财务数据和关键指标变化 - 第三季度收入为3.408亿美元，净收入为9780万美元，前九个月收入为10亿美元，净收入为2.726亿美元 [5][6] - 每个普通单位的收益为3.20美元，前九个月为8.87美元 [6] - 调整后的EBITDA在2024年第三季度增加2200万美元，达到1.95亿美元 [22] - 调整后的净收入在2024年第三季度增加1400万美元，达到9700万美元 [24] 各条业务线数据和关键指标变化 - 干散货船队的时间租船率在2024年第三季度增加32%，达到18632美元/天 [23] - 集装箱和油轮的时间租船率分别下降约11%和7%，集装箱的时间租船率为30710美元/天，油轮为25788美元/天 [23] - 2024年前九个月，干散货船队的时间租船率增加24%，达到16920美元/天 [25] 各个市场数据和关键指标变化 - 合同收入总额达到39亿美元，比上季度增加2亿美元 [12] - 预计2024年全球GDP增长3.2%，全球石油需求增加90万桶/天 [34] - 红海的运输限制导致集装箱、干散货和油轮的通行量分别减少51%、55%和50% [33] 公司战略和发展方向和行业竞争 - 公司致力于现代化船队，已交付三艘新船，并计划在2028年前交付27艘新船，总投资约19亿美元 [18] - 公司在2024年和2025年将继续关注资本回报，包括股息和股份回购 [9][10] - 公司目标是将净杠杆率降低到20%-25% [8][49] 管理层对经营环境和未来前景的评论 - 管理层对当前的地缘政治风险表示关注，认为市场仍然强劲，但需谨慎应对 [6][7] - 管理层认为，尽管面临风险，仍将继续执行长期战略，专注于增加合同收入和现代化船队 [49][50] 其他重要信息 - 公司现金余额为3.319亿美元，净杠杆率为32.9% [8][15] - 公司已回购351,125个单位，使用资金1830万美元，回购价格低于分析师估计的单位NAV [9][10] 问答环节所有提问和回答 问题: 关于资产价格的压力 - 管理层表示，尽管市场存在压力，但过去18个月的表现令人惊讶，所有航运部门均表现良好，未来将继续关注长期战略 [48][49] 问题: 未来是否会增加固定合同覆盖 - 管理层表示，当前的商业模式灵活，能够在合适的时机增加合同收入，特别是在集装箱领域表现良好 [54][55] 问题: 关于资本回报的节奏 - 管理层强调，资本回报是战略的一部分，尽管市场不确定性较高，但将继续执行既定的资本回报计划 [57]

业绩总结 - 2024年第三季度收入为3.408亿美元，较第二季度的3.422亿美元略有下降[16] - 2024年第三季度EBITDA为1.966亿美元，较第二季度的1.970亿美元基本持平[16] - 2024年第三季度净收入为9780万美元，较第二季度的1.015亿美元有所下降[16] - 2024年第三季度合同收入达到39亿美元，较2023年第三季度的33亿美元增长了18.2%[19] - 2024年第三季度的收入为10.02亿美元，较2023年第三季度的9.80亿美元增长了2.2%[19] - 2024年第三季度的调整后EBITDA为5.49亿美元，较2023年第三季度的5.21亿美元增长了5.4%[19] - 2024年第三季度现金及现金等价物为3.32亿美元，较2023年年底的2.96亿美元增长了12.1%[29] - 2024年第三季度船舶总价值为59亿美元，较2023年年底的45亿美元增长了31.1%[19] - 2024年第三季度债务及裸船租赁负债为23亿美元，较2023年年底的20亿美元增长了15%[19] 现金流与股东回报 - 截至2024年9月30日，现金余额为3.319亿美元[17] - 2024年每单位现金分红为0.2美元，预计年分红总额为610万美元[17] - 2024年迄今为止已回购351,125个普通单位，占原始流通股的1.2%[17] - 2024年迄今为止向单位持有者返还的总资本为2290万美元（包括分红和回购的单位）[17] - 预计2024年第四季度的运营自由现金流为6180万美元[18] 未来展望 - 预计2024年第四季度的总合同收入为288,938,000美元，现金支出为227,089,000美元，差额为61,849,000美元[20] - 2024年预计全球石油需求增长0.8%至1.028亿桶/日，2025年预计增长1.0%至1.038亿桶/日[36] - 2024年预计集装箱船的吨公里需求增长17.9%，成品油油轮增长7.9%[34] - 2024年预计干散货船的吨公里需求增长5.2%[34] - 2024年预计全球油库存将继续减少，特别是美国战略石油储备的提取将导致未来库存的补充[36] 资产与负债 - 截至2024年9月30日，公司债务和租船负债总额为22.69亿美元，平均利率为6.8%[30] - 31%的债务为固定利率，平均利率为5.5%；69%的债务为浮动利率，平均利率为6.6%[30] - 2024年第三季度融资额为1.742亿美元，其中包括1.262亿美元的信用额度用于再融资六艘船舶[30] 船队与市场动态 - 179艘船队的平均年龄为9.6年，干散货船队的平均年龄为11.0年[15] - 当前船队中超过20年的船只占比为19.3%（681艘）[46] - 2024年预计干散货船队净增长为3.2%[55] - 2025年预计干散货船队净增长为2.9%[55] - 2024年预计净船队增长为10.3%[62]

