在线旅游公司Expedia（EXPE）周五盘中股价大跌9.42%，引发了市场的广泛关注。
消息面上，公司公布的第一季度业绩表现强劲，调整后每股收益和营收均大幅超出市场预期。然而，公司仅重申了全年净营收指引，并未因优异的季度表现而上调全年展望，这与同业爱彼迎上调预期的做法形成反差，引发了投资者对其未来增长潜力的担忧，并触发了获利了结。
此外，持续的中东冲突导致多个国家领空关闭和航线暂停，严重影响了国际旅行需求，尽管中东业务占比不到2%，但欧洲和亚洲地区的预订取消率有所上升。同时，墨西哥因暴力事件发布的旅行警告也削弱了该国的旅游需求。公司预计第二季度总预订额将略低于分析师平均预期，这些地缘政治因素和略显保守的短期前景共同对股价构成了压力。
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