Ryanair Shares Plummet on Q1 Miss: Traffic Up, Fares Down & More
Ryanair Shares Plummet on Q1 Miss: Traffic Up, Fares Down & More
Ryanair Holdings plc (NASDAQ:RYAAY) shares are trading lower after the company reported first-quarter FY25 results.
Ryanair控股有限公司（納斯達克股票代碼：RYAAY）公佈FY25第一季度業績後，其股價下跌。
Revenue fell 1% Y/Y to €3.63 billion. Scheduled revenues declined 6% Y/Y to €2.33 billion, with a 15% Y/Y decrease in average fares to €41.93.
營業收入同比下降1%至36.3億歐元。預訂收入同比下降6%至23.3億歐元，平均票價同比下降15%至41.93歐元。
Meanwhile, traffic grew 10% Y/Y to 55.5 million customers in the quarter, with a record 19.3 million passengers reported for June earlier this month.
同時，本季度客運量同比增長10%至5550萬人次，本月早些時候報告稱創紀錄的1930萬乘客。
Also, Ancillary revenue rose 10% to €1.30 billion in the quarter. Net profit dipped 46% Y/Y to €360 million.
此外，本季度非航空收入增長了10%，達到13億歐元。淨利潤同比下降46%至3600萬歐元。
In USD terms, Ryanair's first-quarter EPS stood at $1.69, missing the consensus of $2.86, and sales of $3.904 billion came below the consensus of $4.260 billion.
以美元計算，Ryanair的第一季度EPS爲1.69美元，低於2.86美元的一致預期；銷售額爲39.04億美元，低於42.6億美元的一致預期。
Operating costs increased 11% Y/Y to €3.26 billion as fuel hedge savings offset higher staff and other costs, which was in part due to The Boeing Company (NYSE:BA) delivery delays.
由於波音公司（紐交所股票代碼：BA）的交付延遲，雖然燃料對沖節省了費用，但營運成本同比增加了11%，達到32.6億歐元，主要是因爲員工和其他成本上漲。
As of June 30, net cash stood at €1.74 billion, and it had a total fleet of 567 aircraft.
截至6月30日，淨現金爲1.74億歐元，擁有總共567架飛機。
The company's fuel needs are around 75% hedged at under $80bbl for FY25 and expects to deliver savings of about €450 million on fuel.
該公司對FY25的燃料需求約有75%進行了低於80美元每桶的對沖，預計將在燃料方面節省約4500萬歐元。
Dividend: Ryanair board of directors proposed a final dividend of €0.178 per share, payable after the company's AGM in September 2024.
股息：Ryanair董事會建議以每股0.178歐元的價格進行最終股息，名義資本在2024年9月召開的公司股東大會後支付。
In the quarter, the company repurchased and canceled about 12 million shares for €249 million as part of a €700 million buyback program launched in May 2024.
本季度，該公司回購並取消了約1200萬股股票，價值2490萬歐元，作爲在2024年5月啓動的7000萬歐元股票回購計劃的一部分。
FY25 Outlook: Ryanair continues to expect traffic to grow by 8% (198 million to 200 million passengers), subject to no worsening Boeing delivery delays.
FY25展望：Ryanair仍預計客運量將增長8%（從1.98億至2億名乘客），前提是波音的交付延遲不會惡化。
Ryanair says second-quarter demand is strong, but pricing is weaker than expected. The company now anticipates second-quarter fares to be notably lower than last summer, contrary to the previous expectation of stability or modest increases.
Ryanair表示本季度的需求很強，但價格低於預期。與之前的穩定或略有增長的預期相反，該公司現在預計第二季度的票價將明顯低於去年夏季。
Ryanair states that they have little visibility for the third and fourth quarters and that the fourth quarter will miss the boost from last year's early Easter.
Ryanair表示他們對第三季度和第四季度幾乎沒有任何了解，並且去年早期復活節的推動力將在第四季度消失。
Investors can gain exposure to the stock via IShares Trust IShares MSCI Ireland ETF (NYSE:EIRL) and Defiance Hotel, Airline, And Cruise ETF (NYSE:CRUZ).
投資者可以通過iShares 5-10年美國債券ETF (NYSE:EIRL)和Defiance酒店、航空公司和遊輪ETF (NYSE:CRUZ) 來獲取該股票的收益。
Price Action: RYAAY shares are down 12.8% at $99.70 premarket at the last check Monday.
預交易調查顯示，RYAAY股票在週一保持最後檢查價格下跌12.8%，爲99.7美元。
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免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。
Photo via Wikimedia Commons
照片通過Wikimedia Commons