Royal Caribbean Cruises .(RCL)
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Royal Caribbean Cruises .(RCL) - 2024 Q3 - Earnings Call Presentation
2024-10-29 22:12
业绩总结 - 2024年第三季度净收益增长为7.9%[5] - 2024年第三季度总收入为48.86亿美元,同比增长17.4%(2023年为41.60亿美元)[30] - 2024年第三季度毛利为20.85亿美元,同比增长25.7%(2023年为16.58亿美元)[30] - 2024年第三季度调整后毛利为39.09亿美元,同比增长19.6%(2023年为32.67亿美元)[30] - 2024年第三季度EBITDA为21.43亿美元,同比增长25.0%(2023年为17.14亿美元)[33] - 2024年第三季度净收益为11.11亿美元,同比增长10.1%(2023年为10.09亿美元)[33] - 2024年截至9月30日的九个月总收入为127.24亿美元,同比增长20.4%(2023年为105.69亿美元)[30] - 2024年截至9月30日的九个月净收入为2,325百万美元,较2023年的1,420百万美元增长63.7%[37] - 2024年截至9月30日的九个月调整后的净收入为2,794百万美元,较2023年的1,497百万美元增长86.5%[37] - 2024年截至9月30日的九个月稀释后每股收益为8.91美元,较2023年的5.24美元增长69.4%[37] 用户数据 - 2024年第三季度载客率达到111%,较2023年同期的109.7%有所提升[28] - 2024年第三季度每位乘客的乘船日数为14,785,828,较2023年同期的13,172,002有所增加[28] - 2024年第三季度每乘客日(APCD)为13,316,981,较2023年的12,011,593增加10.9%[32] 未来展望 - 预计2024年调整后每股收益将同比增长71%[7] - 2024年第四季度调整后每股收益预期为1.40至1.45美元[9] - 2024年第四季度净收益预计增长5.1%至5.6%[9] 新产品和新技术研发 - 2024年第三季度调整后EBITDA每APCD为161.25美元,同比增长12.5%(2023年为143.88美元)[33] - 2024年第三季度调整后EBITDA利润率为44.0%,较2023年的41.5%有所提升[33] 负面信息 - 2024年第三季度债务清偿损失和诱导费用为323百万美元,较2023年的38百万美元显著增加[37] - 2024年第三季度重组费用和其他项目支出为2百万美元,2023年为0[37] 其他新策略和有价值的信息 - 2024年第三季度调整后每股收益为5.20美元,较2023年的3.85美元增长35.1%[37] - 2024年第三季度稀释后每股收益为4.21美元,较2023年的3.65美元增长15.4%[37] - 2024年第三季度稀释后加权平均流通股数为264百万股,较2023年的282百万股减少6.4%[37]
Royal Caribbean ups guidance but warns of Hurricane Milton hit
Proactiveinvestors NA· 2024-10-29 21:55
About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and onl ...
Royal Caribbean (RCL) Surpasses Q3 Earnings and Revenue Estimates
ZACKS· 2024-10-29 20:40
Royal Caribbean (RCL) came out with quarterly earnings of $5.20 per share, beating the Zacks Consensus Estimate of $5.05 per share. This compares to earnings of $3.85 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.97%. A quarter ago, it was expected that this cruise operator would post earnings of $2.77 per share when it actually produced earnings of $3.21, delivering a surprise of 15.88%.Over the last four quarters, the co ...
Royal Caribbean Cruises .(RCL) - 2024 Q3 - Quarterly Results
2024-10-29 18:33
财务业绩 - 公司第三季度净收入为23.37亿美元,同比增长63.8%[65] - 第三季度经营活动产生的现金流为37.98亿美元,同比增长13.0%[65] - 第三季度毛利率为42.6%,同比提升5.4个百分点[69] - 第三季度每位乘客日调整毛利为264.30美元,同比增长6.6%[70] - 第三季度净收益率为47.8%,同比提升7.1个百分点[69] - 第三季度每股收益为6.12美元,同比增长64.0%[65] 未来展望 - 公司预计2024财年全年收入将达到48.86亿美元,同比增长17.5%[69] - 公司预计2024财年每位乘客日调整毛利将达到248.74美元,同比增长9.7%[70] 战略规划 - 第三季度资本支出为27.16亿美元,主要用于购置船舶和设备[65] - 公司计划在2024财年进一步扩大船队规模,并加大新技术研发投入[65][66][67]
3 Reasons Royal Caribbean Stock Can Move Higher This Week
The Motley Fool· 2024-10-28 19:30
The popular cruise line operator gears up for a financial update it can't afford to sink.It's time for the world's most valuable cruise line operator -- by market cap and enterprise value -- to offer up fresh financials. Royal Caribbean Cruises (RCL -1.05%) will step up with its third-quarter report on Tuesday morning.Expectations are high for the company with a fleet of 68 ships across five different brands. The shares hit an all-time high this month, more than quadrupling since the start of last year. Thi ...
RCL Stock Before Q3 Earnings: Should You Buy Now or Wait for Results?
ZACKS· 2024-10-25 23:01
Royal Caribbean Cruises Ltd. (RCL) is scheduled to release third-quarter 2024 results on Oct. 29, 2024.The Zacks Consensus Estimate for RCL’s third-quarter earnings per share (EPS) is pegged at $5.04, suggesting 30.9% growth from $3.85 reported in the prior-year quarter. The consensus mark has increased by 1.2% in the past 60 days.The consensus mark for third-quarter revenues is pegged at $4.86 billion, indicating growth of 16.8% from the year-ago quarter’s reported figure.Royal Caribbean has an impressive ...
Royal Caribbean: A Double Beat On Earnings Is Relatively Likely (Earnings Preview)
Seeking Alpha· 2024-10-25 22:27
My primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these companies to demonstrate a long-term capability of capital compounding, with a high enough compound annual growth rate to potentially deliver tenfold returns or even greater.My approach is to maintain a long-term ...
Countdown to Royal Caribbean (RCL) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS
ZACKS· 2024-10-24 22:21
The upcoming report from Royal Caribbean (RCL) is expected to reveal quarterly earnings of $5.04 per share, indicating an increase of 30.9% compared to the year-ago period. Analysts forecast revenues of $4.86 billion, representing an increase of 16.8% year over year.The current level reflects a downward revision of 5.5% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this p ...
Royal Caribbean passengers are suing over an employee who recorded women and kids with hidden cameras
Business Insider· 2024-10-23 22:10
Passengers are suing Royal Caribbean after a cabin attendant was found guilty of hidden recordings.A class-action lawsuit estimates that up to 960 passengers may have been secretly filmed.In a separate lawsuit, a former passenger said she had suffered from depression after finding out. Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview Thanks for signing up! Go to newsletter preferences Thanks for signing up! Access your favori ...
RCL Stock Near 52-Week High: Is it Time to Jump Onboard?
ZACKS· 2024-10-22 23:25
Royal Caribbean Cruises Ltd. (RCL) has been riding a wave of momentum, with its stock hovering near its 52-week high. This impressive performance can be attributed to strong consumer demand, driven by a resilient economy, low unemployment, stabilizing inflation, and record-high household net worth. Shifts in consumer preferences toward experiences, especially travel, have further fueled growth, with research showing that consumers are allocating more vacation days and spending more on travel than any other ...