Carnival Rides The Wave: Strong Bookings And Robust Q2 Earnings Boost Outlook
Carnival Rides The Wave: Strong Bookings And Robust Q2 Earnings Boost Outlook
Carnival Corporation (NYSE:CCL) shares are trading higher on Tuesday following better-than-expected second-quarter earnings.
本週二，嘉年華郵輪（NYSE:CCL）股價上漲，因其第二季度盈利超出預期。
The company reported second-quarter adjusted earnings per share of 11 cents, beating the analyst consensus for a loss of 2 cents.
該公司在二季度報告中，每股收益爲11美分，超出分析師預計的虧損2美分。
Carnival reported quarterly sales of $5.781 billion, beating the street view of $5.675 billion.
嘉年華郵輪本季度銷售額爲57.81億美元，超過街道預計的56.75億美元。
The company registered a second-quarter operating income of $560 million, nearly five times 2023 levels.
該公司第二季度運營收入爲5.6億美元，近五年的水平增長了五倍。
Adjusted EBITDA in the quarter under review pegs at $1.2 billion, up 75% year over year.
該季度調整後的EBITDA爲12億美元，同比增長75％。
The company continues to experience strong bookings momentum driven by record booking volumes for 2025 sailings.
該公司繼續經歷預訂勢頭強勁的動能，其推動了2025年出行的預訂記錄。
While still early, the cumulative advanced booked position for full year 2025 is even higher than 2024 in both price (in constant currency) and occupancy, the company said.
該公司表示，儘管仍處於早期階段，但2025年全年的累計預訂情況在價格（按恒定貨幣計價）和入住率方面都比2024年高。
Carnival confirmed that it will sunset the P&O Cruises (Australia) brand and fold the Australia operations into Carnival Cruise Line in March 2025.
嘉年華確認將在2025年3月停用澳大利亞P＆O郵輪品牌，並將澳大利亞業務合併到Carnival郵輪品牌中。
This realignment will further optimize the composition of the company's global brand portfolio and will strengthen its performance in the South Pacific through numerous operational efficiencies.
這次重新調整將進一步優化該公司的全球品牌組合構成，並通過衆多運營效率來增強其在南太平洋地區的業績。
The company ended the quarter with $4.6 billion of liquidity. As of May-end, the company's outstanding debt maturities for the remainder of the year, 2025, and 2026 were $1.2 billion, $1.7 billion, and $2.8 billion.
該公司季末擁有46億美元的流動資金。截至5月底，該公司的剩餘債務到期分別爲12億美元，17億美元和28億美元。
Outlook: Carnival sees third-quarter adjusted earnings per share of $1.15 versus an estimate of $1.10. Carnival projects adjusted EBITDA of approximately $2.66 billion, up 20% year over year.
展望未來：嘉年華預計第三季度調整後每股收益爲1.15美元，預估值爲1.10美元。其預計調整後的EBITDA約爲26.6億美元，同比增長20％。
"Based on continued strong demand trends, we are taking up our expectations for the year with net yields now forecasted to top ten percent and propelling us towards double-digit returns on invested capital," commented Chief Executive Officer Josh Weinstein.
首席執行官Josh Weinstein評論道：“基於持續的強勁需求趨勢，我們提高了全年的預期，淨收益率預計將超過10％，並將推動我們朝着雙位數的資本投資回報率邁進。”
For 2024, the company sees net yields up approximately 10.25% year over year (prior view: 9.5%). Carnival sees adjusted net income of approximately $1.55 billion, better than March guidance by approximately $275 million.
對於2024年，該公司預計淨收益同比增長約10.25％（之前預期爲9.5％）。嘉年華預計調整後的淨收入約爲15.5億美元，比3月份的指引高約2.75億美元。
"Looking forward, we expect substantial free cash flow driven by our ongoing operational execution and the lowest newbuild order book in decades to deliver continued improvements in our leverage metrics and balance sheet," said Chief Financial Officer David Bernstein.
首席財務官David Bernstein表示：“展望未來，我們預計持續運營執行和數十年來最低的新建訂單簿將帶來大量的自由現金流，並提供持續改善我們的槓桿率和資產負債表的指導。”
Price Action: CCL shares are trading higher by 5% to $17.21 at last check Tuesday.
截至上週二收盤，CCL股價上漲5％，至17.21美元。
Image: Ed Junkins from Pixabay
圖片：來自Pixabay的Ed Junkins
譯文內容由第三人軟體翻譯。