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Earnings Call Summary | Lindblad Expeditions(LIND.US) Q2 2024 Earnings Conference

Earnings Call Summary | Lindblad Expeditions(LIND.US) Q2 2024 Earnings Conference

業績會總結 | lindblad expeditions(LIND.US)2024年Q2業績會
富途資訊 ·  08/09 03:02  · 電話會議

The following is a summary of the Lindblad Expeditions Holdings, Inc. (LIND) Q2 2024 Earnings Call Transcript:

以下是Lindblad Expeditions Holdings,Inc.(lindblad expeditions)Q2 2024業績會成績報告摘要:

Financial Performance:

金融業績:

  • Q2 2024 revenue was $136.5 million, up 9% from Q2 2023.

  • Adjusted EBITDA increased by $4.2 million year-over-year to $10.4 million.

  • Occupancy increased to 78% from 74% in the previous year, with every percentage point increase in occupancy potentially adding $4 million to $5 million in additional EBITDA annually.

  • Q2 2024營業收入爲13650萬美元,比Q2 2023增加了9%。

  • 調整後的EBITDA同比增加420萬美元,至1040萬美元。

  • 入住率從去年的74%上升至78%,每增加1個百分點的入住率可能每年額外增加400萬至500萬元的EBITDA收益。

Business Progress:

業務進展:

  • Experienced significant growth in bookings for future travel, up 17% from the same period in 2023.

  • Launched a major collaboration with National Geographic and Disney, focusing on expanding brand reach and efficiency in marketing.

  • Acquired two additional ships for the Galapagos, increasing inventory by 45%, expected to begin operation by late Q1 next year.

  • Expanded land experience operations with revenue growth of 16%, and acquired Thomson Safaris, enhancing offerings in Africa.

  • 未來旅遊預訂經歷了顯着增長,同比增長17%。

  • 與國家地理和迪士尼達成重大合作,專注於擴大品牌覆蓋範圍和提高市場效率。

  • 收購兩艘新加坡的船舶,使加拉帕戈斯的庫存增加了45%,計劃於明年第一季度末開始運營。

  • 拓展了土地體驗業務,收入增長了16%,並收購了湯姆森野生動物園,在非洲提供了更多選擇。

Opportunities:

機會:

  • Collaboration with Disney and National Geographic to boost brand reach and operational efficiencies.

  • Expanded presence in Galapagos with two new ships increases potential for first-time travelers significantly.

  • Strengthening land-based adventure offerings presents a considerable opportunity for growth in diverse geographies.

  • 與迪士尼和國家地理的合作,促進品牌延伸和運營效率提高。

  • 在加拉帕戈斯擴大了存在感,新增兩艘船可大幅提升首次旅行者數量。

  • 加強基於陸地的冒險旅遊業務,爲在多樣化的地理區域中實現增長提供了重要機遇。

Risks:

風險:

  • Instability in mainland Ecuador and Middle East conflicts impacted bookings and necessitated the rerouting of ships, affecting normal operations.

  • 厄瓜多爾大陸的不穩定和中東衝突影響了預訂,並需要重新調度船隻,影響了正常運營。

More details: Lindblad Expeditions IR

更多細節:Lindblad Expeditions IR

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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