-- 挪威邮轮公司 (NCLH) 周一下调了全年盈利预期，原因是燃油成本上涨以及中东冲突导致消费者需求疲软。与此同时，这家邮轮运营商的第一季度营收低于市场预期。 该公司目前预计2026年调整后每股收益将在1.45美元至1.79美元之间，低于此前预测的2.38美元。FactSet 目前的共识预期是，该公司非GAAP每股收益为2.10美元。该股在最近的盘前交易中下跌了7.3%。 挪威邮轮表示，中东地区的动荡局势给公司带来了诸多不利因素，包括高昂的燃油成本和疲软的需求趋势，因为客户正在重新评估他们的旅行计划，尤其是前往欧洲的旅行计划。这些不利因素影响了该公司加快预订速度的能力，此前该公司在2026年初的预订进度落后于预期目标。 由于美以与伊朗的战争导致经由至关重要的霍尔木兹海峡的运输受阻，能源价格飙升。华盛顿和德黑兰近期达成停火协议，冲突暂时中止，但尚未达成永久停火框架。 首席执行官约翰·奇德西在一份声明中表示：“展望今年，我们将继续控制成本，专注于营收增长，将资源集中投入到业务的高增长、高价值领域。” 截至3月份的季度，公司营收增长10%至23.3亿美元，但低于华尔街预期的23.6亿美元。调整后每股收益从上年同期的0.10美元增至0.23美元，高于分析师平均预期的0.14美元。 乘客船票收入从去年同期的14.2亿美元增长至15.4亿美元，船上及其他销售额也从7.089亿美元增至7.889亿美元。客舱入住率从101.5%提升至103.8%，而邮轮运营总支出则从13亿美元增至13.8亿美元。 “本季度，我们迅速采取行动，简化、优化和精简组织架构，包括实施销售、管理及行政费用（SG&A）节约计划，预计可节省1.25亿美元，”奇德西表示。“我们相信，这些长期结构性举措将有助于缓解短期压力，并为公司未来的业绩增长奠定基础。” 挪威邮轮预计本季度调整后每股收益为0.38美元，而市场预期为0.51美元。
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Research Alert: CFRA Lowers Opinion On Shares Of Carpenter Technology To Buy From Strong Buy
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Market Chatter: Siemens Energy, GE Vernova Raise Payment Risks for Venezuela Power Rebuild
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