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RLJ Lodging Trust (RLJ) Q3 2024 Earnings Call Transcript Summary

RLJ Lodging Trust (RLJ) Q3 2024 Earnings Call Transcript Summary

rlj lodging trust (rlj) 2024年第三季度業績會交易摘要
富途資訊 ·  11/08 07:58  · 電話會議

The following is a summary of the RLJ Lodging Trust (RLJ) Q3 2024 Earnings Call Transcript:

以下是rlj lodging trust(RLJ)2024年第三季度業績會文本摘要:

Financial Performance:

財務表現:

  • RevPAR growth was 2%, doubling the industry growth for the same period, supported by both occupancy and average daily rates.

  • EBITDA increased by 2.6% year-over-year, totaling $100.7 million.

  • Achieved 2.2 million shares repurchased for $20.7 million, maintaining strong capital allocation and balance sheet management.

  • Corporate adjusted EBITDA was $91.9 million and adjusted FFO per diluted share was $0.40.

  • RevPAR增長2%,是同期行業板塊增長的兩倍,得益於入住率和平均每日房價的支持。

  • EBITDA同比增長2.6%,達到1億70百萬美元。

  • 回購220萬股,金額爲2億70百萬美元,保持強勁的資本配置和資產負債表管理。

  • 企業調整後的EBITDA爲9億190百萬美元,每股調整後的FFO爲0.40美元。

Business Progress:

業務進展:

  • Successfully refinanced all near-term debt maturities and executed attractive interest rate hedges.

  • Completed two hotel conversions and continued with the strategy to execute two conversions per year.

  • Portfolio showed strong gains from urban-centric properties, achieving 100 basis points of market share growth.

  • Made progress in repositioning urban footprint with urban lifestyle hotels achieving 3.2% RevPAR growth.

  • 成功 refinanced 所有近期債務到期,並執行了有吸引力的利率對沖。

  • 完成了兩家酒店的轉換,並繼續執行每年兩家酒店的轉換策略。

  • 投資組合表現強勁,從城市爲中心的物業中獲得了強勁收益,實現了市場份額增長100個點子。

  • 在重新定位城市版圖方面取得進展,城市生活方式酒店實現3.2%的RevPAR增長。

Opportunities:

機會:

  • Urban markets like Boston, Chicago, and Southern California showing strong performance, beneficial for future growth.

  • Positive trends in business transient demand, particularly from large corporations returning to office, indicating sustained revenue growth.

  • Group segment demonstrated strong performance, expected to contribute to future revenue stability.

  • Managed to achieve strong room and non-room revenue growth, which positions the company for sustained top-line growth.

  • 像波士頓、芝加哥和南加州這樣的城市市場表現強勁,對未來增長有利。

  • 商務短期需求呈現積極趨勢,特別是大公司重返辦公室,表明收入增長持續。

  • 團體業務部門表現強勁,預計將有助於未來收入穩定。

  • 成功實現客房和非客房收入強勁增長,使公司處於持續增長的頂線位置。

Risks:

風險:

  • Continued impact from recent storms and holiday calendar shifts could constrain Q4 RevPAR by approximately 100 basis points.

  • 最近暴風雨天氣的持續影響和假期日曆變化可能會導致第四季度每可用客房收入較上年同期減少約100個點子。

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。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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