OneSpaWorld Holdings Limited

Informe acción NasdaqCM:OSW

Capitalización de mercado: US$2.7b

OneSpaWorld Holdings Dirección

Dirección controles de criterios 4/4

El CEO de OneSpaWorld Holdings es Leonard Fluxman , nombrado en Mar 2021, tiene una permanencia de 5.33 años. compensación anual total es $7.02M, compuesta por 13.9% salario y 86.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 1.07% de las acciones de la empresa, por valor de $28.63M. La antigüedad media del equipo directivo y de la junta directiva es de 5.3 años y 7.3 años, respectivamente.

Información clave

Leonard Fluxman

Chief Executive Officer (CEO)

US$7.0m

Compensación total

Porcentaje del salario del CEO13.90%
Permanencia del CEO5.3yrs
Participación del CEO1.1%
Permanencia media de la dirección5.3yrs
Promedio de permanencia en la Junta Directiva7.3yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 18

OSW: Caribbean Wellness Cruises And Contracts Will Support Balanced Future Earnings Resilience

Analysts have lifted their OneSpaWorld Holdings price targets into the $28 to $35 range, citing what they see as highly visible revenue streams from sold out maiden voyages, multi year fleet wide contracts, a robust new build pipeline, supportive wellness and affluent travel trends, and company specific initiatives. They believe these factors justify a premium P/E multiple.
Actualización de narrativa Jun 04

OSW: Affluent Caribbean Cruise Demand Will Support Wellness Earnings Resilience

Analysts have lifted their average price target on OneSpaWorld Holdings by $0.60 to $28.60, citing updated assumptions for fair value, revenue, profit margins, and future P/E, based on recent research on affluent traveler demand, cruise mix trends, and wellness industry conditions. Analyst Commentary Recent research on OneSpaWorld points to a mix of optimism and caution as analysts update their views based on affluent traveler demand, cruise mix trends, wellness spending, and company specific execution.
Actualización de narrativa May 13

OSW: AI Initiatives Will Support Resilient Demand And Defensible Operational Moats

Analysts lifted the OneSpaWorld Holdings fair value estimate by $1.20 to $28.00, citing updated price targets and research that highlight steady demand, operational moats, and potential benefits from AI initiatives. Analyst Commentary Recent Street research on OneSpaWorld Holdings has focused on refreshed price targets and updated views following meetings with management and new coverage initiations.
Actualización de narrativa Apr 28

OSW: AI Initiatives Will Support Durable Moats And Future Upside Potential

Analysts have raised their price targets on OneSpaWorld by $2 to $26, citing recent meetings with management that highlighted resilient demand, operational moats, and potential support from AI-driven initiatives. Analyst Commentary Recent research points to generally constructive sentiment around OneSpaWorld Holdings, with price targets lifted to US$26 and new coverage starting with a positive stance.
Actualización de narrativa Apr 13

OSW: AI Initiatives And Moats Will Underpin Balanced Risk Reward Outlook

Analysts have nudged the price target for OneSpaWorld up by $0.20 to $26.80, tying the move to recent bullish research that points to steady demand, perceived operational moats, and potential benefits from AI related initiatives. Analyst Commentary Bullish Takeaways Bullish analysts point to resilient demand for OneSpaWorld's services, which they see as supportive of current valuation levels and the recent upward price target adjustments.
Actualización de narrativa Mar 30

OSW: AI Initiatives And Operational Moats Will Support Future Upside

Analysts have nudged the fair value estimate for OneSpaWorld Holdings to $26.60 from $25.75, reflecting updated assumptions around discount rates, long term margins, and future P/E levels, supported by recent research that highlights resilient demand, perceived operational moats, and potential benefits from AI initiatives. Analyst Commentary Bullish analysts have recently updated their views on OneSpaWorld Holdings, focusing on how margin assumptions, discount rates, and future P/E levels feed into fair value estimates.
Actualización de narrativa Mar 15

OSW: AI Initiatives And Buybacks Will Support Future Upside

Narrative Update on OneSpaWorld Holdings Analysts have modestly raised their price target on OneSpaWorld Holdings to $26, citing recent discussions with management that highlighted steady demand resilience, confidence in the company’s operational moats, and potential upside from AI related initiatives. Analyst Commentary Recent research shows a mix of optimism and caution around OneSpaWorld Holdings, with analysts updating their price targets and stressing both the opportunities and the execution risks that sit behind them.
Actualización de narrativa Mar 01

OSW: AI And Buybacks Will Support Future Upside At Current Prices

Narrative update on OneSpaWorld Holdings Analysts have slightly trimmed their fair value estimate for OneSpaWorld to $25.75 from $26.50, reflecting updated assumptions on revenue growth, profit margins and future P/E. The revised estimate still points to confidence in demand resilience, operational moats and potential AI benefits cited in recent research.
Artículo de análisis Feb 07

