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Norwegian Cruise Line Holdings Ltd. (NCLH) Q3 2024 Earnings Call Transcript Summary

Norwegian Cruise Line Holdings Ltd. (NCLH) Q3 2024 Earnings Call Transcript Summary

挪威郵輪控股有限公司(NCLH)2024年第三季度業績會文本摘要
富途資訊 ·  11/01 00:48  · 電話會議

The following is a summary of the Norwegian Cruise Line Holdings Ltd. (NCLH) Q3 2024 Earnings Call Transcript:

以下是挪威郵輪控股有限公司(NCLH)2024年第三季度業績會成績單摘要:

Financial Performance:

金融業績:

  • NCLH achieved the highest quarterly gross revenue and adjusted EBITDA in its history along with a significant increase in adjusted EPS.

  • Achieved a 31% increase in adjusted EPS to $0.99, despite challenges like a $0.06 negative impact from foreign exchange rates.

  • Net yield expected to increase by 9.4% for the full year, with an adjusted operational EBITDA margin improvement projected at 35.3%, and a net leverage reduction to approximately 5.4x by year-end.

  • NCLH實現了有史以來最高的季度總營業收入和調整後的EBITDA,以及調整後的每股收益顯著增長。

  • 儘管受到匯率期貨帶來的0.06美元負面影響等挑戰,調整後的每股收益增長了31%,達到0.99美元。

  • 全年淨收益預計將增加9.4%,調整後的運營EBITDA利潤率改善率預計爲35.3%,槓桿率預計將在年底降至約5.4倍。

Business Progress:

業務進展:

  • Unveiled the new ship, Norwegian Luna, enhancing the fleet with a 10% increase in capacity and luxurious new features.

  • Newly introduced brand value promises like 'Experience More at Sea' and 'Your World Included', focusing on enriched guest experiences with more included amenities.

  • Significant advancements in onboard offerings and service quality and strong demand driving booking trends.

  • 推出了新船挪威月神,增加了10%的船舶容量,配備了豪華的新功能,豐富了艦隊。

  • 全新引入的品牌價值承諾,如「海上體驗更多」和「您的世界囊括一切」,專注於爲客人提供豐富的體驗和更多包含的便利設施。

  • 海上服務和服務質量的重大進展以及強勁需求推動預訂趨勢。

Opportunities:

機會:

  • Anticipated strong financial returns from upcoming fleet additions like Norwegian Luna and Oceania's Allura.

  • Planned increased utilization of Great Stirrup Cay with the new pier enabling double the guests visiting starting in 2026.

  • 預計未來艦隊加入挪威月亮號和歐洲之星等艦隊將帶來強勁的財務回報。

  • 計劃利用新碼頭帶來的大力阿卡島遊客數量翻番,將於2026年開始。

Risks:

風險:

  • 2025 outlook includes potential headwinds from dry docks affecting yields and occupancy, which could marginally impact financial performance in comparison to 2024.

  • 2025年展望包括因幹船塢對產量和入住率產生潛在不利影響,可能會在財務表現上略微影響與2024年相比。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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