NYSE$LVS

Las Vegas Sands Corp · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Las Vegas Sands reported first quarter 2021 results, showing pandemic-related travel restrictions and reduced visitation continued to impact financial results, but positive Adjusted Property EBITDA was generated in Macao and Singapore.

Las Vegas Sands Corp. reported a net revenue of $1.20 billion, a decrease of 15.6% from the prior year quarter. The operating loss was $96 million, and the net loss from continuing operations was $280 million. Consolidated adjusted property EBITDA was $244 million.

  • Generated Positive Adjusted Property EBITDA in Macao and Singapore.
  • Pandemic-Related Travel Restrictions and Reduced Visitation Continue to Impact Financial Results.
  • Safety and Security of Team Members and Guests and Support for Local Communities in Macao, Singapore and Las Vegas Remain Central to our Efforts.
  • Balance Sheet Strength Enables the Company to Pursue Promising Development Opportunities in New Markets.

Headline financials

Total Revenue

$1.2B

Previous: $1.78B-32.9%
EPS (adj)

-$0.25

Previous: -$0.03-733.3%
Capital Expenditures

$291M

Previous: $320M-9.1%
Free Cash Flow

-$569M

Previous: -$321M-77.3%
Net Income

-$278M

Previous: -$1M-27700.0%
Operating Income

-$96M

Previous: $55M-274.5%
Gross Profit

$1.2B

Previous: $1.78B-32.9%
Cash & Equivalents

$2.07B

Previous: $2.6B-20.3%
Total Assets

$20.5B

Previous: $21.2B-3.0%
Stock-Based Comp

$4M

No prior period

Revenue & EPS history

Las Vegas Sands · Revenue · Quarterly

$1.2B

Q1 2021-32.9%vs Q1 2020
Beat estimate in 7 of 16 quarters(44%)
ActualEstimate

Revenue by segment

Las Vegas Sands · $1.2B total across 5 segments · Q1 2021

  • Casino
    $865M-26.5%
  • Mall
    $156M+51.5%
  • Rooms
    $96M-64.2%
  • Food and beverage
    $56M-59.7%
  • Convention, retail and other
    $23M-75.8%

Forward guidance

Las Vegas Sands did not provide specific forward guidance in its earnings report. However, they expressed enthusiasm about welcoming more guests back to their properties and confidence in the eventual recovery in travel and tourism spending.

Tailwinds

  • Opportunity to welcome more guests back to properties.
  • Deeply committed to supporting team members.
  • Confident in the eventual recovery in travel and tourism spending.
  • Demand for offerings from customers who have been able to visit remains robust.
  • Financial strength supports investment and capital expenditure programs.

Headwinds

  • Pandemic-related travel restrictions continue to limit visitation.
  • Travel restrictions hinder current financial performance.
  • Sale of Las Vegas real property and operations.
  • Uncertainty of the extent, duration and effects of the COVID-19 pandemic.
  • Potential difficulties in employee retention due to the announcement and pendency of the Proposed Transaction

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2021

Historical avgQ1 2021

+0.4%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+0.8%

Avg return

30 days after

47%

32 / 68 earnings

Positive

+13.0%

Q1 2020

Best reaction

-9.7%

Q1 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.0%-4.6%-13.1%
Q4 2025-4.7%-7.1%-7.4%
Q3 2025+12.4%+15.0%+27.0%
Q2 2025-0.8%-0.9%-1.1%
Q1 2025+5.7%+6.4%+15.8%
Q4 2024+11.1%+2.5%+2.9%
Q3 2024+1.4%+3.6%-3.2%
Q2 2024-4.4%-3.8%-1.3%
Q1 2024-9.2%-7.8%-6.9%
Q4 2023+2.3%+4.4%-1.3%
Q3 2023+1.2%+2.5%+8.3%
Q2 2023-5.9%-5.8%-11.1%
Q1 2023+3.7%+7.8%+1.9%
Q4 2022+5.2%+4.3%+1.2%
Q3 2022+4.9%-2.2%+21.7%
Q2 2022+11.2%+9.3%+5.9%
Q1 2022+2.7%+5.6%-0.4%
Q4 2021-6.2%-2.4%-0.8%
Q3 2021-3.8%-5.7%-5.1%
Q2 2021-1.2%-5.1%-21.4%
Q1 2021-1.2%+0.4%-2.2%
Q4 2020-6.4%-6.4%+19.4%
Q3 2020+7.8%+6.3%+21.0%
Q2 2020-6.5%-9.4%+1.1%
Q1 2020+13.0%+14.0%+15.3%
Q4 2019+2.8%+3.3%-9.5%
Q3 2019+4.3%+6.4%+4.6%
Q2 2019-3.9%-4.4%-18.6%
Q1 2019+0.1%-2.0%-11.5%
Q4 2018-1.2%-1.4%+8.0%
Q3 2018+1.7%-4.9%-4.9%
Q2 2018-4.3%-5.7%-12.0%
Q1 2018-0.9%-0.6%+7.5%
Q4 2017-3.0%+1.8%-4.3%
Q3 2017-0.9%-2.7%+7.1%
Q2 2017-0.6%-1.6%-4.0%
Q1 2017+1.2%+1.6%-0.8%
Q4 2016-6.3%-5.6%-6.8%
Q3 2016+2.6%+3.3%+5.9%
Q2 2016+7.0%+7.0%+6.4%
Q1 2016-9.7%
Q4 2015+4.7%
Q3 2015-1.5%
Q2 2015+1.6%
Q1 2015-0.6%
Q4 2014-2.6%
Q3 2014+7.4%
Q2 2014-1.2%
Q1 2014-1.2%
Q4 2013+3.5%
Q3 2013+4.3%
Q2 2013-2.4%
Q1 2013+1.3%
Q4 2012+8.2%
Q3 2012-0.7%
Q2 2012-5.2%
Q1 2012+1.0%
Q4 2011+3.5%
Q3 2011-7.3%
Q2 2011+5.6%
Q1 2010+2.0%
Q1 2011+0.4%
Q4 2008-0.7%
Q4 2010-0.7%
Q3 2009-5.3%
Q3 2010-5.3%
Q2 2010-1.4%
Q4 2009-1.4%

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