异动解读 | Expedia季度营收不及预期,股价盘后大跌5.20%

异动解读
May 09, 2025

在线旅游平台Expedia(EXPE)周四盘后股价大跌5.20%,主要原因是公司第一季度财报未能达到华尔街分析师的预期。

根据公司公布的财报,Expedia第一季度营收为29.8亿美元,低于分析师预期的30.1亿美元。这一疲软表现主要归因于美国旅游需求的减弱。尽管如此,公司仍报告调整后每股收益为0.40美元,高于分析师预期的0.32美元。第一季度总预订额达到314.5亿美元,同比增长4%,预订房晚为1.077亿个,同比增长6%。

值得注意的是,Expedia的业绩反映了当前旅游行业面临的挑战。由于经济不确定性增加,美国消费者对可自由支配的支出,尤其是旅行等大额支出变得更加谨慎。然而,国际旅游,特别是亚太地区和欧洲的增长,在一定程度上抵消了美国市场的疲软。这一趋势与行业内其他公司如希尔顿和Airbnb近期的表现相呼应,表明整个旅游行业可能正在经历增长放缓。

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