在线旅游巨头Booking(BKNG.US)Q2业绩超预期 Q3指引令人失望

智通财经2025-07-30

智通财经APP获悉，北京时间周三早间，在线旅游公司Booking Holdings(BKNG.US)公布第二季度财报。数据显示，该公司Q2营收同比增长16%，至68亿美元，好于市场预期的65.5亿美元;调整后每股收益同比增长32% ，达到55.40美元，好于市场预期的50.38美元。第二季度总预订额增长13%，达到467亿美元，超出分析师预期，间夜数增长7.7%。同期机票销售量飙升44%。展望未来...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2555876067?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-30 07:36","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2555876067","market":"sh","top_or_hot":-1,"title":"在线旅游巨头Booking(BKNG.US)Q2业绩超预期 Q3指引令人失望","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，北京时间周三早间，在线旅游公司Booking Holdings(BKNG.US)公布第二季度财报。数据显示，该公司Q2营收同比增长16%，至68亿美元，好于市场预期的65.5亿美元;调整后每股收益同比增长32% ，达到55.40美元，好于市场预期的50.38美元。第二季度总预订额增长13%，达到467亿美元，超出分析师预期，间夜数增长7.7%。同期机票销售量飙升44%。展望未来...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1323385.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>在线旅游巨头Booking(BKNG.US)Q2业绩超预期 Q3指引令人失望</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n在线旅游巨头Booking(BKNG.US)Q2业绩超预期 Q3指引令人失望\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-30 07:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1323385.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，北京时间周三早间，在线旅游公司Booking Holdings(BKNG.US)公布第二季度财报。数据显示，该公司Q2营收同比增长16%，至68亿美元，好于市场预期的65.5亿美元;调整后每股收益同比增长32% ，达到55.40美元，好于市场预期的50.38美元。第二季度总预订额增长13%，达到467亿美元，超出分析师预期，间夜数增长7.7%。同期机票销售量飙升44%。展望未来...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1323385.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0316494557.USD","symbol_name":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1323385.html","article_id":"2555876067","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2555876067","pubTimestamp":1753832194,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，北京时间周三早间，在线旅游公司Booking Holdings公布第二季度财报。展望未来，Booking对第三季度的业绩做出了较为谨慎的预测，并警告称，经济和地缘政治环境中的“更多不确定性”可能会对旅游需求造成影响。本财报季，美国旅游业给出的指引喜忧参半。Booking将全年总预订量增长率调整为“高个位数”，高于4月份提供的“中高个位数”区间。截至发稿，Booking盘后跌1.87%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","BKNG":"Booking Holdings","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0823411888.USD":"法巴消费创新基金 Cap","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","BK4548":"巴美列捷福持仓","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4142":"酒店、度假村与豪华游轮","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","BK4566":"资本集团","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","BK4534":"瑞士信贷持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","ABNB":"爱彼迎","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓"},"translate_title":"Online travel giant Booking (BKNG.US) Q2 results exceed expectations, Q3 guidance disappoints","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ABNB":1,"BKNG":1},"content_text":"智通财经APP获悉，北京时间周三早间，在线旅游公司Booking Holdings(BKNG.US)公布第二季度财报。数据显示，该公司Q2营收同比增长16%，至68亿美元，好于市场预期的65.5亿美元;调整后每股收益同比增长32% ，达到55.40美元，好于市场预期的50.38美元。第二季度总预订额增长13%，达到467亿美元，超出分析师预期，间夜数增长7.7%。同期机票销售量飙升44%。展望未来，Booking对第三季度的业绩做出了较为谨慎的预测，并警告称，经济和地缘政治环境中的“更多不确定性”可能会对旅游需求造成影响。这家运营着Kayak、Priceline和Booking.com品牌的在线旅游公司预计，第三季度客房预订间夜数增长率约为4.5%。分析师此前平均预计，这一备受关注的指标将增长5.5%。这份令人失望的报告表明，由于面临贸易争端和不稳定的经济形势，游客们可能正在控制支出。本财报季，美国旅游业给出的指引喜忧参半。随着市场企稳，达美航空(DAL.US)恢复了业绩指引，而美国航空(AAL.US)则给出了较为悲观的指引。Booking将全年总预订量增长率调整为“高个位数”(按固定汇率计算)，高于4月份提供的“中高个位数”区间。Booking首席执行官Glenn Fogel在财报电话会议上表示，第二季度的强劲表现得益于欧洲和亚洲市场的增长。“尤其是亚洲地区，增长势头良好，增幅达到了低两位数水平。”Fogel补充道，该地区在中期内将实现两位数以上的增长，使其成为Booking主要市场中增长速度最快的地区。首席财务官Ewout Steenbergen在电话会议上表示，美国的平均房价较低，加上较短的住宿时间和预订窗口，表明消费者“在当前经济环境下对支出更加谨慎”。Steenbergen表示，尽管公司意识到全球经济的不确定性加剧，但截至第三季度，旅游需求趋势一直“保持稳定”，这帮助该公司提升了全年业绩指引。截至发稿，Booking盘后跌1.87%。该股今年以来累计上涨13%，超过了同期标普500指数8.3%的涨幅。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"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":"4.36.2","shortVersion":"4.36.2","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/2555876067","isCrawlerRequest":true}