Earnings Call Summary | Travel Plus Leisure(TNL.US) Q1 2024 Earnings Conference
Earnings Call Summary | Travel Plus Leisure(TNL.US) Q1 2024 Earnings Conference
The following is a summary of the Travel + Leisure Co. (TNL) Q1 2024 Earnings Call Transcript:
以下是 Travel + Leisure Co. 的摘要。(TNL) 2024 年第一季度業績電話會議記錄：
Financial Performance:
財務業績：
Travel + Leisure reported Q1 revenue growth of 4%.
Adjusted earnings per share and EBITDA were $0.97 and $191 million respectively.
Vacation Ownership and Travel and Membership revenues were $725 million (a 6% increase) and $193 million (a 4% decrease in transactions) respectively.
Expected Q2 2024 adjusted EBITDA to be between $235 million and $245 million.
The company maintained flat margins year-over-year in Q1 2024 despite growth in new owners.
Full-year provision for the credit portfolio was at 19%, with this quarter's provision at 17.4%.
Travel + Leisure報告稱，第一季度收入增長了4％。
調整後的每股收益和息稅折舊攤銷前利潤分別爲97美元和1.91億美元。
度假所有權和旅行及會員收入分別爲7.25億美元（增長6％）和1.93億美元（交易量下降4％）。
預計2024年第二季度調整後的息稅折舊攤銷前利潤將在2.35億美元至2.45億美元之間。
儘管新所有者有所增加，但該公司在2024年第一季度仍保持同比利潤率持平。
信貸組合的全年準備金爲19％，本季度的準備金爲17.4％。
Business Progress:
業務進展：
Vacation Ownership segment saw a 15% year-over-year increase in tours.
The company expanded their resort network to over 270 locations with the acquisition of Accor Vacation Club.
First Sports Illustrated brand resort sales will commence next year.
Partnership with Wyndham recorded a near 10% year-over-year sales increase.
Growth is expected in travel club transactions for the rest of the year due to the previous loss of a large customer.
The company seeks approval for an additional $500 million share repurchase authorization as part of its shareholder-friendly strategy.
No distinct anomalies noticed in booking trends compared to past leisure travel times.
New partner Allegiant Air adds 15 million loyalty members and 125 destinations to the company's portfolio.
度假所有權細分市場的旅行量同比增長了15％。
通過收購雅高度假俱樂部，該公司將其度假村網絡擴展到270多個地點。
第一個《體育畫報》品牌度假村的銷售將於明年開始。
與溫德姆的合作銷售額同比增長了近10％。
由於此前失去了一位大客戶，預計今年剩餘時間旅行俱樂部的交易量將增長。
該公司尋求批准額外的5億美元股票回購授權，這是其股東友好戰略的一部分。
與過去的休閒旅行時間相比，預訂趨勢沒有明顯的異常。
新的合作伙伴Allegiant Air在公司的投資組合中增加了1500萬忠誠度會員和125個目的地。
More details: Travel Plus Leisure IR
更多詳情： Travel Plus 休閒套裝
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。