异动解读 | Q2业绩超预期且全年指引上调,Life Time Group盘前大涨7.22%

异动解读
Jul 30

Life Time Group Holdings, Inc.(LTH)今日盘前股价大涨7.22%,报49.20美元,引发了市场的广泛关注。

消息面上,公司当日公布了第二季度财报,业绩表现大幅超出市场预期。调整后每股收益为0.48美元,显著高于市场一致预期的0.40美元,同比增长29.73%;营收达到8.66亿美元,同样超出预期的8.46亿美元。此外,公司还将全年营收指引上调至33.5亿至33.8亿美元,高于此前的33.2亿至33.5亿美元区间,也高于FactSet一致预期的33.4亿美元。

此前多家机构持续看好公司基本面动能,Oppenheimer、RBC及UBS均维持买入类评级,指出高端会员需求强劲、新门店扩张加速以及会员向全价转化将持续驱动增长。公司CEO此前亦表示,高端健身需求未受宏观压力影响,与平价健身房的疲软形成鲜明对比,进一步增强了市场对公司长期增长前景的信心。

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