美股異動 | 愛彼迎盤前漲幅擴大至7%
uSMART盈立智投11月5日,美股盤前愛彼迎(ABNB)漲幅擴大至7%以上,亮眼的三季報爲公司股價提供了上漲動力。
Airbnb財報顯示,今年三季度的收入和利潤均創下單季新高,感恩節期間訂房間夜數較疫情爆發前的2019年同期高出40%。
第三季度輸出出遊傳統旺季,Airbnb的收入增長比市場預期的更加強勁,利潤同比暴增,利潤和收入均創下歷史新高。新冠疫苗持續接種,爲旅遊市場的復甦提供了有力支撐。
財報顯示,ABNB三季度營業收入達到創紀錄的22.4億美元,較去年三季度同比增長67%,較分析師預期的20.7美元高8%以上,較疫情爆發前的2019年三季度水平高36%,同比增幅不及今年二季度的299%。
三季度錄得創紀錄的淨利潤8.34億美元,同比增長280%,較2019年三季度水平高213%,今年二季度淨虧損6800萬美元;
三季度調整後息稅折舊攤銷前利潤(EBITDA)爲11億美元,同比增長120%,較分析師預期的8.173億美元高逾34%,較2019年三季度水平高251%,爲今年二季度EBITDA的五倍;
三季度總訂單額119億美元,同比增長48%,低於分析師預期的121.8億美元,較2019年三季度水平高23%;今年二季度同比增320%;
三季度訂房間夜數7970萬,同比增長29%,分析師預期8080萬,較2019年三季度水平低7%,今年二季度同比增197%。
業績指引方面,Airbnb預計,四季度收入在13.9億到14.8億美元,中位值大致符合分析師預期的14.3億美元。
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