NYSE$LVS

Las Vegas Sands Corp · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Las Vegas Sands reported Q2 2023 results, showing recovery in travel and tourism spending in Macao and Singapore, achieving the strongest financial performance since 2019 and reinstating the quarterly dividend.

Las Vegas Sands Corp. reported a net revenue of $2.54 billion and a net income of $368 million for the second quarter of 2023. The company's consolidated adjusted property EBITDA reached $973 million, marking its strongest financial performance since 2019. The company has reinstated its quarterly dividend at $0.20 per share.

  • Travel and tourism spending recovered in Macao and Singapore.
  • Net revenue reached $2.54 billion, with net income at $368 million.
  • Consolidated Adjusted Property EBITDA hit $973 million, the strongest since 2019.
  • Quarterly dividend reinstated at $0.20 per share.

Headline financials

Total Revenue

$2.54B

Previous: $1.05B+143.3%
EPS (adj)

$0.46

Previous: -$0.34+235.3%
Effective Income Tax Rate

11.8%

No prior period
Capital Expenditures

$196M

No prior period
Free Cash Flow

-$50M

Previous: -$625M+92.0%
Net Income

$312M

Previous: -$290M+207.6%
Operating Income

$537M

Previous: -$147M+465.3%
Gross Profit

$2.54B

Previous: $1.05B+143.3%
Cash & Equivalents

$5.77B

Previous: $6.45B-10.6%
Total Assets

$22.3B

Previous: $22.1B+1.0%
Stock-Based Comp

$11M

Previous: $10M+10.0%

Revenue & EPS history

Las Vegas Sands · Revenue · Quarterly

$2.54B

Q2 2023+143.3%vs Q2 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Las Vegas Sands · $2.8B total across 5 segments · Q3 2023

  • Casino
    $2.01B+215.2%
  • Rooms
    $342M+178.0%
  • Mall
    $201M+68.9%
  • Food and beverage
    $156M+90.2%
  • Convention, retail and other
    $88M+100.0%

Forward guidance

The company remains enthusiastic about welcoming more guests back to its properties throughout the remainder of 2023 and in the years ahead. Sands is committed to making industry-leading investments and is positioned to deliver strong growth in the years ahead.

Tailwinds

  • Robust recovery in travel and tourism spending in Macao and Singapore.
  • Marina Bay Sands delivered outstanding performance in all segments.
  • Ongoing recovery in all gaming and non-gaming segments in Macao.
  • Commitment to investments enhancing Macao’s tourism appeal.
  • Financial strength supports ongoing investment and capital expenditure programs.

Headwinds

  • Risks relating to gaming license in Singapore and new concession in Macao.
  • Uncertainty about the pace of recovery of travel and tourism in Asia.
  • Potential disruptions due to natural or man-made disasters, pandemics, or outbreaks.
  • Government regulation and the extent of mainland China's laws affecting operations in Macao and Hong Kong.
  • Fluctuations in currency exchange rates and interest rates.

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 Q2 2023

Historical avgQ2 2023

+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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