Israel-Based Cargo Shipping Company ZIM Integrated Smashes Estimates With 626% EBITDA Growth, Upgrades 2024 Outlook
Israel-Based Cargo Shipping Company ZIM Integrated Smashes Estimates With 626% EBITDA Growth, Upgrades 2024 Outlook
The Haifa, Israel-based company generated an EPS of $9.34, vs a loss of $18.90 last year, beating the consensus of $7.20.ZIM Integrated Shipping Services Ltd (NYSE:ZIM) shares are trading higher after it reported a third-quarter sales increase of 117% year over year to $2.77 billion, beating the consensus of $2.43 billion.
ZiM 綜合航運服務有限公司（紐約證券交易所代碼：ZIM）報告稱，第三季度銷售額同比增長117％，達到27.7億美元，超過市場預期的24.3億美元，股價走高。
Revenue was driven by the increase in freight rates as well as carried volume. The cargo shipping company's carried volume in the quarter was 970 thousand TEUs, up 12% Y/Y. The average freight rate per TEU was $2,480 (+118% Y/Y).
收入是由運費和運載量的增加推動的。該貨運公司本季度的運送量爲97萬標準箱，同比增長12％。每標準箱的平均運費爲2,480美元（同比增長118％）。
Adjusted EBITDA escalated 626% Y/Y to $1.53 billion, with margins of 55% vs. 17% in the prior year quarter.
調整後的息稅折舊攤銷前利潤同比增長626％，至15.3億美元，利潤率爲55％，去年同期爲17％。
The Haifa, Israel-based company generated an EPS of $9.34, vs a loss of $18.90 last year, beating the consensus of $7.20.
這家總部位於以色列海法的公司的每股收益爲9.34美元，而去年的虧損爲18.90美元，超過了市場普遍預期的7.20美元。
Operating cash flow for the nine months was $2.60 billion, compared to $858 million a year ago. Capital expenditures were $50 million during the quarter versus $14 million a year ago.
這九個月的運營現金流爲26.0億美元，而去年同期爲8.58億美元。本季度的資本支出爲5000萬美元，而去年同期爲1,400萬美元。
ZIM's total cash position increased by $441 million from $2.69 billion as of December 31, 2023, to $3.13 billion as of September 30, 2024.
ZIM的總現金狀況從截至2023年12月31日的26.9億美元增加到2024年9月30日的31.3億美元，增加了4.41億美元。
ZIM's net leverage ratio was 0.9x as of September-end, compared to 2.2x as of December 31, 2023.
截至9月底，ZIM的淨槓桿率爲0.9倍，而截至2023年12月31日的淨槓桿率爲2.2倍。
Dividend: The Board of Directors declared a regular cash dividend of $340 million ($2.81 per share), representing 30% of third-quarter 2024 net income, and a special dividend of $100 million ($0.84 per share).
股息：董事會宣佈定期派發3.4億美元（每股2.81美元）的現金分紅，佔2024年第三季度淨收入的30％，特別股息爲1億美元（每股0.84美元）。
The total dividend of $440 million ($3.65 per share) will be payable on December 9, 2024, to shareholders of record as of December 2, 2024.
4.4億美元（每股3.65美元）的總股息將於2024年12月9日支付給截至2024年12月2日的登記股東。
2024 Outlook: ZIM raised the adjusted EBITDA outlook to $3.3 billion – $3.6 billion (from $2.6 billion – $3 billion) and adjusted EBIT to $2.15 billion – $2.45 billion (from $1.45 billion – $1.85 billion prior).
2024年展望：Zim將調整後的息稅折舊攤銷前利潤展望上調至33億美元——36億美元（從26億美元至30億美元），調整後的息稅前利潤展望上調至21.5億美元——24.5億美元（從之前的14.5億美元至18.5億美元）。
Eli Glickman, ZIM President & CEO, said, "We will close out the year with the final delivery of the remaining four out of 46 newbuild containerships that we secured, which include 28 LNG-powered vessels. Entering 2025, we will be operating a fleet that is both well-equipped to meet emissions reduction targets and well suited to the trades in which we operate."
ZiM總裁兼首席執行官埃利·格里克曼表示：「我們將在今年年底完成我們獲得的46艘新建集裝箱船中的剩餘四艘的最終交付，其中包括28艘液化天然氣動力船隻。進入2025年，我們將運營一支裝備精良的機隊，既能實現減排目標，又非常適合我們運營的行業。」
Investors can gain exposure to the stock via Tidal Trust II YieldMax Ultra Option Income Strategy ETF (NYSE:ULTY) and SonicShares Global Shipping ETF (NYSE:BOAT).
投資者可以通過Tidal Trust II YieldMax超級期權收益策略ETF（紐約證券交易所代碼：ULTY）和SonicShares全球航運ETF（紐約證券交易所代碼：BOAT）獲得股票敞口。
Price Action: ZIM shares are up 8.10% at $28.95 premarket at the last check Wednesday.
價格走勢：在週三的最後一次盤前檢查中，Zim股價上漲8.10％，至28.95美元。
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