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AAG(AAL) - 2023 Q4 - Earnings Call Transcript
2024-01-26 01:27
财务数据和关键指标变化 - 2023年全年收入约为530亿美元,创历史新高 [12] - 2023年全年调整后税前利润约25亿美元 [8] - 2023年第四季度调整后税前利润2.57亿美元 [8] - 2023年全年自由现金流18亿美元 [22] - 2023年全年调整后EBITDAR利润率14.5%,调整后营业利润率7.6% [23] - 2023年第四季度调整后EBITDAR利润率12%,调整后营业利润率5.1% [23] 各条业务线数据和关键指标变化 - 2023年国内商务旅行收入恢复至2019年水平的约90% [13] - AAdvantage会员客户占公司三分之二的收入,并贡献70%的附加收益 [15] - 通过公司直销渠道购买的客户体验更好,推荐指数高11个百分点 [16] - 2023年收入增长15%,销售费用下降8-9% [16] 各个市场数据和关键指标变化 - 2023年第四季度短程国内和加勒比地区市场收益率将在第一季度末转正 [43][44] - 2023年第四季度跨大西洋和远程亚太市场收益率基本持平或略有下降,但呈现改善趋势 [44] 公司战略和发展方向及行业竞争 - 公司将继续专注于可靠性、盈利能力和问责制,并建设更高效和更有抗压能力的航空公司 [10] - 公司将继续优化分销策略,通过互联网直销为客户提供更好的产品和服务 [16][73] - 公司将利用机队、航线网络和旅程奖励计划带来的优势,并通过提高资产利用率和降低成本来提高效率 [16][32] 管理层对经营环境和未来前景的评论 - 公司看好2024年的需求前景,特别是春夏旺季 [154][155] - 公司将继续专注于提高运营可靠性、盈利能力和现金流产生能力 [37][154] - 公司将在2024年3月4日的投资者日上分享未来发展计划 [87][154] 问答环节重要的提问和回答 问题1 **Vasu Raja 回答** 公司短程国内和加勒比市场收益率将在第一季度末转正,长程市场收益率基本持平或略有下降但呈现改善趋势 [43][44] 问题2 **Vasu Raja 回答** 公司将继续优化分销策略,通过互联网直销为客户提供更好的产品和服务,并鼓励合作伙伴也采用这种模式 [73] 问题3 **Robert Isom 回答** 公司将继续密切关注波音的表现,要求其提供可靠、安全的产品,并将继续严格把控新机引进的验收过程 [140][142][146]
American Airlines projects strong 2024 profit as demand for travel surges
Proactive Investors· 2024-01-26 00:07
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Here's What Key Metrics Tell Us About American Airlines (AAL) Q4 Earnings
Zacks Investment Research· 2024-01-26 00:01
American Airlines (AAL) reported $13.06 billion in revenue for the quarter ended December 2023, representing a year-over-year decline of 1%. EPS of $0.29 for the same period compares to $1.17 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $13.02 billion, representing a surprise of +0.29%. The company delivered an EPS surprise of +383.33%, with the consensus EPS estimate being $0.06.While investors scrutinize revenue and earnings changes year-over-year and how they compare with W ...
American Airlines tops estimates in its fiscal Q4
Invezz· 2024-01-25 20:29
American Airlines Group Inc is trending up in premarket on Thursday after reporting better-than-expected results for its fiscal fourth quarter.American Airlines’ future guidanceCopy link to sectionAmerican Airlines does, however, expect to report a loss again in its current financial quarter. Based on fuel prices and demand, the flagship air carrier sees 15 cents to 35 cents of loss in Q1. Robert Isom – its chief executive said today in a press release:We’re delivering on our commitments and remain well-pos ...
American Airlines stock jumps after big profit beat, upbeat 2024 outlook
Market Watch· 2024-01-25 20:14
美国航空集团公司盈利情况 - 美国航空集团公司第四季度盈利超出预期,2024年盈利前景乐观[1] - 调整后每股收益为29美分,远高于FactSet预期的11美分[1] - 预计2024年调整后每股收益在2.25美元至3.25美元之间,高于FactSet预期的2.14美元[1]
American Airlines posts narrow fourth-quarter profit
CNBC· 2024-01-25 20:10
公司业绩 - 美国航空公司在2023年第四季度实现了19百万美元的利润,超过了华尔街对收入和利润的预期[2] - 公司在2023年第四季度的表现表明,每股收益为29美分,高于预期的10美分,营收为130.6亿美元,高于预期的130.2亿美元[4] CEO表态 - 公司CEO Robert Isom表示,美国航空公司在2023年表现出色,实现了承诺,未来前景良好[7]
UPS Gears Up to Release Q4 Earnings: What's in the Offing?
Zacks Investment Research· 2024-01-24 01:06
United Parcel Service (UPS) is scheduled to report  fourth-quarter 2023 results on Jan 30 before market open.The company has an impressive earnings surprise history, having outperformed the Zacks Consensus Estimate in each of the preceding four quarters, the average beat being 1.35%. The Zacks Consensus Estimate for fourth-quarter 2023 earnings has been revised 2% downward over the past 60 days.Given this backdrop, let’s delve deeper to unearth the factors likely to have influenced UPS’ performance in the t ...
Insights Into American Airlines (AAL) Q4: Wall Street Projections for Key Metrics
Zacks Investment Research· 2024-01-23 03:01
Analysts on Wall Street project that American Airlines (AAL) will announce quarterly earnings of $0.06 per share in its forthcoming report, representing a decline of 94.9% year over year. Revenues are projected to reach $13.02 billion, declining 1.3% from the same quarter last year.The consensus EPS estimate for the quarter has undergone an upward revision of 50% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estima ...
Is a Beat in Store for American Airlines (AAL) in Q4 Earnings?
Zacks Investment Research· 2024-01-23 02:50
AAL第四季度业绩预测 - 美国航空集团(AAL)将于2023年1月25日在市场开盘前公布第四季度业绩[1] - AAL在过去四个季度每次超出Zacks Consensus Estimate,平均超出幅度为23.83%[2] - 预计第四季度2023年,AAL的乘客收入将增加,从而提高总收入[4]
Here's Why American Airlines (AAL) is a Strong Value Stock
Zacks Investment Research· 2024-01-22 23:43
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores.What are the Zacks Style Scores?Developed along ...