$RCL · Schwab Network · 2026-10-27
RCL 调整后每股收益超出预期（657 对 638），营收略低于预期，为 55.9 亿美元，并将 2026 年调整后每股收益预测上调至 1785-1795，高于华尔街预期；股价上涨逾 9%。燃油成本一直是逆风，该股年初至今基本持平，但 CEO 表示 2027 年预订进度领先于历史水平，旅行需求保持稳健——这是一个非常积极的信号，也是公司需要的一场胜利。
逐段跳播
好，接下来我看 Royal Caribbean。Royal Caribbean 今天走势真不错。是的，Royal Caribbean 扬帆起航了。这只股票营收和利润双双超出预期，抱歉，是营收和利润都超预期。
Okay, next up, I'm looking at Royal Caribbean. What a nice move here for Royal Caribbean today. Yeah, off to the high seas for Royal Caribbean. Uh, this one beat expectations on both the top on the on the bottom line, excuse me.
营收略低于预期，但业绩展望看起来好于预期。所以股价大幅上涨，涨幅超过9%。这是公司在这里急需的一场胜利。他们公布的调整后每股收益为657。她原本预期为638。所以是明确超预期。
Revenue came in a little bit short, but the forecast looks better than expected. So, that's why you see shares rallying big, more than 9%. It's a win that the company needed here.
They reported adjusted earnings per share of 657 here. She was looking for 638. So, clean beat there.
营收略低于预期，为55.9亿美元，但显然不足以让华尔街感到不安，尤其是考虑到从今年往后的前景。他们将2026年调整后盈利预期上调至每股1785至1795。这高于华尔街此前的预期。
revenue a little short at 5.59 billion, but certainly nothing to rattle Wall Street, especially when you think about the year from here. They've raised their 2026 adjusted earnings forecast to 1785 to 1795 per share.
That's above what Wall Street was expecting here.
即使按该预期区间的低端计算，今年困扰 Royal Caribbean 的问题之一一直是原油价格。所以到今天为止，该股年初至今基本持平，你可以想象，因为他们必须应对的一大成本与航空公司类似，就是燃料，而今年无论是邮轮公司还是航空公司，燃料价格都是不利因素。
Um, even on the low end of that forecast, one of the concerns that's been plaguing Royal Caribbean this year has been crude oil prices. So coming into today year to date that stock was little change as you can imagine because one of their big costs that they would have to deal with similar to the airlines is fuel right and fuel prices have been a headwind whether we're talking about the cruise liners or airliners this year.
由此来看，Royal Caribbean 的邮轮旅行需求依然保持坚挺。
The suggestion from here is that travel demand is holding up when it comes to cruising for Royal Caribbean.
CEO Jason Liberty 表示，2027年的预订进度领先于历史水平。考虑到公司及其面临的挑战，这是一个非常积极的信号。
Uh the CEO Jason Liberty says that 2027 bookings pacing ahead of historical levels. So, that's a really positive sign when you think about the company and the challenges that have faced it.
无论是看年初至今还是同比，我们在 Royal Caribbean 这里看到的都是一波不错的走势。有意思的是，CEO 谈到了旅行需求是如何保持坚挺的。人们担心汽油价格之类的因素，但他们仍然在旅行上花钱。
Um, whether we're talking about year to date or year-over-year. So, nice nice move here that we're seeing here in Royal Caribbean. And what's interesting is the CEO talking about how travel demand has held up, right?
So, folks are concerned about gasoline prices and all this, but they're still spending on their trips.
Royal Caribbean 上涨，也带动了 Norwegian 走高。两者都跻身标普500指数表现最好的前十名。
And Royal Caribbean's higher and it's also bringing up Norwegian. Both are in the top 10 performers in the S&P 500.
观察点
这个频道对 $RCL 的历次判断
Schwab Network 在这只股票上共 2 条判断，这里只列相邻的几条。