NYSE$LVS

Las Vegas Sands Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Las Vegas Sands reported growth in both Macao and Singapore compared to the second quarter of 2023.

Las Vegas Sands reported a net revenue of $2.76 billion and a net income of $424 million for the second quarter of 2024. The company's consolidated adjusted property EBITDA was $1.07 billion. They repurchased $400 million of common stock during the quarter.

  • Net revenue reached $2.76 billion, up from $2.54 billion in the prior year quarter.
  • Net income was $424 million, compared to $368 million in the second quarter of 2023.
  • Consolidated adjusted property EBITDA was $1.07 billion, compared to $973 million in the prior year quarter.
  • The company repurchased $400 million of its common stock during the quarter.

Headline financials

Total Revenue

$2.76B

Previous: $2.54B+8.6%
EPS

$0.48

Previous: $0.46+4.3%
Consolidated Adjusted Property EBITDA

$1.07B

No prior period
Macao Adjusted Property EBITDA

$561M

No prior period
Marina Bay Sands Adjusted Property EBITDA

$512M

No prior period
Sands China Ltd. Net Income

$246M

No prior period
Weighted Average Debt Balance

$14.7B

No prior period
Weighted Average Borrowing Cost

5.0%

No prior period
Effective Income Tax Rate

14.5%

Previous: 11.8%+22.9%
Capital Expenditures

-$481M

Previous: -$362M-32.9%
Free Cash Flow

-$128M

Previous: -$50M-156.0%
Net Income

$353M

Previous: $312M+13.1%
Operating Income

$591M

Previous: $537M+10.1%
Gross Profit

$2.76B

Previous: $2.54B+8.6%
Cash & Equivalents

$4.71B

Previous: $5.77B-18.3%
Total Assets

$21.1B

Previous: $22.3B-5.2%
Stock-Based Comp

$15M

Previous: $11M+36.4%

Revenue & EPS history

Las Vegas Sands · Revenue · Quarterly

$2.76B

Q2 2024+8.6%vs Q2 2023
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 press release does not contain specific forward guidance. It expresses enthusiasm about delivering industry-leading growth in Macao and Singapore, executing capital investment programs, and pursuing growth opportunities in new markets.

Tailwinds

  • Ongoing recovery in Macao.
  • Investments enhance business and leisure tourism appeal of Macao.
  • Strong financial and operating performance of Marina Bay Sands.
  • New suite product and elevated service offerings in Singapore.
  • Financial strength and industry-leading cash flow.

Headwinds

  • Visitation to Macao remains well below pre-pandemic levels.
  • Low hold on rolling play in Macao negatively impacted Adjusted Property EBITDA by $4 million.
  • High hold on rolling play at Marina Bay Sands positively impacted Adjusted Property EBITDA by $64 million.
  • Weighted average borrowing cost was 5.0% during the second quarter of 2024, compared to 5.4% during the second quarter of 2023.
  • Effective income tax rate for the second quarter of 2024 was 14.5%, compared to 11.8% in the prior year quarter.

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 2024

Historical avgQ2 2024

+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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