BOOKING:2Q25业绩超预期;2025全年指引区间上修

中金公司
31 Jul

2Q25 业绩超过市场预期及指引上限公司公布2Q25 业绩:收入同增16%至68 亿美元,高于此前指引区间上限4pct,主要由于支付业务的快速增长、及推广补贴的降低;其中,汇率贡献了4pct 的正面影响,符合公司预期。Adj. EBITDA 同增28%至24 亿美元,高于市场预期22 亿美元,主要得益于收入超预期及严格的费用管控。发展趋势1、经营表现超预期,非标业务延续快速增长势头。2Q25 ...

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