NYSE$LVS

Las Vegas Sands Corp · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Las Vegas Sands reported lower than expected hold in Singapore and the impact of disruption from ongoing development work at the Londoner in Macao.

Las Vegas Sands reported a net revenue of $2.68 billion and a net income of $353 million for the third quarter of 2024. The results were impacted by lower than expected hold in Singapore and disruptions from development work at the Londoner in Macao. The company repurchased $450 million of common stock and the board authorized $2.0 billion in future stock repurchases and increased the annual dividend to $1.00 per share for 2025.

  • Net Revenue was $2.68 billion and Net Income was $353 million.
  • Consolidated Adjusted Property EBITDA was $991 million.
  • The company repurchased $450 million of common stock.
  • The board of directors authorized $2.0 billion in future stock repurchases and raised the annual dividend to $1.00 per share for the 2025 calendar year.

Headline financials

Total Revenue

$2.68B

Previous: $2.8B-4.0%
EPS

$0.38

Previous: $0.55-30.9%
Consolidated Adjusted Property EBITDA

$991M

No prior period
Macao Adjusted Property EBITDA

$585M

Previous: $631M-7.3%
Marina Bay Sands Adjusted Property EBITDA

$406M

Previous: $491M-17.3%
Sands China Ltd. Net Income

$268M

No prior period
Weighted Average Debt Balance

$13.9B

No prior period
Weighted Average Borrowing Cost

5.1%

No prior period
Effective Income Tax Rate

12.4%

No prior period
Capital Expenditures

-$1.02B

Previous: -$692M-47.4%
Free Cash Flow

-$745M

Previous: -$312M-138.8%
Net Income

$275M

Previous: $380M-27.6%
Operating Income

$504M

Previous: $688M-26.7%
Gross Profit

$2.68B

Previous: $2.8B-4.0%
Cash & Equivalents

$4.21B

Previous: $5.57B-24.5%
Total Assets

$21.4B

Previous: $22.1B-3.5%
Stock-Based Comp

$13M

Previous: $11M+18.2%

Revenue & EPS history

Las Vegas Sands · Revenue · Quarterly

$2.68B

Q3 2024-4%vs Q3 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 company remains enthusiastic about delivering industry-leading growth in Macao and Singapore. Capital investment programs are expected to enhance business and leisure tourism appeal. The company intends to utilize share repurchase and dividend programs to continue to return excess capital to stockholders.

Tailwinds

  • Ongoing recovery in Macao.
  • Commitment to investments that enhance business and leisure tourism appeal of Macao.
  • New suite product and elevated service offerings in Singapore.
  • Financial strength and industry-leading cash flow.
  • Share repurchase and dividend programs to return excess capital to stockholders.

Headwinds

  • Lower than expected hold in Singapore.
  • Impact of disruption from ongoing development work at the Londoner in Macao.
  • Visitation to Macao remains below pre-pandemic levels.
  • Marina Bay Sands was negatively impacted by low hold this quarter.
  • Capital expenditure programs in Macao and Singapore.

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 Q3 2024

Historical avgQ3 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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro