-- 挪威郵輪公司 (NCLH) 週一下調了全年獲利預期，原因是燃油成本上漲以及中東衝突導致消費者需求疲軟。同時，這家郵輪業者的第一季營收低於市場預期。 該公司目前預計2026年調整後每股盈餘將介於1.45美元至1.79美元之間，低於先前預測的2.38美元。 FactSet 目前的共識預期是，該公司非GAAP每股收益為2.10美元。該股在最近的盤前交易中下跌了7.3%。 挪威郵輪表示，中東地區的動盪局勢為公司帶來了許多不利因素，包括高昂的燃油成本和疲軟的需求趨勢，因為客戶正在重新評估他們的旅行計劃，尤其是前往歐洲的旅行計劃。這些不利因素影響了該公司加快預訂速度的能力，此前該公司在2026年初的預訂進度落後於預期目標。 由於美以與伊朗的戰爭導致經由至關重要的霍爾木茲海峽的運輸受阻，能源價格飆升。華盛頓和德黑蘭近期達成停火協議，衝突暫時中止，但尚未達成永久停火框架。 執行長約翰·奇德西在一份聲明中表示：“展望今年，我們將繼續控製成本，專注於營收成長，將資源集中投入到業務的高成長、高價值領域。” 截至3月的季度，該公司營收成長10%至23.3億美元，但低於華爾街預期的23.6億美元。調整後每股盈餘從去年同期的0.10美元增加至0.23美元，高於分析師平均預期的0.14美元。 乘客船票收入從去年同期的14.2億美元成長至15.4億美元，船上及其他銷售額也從7.089億美元增至7.889億美元。客艙入住率從101.5%提升至103.8%，而郵輪營運總支出則從13億美元增加至13.8億美元。 「本季度，我們迅速採取行動，簡化、優化和精簡組織架構，包括實施銷售、管理及行政費用（SG&A）節約計劃，預計可節省1.25億美元，」奇德西表示。 “我們相信，這些長期結構性舉措將有助於緩解短期壓力，並為公司未來的業績增長奠定基礎。” 挪威郵輪預計本季調整後每股收益為0.38美元，而市場預期為0.51美元。
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