Navios Maritime Partners LP (NMM) closed the latest trading day at $57.51, indicating a +0.07% change from the previous session's end. The stock exceeded the S&P 500, which registered a loss of 0.03% for the day. At the same time, the Dow lost 0.61%, and the tech-heavy Nasdaq gained 0.56%. Shares of the company witnessed a loss of 9.28% over the previous month, trailing the performance of the Transportation sector with its loss of 2.35% and the S&P 500's gain of 1.39%. Market participants will be closely fo ...

The most recent trading session ended with Navios Maritime Partners LP (NMM) standing at $57.47, reflecting a +0.28% shift from the previouse trading day's closing. The stock exceeded the S&P 500, which registered a gain of 0.22% for the day. At the same time, the Dow lost 0.33%, and the tech-heavy Nasdaq gained 0.76%.The company's shares have seen a decrease of 9.28% over the last month, not keeping up with the Transportation sector's loss of 0.81% and the S&P 500's gain of 1.47%.The investment community w ...

The latest trading session saw Navios Maritime Partners LP (NMM) ending at $61.33, denoting a -0.33% adjustment from its last day's close. This move lagged the S&P 500's daily gain of 0.61%. Meanwhile, the Dow gained 0.97%, and the Nasdaq, a tech-heavy index, added 0.33%. The company's stock has climbed by 10.51% in the past month, exceeding the Transportation sector's gain of 3.02% and the S&P 500's gain of 5.36%. Analysts and investors alike will be keeping a close eye on the performance of Navios Maritim ...

Navios Maritime Partners LP (NMM) ended the recent trading session at $63.33, demonstrating a -1.05% swing from the preceding day's closing price. This change lagged the S&P 500's daily gain of 0.9%. Meanwhile, the Dow experienced a rise of 0.81%, and the technology-dominated Nasdaq saw an increase of 1.22%. The company's stock has climbed by 26.71% in the past month, exceeding the Transportation sector's gain of 0.9% and the S&P 500's gain of 3.15%. The investment community will be paying close attention t ...

Navios Maritime Partners LP (NMM) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this company have returned +18.5% over the past month versus the Zacks S&P 500 composite's +1.2% change. The Zacks Transportation - Shipping industry, to which Navios Maritime Partners belongs, has gained 2.6% over this period. Now the key question is: Where could the stock ...

Navios Maritime Partners LP (NMM) closed the most recent trading day at $63.41, moving +0.09% from the previous trading session. This change outpaced the S&P 500's 0.13% loss on the day. At the same time, the Dow added 0.33%, and the tech-heavy Nasdaq lost 0.39%. Coming into today, shares of the company had gained 22.3% in the past month. In that same time, the Transportation sector gained 3.1%, while the S&P 500 gained 2.43%. Analysts and investors alike will be keeping a close eye on the performance of Na ...

Navios Maritime Partners LP (NMM) ended the recent trading session at $63.35, demonstrating a +0.28% swing from the preceding day's closing price. This change lagged the S&P 500's 0.4% gain on the day. Elsewhere, the Dow saw an upswing of 0.62%, while the tech-heavy Nasdaq appreciated by 0.6%. Heading into today, shares of the company had gained 21.76% over the past month, outpacing the Transportation sector's gain of 2.68% and the S&P 500's gain of 1.71% in that time. The investment community will be payin ...

Navios Maritime Partners LP (NMM) shares rallied 7.2% in the last trading session to close at $61.23. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 10% gain over the past four weeks. Shares of this shipping company have performed exceedingly well this year, gaining 119% year to date. The buoyancy is driven by the bullishness surrounding the shipping industry driven by the uptick in trade volumes. NMM's flee ...