异动解读 | 皇家加勒比邮轮盘中大涨5.06%,Q2业绩超预期且上调全年利润指引

异动解读
Jul 28

皇家加勒比邮轮今日盘中大幅上涨5.06%,引发市场广泛关注。

消息面上,公司于盘前公布了第二季度财报,业绩超出市场预期。数据显示,公司经调整后每股收益为4.21美元,高于分析师预期的3.98美元。与此同时,公司上调了全年利润预期,预计全年经调整后每股收益将在17.73至17.87美元之间,显著高于此前17.10至17.50美元的预测区间,也高于市场一致预期的17.32美元。

尽管公司将年度营收增长预期从约10%小幅下调至约9%,但强劲的预订趋势和创纪录的票价水平抵消了这一影响。公司披露,预订价格持续保持在历史高位,预订量已超越去年同期水平,且2027年的预订趋势正以超越历史纪录的速度推进。此外,公司还公布了2027至2029年运力分别增长4%、6%和7%的中期扩张规划,进一步增强了市场对其增长前景的信心。

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