Lindblad Expeditions Holdings, Inc. (LIND) Q3 2024 Earnings Call Transcript Summary
Lindblad Expeditions Holdings, Inc. (LIND) Q3 2024 Earnings Call Transcript Summary
Land Experiences segment posted revenues of $84.7 million, a 26% rise, aided by the addition of Wineland-Thomson Adventures and increased guest counts.The following is a summary of the Lindblad Expeditions Holdings, Inc. (LIND) Q3 2024 Earnings Call Transcript:
以下是lindblad expeditions控股公司（lind）2024年第三季度業績會實錄摘要：
Financial Performance:
財務表現:
Lindblad Expeditions reported a record revenue of $206 million in Q3, growing by 17% compared to the same period last year.
The Lindblad segment achieved $121.3 million in tour revenue, a 12% increase, driven by a 9% increase in net yield per available guest night to $1,205 and a 1% increase in occupancy to 82%.
Land Experiences segment posted revenues of $84.7 million, a 26% rise, aided by the addition of Wineland-Thomson Adventures and increased guest counts.
Adjusted EBITDA for the quarter stood at $45.8 million, marking a 35% increase year-over-year.
They maintained strong liquidity with total cash of $224.6 million as of September 30, 2024.
第三季度，lindblad expeditions報告營業收入創紀錄，爲20600萬美元，較去年同期增長17%。
lindblad旅行業務營收達到12130萬美元，增長12%，受益於每位客人每晚淨收益增加9%，達到1205美元，以及入住率增加1%，達到82%。
陸地體驗業務部門實現8470萬美元營收，增長26%，得益於Wineland-Thomson Adventures的增加和客人數量的增加。
本季度調整後的EBITDA爲4580萬美元，同比增長35%。
截至2024年9月30日，他們保持強勁的流動性，現金總額爲22460萬美元。
Business Progress:
業務進展:
Lindblad Expeditions launched refreshed co-branded identity 'National Geographic-Lindblad Expeditions' expected to enhance market presence and consumer intent.
Announced the addition of two new ships in the Galapagos, aiming to start operations in early 2025.
Expanded the Land Experiences segment with the acquisition of Wineland-Thomson Adventures, thus increasing its tour offerings.
The company has planned a major marketing campaign with Disney to further drive bookings and market penetration.
lindblad expeditions推出了更新的聯合品牌標識「國家地理 - lindblad expeditions」，預計將增強市場存在感和消費者意圖。
宣佈在加拉帕戈斯群島增加了兩艘新船，計劃於2025年初開始運營。
通過收購wineland-thomson adventures，拓展了陸地體驗領域，從而增加了旅遊產品。
公司計劃與迪士尼合作進行重大營銷活動，以進一步推動預訂和市場滲透。
Opportunities:
機會：
Partnership with National Geographic and Disney is set to enhance branding and distribution, potentially increasing market share and visibility.
The inclusion in Disney's travel adviser loyalty program is likely to boost bookings through a broader agency network.
Expansion into UK, European, and Asian markets is expected to grow international sales significantly.
與國家地理和迪士尼合作有望提升品牌形象和分銷渠道，潛在地增加市場份額和知名度。
加入迪士尼的旅行顧問忠誠計劃可能會通過更廣泛的代理網絡提升預訂量。
擴展到英國、歐洲和亞洲市場有望顯著增長國際銷售額。
Risks:
風險：
The occupancy growth is predicted to be gradual until 2026 due to the need to rebuild the past guest base.
由於需要重建過去的客戶群基礎，入住率增長預計將逐漸增加，直到2026年。
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：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
