$MAR · Schwab Network · 2026-11-02
Marriott 最新季度利润和营收均超出预期（调整后每股收益 3.02 美元，预期 2.84 美元；营收超过 70 亿美元，预期 69.2 亿美元），股价上涨约 7%–8%。全球 RevPAR 增长 6.5%，其中美国和加拿大增长 7.4%，国际增长 4.4%，显示客户并未放弃旅行；公司还在使用 AI 工具与 Hilton 和 Hyatt 竞争并提升直订。结论是 Marriott 内部需求健康，尤其是在北美。
逐段跳播
Marriott 最新的季度业绩表明，顾客并没有放弃他们的体验，营收和利润双双超出预期，投资者也以今早的大幅上涨作为回应。股价上涨超过8%，甚至接近8.25%，涨幅约7%，他们正在复核，但股价确实在快速变动。
Marriott's latest quarterly results suggest that customers aren't backing down from their experience , which beat expectations in both revenue and profit, and investors are reciprocating with a big rise this morning.
The share price is up more than 8 percent, even close to 8.25 percent, up around 7 percent, and they are reviewing it, but it is definitely moving rapidly.
调整后每股收益为3.02美元。市场预期为2.84美元，所以这在利润方面是相当大的成绩。营收方面，营收略高于70亿美元。这好于预期。市场预期为69.2亿美元。这多出了8%。这再次超出了预期。
Adjusted earnings per share were $3.02. The market expectation was $2.84, so this is a pretty big achievement in terms of profit. In terms of revenue, revenue came in at a little over $7 billion.
It was better than expected. The market expectation was $6.92 billion. This is 8 percent more. Once again, this is ahead of expectations.
全球每间可售房收入增长了6.5%，反映了房价和酒店入住率。美国和加拿大实现了7.4%的非常强劲增长。所有客户群体和酒店价格档次都实现了增长。国际“rev par”，即每间可售房收入，增长了4.4%。
在国际层面，亚太地区领跑。所以再次说明，美国和加拿大表现出了相当强劲的态势。这表明顾客并没有背弃他们的旅行。
Global revenue per available room increased by 6.5 percent, reflecting room rates and hotel occupancy. The United States and Canada saw a very strong growth of 7.4 percent. There has been growth across all customer groups and hotel price categories.
International 'rev par', or revenue per available room, increased by 4.4 percent. On an international basis, it was led by the Asia Pacific region. So once again , the US and Canada have shown quite a strong position.
This suggests that customers are not turning their backs on their travel.
Marriott 在开发 AI 工具方面显然在与 Hilton 和 Hyatt 竞争。所以他们将 AI 工具作为吸引顾客战略的一部分。更多直接预订可以减少对 Expedia 或 Booking.com 等第三方的依赖。
但归根结底，Marriott 内部需求健康，尤其是在北美。
Marriott is clearly in competition with both Hilton and Hyatt in developing AI tools. So they are using AI tools as part of their strategy to attract customers. More direct bookings can reduce reliance on third parties like Expedia or Booking.com.
But again, the bottom line is that there is healthy demand within Marriott and especially in North America,