格隆汇2月11日｜希尔顿酒店公布去年第四季度业绩，营收同比增长11%至30.9亿美元，超过分析师预 期的29.8亿美元；调整后每股收益为2.08美元亦超过预期的2.02美元。期内每间可用客房的可比收入 (RevPar)小幅上涨0.5%，主要是因为平均每日房价上涨0.9%，但部分被入住率的小幅下降0.3%所抵消。 展望2026年，该公司预计调整后每股收益将在8.65至8.77美元之间，低于分析师预期的9.13美元；预计 可比每间客房收入将增长1%至2%，反映美国旅游需求放缓，低于预期的2.05%。 ...

Group 1 - Viking Holdings Ltd. reported Q2 earnings that met market expectations, but the stock price fell by 3.13% due to slightly lower revenue from river cruises and a 1 cent miss on EPS compared to most forecasts [1] - Q2 revenue reached $1.8804 billion, a year-over-year increase of 18.5%, with EPS more than doubling to $0.99, aligning with analyst expectations [1] - Ocean cruise revenue was $713 million, with occupancy and net yield exceeding expectations, while river cruise revenue was $1.02 billion, with net yield slightly below expectations [1] Group 2 - Strong booking trends indicate that the affluent North American customer base is helping the company avoid the demand slowdown faced by other travel companies [1] - As of August 10, total advance bookings for the 2025 cruise season reached $5.64 billion, a 21% increase year-over-year, with an average ticket price of $784, up 7% from 2024 [2] - The booking completion rate for 2026 voyages has surpassed 50%, higher than the same period last year, although ticket prices have only increased by 4%, suggesting potential weakening in pricing power [2] Group 3 - Following the addition of two river cruise ships in the previous quarter, the company plans to add six new ships in the second half of this year [3]