Royal Caribbean Eyes $14 EPS In 2025 Amid Cruise Demand And Expanded Destinations
Royal Caribbean Eyes $14 EPS In 2025 Amid Cruise Demand And Expanded Destinations
Operating income for the quarter rose 29.2% to $1.634 billion, with an operating margin of 33.4%. The occupancy rate was 111% in the quarter, compared to 109.7% last year.Royal Caribbean Cruises Ltd (NYSE:RCL) reported third-quarter revenue growth of 17.5% year-over-year to $4.89 billion, missing the consensus of $4.90 billion.
皇家加勒比郵輪有限公司（紐交所：RCL）報告，第三季度營業收入同比增長17.5%，達到48.9億美元，低於49億美元的共識。
Passenger ticket revenues rose 18% YoY to $3.47 billion compared to last year. Total cruise operating expenses were $2.391 billion versus $2.137 billion a year ago.
乘客船票收入同比增長18%，達到34.7億美元，與去年相比。總郵輪營業費用爲23.91億美元，而去年同期爲21.37億美元。
Gross Cruise Costs per Available Passenger Cruise Days (APCD) increased by 1.3%. Gross margin yields increased by 13.4%, as reported, and net yields increased by 7.9% in constant currency.
每可用旅客郵輪日的毛郵輪成本增長了1.3%。毛利率提高了13.4%，如所報告的，淨收益以恒定貨幣計算增加了7.9%。
Operating income for the quarter rose 29.2% to $1.634 billion, with an operating margin of 33.4%. The occupancy rate was 111% in the quarter, compared to 109.7% last year.
該季度的營業收入增長了29.2%，達到16.34億美元，營業利潤率爲33.4%。該季度的佔座率爲111%，而去年爲109.7%。
Adjusted EBITDA for the quarter was $2.148 billion, with a margin of 44%, up 242 bps. Adjusted EPS was $5.20 above the consensus of $5.03.
該季度調整後的EBITDA爲21.48億美元，利潤率爲44%，提高了242個點子。調整後的每股收益爲5.20美元，高於5.03美元的共識。
As of September 30, the group's customer deposit balance was $5.324 billion. Royal Caribbean held $418 million in cash and equivalents at the end of the quarter.
截至9月30日，集團的客戶存款餘額爲53.24億美元。皇家加勒比郵輪在該季度結束時持有41800萬美元的現金和等值物。
Royal Caribbean Group is enhancing its vacation offerings with new destinations and experiences. It plans to open Perfect Day Mexico in 2027 and Silversea's 150-room hotel in Puerto Williams, Chile, in 2025, which will support Antarctic expeditions.
皇家加勒比集團正在增加其度假產品的提供，推出新目的地和體驗。計劃於2027年開設墨西哥完美一日，於2025年在智利威廉姆斯港開設Silversea的150間客房酒店，以支持南極探險。
"Our exceptional third quarter results and increased full year expectations reflect the robust demand for our differentiated vacation experiences," said Jason Liberty, president and CEO.
「我們傑出的第三季度業績和增加的全年預期反映了對我們獨特度假體驗的強勁需求，」首席執行官傑森·利比蒂說。
"We see elevated demand patterns continuing as we build the business for 2025, and although the yield comparable will be a high bar, our proven formula of moderate capacity growth, moderate yield growth and strong cost discipline is expected to continue to deliver strong financial results. While we are still very early in the planning process, we anticipate earnings per share in 2025 to start with a $14 handle."
我們預計隨着我們爲2025年打造業務，需求模式將繼續升高，儘管收益可比起點較高，但我們的成熟公式——適度的船舶容量增長、適度的收益增長和強有力的成本管控——預計將持續帶來強勁的財務業績。雖然我們在規劃過程中依然處於早期階段，但我們預計2025年的每股收益將從14美元起步控件。
2024 Outlook, raised: Royal Caribbean sees adjusted EPS of $11.57 – $11.62 (prior $11.35 – $11.45) versus $11.58 consensus, net yields expected to increase 10.8% – 11.3% in constant currency.
2024年展望，上調：皇家加勒比郵輪預計調整後的每股收益爲11.57美元至11.62美元（之前爲11.35美元至11.45美元），預期淨收益在恒定貨幣中將增長10.8%至11.3%。
Q4 Outlook: The company sees fourth-quarter net yields increase 5.1% to 5.6% in constant currency. RCL sees adjusted EPS of $1.40 – $1.45 against the estimate of $2.28.
第四季展望：該公司預計第四季淨收益在恒定貨幣中將增長5.1%至5.6%。皇家加勒比郵輪預計調整後的每股收益爲1.40美元至1.45美元，而市場預期爲2.28美元。
Price Action: RCL shares are trading higher by 1.41% at $206.39 at the last check Tuesday.
價格走勢：皇家加勒比郵輪股價在上週二最後一次檢查時上漲了1.41%，報206.39美元。
Photo by postcardtrip via Pixabay
圖片由postcardtrip通過Pixabay提供
譯文內容由第三人軟體翻譯。
