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Earnings Call Summary | Norwegian Cruise(NCLH.US) Q1 2024 Earnings Conference

Earnings Call Summary | Norwegian Cruise(NCLH.US) Q1 2024 Earnings Conference

财报电话会议摘要 | 挪威邮轮 (NCLH.US) 2024 年第一季度财报会议
富途资讯 ·  05/02 07:07  · 电话会议

The following is a summary of the Norwegian Cruise Line Holdings Ltd (NCLH) Q1 2024 Earnings Call Transcript:

以下是挪威邮轮控股有限公司(NCLH)2024年第一季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • Norwegian Cruise Line reported a strong financial performance in Q1 2024 with the adjusted EBITDA nearly doubling compared to the previous year due to stronger pricing and higher occupancy levels.

  • Cost management strategies helped in keeping core costs essentially flat year-over-year and adjusted guidance for performance metrics like net yield, adjusted EBITDA, adjusted net income, and adjusted EPS have been raised for the remainder of the year.

  • Advanced ticket sales saw an increase of 30% YoY, reaching a record $3.8 billion.

  • Net leverage was reduced by a full turn compared to the end of 2023.

  • 挪威邮轮公司报告称,2024年第一季度财务表现强劲,调整后的息税折旧摊销前利润与去年相比几乎翻了一番,这要归因于更高的定价和更高的入住率。

  • 成本管理策略有助于保持核心成本同比基本持平,并提高了今年剩余时间的净收益率、调整后息税折旧摊销前利润、调整后净收益和调整后每股收益等业绩指标的调整指导。

  • 高级门票销售额同比增长30%,达到创纪录的38亿美元。

  • 与2023年底相比,净杠杆率下降了整整一倍。

Business Progress:

业务进展:

  • An 8% capacity expansion was achieved in comparison to 2023 along with a record 12-month forward booking position.

  • A historic newbuild order that includes eight new ships across all three brands was announced during Q1.

  • A two-ship pier at Great Stirrup Cay is under construction aimed at enhancing the infrastructural capabilities in private island destinations.

  • Observing substantial progress in its global sustainability program, 50% of the fleet is now equipped with shoreside technology.

  • The company performed well and their commitment to diversity and responsible business practices were recognized by Just Capital and Forbes in 2024.

  • 与 2023 年相比,实现了 8% 的容量扩张,并创下了创纪录的 12 个月预定量。

  • 第一季度公布了一项历史性的新建订单,其中包括所有三个品牌的八艘新船。

  • Great Stirrup Cay的双船码头正在建设中,旨在增强私人岛屿目的地的基础设施能力。

  • 其全球可持续发展计划取得了实质性进展,现在有50%的机队配备了岸上技术。

  • 该公司表现良好,他们对多元化和负责任商业行为的承诺在2024年获得了Just Capital和福布斯的认可。

More details: Norwegian Cruise IR

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Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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