OneSpaWorld Holdings Limited

NasdaqCM:OSW 株式レポート

時価総額:US$2.9b

OneSpaWorld Holdings 過去の業績

過去 基準チェック /46

OneSpaWorld Holdingsは、平均年間66.8%の収益成長を遂げていますが、 Consumer Services業界の収益は、年間 成長しています。収益は、平均年間25.1% 34.2%収益成長率で 成長しています。 OneSpaWorld Holdingsの自己資本利益率は13.8%であり、純利益率は7.9%です。

主要情報

66.75%

収益成長率

67.74%

EPS成長率

Consumer Services 業界の成長20.27%
収益成長率34.25%
株主資本利益率13.83%
ネット・マージン7.85%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

収支内訳

OneSpaWorld Holdings の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqCM:OSW 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 2698978200
31 Dec 2596172180
30 Sep 2593674190
30 Jun 2591971180
31 Mar 2590367190
31 Dec 2489573190
30 Sep 2487351170
30 Jun 2484753170
31 Mar 2482334170
31 Dec 23794-3160
30 Sep 237682170
30 Jun 23714-15160
31 Mar 2364144160
31 Dec 2254653160
30 Sep 2246345150
30 Jun 2234426150
31 Mar 22226-29160
31 Dec 21144-69160
30 Sep 2162-129160
30 Jun 2120-164170
31 Mar 2112-185170
31 Dec 20121-288170
30 Sep 20257-23580
30 Jun 20400-18590
31 Mar 20539-16190
31 Dec 19562-3590
30 Sep 19557-15170
30 Jun 19554-15140
31 Mar 19549-16130
31 Dec 1854110100
30 Sep 1853415100
30 Jun 1852223100
31 Mar 185112790
31 Dec 175073190
31 Dec 1647615100

質の高い収益: OSWは 高品質の収益 を持っています。

利益率の向上: OSWの現在の純利益率 (7.9%)は、昨年(7.4%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: OSW過去 5 年間で収益を上げており、収益は年間66.8%増加しています。

成長の加速: OSWの過去 1 年間の収益成長率 ( 16% ) は、5 年間の平均 ( 年間66.8%を下回っています。

収益対業界: OSWの過去 1 年間の収益成長率 ( 16% ) はConsumer Services業界11.7%を上回りました。


株主資本利益率

高いROE: OSWの 自己資本利益率 ( 13.8% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/01 10:57
終値2026/07/01 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

OneSpaWorld Holdings Limited 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7

アナリスト機関
Randal KonikJefferies LLC
Harry CurtisNomura Securities Co. Ltd.
Andrew MayNorthcoast Research