金吾财讯| 皇家加勒比邮轮公司（RCL）绩后走弱，盘前报295美元，跌3.29%。消息面上，公司发布2026年第二季度经营数据，当期非GAAP每股收益录得4.21美元，较市场一致预期高出0.23美元。二季度营收规模达48.3亿美元，同比增长6.4%，营收数据与市场预期持平。成本端数据显示，每可用乘客航程日总航程成本同比上涨4.5%；剔除燃油后的净航程成本同比上涨4.4%，按固定汇率统计涨幅为3.9%。公司表示，临近出行旺季的强劲预订需求、成本端优化以及合资企业良好经营表现，共同推动当期业绩超出内部预期。此前公司下调了年度营收预测，预计全年营收同比增长9%；按报告汇率计算，净收益率增幅区间为2.35%至2.85%，固定汇率口径下增幅区间为1.75%至2.25%。剔除燃油的单位净航程成本按报告口径预计上涨约0.4%，固定汇率下基本持平。全年调整后每股收益指引上调至17.73美元至17.87美元，高于市场17.34美元的一致预期，上调依据来自二季度超预期业绩与下半年经营预期改善，指引已计入地缘冲突对部分航线预订量造成的小幅冲击。
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