挪威邮轮(NCLH)
icon
搜索文档
Here's Why Norwegian Cruise Line (NCLH) is a Strong Value Stock
Zacks Investment Research· 2024-05-06 22:46
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both. The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor. Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style S ...
Why Norwegian Cruise Line Holdings Stock Crashed 15% Today
The Motley Fool· 2024-05-02 04:36
Norwegian's stellar earnings report and investors' perverse reaction to it illustrate the dangers of having a too- high stock price. Norwegian Cruise Line Holdings (NCLH -15.01%) stock collapsed in afternoon trading Wednesday, falling 15% through 1:35 p.m. ET despite beating Wall Street analyst earnings targets earlier in the morning. Heading into its first-quarter 2024 report, analysts had forecast Norwegian would earn $0.11 per share (adjusted for one-time items) on sales of just over $2.2 billion. Norweg ...
Norwegian Cruise Line(NCLH) - 2024 Q1 - Earnings Call Transcript
2024-05-02 02:10
财务数据和关键指标变化 - 第一季度调整后EBITDA几乎翻倍,达到4.64亿美元,超出了4.5亿美元的指引 [39] - 第一季度调整后每股收益为0.16美元,超出了0.12美元的指引 [39] - 公司将全年调整后EBITDA指引提高50百万美元至25亿美元 [43] - 公司将全年调整后每股收益指引提高0.09美元至1.32美元 [43] 各条业务线数据和关键指标变化 - 第一季度收益率增长16.2%,超出了15.5%的指引 [36] - 第二季度预计收益率增长约4.3% [44] - 公司将全年收益率增长指引提高1个百分点至约6.5% [41] 各个市场数据和关键指标变化 - 欧洲和阿拉斯加市场表现良好,占公司第一季度总部署的大部分 [37] - 公司取消了2025年春季红海航线,并已经开始销售替代航线 [22] 公司战略和发展方向及行业竞争 - 公司宣布了历史性的8艘新船订单,这是公司有史以来最大规模的新船计划 [17] - 公司还宣布在大斯特林普凯岛建设两艘码头,以提升该私人岛屿的基础设施 [17] - 公司未来5年的年化产能增长率为6%,未来15年为4% [19] - 公司看好行业长期发展前景,并计划继续投资扩张 [59][60] 管理层对经营环境和未来前景的评论 - 公司第一季度预订创历史新高,12个月前景预订也创新高,反映了强劲的消费者需求 [13][20] - 公司预计2024年全年收益率增长约6.5%,超出之前的指引 [24] - 公司对2024年及以后的发展前景保持乐观 [10][11][12] 问答环节重要的提问和回答 问题1 **Daniel Politzer 提问** 询问公司在定价和成本方面的策略 [63][64][65][66][67] **Harry Sommer 和 Mark Kempa 回答** 公司在各个市场和业务线都看到强劲的定价和收益率增长,并通过各种成本优化措施来提升利润率 [64][65][66][67][68][69] 问题2 **Vincent Ciepiel 提问** 询问公司第三季度和第四季度的收益率表现 [74][75][76][77][78][79] **Harry Sommer 和 Mark Kempa 回答** 第三季度预计收益率增长最高,第四季度受到2023年同期高基数的影响,但公司仍然看好整体需求和定价环境 [74][75][76][77][78][79] 问题3 **Brandt Montour 提问** 询问公司2025年的预订情况 [96][97][98][99][100][101][102][103][104][105] **Harry Sommer 和 Mark Kempa 回答** 公司2025年第一季度的预订情况良好,但不方便透露具体数字,未来几个季度的预订情况也在公司预期之内 [97][98][99][100][101][102][103][104][105]
Norwegian Cruise (NCLH) Q1 Earnings Beat, Bookings Rise Y/Y
Zacks Investment Research· 2024-05-02 00:41
Norwegian Cruise Line Holdings Ltd. (NCLH) reported mixed first-quarter 2024 results, with earnings surpassing the Zacks Consensus Estimate and revenues missing the same. On the other hand, the top and the bottom lines increased on a year-over-year basis. The quarterly results showcase robust demand for the company’s products and offerings, resulting in record bookings. This uptrend aided the company to continue its all-time high booked position and an unprecedented level of advance ticket sales through 202 ...
What's Good for Royal Caribbean and NCL Is Great for Carnival Stock
The Motley Fool· 2024-05-01 23:55
Strong growth at its smaller rivals is a good thing for the world's largest cruise line operator. Two of the three largest cruise line operators have posted quarterly results over the past week. Don't expect to hear from Carnival Corp. (CCL -2.87%) anytime soon. The market leader operates on a different fiscal year that ends in November. Carnival's next earnings call won't take place until late June. It's still important for Carnival shareholders to check on how its rivals are faring. Royal Caribbean's (RCL ...
Norwegian Cruise Line (NCLH) Reports Q1 Earnings: What Key Metrics Have to Say
Zacks Investment Research· 2024-05-01 22:35
For the quarter ended March 2024, Norwegian Cruise Line (NCLH) reported revenue of $2.19 billion, up 20.3% over the same period last year. EPS came in at $0.16, compared to -$0.30 in the year-ago quarter. The reported revenue represents a surprise of -1.98% over the Zacks Consensus Estimate of $2.24 billion. With the consensus EPS estimate being $0.12, the EPS surprise was +33.33%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to de ...
Norwegian Cruise Line(NCLH) - 2024 Q1 - Earnings Call Presentation
2024-05-01 22:31
FIRST QUARTER 2024 EARNINGS CONFERENCE CALL May 1, 2024 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 presentation, including, withou ...
Norwegian Cruise Line(NCLH) - 2024 Q1 - Quarterly Results
2024-05-01 19:41
EXHIBIT 99.1 Norwegian Cruise Line Holdings Reports Strong First Quarter 2024 Financial Results Revenue up 20% year-over-year on strong demand Company beat Q1 guidance across key metrics and raises full year guidance based on strong revenue MIAMI, May 01, 2024 (GLOBE NEWSWIRE) -- Norwegian Cruise Line Holdings Ltd. (NYSE: NCLH) (together with NCL Corporation Ltd., (“NCLC”), “Norwegian Cruise Line Holdings”, “Norwegian”, “NCLH” or the “Company”) today reported financial results for the first quarter ended Ma ...
How to Play Norwegian Cruise (NCLH) Ahead of Q1 Earnings?
Zacks Investment Research· 2024-04-29 21:31
Norwegian Cruise Line Holdings Ltd. (NCLH) is scheduled to report first-quarter 2024 results on May 1, before the opening bell. The Zacks Consensus Estimate for earnings is pegged at 12 cents per share. It reported an adjusted loss per share of 30 cents a year ago. The consensus mark for revenues is pegged at $2.24 billion, implying a 22.7% jump from the year-ago level. Robust demand for its Norwegian Cruise Line brand, record-high bookings and higher pricing levels are likely to have aided the company’s pe ...
Oceania Cruises Debuts New Mediterranean Sailings for 2025
Prnewswire· 2024-04-25 21:00
New sailings highlight European cities, holiday islands and lesser-known ports MIAMI, April 25, 2024 /PRNewswire/ -- Oceania Cruises, the world's leading culinary- and destination- focused cruise line, has debuted an array of new 2025 Mediterranean sailings, ranging from nine to 56 days, to whisk guests to some of the most breathtaking destinations in Europe. The line's Marina and Nautica will set sail on enticing voyages taking in iconic islands in the Mediterranean, Aegean and Adriatic; well-loved Europea ...