异动解读 | 爱彼迎Q3业绩超预期,盘后大涨5.28%

异动解读
Nov 07, 2025

周四盘后,在线短租平台爱彼迎(Airbnb)股价大涨5.28%,主要受益于公司发布的第三季度财报超出市场预期。

根据财报显示,爱彼迎第三季度营收达41亿美元,同比增长9.7%,高于分析师预期的40.8亿美元。公司调整后EBITDA利润率达到50%,同样超过市场预期的49.9%。这一强劲业绩主要得益于国际市场的强劲需求,特别是拉丁美洲和亚太地区的预订量显著增长。报告期内,日本国内旅行的季度预订量增长了27%,印度的首次用户增长了50%。

此外,爱彼迎对未来的展望也提振了投资者信心。公司预计第四季度营收将达26.6亿至27.2亿美元,略高于华尔街预期的26.7亿美元。全年调整后EBITDA利润率预计将达到35%,高于此前预期的至少34.5%。值得注意的是,公司还表示,预计自2026年开始,长期有效税率将因《一项美丽壮观法案》的实施而下降至中高十几,这一消息也为公司长期盈利能力提供了积极支撑。

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