About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

文章核心观点 - 公司在第二季度取得了出色的业绩,收益和收入超过了市场预期 [1][5][6] - 公司实现了其三重财务目标,加强了资产负债表,并恢复了股息分配,提高了股东价值 [2] - 公司专注于通过提供丰富的度假体验和抓住快速增长的全球旅游市场来实现强劲的股东回报 [3] - 公司上调了2024年的调整每股收益(EPS)指引,反映了出色的淡季和强劲的预订环境 [4] 财务业绩总结 - 第二季度调整每股收益为3.21美元,超过了市场预期的2.77美元 [5] - 第二季度收入为41.1亿美元,超过了市场预期的40亿美元 [6] - 客票收入增长至28.8亿美元,高于上年同期的24亿美元 [7] - 船上及其他收入增长至12亿美元,高于上年同期的1亿美元 [8] - 总航次经营费用增长10.1%至22亿美元 [9] - 净收益率同比增长13.3%,不含燃料的净航次成本同比增长5.5% [10] 其他财务信息 - 截至6月30日,现金及现金等价物为3.91亿美元,较3月31日的4.37亿美元有所下降 [11] - 截至6月30日,长期债务为198亿美元,较3月31日的189亿美元有所增加 [11] 预订情况 - 第二季度预订量在所有主要航线上保持强劲 [12] - 乘客在船上的消费和航前购买均超过2023年水平,推动了更高的参与度和价格 [12] - 第二季度的载客率为108% [12] - 公司对2024年的需求和定价前景持乐观态度,预计将实现更高的收益 [13] - 截至6月30日,客户预付款达62亿美元,较3月31日的60亿美元有所增加 [13] 2024年第三季度和全年展望 - 第三季度预计折旧和摊销费用为4.05-4.15亿美元,净利息费用为2.75-2.85亿美元 [14] - 2024年全年预计折旧和摊销费用为16-16.1亿美元,净利息费用为11.3-11.4亿美元 [15] - 预计净收益率将同比增长10.4-10.9% [16] - 预计2024年调整每股收益将为11.35-11.45美元,高于之前的10.70-10.90美元 [17]

Royal Caribbean (RCL) came out with quarterly earnings of $3.21 per share, beating the Zacks Consensus Estimate of $2.77 per share. This compares to earnings of $1.82 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 15.88%. A quarter ago, it was expected that this cruise operator would post earnings of $1.31 per share when it actually produced earnings of $1.77, delivering a surprise of 35.11%.Over the last four quarters, the c ...

财务表现 - 公司在第二季度实现了所有三个Trifecta目标：每可用客船日调整后EBITDA达到三位数、ROIC达到两位数、调整后每股收益实现两位数增长[6] - 第二季度毛利率收益同比增长24.2%，净收益率同比增长13.3%[7] - 第二季度总收入为41亿美元，净利润为8.54亿美元，调整后净利润为8.82亿美元，调整后EBITDA为16亿美元[9] - 2024年全年净收益率预计增长10.4%至10.9%，不含燃料的净cruise成本预计增长约6%[10] - 2024年全年调整后每股收益预计增长68%至11.35-11.45美元[10] - 第三季度净收益率预计增长6.5%至7%，不含燃料的净cruise成本预计增长4.7%至5.2%[18][19] - 第三季度调整后每股收益预计为4.90-5.00美元[20] 资产负债情况 - 公司流动性为38亿美元，已偿还剩余的船舶相关债务并增加了90亿美元的循环信贷额度[28][29] - 2024年资本支出预计为35亿美元，主要用于新船订单[32] 收入构成 - 2024年第二季度总收入为41.10亿美元[59] - 2024年第二季度客票收入为28.87亿美元[59] - 2024年第二季度船上及其他收入为12.23亿美元[59] - 2024年上半年总收入为78.38亿美元[59] - 2024年上半年客票收入为54.29亿美元[59] - 2024年上半年船上及其他收入为24.09亿美元[59] 经营数据 - 2024年第二季度乘客人数为204.0万人次，同比增长7.3%[64] - 2024年上半年乘客人数为409.5万人次，同比增长10.4%[64] - 2024年第二季度客运量为1323.0万人日，同比增长7.6%[64] - 2024年上半年客运量为2638.0万人日，同比增长11.0%[64] - 2024年第二季度平均客座率为108.2%，同比上升3.2个百分点[64] - 2024年上半年平均客座率为107.6%，同比上升4.0个百分点[64] 燃料成本 - 2024年全年燃料消耗预计为171.2万吨，燃料费用预计为11.69亿美元[23] 财务指标 - 2024年第二季度总收入为41.10亿美元[82] - 2024年第二季度净利润为8.54亿美元，同比增长86.3%[80] - 2024年第二季度调整后EBITDA为15.53亿美元，同比增长32.5%[81] - 2024年第二季度每APCD调整后EBITDA为126.96美元，同比增长26.7%[83] - 2024年第二季度调整后EBITDA利润率为37.8%，同比提升4.5个百分点[83] - 2024年上半年总收入为78.38亿美元，同比增长22.3%[82] - 2024年上半年净利润为12.14亿美元，同比增长195.4%[80] - 2024年上半年调整后EBITDA为27.26亿美元，同比增长50.2%[81] - 2024年上半年每APCD调整后EBITDA为111.18美元，同比增长40.5%[83] - 2024年上半年调整后EBITDA利润率为34.8%，同比提升6.5个百分点[83]

