来前景的评论 - 管理层对2024年的预订情况保持乐观,认为公司有能力应对地缘政治局势的影响 [73][133] - 管理层表示,尽管2023年第四季度受到一些短期因素影响,但公司长期发展前景依然良好 [67] 问答环节重要的提问和回答 问题1 **Dan Politzer提问** 询问公司2024年的成本和需求展望 [76] **Harry Sommer和Mark Kempa回答** - 2024年成本方面,除了干船坞费用的增加外,公司将继续推进成本优化措施,力争降低通胀压力 [77][78] - 2024年需求方面,公司对未来12个月的预订情况保持乐观,尽管短期受到地缘政治因素影响,但长期趋势良好 [73][133] 问题2 **Vince Ciepiel提问** 询问公司第四季度收益指引下调的原因 [103] **Mark Kempa回答** - 第四季度收益指引下调主要是由于客座率下降,主要受到夏威夷和以色列地区局势影响 [104][105] - 公司在某些远东航线也出现了一些临近航次的预订不及预期,但已经针对性调整明年的营销策略 [106] 问题3 **Brandt Montour提问** 询问公司燃油套期保值策略 [123] **Mark Kempa回答** - 公司燃油套期保值策略没有发生变化,仍然希望在进入新的一年前达到50%的套保比例 [124] - 公司会根据市场机会适时进行套保操作,以降低燃油价格波动风险 [124]
Norwegian Cruise Line(NCLH) - 2023 Q2 - Quarterly Report
2023-08-09 00:16
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35784 NORWEGIAN CRUISE LINE HOLDINGS LTD. (Exact name of registrant as specified in its charter) Bermuda 98-06 ...
Norwegian Cruise Line(NCLH) - 2023 Q2 - Earnings Call Transcript
2023-08-02 01:19
Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH) Q2 2023 Earnings Conference Call August 1, 2023 10:00 AM ET Company Participants Jessica John - VP of IR, Corporate Communications & ESG Harry Sommer - President, CEO & Director Mark Kempa - EVP & CFO Conference Call Participants Vince Ciepiel - Cleveland Research Company Robin Farley - UBS Charles Scholes - Truist Securities Brandt Montour - Barclays Bank Daniel Politzer - Wells Fargo Securities Steven Wieczynski - Stifel, Nicolaus & Company James Hardiman - ...
Norwegian Cruise Line(NCLH) - 2023 Q1 - Quarterly Report
2023-05-05 23:53
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35784 NORWEGIAN CRUISE LINE HOLDINGS LTD. (Exact name of registrant as specified in its charter) Bermuda 98-0 ...
Norwegian Cruise Line(NCLH) - 2023 Q1 - Earnings Call Transcript
2023-05-02 01:46
Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH) Q1 2023 Earnings Conference Call May 1, 2023 10:00 AM ET Company Participants Jessica John - Vice President of Investor Relations, ESG and Corporate Communications Frank Del Rio - President and Chief Executive Officer Harry Sommer - President and Chief Executive Officer-Elect Mark Kempa - Executive Vice President and Chief Financial Officer Conference Call Participants Dan Politzer - Wells Fargo Steve Wieczynski - Stifel Vince Ciepiel - Cleveland Research Comp ...
Norwegian Cruise Line(NCLH) - 2023 Q1 - Earnings Call Presentation
2023-05-01 21:53
NCLH HOLDINGS LID NORWEGIAN CRUISE LINE Q1 2023 EARNINGS CONFERENCE CALL May 1, 2023 FORWARD LOOKING STATEMENTS Some of the statements, estimates or projections contained in this presentation are "forward-looking statements" within the meaning of the U.S. federal securities laws intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained, or incorporated by reference, in this pr ...
Norwegian Cruise Line(NCLH) - 2022 Q4 - Annual Report
2023-03-01 05:20
Table of Contents Yes UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-35784 NORWEGIAN CRUISE LINE HOLDINGS LTD. (Exact name of registrant as specified in its charter) Bermuda 98-06 ...