From Star and Icon of the Seas to all-time favorites, adventures of all kinds set the stage for vacationers to explore the tropics and moreMIAMI, Nov. 19, 2024 /PRNewswire/ -- Vacationers are in for more ways to make memories across Royal Caribbean's latest combination of tropical and Northeast 2026-27 getaways. The lineup of 12 Royal Caribbean ships rounds out a variety of adventures across Florida, Texas, Puerto Rico and the Northeast for every type of family and vacationer to get away any time of year. C ...

Investors interested in stocks from the Leisure and Recreation Services sector have probably already heard of Royal Caribbean (RCL) and Atour Lifestyle Holdings Limited Sponsored ADR (ATAT) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The p ...

The Consumer Discretionary group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Royal Caribbean (RCL) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Consumer Discretionary peers, we might be able to answer that question.Royal Caribbean is one of 270 individual stocks in the Consumer Discretionary sector. Collectively, these companies sit at #11 in the Zacks Sector Rank. The ...

Royal Caribbean has returned to smoother waters, but this is not news to investors.For Royal Caribbean (RCL -2.08%), the skies may have just turned bluer than the water in which its ships sail. The company just released earnings for the third quarter of 2024, revealing higher bookings and increased guidance for the current year.Such improvements have contributed to Royal Caribbean's rising stock price over the last year. The question now is whether the rise in the stock price can continue or whether the shi ...

Royal Caribbean Cruises Ltd RCL reported upbeat earnings for the third quarter. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Royal Caribbean Cruises Analyst Lizzie Dove maintained a Buy rating while raising the price target from $220 to $245. Royal Caribbean Cruises' net yields came in below investor expectations and the implied decline in the fourth quarter was an initial disappointment, Dove said in a note. She added that the four ...

财务表现 - 总收入较2023年同期增加7.26亿美元和22亿美元，主要由于2024年的运力增加、票价上涨和船上消费增加[156] - 2024年第三季度和前九个月的总收入分别为48.86亿美元和127.24亿美元，同比增长17.5%和20.4%[162,163] - 2024年第三季度和前九个月的净利润分别为11.11亿美元和23.25亿美元，同比增长10.2%和63.8%[162,163] - 2024年第三季度和前九个月的经营利润率分别为33.4%和27.4%，同比提高3.0个百分点和5.6个百分点[162,163] - 2024年第三季度和前九个月的每股收益(调整后)分别为5.20美元和10.16美元，同比增长35.1%和84.1%[166] - 2024年第三季度和前九个月的EBITDA(调整后)分别为20.45亿美元和47.84亿美元，同比增长19.1%和41.1%[173] 营运数据 - 2024年第三季度和前九个月的乘客人数分别为231.022万人和640.484万人，同比增长15.5%和12.2%[173] - 2024年第三季度和前九个月的客运量分别为1478.583万人天和4116.599万人天，同比增长12.3%和11.4%[173] - 2024年第三季度和前九个月的平均客座率分别为111.0%和108.8%，同比提高1.3个百分点和3.1个百分点[173] 收入构成 - 客票收入占总收入的71%，同比增加5.3亿美元或18.0%至35.5亿美元，主要由于新船舶投放和客座率及票价上升[185] - 船上及其他收入占总收入的29%，同比增加1.96亿美元或16.1%至13.86亿美元，主要由于新船舶投放和客座率及价格上升[186] 成本费用 - 总航运费用较2023年同期增加2.54亿美元和7.15亿美元，主要由于2024年运力增加[157,194] - 2024年第三季度销售及管理费用增加5800万美元或14.8%至4.51亿美元，主要由于人工成本和广告宣传费用上升[187] - 2024年营销、销售和管理费用增加1.63亿美元至15亿美元[195] - 2024年利息费用净额增加2.69亿美元至13亿美元[196] - 2024年折旧和摊销费用增加1.03亿美元至12亿美元[197] - 2024年其他综合收益损失增加7800万美元至7900万美元[198] 融资活动 - 2024年3月发行了12.5亿美元6.25%到期日为2032年的优先票据，并赎回了12.5亿美元11.63%到期日为2027年的优先票据[157] - 2024年8月发行了20亿美元6%到期日为2033年的优先票据,并赎回了10亿美元9.25%到期日为2029年的优先票据和10亿美元8.25%到期日为2029年的优先有抵押票据[159] - 2024年9月发行了15亿美元5.63%到期日为2031年的优先无抵押票据,并赎回了7亿美元7.25%到期日为2030年的优先票据[160] - 2024年8月完成了与6%可转换优先票据2025年到期持有人的私下交换,约8.27亿美元本金交换为约1140万股普通股和8.27亿美元现金[160] 资本支出和流动性 - 2024年第二季度偿还了8.39亿美元的出口信贷融资延期付款[158] - 2024年9月30日前的资本支出预计为34亿美元[205] - 2024年9月30日前的主要现金需求总额为114.37亿美元[206] - 公司有39.6%的资本支出承担面临欧元汇率波动风险[204] - 公司有31.7亿美元的已承诺融资用于在建船舶[204] - 公司有39亿美元的流动性,包括4亿美元现金和35亿美元未使用的循环信贷额度[213] 新船交付 - 2024年5月和6月分别接收了新船Silver Ray和Utopia of the Seas[158] - 2024年6月,TUI Cruises(公司50%合资企业)接收了新船Mein Schif 7[159] - 2024年9月以约2.32亿美元行使了Silver Dawn融资租赁的优惠购买选择权[161] - 2024年9月签订协议以约2.92亿美元收购科斯塔玛雅港及其附近土地,预计将于2025年上半年完成交易[161]

