[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio3b25cb53":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio3b25cb53","出行需求坚挺！万豪酒店(MAR)Q3盈利、RevPAR超预期，上调全年展望","\u002Fdoc\u002Fdcio3b25cb53","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，酒店运营商万豪酒店(MAR)周一美股盘前公布了2026财年第三季度(截至9月30日)财报。财报显示，该公司当季调整后摊薄每股收益3.02美元，同比增长22%，显著高于市场一致预期2.85美元;GAAP净利润7.94亿美元(每股3.04美元)，同比增长9%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分析人士指出，尽管通胀水平居高不下、地缘局势存在不确定性，但休闲出行需求保持坚挺高收入群体在高端体验上消费加码，中端及经济型酒店的需求本季度同样回暖。商务出行需求也维持强劲，万豪这类酒店运营商因此受益。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>作为衡量酒店业景气度的核心指标，当季全球RevPAR(每间可用客房收入)同比增长6.5%，远超公司此前3.5%–4.0%的季度指引，增长来自更高的房价(ADR)与入住率双重驱动。分区域看，美国及加拿大RevPAR增长7.4%，各客户细分与连锁等级普遍走强;国际市场增长4.4%，其中亚太(APEC)增长超过9%领跑，受强劲的国际入境需求支撑;欧洲、中东及非洲(EMEA)增长超过4%，欧洲表现稳健，中东地区持续受冲突影响，但趋势已较第二季度明显改善。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>费用收入延续双位数增长。当季总费用收入15.22亿美元，同比增长14%，其中特许经营费10.07亿美元(+15%，受益于联名信用卡费用提升、RevPAR上行及客房增长)、基本管理费3.34亿美元(+6%)、激励管理费1.81亿美元(+22%，各区域均为正增长)。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>调整后EBITDA为15.12亿美元，同比增长12%。GAAP总营收70.05亿美元，同比增长8%，其中含大量转付给酒店业主的成本报销收入。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>规模扩张方面，当季净增客房约20,100间，客房总数同比净增4.6%，全球系统规模突破10,200家酒店、近183.4万间客房，覆盖148个国家和地区;开发储备达4,209家酒店、逾634,000间客房，创历史新高，其中国际市场客房占比超过一半。转换(品牌转换)继续是重要增长引擎，占前9个月签约量的逾三分之一、开业量的逾40%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>首席执行官Anthony Capuano表示\"我们出色的第三季度业绩反映了业务的持续势头、全球规模优势以及品牌和收入引擎的力量。\"他还指出，万豪旅享家(Marriott Bonvoy)会员数在季度末达到约3.09亿，与优步、星巴克等的合作持续推动会员增长。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>展望方面，鉴于三季度强劲表现及持续健康的需求预期，公司上调全年指引，押注强劲的出行需求将推动旗下物业的预订量增长。该公司表示，2026年全球RevPAR增长从此前的3%–3.5%上调至4.5%–5.0%;全年调整后摊薄每股收益指引为12.07–12.14美元，调整后EBITDA为60.75–60.98亿美元;全年客房净增长率预计处于4.5%–5.0%区间低端。公司预计全年向股东返还资本至少48亿美元。第四季度调整后摊薄EPS指引为3.14–3.21美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>财报公布后，万豪酒店盘前涨近3%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]