-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：凯悦酒店集团公布了第一季度业绩，调整后每股收益为0.63美元，高于市场普遍预期的0.57美元，主要得益于管理费的强劲增长以及系统内每间可供出租客房收入（RevPAR）增长5.4%。调整后EBITDA为2.66亿美元，增长2%，略低于市场普遍预期的2.7亿美元。豪华酒店板块继续表现优异，RevPAR增长8.5%，高于高端酒店（+4.2%）和中高端酒店（+2.6%）板块，这体现了凯悦酒店集团的高端战略定位以及强劲的豪华旅游需求。管理层维持2026年EBITDA预期在11.55亿美元至12.05亿美元之间，同比增长13%至18%。国际市场推动了增长，其中大中华区以12.4%的RevPAR增长领跑，其次是除中国以外的亚太地区（+11.3%）和欧洲（+7.5%），而美国市场则贡献了3.3%的增长。我们认为，尽管面临区域性不利因素，但凯悦旗下全包式酒店组合的强劲增长势头（净套餐RevPAR增长7.4%）使其在竞争中占据优势。我们认为，预计3.25亿至3.75亿美元的资本回报也体现了凯悦强大的现金流生成能力。
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