异动解读 | 财报营收超预期叠加业务扩张,万豪酒店盘中大涨5.65%

异动解读
Feb 10

万豪酒店(MAR)今日盘中股价大幅上涨5.65%,成为市场关注焦点。

消息面上,公司最新发布的第四季度财报显示,其总营收达到66.9亿美元,高于市场预期的66.7亿美元,调整后利润为6.95亿美元。同时,公司高管指出,强劲的休闲旅游趋势与持续复苏的入境旅游需求,助力第四季度每间可售房收入(RevPAR)恢复增长。

此外,万豪酒店在2025年全球新增客房近10万间,净客房数较2024年末增长超4.3%,并接连在重庆和天水开设新酒店,显示出积极的业务扩张态势。其他积极因素包括,公司信用卡费用增长反映联名卡消费升温,日本和阿联酋等国际市场表现尤为强劲。高管还指出,高端消费者韧性依旧,持续优先体验与旅行支出而非商品消费。对于2026年,公司预计全年调整后每股利润将在11.32美元至11.57美元之间,与华尔街平均预期基本一致。

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