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Apr 30, 2021

Vail Resorts Q3 2021 Earnings Report

Reported an increase in net income and Resort Reported EBITDA, driven by strong North American pass sales growth and improved non-pass visitation.

Key Takeaways

Vail Resorts reported fiscal 2021 third quarter results, which were negatively impacted by COVID-19 and related limitations and restrictions. Net income attributable to Vail Resorts, Inc. was $274.6 million, an increase of 80.0% compared to the third fiscal quarter of 2020. Resort Reported EBITDA was $462.2 million, compared to $304.4 million for the third fiscal quarter of 2020.

Net income attributable to Vail Resorts, Inc. was $274.6 million for the third fiscal quarter of 2021, an increase of 80.0% compared to the third fiscal quarter of 2020.

Resort Reported EBITDA was $462.2 million for the third fiscal quarter of 2021, compared to a Resort Reported EBITDA of $304.4 million for the third fiscal quarter of 2020.

The Company issued full year guidance for fiscal 2021 and expects Resort Reported EBITDA to be between $530 million and $570 million.

Pass product sales through June 1, 2021 for the upcoming 2021/2022 North American ski season increased approximately 50% in units and 33% in sales dollars compared to sales for the 2019/2020 North American ski season through June 4, 2019.

Total Revenue
$889M
Previous year: $694M
+28.1%
EPS
$6.72
Previous year: $4.29
+56.6%
Total Skier Visits
7.19M
Effective Ticket Price
$80.4
Gross Profit
$533M
Previous year: $304M
+75.6%
Cash and Equivalents
$1.3B
Previous year: $483M
+169.3%
Total Assets
$6.28B
Previous year: $5.29B
+18.7%

Vail Resorts

Vail Resorts

Vail Resorts Revenue by Segment

Forward Guidance

Net income attributable to Vail Resorts, Inc. is expected to be between $93 million and $139 million for fiscal 2021. Resort Reported EBITDA for fiscal 2021 is expected to be between $530 million and $570 million.

Positive Outlook

  • All operations are open and aligned with current health and safety protocols and capacity restrictions
  • Current demand trends continue
  • Experience normal weather conditions throughout the Australian ski season and North American summer season
  • There is no impact from potential COVID-19-related shutdowns or lockdowns
  • Foreign exchange rates of $0.82 and $0.78, respectively, for each currency to the U.S. dollar for the remainder of the fiscal year.

Challenges Ahead

  • Potential COVID-19-related shutdowns or lockdowns
  • Impact from potential demand or operational disruptions associated with the current lockdowns in Victoria, Australia
  • Excess tax benefits primarily resulting from vesting and exercises of equity awards
  • Changes in the fair value of the contingent consideration based solely on the passage of time and resulting impact on present value
  • Forward looking change related to foreign currency gains or losses on the intercompany loans