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Sep 30, 2023

OneSpaWorld Q3 2023 Earnings Report

Reported a strong third quarter with increased revenues, income from operations, and adjusted EBITDA compared to the third quarter of 2022. The company also increased its fiscal year 2023 guidance for total revenue and adjusted EBITDA.

Key Takeaways

OneSpaWorld reported a record $216.3 million in total revenues for Q3 2023, a 33% increase compared to Q3 2022. Income from operations increased by 72% to $17.0 million, and adjusted EBITDA increased by 36% to $24.9 million. The company has increased its fiscal year 2023 guidance for total revenue to $792 - $797 million and adjusted EBITDA to $86 - $88 million.

Total revenues increased 33% to a record $216.3 million compared to $162.3 million in the third quarter of 2022.

Income from operations increased $7.1 million to a record $17.0 million compared to $9.8 million in the third quarter of 2022.

Adjusted EBITDA increased 36% to $24.9 million compared to $18.3 million in the third quarter of 2022.

Unlevered after-tax free cash flow increased $7.2 million to $24.2 million compared to $17.0 million in the third quarter of 2022.

Total Revenue
$216M
Previous year: $162M
+33.3%
EPS
$0.22
Previous year: $0.13
+69.2%
Adjusted EBITDA
$24.9M
Previous year: $18.3M
+36.1%
Gross Profit
$35.7M
Previous year: $26.4M
+35.2%
Cash and Equivalents
$28M
Previous year: $37.1M
-24.5%
Free Cash Flow
$24.2M
Previous year: $17M
+42.8%
Total Assets
$715M
Previous year: $699M
+2.3%

OneSpaWorld

OneSpaWorld

OneSpaWorld Revenue by Segment

Forward Guidance

OneSpaWorld introduces Q4 2023 Guidance for Revenues of $193 - $198 Million and Adjusted EBITDA of $20 - $22 Million. Increases Fiscal 2023 Revenues Guidance to $792 - $797 Million from $770 - $790 Million. Increases Fiscal 2023 Adjusted EBITDA Guidance to $86 - $88 Million from $80 - $86 Million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income