Royal Caribbean Cruises Ltd. RCL shares are trading higher on Tuesday. The company reported mixed third-quarter results today.Revenue grew 17.5% year-over-year to $4.89 billion, missing the consensus of $4.90 billion, while adjusted EPS of $5.20 was above the consensus of $5.03.The company sees fourth-quarter net yields increase 5.1% to 5.6% in constant currency. RCL sees adjusted EPS of $1.40 – $1.45 against the estimate of $2.28.Goldman Sachs analyst Lizzie Dove writes that looking ahead, the primary disa ...

财务数据和关键指标变化 - 公司在2024年第三季度的调整后每股收益为5.20美元，超出预期25美分，主要得益于各品牌和关键航线的收入增长 [31] - 净收益增长为7.9%，主要受益于更强的每位乘客收入 [32] - 调整后的EBITDA为21亿美元，同比增长24%，EBITDA利润率为44%，比去年提高240个基点 [32] 各条业务线数据和关键指标变化 - 第三季度的强劲需求和高价格推动了所有关键航线的收入增长，尤其是在阿拉斯加和欧洲 [32] - 预计2024年净收益增长将达到10.8%至11.3% [33] 各个市场数据和关键指标变化 - 公司在2025年的预订负载因子与往年持平，但价格水平更高，预计将进一步优化收益和增长 [15][42] - 美国家庭的财富增加和低失业率推动了强劲的消费支出，休闲旅行支出增长速度快于其他消费类别 [18] 公司战略和发展方向和行业竞争 - 公司计划通过适度的产能增长、适度的收益增长和强有力的成本控制来赢得更大的市场份额，目标是从1.9万亿美元的假期市场中获取更多份额 [11] - 公司在2027年将推出Perfect Day Mexico，进一步扩展其私人目的地组合 [9][26] 管理层对经营环境和未来前景的评论 - 管理层对未来的展望乐观，预计2025年每股收益将以14美元为起点 [43] - 尽管受到飓风的影响，管理层仍然看好第四季度的收益增长，预计净收益增长为5.1%至5.6% [14][37] 其他重要信息 - 公司在第三季度结束时的流动性为39亿美元，成功实现了完全无担保的资本结构 [44] - 公司在第三季度重组了35亿美元的债务，降低了300个基点的利率 [44] 问答环节所有提问和回答 问题: 关于定价和与2019年的比较 - 公司表示，第四季度的定价比2019年增长约25%，全年增长约26% [48] 问题: 关于Perfect Day Mexico的资本投资 - 公司在Perfect Day Mexico的投资为2.92亿美元，仍在设计和规划阶段 [53] 问题: 关于2025年收益的支撑因素 - 公司强调，适度的收益增长和有效的成本管理是实现2025年14美元收益的关键 [57] 问题: 关于预订趋势 - 公司表示，尽管有飓风影响，需求仍在上升，预订情况良好 [64] 问题: 关于成本管理 - 公司指出，干船坞的增加导致了成本的时机问题，但整体成本管理依然严格 [85]

Royal Caribbean Cruises Ltd. (RCL) reported impressive third-quarter 2024 results, with earnings and revenues beating the Zacks Consensus Estimate. The top and bottom lines increased on a year-over-year basis. Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar. In the quarter, the company exceeded its guidance, driven by stronger pricing on close-in demand, continued growth in onboard revenues and reduced costs due to timing factors. The company has raised its outlook for 2024 and repo ...

Royal Caribbean (RCL) reported $4.89 billion in revenue for the quarter ended September 2024, representing a year-over-year increase of 17.4%. EPS of $5.20 for the same period compares to $3.85 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $4.86 billion, representing a surprise of +0.57%. The company delivered an EPS surprise of +2.97%, with the consensus EPS estimate being $5.05.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...