Carnival Rallies Over 8% On 2024's Best Day After Strong Earnings: It 'Hit The Key Marks That Investors Were Looking For'
Carnival Rallies Over 8% On 2024's Best Day After Strong Earnings: It 'Hit The Key Marks That Investors Were Looking For'
Carnival Corp. (NASDAQ:CCL) rallied over 8% by 2:30 p.m. ET Tuesday, eyeing its best trading session of 2024 after delivering second-quarter earnings that significantly beat expectations.
郵輪概念股嘉年華郵輪（NASDAQ:CCL）截至美國東部時間週二下午2:30上漲8%以上，成交達2024年以來的最佳交易，原因是其平均每股收益強於預期。
Goldman Sachs analyst Lizzie Dove highlighted that the cruise line's Q2 beat and the Q3 guidance "hit the key marks that investors were looking for," driving the positive market reaction.
高盛分析師Lizzie Dove指出，郵輪公司第二季度的業績超預期，第三季度的指導預期達到了投資者的期望，推動了股票市場的正面反應。
The investment bank maintained a 'Buy' rating on Carnival, setting a 12-month price target of $22 per share, implying a robust 34% surge from current levels.
該投資銀行維持對嘉年華郵輪的“買入”評級，並將每股股價的12個月價格目標定爲22美元，相當於比目前水平強勁的34%增長。
Other cruise-line stocks rallied in sympathy with Carnival on Tuesday. Royal Caribbean Cruise Ltd. (NYSE:RCL) and Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH) soared by 4.2% and 5.6%, respectively.
其他郵輪公司的股票也在週二因受到嘉年華郵輪公司的牽引而大幅上漲。紐約交易所皇家加勒比郵輪公司（NYSE: RCL）和挪威郵輪控股有限公司（NYSE:NCLH）的股票分別上漲了4.2%和5.6%。
Chart: Carnival Eyes Strongest Session Since November 2023
圖表：嘉年華郵輪着眼於自2013年11月以來的最強交易日
Carnival Q2 Earnings: Key Highlights
嘉年華郵輪第二季度業績：關鍵要點
Carnival reported an adjusted EBITDA of $1.2 billion, far surpassing the consensus estimate of $1.06 billion and its guidance of $1.05 billion. Revenue came in at $5.78 billion, above the expected $5.7 billion.
嘉年華郵輪報告調整後的每股收益爲12億美元，遠超預期的10.6億美元和其指導的10.5億美元。營業收入爲57.8億美元，高於估計的57億美元。
Adjusted earnings per share (EPS) came in at $0.11, well above the consensus estimate of a $0.02 loss.
調整後每股收益爲0.11美元，大大超過預期的虧損0.02美元。
Dove noted several key metrics that contributed to the strong quarterly performance.
Dove指出，有幾項關鍵指標促成了強勁的季度業績表現。
- Ticket revenue per Passenger Cruise Days (PCD) was $154.49 beating Goldman Sachs' estimates and increasing 7.2% year-over-year.
- Onboard revenue per PCD grew by 2.9%, an improvement from the previous quarter's decline, indicating strong consumer spending.
- Occupancy rates reached 104%, surpassing the estimate of 103.3%; net yields of $186.55 exceeded expectations, marking a 12.2% year-over-year increase.
- Carnival also improved its efficiency from a cost perspective, as net cruise costs ex fuel fell 0.3% year-over-year compared to a 3% rise according to previous guidance.
- 每乘客郵輪日的票務收入爲154.49美元，超過高盛的預期，並同比增長7.2%。
- 每乘客郵輪日的船上收入增長了2.9％，較上一季度有所改善，有力地展現了強勁的消費支出。
- 入住率達到了104％，超過了預期的103.3％；每個旅客郵輪日的淨收益爲186.55美元，超出了預期，並同比增長12.2％。
- 嘉年華郵輪從成本角度改進了其效率，因爲其除燃油成本外的船舶旅遊成本同比下降0.3%，而根據以前的預測，該成本將同比上漲3%。
Carnival Raises Q3 2024 Guidance
嘉年華郵輪提高了2024年第三季度指引
Carnival also raised the full-year outlook, indicate Carnival's effective management and strategic growth.
嘉年華郵輪公司還提高了全年業績預期，表明嘉年華的有效管理和戰略增長。
The company now expects adjusted EBITDA of $5.83 billion, up from $5.63 billion, and adjusted EPS of $1.18, up from $0.98.
該公司現預計調整後的每股收益達到1.18美元，而不是之前的0.98美元，調整後的EBITDA預計爲58.3億美元，而不是之前的56.3億美元。
For the third quarter, Carnival forecasts an EBITDA of $2.66 billion and net yield growth of 8% year-on-year.
第三季度，嘉年華郵輪預計EBITDA爲26.6億美元，淨收益同比增長8％。
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Image: Pixabay
圖片：Pixabay
譯文內容由第三人軟體翻譯。