行业概况 - 美国航空旅行需求保持强劲 尽管存在关税引发的波动 但整体需求依然旺盛 [1] - 油价下跌和伊朗与以色列紧张局势缓和为航空公司带来利好 因燃油成本是重要投入成本 [1] - 通胀降温及地缘政治紧张局势缓解提振了消费者信心 [1] - 行业过去三个月涨幅超过34% 表现优于标普500指数 [3] 节假日需求预测 - 美国运输安全管理局(TSA)预计7月4日周末将筛查超过1850万乘客 其中7月6日可能是最繁忙的一天 [7] - 为满足需求 美国航空公司将比2024年增加4%的航班 相当于每天约27000班次 [7] - TSA在6月22日筛查了310万旅客 创下该机构单日最高纪录 今年已有四天筛查旅客超过290万 [8] 重点公司表现 SkyWest (SKYW) - 总部位于犹他州圣乔治 通过子公司在美国中西部和西部以及墨西哥、加拿大提供区域航空服务 [10] - 低燃油成本助力盈利 过去三个月股价上涨32% [11] - 过去四个季度盈利均超预期 平均超出17.1% [11] Delta Air Lines (DAL) - 总部位于佐治亚州亚特兰大 受益于强劲航空需求和低燃油成本 [12] - 上个月宣布季度股息增加25% 这是疫情后恢复分红以来的第二次上调 [12] - 过去三个月股价上涨34% 过去四个季度中有两次盈利超预期 平均超出4% [13] Allegiant Travel (ALGT) - 受益于旺盛的航空需求 同时积极推进机队升级 计划到2025年底将机队规模扩大至122架 [13] - 过去四个季度中有三次盈利超预期 平均超出32.7% [14]

股价表现 - Allegiant Travel (ALGT) 股价在上一交易日上涨6.2%至58.37美元，成交量显著高于平均水平 [1] - 过去四周该股累计下跌0.4%，此次反弹打破此前疲软趋势 [1] 运营数据 - 5月定期航班收入客英里(RPM)同比增长10.2%，可用座位英里(ASM)增长16.3% [2] - 定期航班总起飞量同比提升16.2%，平均航段长度微增0.2% [2] - 全系统（含定期航班和固定费用合同）载客量增长9.4%，运力同比扩张16.5% [2] 财务预期 - 预计季度每股收益0.84美元，同比下滑52.5%，营收6.974亿美元同比增长4.7% [3] - 过去30天共识EPS预测未调整，缺乏盈利预期上修可能限制股价持续上涨动能 [4] 行业比较 - 同属航空运输业的西南航空(LUV)昨日收涨3%至33.41美元，过去一个月累计下跌2% [5] - 西南航空共识EPS预测0.52美元（同比降10.3%），同样维持Zacks3持有评级 [6]

乘客流量数据 - 2025年5月定期服务乘客量同比增长9.2%至1,545,033人次 [2] - 2025年5月总系统乘客量同比增长9.4%至1,563,294人次 [2] - 定期服务收入客英里(RPM)同比增长10.2%至1,391,969(千) [2] - 定期服务可用座英里(ASM)同比增长16.3%至1,732,505(千) [2] - 定期服务载客率同比下降4.5个百分点至80.3% [2] 运营指标 - 2025年5月定期服务航班起降次数同比增长16.2%至11,174班 [2] - 2025年5月总系统航班起降次数同比增长16.7%至11,641班 [2] - 定期服务平均航段长度同比增长0.2%至884英里 [2] - 总系统平均航段长度同比增长0.1%至878英里 [2] 燃油成本 - 2025年5月系统预估平均燃油成本为每加仑2.37美元 [4] 公司概况 - 公司是一家综合性旅游企业 以航空公司为核心业务 [4] - 自1999年以来专注于连接中小城市与世界级度假目的地 [4] - 提供全直飞航班服务 平均票价低于国内往返机票均价的一半 [4]

Key Takeaways ALGT withdrew 2025 guidance amid weak macro trends, fleet delays, and unpredictable travel demand. Boeing delivery issues and rising labor costs have pressured capacity, costs, and near-term profitability. Despite challenges, ALGT posted Q1 revenue growth, holds strong liquidity, and continues buybacks.Shares of Allegiant Travel Company (ALGT) have not had a good time on the bourses of late, declining in double digits so far this year. The disappointing price performance resulted in ALGT und ...

For second consecutive year, Allegiant wins for its exceptional customer serviceLAS VEGAS, June 23, 2025 /PRNewswire/ -- Allegiant Travel Company (NASDAQ: ALGT) has been named   2025's Best Low-Cost Airline in North America by Skytrax, the international air transport rating organization. This is the second consecutive year Allegiant has won this award.The Las Vegas-based airline received the recognition during Skytrax's World Airline Awards ceremony held at the Paris Air Show in June. Known as the "Oscars o ...

Key Takeaways Cooling inflation and rising consumer spending are lifting confidence in the U.S. economy. Brokers are favoring stocks like BTSG, ALGT, CVI, ALTG and CBRL amid this brightening scenario. A screening strategy using broker ratings, earnings estimate revisions, and valuation picked these stocks.Inflation is showing signs of cooling, while consumer spending is increasing. U.S. consumer prices increased less than expected in May as cheaper gasoline partially offset higher rents. This was the four ...

It has been about a month since the last earnings report for Allegiant Travel (ALGT) . Shares have added about 10.1% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Allegiant Travel due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since ...

Key Takeaways ALGT's scheduled traffic in April 2025 rose 17.4%, while capacity increased 20.5% year over year. Load factor declined to 80.3% from 82.4% as traffic growth lagged behind seat capacity expansion. System-wide passenger count rose 14.9%, and average stage length increased 2.5% year over year.Allegiant Travel Company (ALGT) recently reported encouraging traffic numbers for April 2025.Scheduled traffic (measured in revenue passenger miles) rose 17.4% from the April 2024 levels. Capacity (measure ...

LAS VEGAS, May 30, 2025 /PRNewswire/ -- Allegiant Travel Company (NASDAQ: ALGT) today reported preliminary passenger traffic results for April 2025. Scheduled Service – Year Over Year Comparison April 2025 April 2024 Change Passengers 1,526,823 1,328,010 15.0 % Revenue passenger miles (000) 1,447,242 1,232,419 17.4 % Available seat miles (000) 1,802,989 1,495,665 20.5 % Load factor 80.3 % 82.4 %  (2.1pts) Departures 11,010 9,296 18.4 % Average stage length (miles) 9 ...

Allegiant (ALGT) is facing significant challenges from rising operating expenses and a deteriorating liquidity position, which are adversely affecting the bottom line and making it an unattractive choice for investors’ portfolios.Let’s delve deeper.ALGT: Key Risks to WatchSouthward Earnings Estimate Revision: The Zacks Consensus Estimate for current-quarter earnings has moved 72.3% south in the past 60 days. For the next year, the consensus mark for earnings has been revised 54% downward in the same time fr ...