Sep 30, 2024

Las Vegas Sands Q3 2024 Earnings Report

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

Key Takeaways

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.

Total Revenue
$2.68B
Previous year: $2.8B
-4.0%
EPS
$0.44
Previous year: $0.55
-20.0%
Macao Adj. EBITDA
$585M
Previous year: $631M
-7.3%
Marina Bay Adj. EBITDA
$406M
Previous year: $491M
-17.3%
Gross Profit
$1.27B
Previous year: $1.41B
-10.1%
Cash and Equivalents
$4.21B
Previous year: $5.57B
-24.4%
Free Cash Flow
$221M
Previous year: $509M
-56.6%
Total Assets
$13.9B
Previous year: $5.57B
+149.2%

Las Vegas Sands

Las Vegas Sands

Las Vegas Sands Revenue by Segment

Las Vegas Sands Revenue by Geographic Location

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.

Positive Outlook

  • 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.

Challenges Ahead

  • 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.

Revenue & Expenses

Visualization of income flow from segment revenue to net income