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Earnings Call Summary | Wyndham Hotels & Resorts(WH.US) Q1 2024 Earnings Conference

Earnings Call Summary | Wyndham Hotels & Resorts(WH.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 溫德姆酒店及度假村(WH.US)2024 年第一季度業績發佈會
富途資訊 ·  04/26 00:45  · 電話會議

The following is a summary of the Wyndham Hotels & Resorts, Inc. (WH) Q1 2024 Earnings Call Transcript:

以下是溫德姆酒店及度假村公司(WH)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Wyndham Hotels & Resorts reported Q1 fee-related and other revenues of $304 million and adjusted EBITDA of $141 million.

  • Adjusted EBITDA grew 3% on a comparable basis and the adjusted EBITDA margin improved to 83%.

  • An increase of 8% in ancillary revenue streams was registered, driven by higher license fees and credit card revenues.

  • The company achieved a net leverage ratio of 3.4 times and plans to finish the year at a ratio of at least 3.5 times, providing over $400 million of capital available for share repurchases this year.

  • Earnings per share were upwardly adjusted by $0.07 to a range of $4.18 to $4.30 to account for Q1 share repurchase activity.

  • 溫德姆酒店及度假村報告稱,第一季度費用相關收入和其他收入爲3.04億美元,調整後的息稅折舊攤銷前利潤爲1.41億美元。

  • 調整後的息稅折舊攤銷前利潤同比增長了3%,調整後的息稅折舊攤銷前利潤率提高至83%。

  • 受許可費和信用卡收入上漲的推動,輔助收入來源增長了8%。

  • 該公司實現了3.4倍的淨槓桿率,並計劃在今年年底至少達到3.5倍,爲今年股票回購提供超過4億美元的可用資本。

  • 考慮到第一季度的股票回購活動,每股收益向上調整了0.07美元,至4.18美元至4.30美元之間。

Business Progress:

業務進展:

  • Wyndham opened over 13,000 rooms globally, a 27% increase from last year, marking their largest first quarter of room openings since going public nearly six years ago.

  • The development pipeline grew by 8% to record 243,000 rooms. Mid-scale and above brands in the pipeline increased by 4% to a record 168,000 rooms, nearly 70% of the pipeline.

  • The company added 11 hotel conversions under the newly created WaterWalk Extended Stay by Wyndham brand in key US markets.

  • Net rooms rose by 1% sequentially and by 8% versus prior year internationally with significant growth in Latin America and EMEA.

  • The company launched Wyndham Business to streamline the direct booking process for businesses and travel planners.

  • The company is expecting a lift from the infrastructure sector in the coming quarters due to rising interest and recent federal government allocations.

  • The first ECHO Suites locations are expected to open during summer, with multiple sites being developed across different states.

  • The company reported significantly better results in China due to increased domestic travel, despite limitations with flight capacity.

  • 溫德姆在全球開設了超過13,000間客房,比去年增長了27%,這是自近六年前上市以來最大的第一季度客房開放量。

  • 開發項目增長了8%,達到創紀錄的24.3萬間客房。在建的中檔及以上品牌增加了4%,達到創紀錄的16.8萬間客房,佔管道的近70%。

  • 該公司以新創建的溫德姆WaterWalk長住酒店品牌在美國主要市場增加了11家酒店改建項目。

  • 淨房間量連續增長1%,在國際上與上年相比增長了8%,拉丁美洲和歐洲、中東和非洲地區顯著增長。

  • 該公司推出了溫德姆商務艙,以簡化企業和旅行規劃者的直接預訂流程。

  • 該公司預計,由於利息上升和最近的聯邦政府撥款,未來幾個季度基礎設施行業將有所提振。

  • ECHO Suites的首批分店預計將在夏季開放,將在不同的州開發多個場地。

  • 該公司報告稱,儘管飛行能力有限,但由於國內旅行的增加,在中國的業績明顯好轉。

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:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

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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