异动解读 | 皇家加勒比邮轮盘前大涨5.08%,上调全年盈利预期

异动解读
29 Apr

皇家加勒比邮轮(RCL)今日盘前股价大涨5.08%,主要受益于公司上调了2025财年的盈利预期。这一利好消息反映了公司在高端邮轮市场的强劲表现和乐观前景。

据报道,皇家加勒比将2025财年调整后的每股利润预期上调至14.55美元至15.55美元之间,高于此前预测的14.35美元至14.65美元。这一调整主要得益于公司高端私人岛屿目的地的强劲预订,以及前往阿拉斯加和日本等地区的高端航线需求旺盛。高收入消费者,尤其是千禧一代和Z世代对休闲旅游的兴趣不断增长,推动了邮轮业的蓬勃发展。

公司第一季度的业绩表现也超出市场预期。根据公布的数据,皇家加勒比第一季度调整后每股利润为2.71美元,高于分析师预期的2.54美元。尽管公司连续提高了船票价格,但在波浪季期间(1月至3月)的预订量仍创下新高,反映出消费者对高端邮轮体验的强劲需求。此外,燃料价格的缓和也为公司的盈利能力提供了支持。综合来看,皇家加勒比的业绩上调和股价上涨反映了邮轮行业的复苏势头和市场对该公司未来发展的信心。

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