异动解读 | 业绩不及预期,凯撒娱乐盘前大跌7.70%

异动解读
Oct 29, 2025

凯撒娱乐(CZR)今日盘前股价大跌7.70%,主要原因是公司公布的第三季度财报未能达到分析师预期。

根据财报,凯撒娱乐第三季度调整后每股亏损0.27美元,远低于分析师预期的0.03美元亏损。虽然公司收入29亿美元略高于预期,但与去年同期基本持平。公司核心的拉斯维加斯业务表现尤为疲软,收入同比下降9.8%至9.52亿美元,调整后EBITDA下降18.8%至3.79亿美元。公司将业绩下滑归因于"全城游客量减少和赌桌游戏收益率不佳"。

此外,公司的数字业务部门(包括在线体育博彩和互联网游戏)虽然收入小幅增长2.6%,但调整后EBITDA大幅下降46.2%至2800万美元。公司表示,这主要受到9月份体育博彩收益率低于预期的负面影响。尽管区域业务表现较好,收入同比增长6.2%,但未能弥补拉斯维加斯业务和数字业务的下滑。投资者对公司第三季度的整体表现感到失望,导致股价在财报公布后大幅下跌。

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