文章核心观点 - 西南航空公司下调了第二季度的收益预期,主要原因是预订模式的变化[1][2][6] - 西南航空公司预计第二季度每可用座位英里收益(RASM)将下降4%-4.5%,此前预期为下降1.5%-3.5%[2] - 西南航空公司预计第二季度单位成本(不含燃油)将上升最多7.5%,此前预期无变化[3] - 西南航空公司预计第二季度运力将上升最多9%,此前预期持平[4] - 尽管如此,西南航空公司仍预计第二季度创下营业收入季度纪录[4] 行业概况 - 航空公司正在获得创纪录的乘客数量,但成本上升和运力增长抑制了票价和利润[5] - 与此同时,达美航空和联合航空正在享受到国际旅行需求回升,并大量投资于乘客愿意支付更高价格的更宽敞的座位[7] 公司情况 - 西南航空公司面临来自对冲基金埃利奥特管理公司的激进投资者压力,后者要求更换CEO鲍勃·乔丹和董事长加里·凯利[8] - 西南航空公司表示有信心其领导层,并重申正在考虑座位分配或头等舱等收益举措,这将是对其长期以来的简单商业模式的重大改变[9] - 西南航空公司表示将根据客户需求的变化而进行调整[10]

Airline launches 10-week sweepstakes in partnership with local Chambers of Commerce and Convention and Visitors BureausDALLAS, June 25, 2024 /PRNewswire/ -- Southwest Airlines Co. (NYSE: LUV) today launches the Summer of Go sweepstakes, which offers Customers weekly chances to win 1 of 10 destination prize packages to attractive leisure destinations. Beginning today, Customers can visit Southwest.fm/SummerofGo to learn more and enter for a chance to win.  "Our robust route map includes destinations from coa ...

A Southwest Airlines flight dropped to just 525 feet above the ground on Wednesday.The incident prompted an altitude warning and an FAA investigation.A Southwest flight dropped dangerously low off the coast of Hawaii in April.  Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview Thanks for signing up! Access your favorite topics in a personalized feed while you're on the go. Email address By clicking “Sign Up”, you acce ...

We also talk about -- what else? -- tall buildings. Really, really tall buildings.In this podcast, Motley Fool analyst Asit Sharma and host Dylan Lewis discuss:Why Elliot Management is looking to shake up leadership at Southwest after taking a 10%+ stake in the airline.Nvidia's stock split, and why this one may matter more than most.The new names in the S&P 500 -- CrowdStrike, KKR, and GoDaddy -- and what they say about the state of the market.Are the world's tallest buildings ego projects or promising inve ...

By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . You can opt-out at any time by visiting our Preferences page or by clicking "unsubscribe" at the bottom of the email.Access your favorite topics in a personalized feed while you're on the go. download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewActivist firm Elliott Investment Management has taken a $1.9 billion stake in Southwest Airlines and has pr ...

DALLAS, June 18, 2024 /PRNewswire/ -- Southwest Airlines Co. (NYSE: LUV) continues its birthday celebration with a sale on flights starting as low as $53 one-way in honor of the carrier turning 53. Starting today through June 20, 2024, Customers can book these fares for their next getaway for continental U.S. travel between August 6 and December 18, 2024, and Hawaii, international, and San Juan, Puerto Rico travel between August 20 and November 20, 2024. Restrictions, exclusions, and blackout dates apply. S ...

The Federal Aviation Administration is investigating after a Southwest Airlines flight reportedly plunged to “within 400ft” of the Pacific Ocean during a flight.A memo distributed to Southwest pilots, obtained by Bloomberg, said that the Boeing 737 Max 8 plunged at a rate of 4,000ft a minute off the coast of Hawaii, coming within hundreds of feet of the ocean before climbing to safety.News of the incident comes as investigators said a Southwest-operated Boeing 737 Max 8 sustained significant damage after it ...

MILWAUKEE, June 12, 2024 (GLOBE NEWSWIRE) -- The Artisan Partners Global Value Team today sent a letter to the Board of Directors of Southwest Airlines Co. (NYSE:LUV). The full text of the letter is as follows: June 12, 2024 The Board of Directors Southwest Airlines Co. 2702 Love Field Drive Dallas, TX 75235-1611 Dear Members of the Board: We are writing to you on behalf of the Global Value investment team at Artisan Partners Limited Partnership. Currently, our discretionary investment management clients co ...

Southwest Airlines CEO Bob Jordan said Wednesday he will not resign as the air carrier faces pressure from activist investor Elliott Investment Management..“We want to understand what their ideas are, they may have great ideas,” Jordan told reporters in Washington after an event. “At the end of the day, we are going to treat Elliott like any other investor. We’ll sit down and listen to them…. Southwest is a great company. We have a great plan and will execute.”Elliott on Monday called for leadership and boa ...

Southwest Airlines CEO Bob Jordan said Wednesday he has no intention of stepping down despite pressure from activist Elliott Investment Management. Jordan, who has served as the carrier’s CEO since February 2022, made the comment on Wednesday while speaking with journalists after an industry-related event.Jordan has received harsh criticism from Elliott, which earlier this week urged Southwest to replace him and Executive Chairman Gary Kelly with new leaders from outside the company. SOUTHWEST SHARES JUMP A ...