Booking(BKNG.US)假日季业绩全面超预期！旅游需求韧性十足客房预订量激增13%

智通财经2025-02-21

智通财经APP获悉，在繁忙的假日季过后，全球最大的在线旅游网站Booking(BKNG.US)第四季度业绩好于预期。财报显示，Booking第四季度营收为 55 亿美元，同比增长 15.1%，高出预期3.2亿美元；非公认会计准则下每股收益为41.55美元，高出预期5.46美元。该公司表示，截至 12 月 31 日的三个月内，客房预订夜数增长 13%，达到 2.61 亿，超过了华尔街的预期和其自身...

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Travel demand is resilient, and room bookings surge 13%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ABNB":1},"content_text":"智通财经APP获悉，在繁忙的假日季过后，全球最大的在线旅游网站Booking(BKNG.US)第四季度业绩好于预期。财报显示，Booking第四季度营收为 55 亿美元，同比增长 15.1%，高出预期3.2亿美元；非公认会计准则下每股收益为41.55美元，高出预期5.46美元。该公司表示，截至 12 月 31 日的三个月内，客房预订夜数增长 13%，达到 2.61 亿， 超过了华尔街的预期和其自身 6% 至 8% 的增长预期范围。包括税费在内的总旅行预订额为 372 亿美元，而预期为 345 亿美元。Booking通过“严格的费用管理方法” ，运营费用减少了 10%，调整后的 EBITDA 增长了 26%，达到 18 亿美元，而预期为 16.5 亿美元。此外，Booking表示，已批准一项高达 200 亿美元的额外股票回购计划。该公司还派发了每股 9.60 美元的现金股息，将于 3 月 31 日支付。在公布业绩、股息和股票回购计划后， 该公司股价在盘后交易中上涨了 3.8%。Booking 最新业绩显示，尽管去年夏天疫情过后，旅游热潮开始逐渐消退，但旅游需求依然强劲。此前，在线旅游同行Airbnb Inc.和Expedia Group Inc.也发表了类似的乐观评论，这两家公司都公布了好于预期的假日季业绩。去年 10 月，Booking上调了2024 年全年业绩预期，指出欧洲业绩强劲，亚洲业绩增长。尽管有迹象表明假日旅游旺季将强劲发展，但 Airbnb 和 Expedia 分别给出了令人失望的收入和预订量预期，理由是美元走强带来不利因素。Evercore ISI 分析师在周二的一份研究报告中警告称，Booking 的前景也可能受到汇率波动的影响。根据彭博汇编的数据，该公司受汇率不利因素的影响尤其大，因为其约 90% 的收入来自美国以外地区。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2513401665","isCrawlerRequest":true}

Booking(BKNG.US)假日季业绩全面超预期！旅游需求韧性十足 客房预订量激增13%

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Booking(BKNG.US)假日季业绩全面超预期！旅游需求韧性十足客房预订量激增13%