OneSpaWorld Holdings Limited (NASDAQ:OSW) Not Flying Under The Radar

OneSpaWorld Holdings Limited's ( NASDAQ:OSW ) price-to-earnings (or "P/E") ratio of 29.3x might make it look like a...
Actualización de narrativa Jan 06

OSW: Dividend And Buybacks Will Support Future Upside At Current Prices

Analysts have kept their OneSpaWorld Holdings fair value estimate steady at US$26.50, with only very small tweaks to assumptions such as the discount rate and future P/E. These adjustments reflect minor refinements to their valuation framework rather than a change in overall view.
Artículo de análisis Jan 01

Does OneSpaWorld Holdings (NASDAQ:OSW) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Actualización de narrativa Dec 15

OSW: Dividend And Share Repurchases Will Support Future Share Price Upside

Analysts have modestly raised their price target on OneSpaWorld Holdings to $26.50, reflecting slightly higher long term discount rate and earnings multiple assumptions, while profit margin and revenue growth expectations remain effectively unchanged. What's in the News Issued new earnings guidance for the fourth quarter and full year 2025, projecting Q4 revenue of $241 million to $246 million and full year revenue of $960 million to $965 million, implying high single digit growth versus 2024 and supported by two new health and wellness centers on cruise ships (company guidance) Recorded $180,000 in long lived asset impairment charges in the third quarter ended September 30, 2025, reflecting adjustments to certain spa and wellness assets (company filing) Announced a quarterly dividend of $0.05 per share, payable December 3, 2025, with an ex dividend and record date of November 19, 2025 (company announcement) Completed a share repurchase tranche between July 1 and October 29, 2025, buying back 1,537,691 shares, or about 1.5 percent of shares outstanding, for $32.6 million under the April 30, 2025 authorization (company announcement) Valuation Changes The fair value estimate remains unchanged at $26.50 per share.
Actualización de narrativa Nov 30

OSW: Expanding Cruise Centers And Dividend Payments Will Drive Shares Higher

Analysts have maintained their price target for OneSpaWorld Holdings at $26.50, citing minimal adjustments to key valuation assumptions and stable company fundamentals. What's in the News Provided earnings guidance for the fourth quarter and full year 2025, with projected total revenue between $241 million and $246 million for Q4, and between $960 million and $965 million for the full year.
Actualización de narrativa Nov 16

OSW: Future Revenue Guidance Will Sustain Bullish Momentum Into 2025

Narrative Update on OneSpaWorld Holdings Analysts have raised their price target for OneSpaWorld Holdings by $0.50 to $26.50. This update reflects revised forecasts that consider modest adjustments in discount rates, profit margin expectations, and valuation multiples.
Artículo de análisis Nov 15

OneSpaWorld Holdings (NASDAQ:OSW) Is Looking To Continue Growing Its Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Actualización de narrativa Nov 02

OSW: Rising Margins And Buybacks Will Drive Upside In 2025

Analysts have raised their price target for OneSpaWorld Holdings from $24.67 to $26.00, citing improved profit margin outlook despite a slight moderation in revenue growth projections. What's in the News The company provided earnings guidance for the fourth quarter and full year 2025.
Artículo de análisis Sep 25

Investors Interested In OneSpaWorld Holdings Limited's (NASDAQ:OSW) Earnings

OneSpaWorld Holdings Limited's ( NASDAQ:OSW ) price-to-earnings (or "P/E") ratio of 30.9x might make it look like a...
Artículo de análisis Sep 04

Is OneSpaWorld Holdings Limited (NASDAQ:OSW) Potentially Undervalued?

OneSpaWorld Holdings Limited ( NASDAQ:OSW ), is not the largest company out there, but it received a lot of attention...
Artículo de análisis Jul 25

These 4 Measures Indicate That OneSpaWorld Holdings (NASDAQ:OSW) Is Using Debt Safely

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis May 15

Investors Will Want OneSpaWorld Holdings' (NASDAQ:OSW) Growth In ROCE To Persist

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Artículo de análisis Apr 28

OneSpaWorld Holdings Limited's (NASDAQ:OSW) Shareholders Might Be Looking For Exit

It's not a stretch to say that OneSpaWorld Holdings Limited's ( NASDAQ:OSW ) price-to-sales (or "P/S") ratio of 2x...
Artículo de análisis Apr 08

Is Now The Time To Look At Buying OneSpaWorld Holdings Limited (NASDAQ:OSW)?

OneSpaWorld Holdings Limited ( NASDAQ:OSW ), might not be a large cap stock, but it received a lot of attention from a...
Artículo de análisis Feb 28

We Think That There Are Issues Underlying OneSpaWorld Holdings' (NASDAQ:OSW) Earnings

Last week's profit announcement from OneSpaWorld Holdings Limited ( NASDAQ:OSW ) was underwhelming for investors...
Artículo de análisis Feb 21

OneSpaWorld Holdings Limited (NASDAQ:OSW) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?

