净收入和营业收入 - 2024年第二季度净收入较2023年增加近5亿美元，调整后净收入较三月份预期高出近1.7亿美元[2] - 2024年第二季度营业收入达到5.6亿美元，几乎是2013年水平的五倍[3] 净收益和预订情况 - 全年2024年净收益指引（按恒定货币计算）提高至约10.25%，调整后净收益指引增加约2.75亿美元[4] - 截至2024年剩余时间的累计预订位置在价格（按恒定货币计算）和入住率方面均创下历史新高[6] - 2025年全年的累计预订位置在价格（按恒定货币计算）和入住率方面甚至高于2024年[6] - 客户存款总额达到创纪录的83亿美元，超过先前记录11亿美元[6] 预期净收益和业务整合 - 公司预计全年2024年净收益（按恒定货币计算）将达到约15.5亿美元，比三月份预期高出约2.75亿美元[16] - 公司预计2024年第三季度净收益将达到约15.8亿美元，比2013年第三季度增长35%[17] - 公司将于2025年3月结束P&O Cruises（澳大利亚）品牌，并将澳大利亚业务整合到Carnival Cruise Line中[18] 债务和财务状况 - 公司在过去15个月内偿还了66亿美元的债务，大幅降低了利息支出[20] - 公司现金及现金等价物为16.46亿美元[53] - 公司长期债务为271.54亿美元[53] 公司运营情况 - 公司在2024年第二季度实现营收达到57.81亿美元，同比增长17.8%[52] - 净利润为9.2亿美元，同比增长[52] - 2024年第二季度乘客数量达到3.3百万人次，同比增长10%[54] - 燃油消耗量为0.7百万公吨，同比持平[54] - 燃油消耗量每千ALBD的成本为684美元[54] - 澳大利亚元兑美元汇率为0.66[54] - 欧元兑美元汇率为1.08[54] 财务表现和指标 - 公司在2024年第二季度实现调整后净收入134百万美元，较去年同期395百万美元有显著改善[57] - 调整后每股稀释收益为0.11美元，较去年同期-0.31美元有明显增长[57] - 调整后EBITDA为11.97亿美元，较去年同期6.81亿美元增长幅度较大[57] - 调整后每PDC的毛利润为55.45美元，同比增长41%[58] - 调整后每ALBD的净收益为186.60美元，同比增长12%[58] - 调整后每ALBD的巡航成本为193.16美元，同比增长4%[59] 非GAAP财务指标 - 公司使用非GAAP财务指标来评估业绩表现，包括调整后净收入、调整后EBITDA、调整后每股收益等[60] - 调整后EBITDA排除了利息、税收和折旧摊销等因素，更能反映公司核心运营盈利能力[62] - 调整后自由现金流用于评估公司偿还债务能力和对公司流动性水平的影响[63]

MIAMI, June 25, 2024 /PRNewswire/ -- Carnival Corporation & plc (NYSE/LSE: CCL; NYSE: CUK) announced financial results for the second quarter 2024 and provided an updated outlook for the full year and an outlook for third quarter 2024. Second quarter net income improved by nearly $500 million compared to 2023 and adjusted net income outperformed March guidance by nearly $170 million (see "Non-GAAP Financial Measures" below). Record second quarter operating income of $560 million, nearly five times 2023 lev ...

Whether you love it or hate it, setting sail on a cruise is undeniably a favorite vacation option for many travelers. Cruise stocks are equally polarizing and, like many travel stocks, tend to be better trades than long-term investments. However, as data points show that consumer spending is slowing down, is this a time to look for cruise stocks to buy on the dip? Something for you to keep in mind as you make that decision is that cruises are often booked several months in advance. That means the vacation p ...

Loading...Loading...Carnival Corp CCL will report second-quarter (Q2) earnings on Tuesday. Wall Street expects -20 cents in EPS and $5.7 billion in revenues as the company reports before market hours.The stock is up 2.33% over the past year, but down 12.30% YTD.Let’s look at what the charts indicate for Carnival stock, and how the stock currently maps against Wall Street estimates.Carnival Stock In Strong Bullish Trend Ahead Of Q2 Earnings Based on technical analysis, Carnival stock is exhibiting a strongly ...

The leading cruise line operator has a big financial update on Tuesday.Investors in Carnival Corp. (CCL 0.06%) have been tossed about in the market's icy waters this years. Shares of the world's largest cruise line operator have fallen 13% in 2024. And they're going to be on the move again this week.Carnival reports its fiscal second-quarter results on Tuesday morning. The stock is losing to the market this year, but momentum has been on the side of its improving fundamentals. A strong report would send the ...

Revenge travel or the concept of making up for lost time due to the Covid-19 disruption may have expired. But that doesn’t necessarily spell doom for travel stocks to buy. On the contrary, American consumers still appear eager to use up their accumulated paid time off or PTO. All things considered, it’s a great time to enjoy a vacation.For one thing, the labor market is relatively robust. Now, I know certain important nuances exist – nuances that eventually may raise economic challenges. For example, the un ...

文章核心观点 - 公司在2024年第一季度业绩表现良好,收入增长22%,调整后EBITDA利润率上升至16.1% [4][5] - 公司预计2024年第二季度收入将继续增长17.3%,调整后EBITDA利润率将进一步提升至18.2% [7][8][9] - 公司全年业绩展望也有所提升,预计全年收入增长14.4%,调整后EBITDA利润率将达到21.7% [10][11][12] 根据目录分别总结 公司近期表现 - 公司2023年收入和调整后EBITDATA均有良好增长,并实现了正的调整后净收益 [3] - 2024年第一季度收入增长22%,调整后EBITDA利润率上升至16.1% [4][5] 2024年第二季度预期 - 公司预计第二季度收入将增长17.3%,调整后EBITDA利润率将提升至18.2% [7][8][9] 全年业绩展望 - 公司全年收入预计增长14.4%,调整后EBITDA利润率将达到21.7%,调整后每股收益也有所改善 [10][11][12] 市场估值 - 公司当前市盈率仍高于消费品行业和同行,但与上次相比已有所下降 [13][14][17] - 如果公司业绩持续好于预期,未来股价还有上涨空间 [18]

Five-baggers in the next six years are possible, even in this richly priced market.Investing is all about putting money to work now that you hope will be worth more later. It's OK to dream big -- say, of a fivefold increase in six years -- but you have to pick the right stocks.What stocks can turn $1,000 today into $5,000 come 2030? Two names I like are Carnival (CCL -0.93%) and Roku (ROKU 0.24%). Let's take a closer look.1. CarnivalYou might think that the world's largest cruise line operator is an odd bet ...

Super Fans to Experience Up-Close Cast Encounters & Exclusive Access Aboard Enchanted Princess Canada/New England Voyage, August 31-Sept. 7, 2024FORT LAUDERDALE, Fla., June 21, 2024 /PRNewswire/ -- For die-hard "The Love Boat" fans, the ultimate cruise experience just dropped anchor. Princess Cruises has announced an exclusive VIP package for its late August Love Boat themed cruise that promises intimate, up-close interactions with the show's beloved characters – Doc, Gopher, Isaac, and Vicki Stubing – incl ...

Premium partnership between the two iconic brands features a "Sweet Dreams" elevated turndown service with LINDOR truffles and exclusive, handcrafted desserts made with Lindt chocolate SEATTLE, June 20, 2024 /PRNewswire/ -- In a confluence of tradition and taste, Holland America Line today announced a sweet collaboration with Lindt & Sprüngli (USA), the makers of LINDOR truffles and the No. 1 premium chocolate brand1 in the US. This collaboration is set to enrich the cruising experience, inviting guests to ...