异动解读 | Expedia盘后大跌6.10%,财报利润下滑叠加全年谨慎展望拖累股价

异动解读
Feb 13

在线旅游公司Expedia(EXPE)今日盘后股价大跌6.10%,引发了市场关注。

消息面上,Expedia公布的季度财报显示,其利润为2.05亿美元,低于上年同期的2.99亿美元。尽管公司第四季度调整后利润及总收入均超出预期,但对2026年全年的业绩展望却显得颇为谨慎。公司预计全年调整后的核心利润率增长将放缓,并表示将“因持续的宏观不确定性而保持适当的谨慎”,这其中包括美国贸易政策变化导致商品价格上涨、消费者支出不均衡等因素。此外,公司高管此前指出,亚洲地区的地缘政治问题对多条航线增长造成压力,也拖累了全球其他市场的业务扩张速度。

综合来看,不及去年同期的季度利润、对全年增长放缓的预期以及宏观环境的不确定性,共同导致了投资者信心受挫,是Expedia股价在盘后交易时段大幅下跌的主要原因。

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