OneSpaWorld Holdings Limited

NasdaqCM:OSW 주식 리포트

시가총액: US$2.8b

OneSpaWorld Holdings 경영진

경영진 기준 점검 4/4

OneSpaWorld Holdings CEO는 Leonard Fluxman, Mar2021 에 임명되었습니다 의 임기는 5.25 년입니다. 총 연간 보상은 $7.02M, 13.9% 급여 및 86.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $29.98M 가치에 해당하는 회사 주식의 1.07% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.3 년과 7.3 년입니다.

핵심 정보

Leonard Fluxman

최고경영자

US$7.0m

총 보수

CEO 급여 비율13.90%
CEO 재임 기간5.3yrs
CEO 지분 보유율1.1%
경영진 평균 재임 기간5.3yrs
이사회 평균 재임 기간7.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 Jan 05

Does OneSpaWorld Holdings (NASDAQ:OSW) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...

CEO 보수 분석

Leonard Fluxman의 보수는 OneSpaWorld Holdings의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Leonard의 총 보수(USD7.02M)는 US 시장에서 비슷한 규모 기업의 평균(USD6.92M) 수준입니다.

보상과 수익: Leonard의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Leonard Fluxman (68 yo)

5.3yrs
재임 기간
US$7,015,885
보수

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...


리더십 팀

이름직위재임 기간보수지분
Leonard Fluxman
CEO & Executive Chairman5.3yrsUS$7.02m1.07%
$ 30.0m
Stephen Lazarus
President7.3yrsUS$4.10m0.25%
$ 6.9m
Charles Rivera
Chief Information Officer3.4yrs데이터 없음데이터 없음
Eduardo Chamia
Senior Vice President of Sales & Revenueno data데이터 없음데이터 없음
Trent Munday
Senior Vice President of Resort Operations – Asiano data데이터 없음데이터 없음
Tim Dux
Executive Vice President of Maritime Operations13.4yrs데이터 없음데이터 없음
Jesus Padilla
Senior Vice President of Resort Operations3.4yrs데이터 없음데이터 없음
Inga Fyodorova
Corporate Secretaryno data데이터 없음데이터 없음
5.3yrs
평균 재임 기간

경험이 풍부한 관리: OSW의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.3 년).


이사회 구성원

이름직위재임 기간보수지분
Leonard Fluxman
CEO & Executive Chairman7.3yrsUS$7.02m1.07%
$ 30.0m
Marc Magliacano
Independent Director7.3yrsUS$207.51k0%
$ 0
Andrew Heyer
Independent Director7.3yrsUS$207.51k0.74%
$ 20.7m
Glenn Fusfield
Director7.3yrsUS$207.51k0.013%
$ 349.3k
Jeffrey Stiefler
Independent Director7.3yrsUS$232.51k0.13%
$ 3.6m
Maryam Banikarim
Independent Director7.1yrsUS$207.51k0.041%
$ 1.1m
Lisa Myers
Independent Director3yrsUS$207.51k0.0083%
$ 231.4k
Stephen Powell
Lead Independent Director7.3yrsUS$282.51k0.063%
$ 1.8m
Adam Hasiba
Independent Director6yrsUS$207.51k0%
$ 0
Walter F. McLallen
Independent Director7.3yrsUS$237.51k0.11%
$ 3.1m
7.3yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 이사회: OSW의 이사회경험이 있음으로 간주됩니다(평균 재임 7.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/21 07:19
종가2026/06/18 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

OneSpaWorld Holdings Limited는 7명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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