美团-W24Q3业绩点评:新业务减亏加速,利润大超预期

浙商证券
02 Dec 2024

投资要点收入略超预期,各板块均稳健增长,利润增厚大超预期。24Q3美团收入同增22.4%至935.77亿元,高于彭博一致预期1.73%。分业务看,24Q3美团核心商业/新业务收入分别为693.73亿元/242.04亿元,分别同增20.25%/28.91%。24Q3美团经营利润同增307.5%至136.85亿元,高于彭博一致预期41.04%。美团经营利润率同增10.23pct至14.62%。经调整...

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