美东时间11月7日周四美股盘后, 爱彼迎 公布2024年第三季度财务数据,以及第四季度的业绩指引。其预计年末重磅假日所在第四季度需求强劲,但当季营收指引逊于预期,股价盘后冲高回落,大涨后转跌。
1)主要财务数据:
营收:三季度营业收入37.3亿美元,同比增长10%,分析师预期37.2亿美元,二季度同比增长11%。
EPS:三季度每股收益(EPS)2.13美元,同比下降68%,分析师预期2.14美元,二季度同比下降12.2%至0.86美元。
EBITDA:三季度调整后息税折旧摊销前利润(EBITDA)为19.6亿美元,同比增长7%,分析师预期18.6亿美元,二季度同比增长9%;三季度调整后EBITDA利润率52%,分析师预期50%。
住宿和体验预订量:三季度住宿和体验预订量1.228亿单,同比增长8%,分析师预期1.2127亿单,二季度同比增长9%至1.251亿单。
GBV:三季度总预订价值(GBV)为201亿美元,同比增长10%,分析师预期198亿美元,二季度同比增长11%。
2)业绩指引:
营收:四季度营收预计为23.9亿至24.4亿美元,分析师预期24.2亿美元。
住宿和体验预订量:四季度住宿和体验预订量预计增长超8.5%,分析师预期增长7.7%。
EBITDA:预计全年调整后EBITDA利润率为35.5%,公司原本预计至少35%。
爱彼迎ABNB美股盘后涨13%,随后转而跌超3%。
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