SAN DIEGO, CALIFORNIA - DECEMBER 6: A Southwest Airlines Boeing 737 airplane departs from San Diego International Airport en route to Phoenix on December 6, 2025 in San Diego, California. (Photo by Kevin Carter/Getty Images)Getty ImagesSouthwest Airlines (LUV) stock has reached day 10 in a consecutive streak of gains, resulting in a total increase of 20% over this timeframe. The company has added approximately $2.8 billion in value during the past 10 days, bringing its current market capitalization to aroun ...

Joining us now is Marley Kaden for a closer look. It is the focus of the morning trade. So Barclay's upgrading Southwest to overweight this morning.What stands out about this analyst note. What are they actually saying that's behind the call. Marley, good morning to you. >> Good morning, Sam.Yeah, I think the thing that stands out most is some of this market action that we're seeing. You mentioned hitting a three-year high for Southwest shares. Still up two and a third percent this morning on this positive ...

Business leaders are raising the alarm: Meetings have taken over, and real work is being left behind. And Southwest Airlines CEO Bob Jordan is the latest to speak out on the phenomenon—arguing that many leaders mistake constant meetings for leadership. “When you first start, it’s easy to confuse busyness and going to meetings with leadership,” Jordan said last week on a panel of CEOs at the New York Times DealBook Summit. “…Because what we all find, I’m sure, is there’s no time to ‘work,’ and you confuse ...

A few types of stocks and sectors on the market are as fraught with opposing views as airlines, in my experience. Some investors love them; others, the exact opposite. Some think they are very appealing; others wonder how anyone can invest in themAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving ...

行业与公司 * 行业：航空航天与国防电子，具体聚焦于商用航空售后市场[1] * 涉及公司： * **原始设备制造商**：通用电气、赛峰集团、RTX普惠、MTU航空发动机[4][20][26][33][42] * **独立维修商/分销商**：StandardAero、VSE Corporation、FTAI Aviation、HEI的Wencor集团、Precision Aviation Group、Aviation Technical Services、TAT Technologies、Willis Lease Finance Corp[3][4][6][13][15][20][26][33][35][39][47] * **航空公司与租赁公司**：德国汉莎航空、新西兰航空、西南航空、JetBlue、AerCap、空客[16][20][26][32][33][38][40][42][44] * **零部件制造商**：Chromalloy[3][20] 核心观点与论据 1 售后市场定价与成本动态 * **维护成本大幅上涨**：自2021/2022年以来，总维护成本上涨约30-35%，预计2025年将继续以中高个位数百分比增长[1][4][22][26] * **工作范围显著扩大**：GE90发动机的第二次进厂维修比第一次重60-70%，类似的范围扩大趋势也出现在LEAP和GEnx发动机上[4][26] * **零部件价格通胀持续**：OEM零部件目录价预计在2025年有中高个位数增长，稀缺性导致某些零部件价格从约2万美元涨至3-3.5万美元，涨幅达63%[5][26] * **大修成本翻倍**：富含寿命件的发动机大修现在最低约200万美元，而十年前约为100万美元[5][26] 2 替代零部件优势与采用趋势 * **PMA件价格优势明显**：PMA件以比OEM目录价低20-25%的价格销售，PMA供应商可获得约50-70%的毛利率[1][3][10][20] * **可用件需求增长**：成本压力推动了对可用件的需求，其价格通常为OEM目录价的50-70%，目前约占整个售后零部件市场的10%[5][25] * **出租人态度谨慎**：历史上，大多数出租人因租赁返还条件而拒绝使用PMA件，但FTAI是一个积极批准使用PMA件的显著例外[3][20] 3 合同结构与风险分配 * **OEM早期承担风险**：在按小时付费合同的早期，OEM承担非成熟期风险，例如，如果发动机需要10次进厂维修而非1次计划大修，OEM将承担额外成本[6][26] * **合同条款带来节省**：运营商有权插入自供的可用件，每次维修事件可节省约60万美元，PT6A的标准大修费用约为70-80万美元，而OEM的SMART项目收费约为130-140万美元[6][26] * **PBH合同占比高**：估计LEAP发动机的按小时付费合同占比为60%，GTF发动机为85%[6] 4 系统性的稀缺性与周转时间 * **周转时间居高不下**：传统的发动机进厂维修通常需要100-125天，PT6A的“良好”大修仍需约120天，某些大修返回时间可能长达9个月以上[1][16][31][33][39] * **租赁费率上涨**：LEAP发动机租赁费率在过去12个月上涨约5-10%，CFM56-7B的涨幅超过-5B型号，高费率预计将持续12-18个月[10][16][33][44] * **零部件与发动机持续短缺**：可用件库存正在消耗，预计未来约2年可用性“更受限”，大约有400台GTF发动机需要更换措施[7][16][33][47] 5 平台特定展望 * **CFM56**：需求在未来十年保持强劲，租赁费率短期内保持高位，模块化策略和PMA件提供了灵活性[41][44] * **LEAP**：耐久性不足和早期可靠性问题推高了维修需求，预计第三方维修网络将有限扩展，服务收入预计从2025年的约32亿美元增长至2028年的约65亿美元[4][11][12][42][44] * **GTF**：齿轮传动涡扇发动机面临最严重的短缺，OEM需同时支持生产和在役飞机改装，恢复时间线延长[16][43][47] * **区域涡桨发动机**：OEM定价压力、长周期大修和零部件成本上升，正推动运营商转向交换件、独立维修商和租赁[46][47] 其他重要内容 * **研究方法**：该分析利用了AI工具对2025年进行的专家电话访谈记录进行综合，专家包括前雇员、竞争对手和行业专家[2] * **售后市场增长预测**：预计2026年售后市场增长8%，而国际航空运输协会的收入客公里预测增长6%[8] * **供应商风险敞口**：在商用售后市场销售占比最高的供应商依次是VSEC、FTAI、SARO和通用电气航空[13][15] * **产能与劳动力瓶颈**：全球维修产能紧张，劳动力受限，且CFM56-5B的测试能力稀缺[36][39] * **交换与模块化策略**：模块交换和发动机交换项目被用于缓解产能压力并缩短周转时间，例如FTAI的模块交换项目[30][35][38][39]

