10-QPeriod: Q1 FY2013

CARNIVAL CORP Quarterly Report for Q1 Ended Feb 28, 2013

Filed April 3, 2013For Securities:CCL

Summary

Carnival Corporation & plc reported a net income of $37 million for the first quarter of 2013, a significant turnaround from a net loss of $139 million in the same period of 2012. This improvement was driven by a $227 million increase in operating income, largely due to the absence of a substantial goodwill and trademark impairment charge of $173 million recognized in the prior year related to its Ibero brand, as well as improved operating efficiencies and a rebound in the EAA cruise brands' performance. Revenues remained relatively flat year-over-year, with total revenues at $3.593 billion in Q1 2013 compared to $3.582 billion in Q1 2012. While cruise passenger ticket revenues saw a slight decline, onboard and other cruise revenues increased, contributing positively. Despite the revenue stability, the company managed to reduce its operating costs and expenses by $95 million, primarily due to lower commissions, transportation, and other related expenses, and a decrease in fuel costs. The company's financial position shows a strong liquidity position with $5.9 billion available, though it reported a working capital deficit of $5.0 billion, which management stated is typical for their business model due to significant customer deposits collected in advance.

Financial Statements
Beta
Cost of Revenue$2.60B
SG&A Expenses$460.00M
Operating Expenses$3.45B
Operating Income$145.00M
Interest Expense$83.00M
Net Income$37.00M
EPS (Basic)$0.05
EPS (Diluted)$0.05
Shares Outstanding (Basic)776.00M
Shares Outstanding (Diluted)778.00M

Key Highlights

  • 1Achieved net income of $37 million in Q1 2013, a substantial improvement from a net loss of $139 million in Q1 2012.
  • 2Consolidated revenues were stable at $3.593 billion for Q1 2013, compared to $3.582 billion in Q1 2012.
  • 3Operating costs and expenses decreased by $95 million (3.5%) year-over-year, contributing to the improved profitability.
  • 4The absence of a $173 million Ibero goodwill and trademark impairment charge from Q1 2012 significantly boosted the current quarter's net income.
  • 5The company generated $399 million in net cash from operating activities in Q1 2013, an increase of 24% from $322 million in the prior year.
  • 6Carnival declared a dividend of $0.25 per share, consistent with the prior year's first quarter.
  • 7A total of $241 million was invested in capital projects, including $60 million for new shipbuilding.

Frequently Asked Questions

Carnival Corporation & plc reported a net income of $37 million for the three months ended February 28, 2013, a significant improvement from a net loss of $139 million in the same period of 2012. This turnaround was primarily driven by higher operating income and the absence of impairment charges recorded in the prior year.

Total revenues remained largely flat, standing at $3.593 billion for the three months ended February 28, 2013, compared to $3.582 billion for the same period in 2012. While cruise passenger ticket revenues slightly decreased, onboard and other cruise revenues saw an increase.

The company generated $399 million in net cash from operating activities in the first quarter of 2013, an increase from $322 million in the prior year. Carnival reported overall liquidity of $5.9 billion at the end of the quarter, consisting of cash and cash equivalents, available borrowing under credit facilities, and committed ship financings, indicating a strong ability to meet its financial obligations.

In the first quarter of 2013, there were no significant impairment charges. However, in the prior year's first quarter (ended February 29, 2012), Carnival recognized a $173 million goodwill and trademark impairment charge related to its Ibero brand, which significantly impacted the previous year's results.