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Mar 31, 2023

OneSpaWorld Q1 2023 Earnings Report

OneSpaWorld's first quarter of 2023 resulted in record total revenues and adjusted EBITDA, surpassing guidance.

Key Takeaways

OneSpaWorld reported a strong start to fiscal year 2023, with record first-quarter revenue, income from operations, and adjusted EBITDA. The company's performance was driven by its operating platform and strategic execution, leading to increased full-year guidance for both revenue and adjusted EBITDA.

Total revenues increased by 108% to a record of $182.5 million compared to the first quarter of 2022.

Income from operations increased by $17.6 million to a record of $11.2 million compared to the first quarter of 2022.

Adjusted EBITDA increased by $16.9 million to $19.3 million compared to the first quarter of 2022.

Unlevered after-tax free cash flow increased by $16.5 million to $17.9 million compared to the first quarter of 2022.

Total Revenue
$182M
Previous year: $87.7M
+108.1%
EPS
$0.13
Previous year: -$0.03
-533.3%
Adjusted EBITDA
$19.3M
Previous year: $2.3M
+739.1%
Gross Profit
$27.9M
Previous year: $10.3M
+169.4%
Cash and Equivalents
$24M
Previous year: $30.9M
-22.3%
Free Cash Flow
$17.9M
Previous year: $1.4M
+1178.9%
Total Assets
$722M
Previous year: $686M
+5.2%

OneSpaWorld

OneSpaWorld

OneSpaWorld Revenue by Segment

Forward Guidance

OneSpaWorld anticipates continued growth in Q2 2023 and fiscal year 2023, with revenue projected to be between $185 million and $190 million and adjusted EBITDA between $18 million and $20 million for Q2 2023. The company has increased fiscal year 2023 revenue guidance to $710 million - $730 million and adjusted EBITDA guidance to $70 million - $76 million.

Positive Outlook

  • Revenues are expected to be between $185 million and $190 million for Q2 2023.
  • Adjusted EBITDA is expected to be between $18 million and $20 million for Q2 2023.
  • Fiscal year 2023 revenue guidance increased to $710 million - $730 million.
  • Fiscal year 2023 adjusted EBITDA guidance increased to $70 million - $76 million.
  • The company expects to have 4,006 employees on cruise ships by the end of the fiscal 2023 second quarter.

Revenue & Expenses

Visualization of income flow from segment revenue to net income