$CCL

Carnival 的强劲财报显示营收与每股收益均超出预期,推动股价上涨 10%。

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《Tuesday's First Moves: CCL & KMX Rally on Earnings, NFLX Upgrade》
Schwab Network发布 2026-09-29 · 7 段内容
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是的,考虑到燃油价格的波动,Carnival 的这份财报非常出色。他们在6月份超出了自己的预期,甚至连利润率也超出了预期,这一点我们稍后会谈到。

Yes, Carnival's report was very good, considering the fluctuations in fuel prices. They have exceeded their expectations for June, and even their profit margins , which we will talk about shortly.

至于总销售额,他们实现了84.3亿美元,超过了约83.8亿美元的预期。这较去年同期的81.5亿美元增长了约3.5%。

As for total sales, they achieved $8.43 billion, exceeding estimates of approximately $8.38 billion. That's an increase of approximately 3.5% compared to last year when they achieved $8.15 billion.

调整后每股收益高于预期,也就是说,与去年的1.43美元相比几乎持平,而预期为1.35美元。

The adjusted earnings per share came in higher than estimates, meaning it was almost unchanged from last year at $1.43 versus estimates of $1.35.

但我认为最重要的积极因素是回报。从他们谈到的情况来看,我们发现净利润增长了约2.4%。但与此同时,他们提到燃油消耗增加了约3.8%,不过全年的前景已显著改善。

But I think the most important positive factor is the returns. Looking at what they talked about, we find that net income rose by about 2.4%. But at the same time, they spoke of an increase in fuel consumption of about 3.8%, although the outlook for the whole year has improved significantly.

目前预计全年调整后净利润约为30.8亿。按固定汇率计算,预计将高出约2.3%。

Adjusted net income for the full year is now expected to be around 3.08 billion. Based on a constant exchange rate, it is expected to be about 2.3% higher.

所以,这个季度总体表现强劲。他们谈到了调整后息税折旧摊销前利润的增长,尽管燃油成本上升,而他们将会把这一成本转嫁给客户,同时预订量也在持续增长,从而抵消了本季度产生的部分更高支出。

So, the quarter was generally strong. They spoke of growth in adjusted earnings before interest, taxes, depreciation and amortization, despite higher fuel costs, which they will pass on to customers, and bookings continued to increase as well to offset some of the higher expenses they incurred during the quarter.

现在我们有了来自 Carnival 的这个好消息,我们看到增长了10%。我的意思是,这是非常重要的一步。

and now we have this good news from Carnival, where we are seeing a 10% increase. I mean, it's a very important step.

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2026-09-29看涨本条
是的,考虑到燃油价格的波动,Carnival 的这份财报非常出色。
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