Strong demand and favorable timing of expenses drive second quarter above expectations Trifecta goals achieved 18 months early Adjusted EPS in 2024 is now expected to be $11.35 - $11.45   Declared a quarterly dividend of $0.40 per share MIAMI, July 25, 2024 /PRNewswire/ -- Royal Caribbean Group (NYSE: RCL) today reported second quarter Earnings per Share ("EPS") of $3.11 and Adjusted EPS of $3.21. These results were better than the company's guidance due to stronger pricing on close-in demand and continued ...

The high-flying cruise line operator just hit an all-time high. It has a telltale financial update coming out on Thursday. It's been a good week for Royal Caribbean Cruises (RCL -1.65%) investors. Shares of the world's secondlargest cruise line operator hit another all-time high on Tuesday. The stock that more than doubled last year is up another 32% so far in 2024. The shares are up a blistering 245% since the start of last year. Things could get even better later this week. Royal Caribbean will step up wi ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores.What ar ...

文章核心观点 - 皇家加勒比游轮(RCL)是消费者可选择股票中的一只出色股票,其年初至今的表现优于整个行业 [5] - 另一只同样表现出色的消费者可选择股票是Cinemark Holdings(CNK),其年初至今的收益率为54% [6] 公司概况 - 皇家加勒比游轮是消费者可选择板块的成员公司,该板块包括281只个股,目前在Zacks行业排名中位列第12位 [2] - 皇家加勒比游轮目前的Zacks排名为2(买入),表明其具有在未来1-3个月内战胜大盘的特点 [3] - 过去3个月,皇家加勒比游轮全年盈利预测值上调了10.8%,表明分析师对其前景看好,业绩预期改善 [4] - 皇家加勒比游轮属于休闲和娱乐服务行业,该行业包括31只个股,年初至今上涨约6.5%,皇家加勒比游轮的表现优于该行业 [8] - Cinemark Holdings也属于同一行业 [8] 行业表现 - 消费者可选择板块年初至今平均下跌1.1%,而皇家加勒比游轮上涨30.2%,表现优于整个板块 [5] - Cinemark Holdings年初至今上涨54%,也优于消费者可选择板块整体 [6] - Cinemark Holdings过去3个月盈利预测上调28.2%,目前Zacks排名为2(买入) [7]

Royal Caribbean Cruises Ltd. (RCL) is scheduled to release second-quarter 2024 results on Jul 25, 2024. The company is likely to have benefited from positive customer sentiments bolstered by resilient labor markets, stabilizing inflation and a narrowed gap to land-based vacations.The Zacks Consensus Estimate for RCL’s second-quarter earnings per share (EPS) is pegged at $2.77, suggesting 52.2% growth from $1.82 reported in the prior-year quarter. The consensus mark has increased by 3% in the past 60 days. F ...

Is Royal Caribbean the most attractive cruise line operator for investors?Cruise ship operator Royal Caribbean Cruises (RCL 2.50%) has been having a breakout year. The company has more than fully recovered from the pandemic lockdowns, and its stock has recently reached all-time highs. With such large stock price gains in a few years, it's fair to wonder whether there's still time to get in on this bull run.Royal Caribbean's full-year 2023 set the stage for an explosive 2024Last year marked the first year of ...