Southwest Airlines Co. (NYSE:LUV) is one of the travel and leisure stocks Jim Cramer recently talked about. Cramer highlighted his discussion with the company CEO, as he stated: “Some of the lower-cost names like Southwest Air and Alaska Air are up even more than that, with gains close to 40% from the November lows. I spoke with Bob Jordan, the CEO of Southwest, on Squawk on the Street yesterday. He sounded pretty darn enthusiastic about his company’s prospects now that they’re working hand in hand with t ...

Southwest Airlines said on Friday it would open a crew base at Austin-Bergstrom International Airport in March 2026, creating more than 2,000 jobs as the carrier looks to expand its footprint in fast-... ...

Texas-based Southwest continues decades of investment in Austin and Texas through airport growth, job opportunities, and community partnerships DALLAS, Dec. 12, 2025 /PRNewswire/ -- Southwest Airlines Co. (NYSE: LUV) announced today that a new Crew Base for Pilots and Flight Attendants will open in March 2026 in Austin, Texas, creating more than 2,000 new jobs based at Austin Bergstrom International Airport (AUS) and positioning the airline for continued growth in Central Texas. Most Employees at the new B ...

Whales with a lot of money to spend have taken a noticeably bearish stance on Southwest Airlines.Looking at options history for Southwest Airlines (NYSE:LUV) we detected 11 trades.If we consider the specifics of each trade, it is accurate to state that 36% of the investors opened trades with bullish expectations and 63% with bearish.From the overall spotted trades, 6 are puts, for a total amount of $266,837 and 5, calls, for a total amount of $193,623.Expected Price MovementsAnalyzing the Volume and Open In ...

Dallas, Texas-based Southwest Airlines Co. (LUV) is a passenger airline company that provides scheduled air transportation services. Valued at a market cap of $21.1 billion, the company is known for its point-to-point route network, customer-friendly policies, and strong focus on operational efficiency. Companies valued at $10 billion or more are typically classified as “large-cap stocks,” and LUV fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, an ...