亿客行:国际B2B和广告抵消美国疲软 上调全年指引

中金公司
Aug 08

2Q25 收入、利润均好于预期Expedia 发布2Q25 业绩:收入同增6%至38 亿美元,高于一致预期2%;经调整EBITDA 同增16%至9 亿美元,对应经调整EBITDA 率24%,好于一致预期7%,主要系B2B 业务增长稳健以及有效的费用管控。2Q 回购规模再加速,2Q25 回购了6.3 亿美元的股票,回购计划还剩余23 亿美元。发展趋势国际市场B2C 业务对北美形成缓冲。2Q B2C ...

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