Shareholders might have noticed that OneSpaWorld Holdings Limited ( NASDAQ:OSW ) filed its full-year result this time...
Artículo de análisis Feb 10

Returns At OneSpaWorld Holdings (NASDAQ:OSW) Are On The Way Up

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Artículo de análisis Jan 20

Does OneSpaWorld Holdings (NASDAQ:OSW) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Leonard Fluxman en comparación con los beneficios de OneSpaWorld Holdings?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$78m

Dec 31 2025US$7mUS$975k

US$72m

Sep 30 2025n/an/a

US$74m

Jun 30 2025n/an/a

US$71m

Mar 31 2025n/an/a

US$67m

Dec 31 2024US$6mUS$947k

US$73m

Sep 30 2024n/an/a

US$51m

Jun 30 2024n/an/a

US$53m

Mar 31 2024n/an/a

US$34m

Dec 31 2023US$6mUS$910k

-US$3m

Sep 30 2023n/an/a

US$2m

Jun 30 2023n/an/a

-US$15m

Mar 31 2023n/an/a

US$44m

Dec 31 2022US$7mUS$910k

US$53m

Sep 30 2022n/an/a

US$45m

Jun 30 2022n/an/a

US$26m

Mar 31 2022n/an/a

-US$29m

Dec 31 2021US$5mUS$875k

-US$69m

Sep 30 2021n/an/a

-US$129m

Jun 30 2021n/an/a

-US$164m

Mar 31 2021n/an/a

-US$185m

Dec 31 2020US$14mUS$850k

-US$288m

Sep 30 2020n/an/a

-US$235m

Jun 30 2020n/an/a

-US$185m

Mar 31 2020n/an/a

-US$161m

Dec 31 2019US$11mUS$825k

-US$35m

Compensación vs. Mercado: La compensación total ($USD7.02M) de Leonard está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD6.92M).

Compensación vs. Ingresos: La compensación de Leonard ha sido consistente con los resultados de la empresa en el último año.


CEO

Leonard Fluxman (68 yo)

5.3yrs
Permanencia
US$7,015,885
Compensación

Mr. Leonard I. Fluxman serves as Chief Executive Officer at OneSpaWorld Holdings Limited since March 31, 2021 and also served its President since 2021 until March 2025. He serves as an Executive Chairman o...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Leonard Fluxman
CEO & Executive Chairman5.3yrsUS$7.02m1.07%
$ 28.6m
Stephen Lazarus
President7.3yrsUS$4.10m0.25%
$ 6.5m
Charles Rivera
Chief Information Officer3.5yrssin datossin datos
Eduardo Chamia
Senior Vice President of Sales & Revenueno datasin datossin datos
Trent Munday
Senior Vice President of Resort Operations – Asiano datasin datossin datos
Tim Dux
Executive Vice President of Maritime Operations13.5yrssin datossin datos
Jesus Padilla
Senior Vice President of Resort Operations3.5yrssin datossin datos
Inga Fyodorova
Corporate Secretaryno datasin datossin datos
5.3yrs
Permanencia media

Equipo directivo experimentado: El equipo directivo de OSW es experimentado (5.3 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Leonard Fluxman
CEO & Executive Chairman7.3yrsUS$7.02m1.07%
$ 28.6m
Marc Magliacano
Independent Director7.3yrsUS$207.51k0%
$ 0
Andrew Heyer
Independent Director7.3yrsUS$207.51k0.72%
$ 19.3m
Glenn Fusfield
Director7.3yrsUS$207.51k0.018%
$ 482.3k
Jeffrey Stiefler
Independent Director7.3yrsUS$232.51k0.13%
$ 3.4m
Maryam Banikarim
Independent Director7.2yrsUS$207.51k0.047%
$ 1.2m
Lisa Myers
Independent Director3.1yrsUS$207.51k0.0083%
$ 221.0k
Stephen Powell
Lead Independent Director7.3yrsUS$282.51k0.063%
$ 1.7m
Adam Hasiba
Independent Director6.1yrsUS$207.51k0%
$ 0
Walter F. McLallen
Independent Director7.3yrsUS$237.51k0.10%
$ 2.7m
7.3yrs
Permanencia media
63yo
Promedio de edad

Junta con experiencia: La junta directiva de OSW se considera experimentada (7.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/27 03:10
Precio de las acciones al final del día2026/07/27 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

OneSpaWorld Holdings Limited está cubierta por 7 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Randal KonikJefferies LLC
Harry CurtisNomura Securities Co. Ltd.
Andrew MayNorthcoast Research