Airlines

搜索文档
Lufthansa CEO's wife in spotlight as new details emerge in crash that killed young woman
Fox Business· 2025-07-19 23:45
New information has emerged after the alleged vehicular homicide of a young Italian babysitter who was hit last week by the wife of Lufthansa Airlines CEO Carsten Spohr in the luxurious resort town of Porto Cervo in Italy. Vivian Alexandra Spohr, 51, reportedly ran over the 24-year-old Gaia Costa while driving her BMW X5. Costa was on her way to babysit on the island of Sardinia as she walked across a pedestrian crossing.Spohr’s German lawyer, Christian Schertz, told FOX Business that "As legal representati ...
10 Reasons to Buy and Hold This Market-Leading Stock Forever
The Motley Fool· 2025-07-19 16:08
Airline stocks haven't traditionally been a great investment, and they've attracted criticism from no less than Warren Buffett in the past. However, if you are willing to keep an open mind and share my view that something fundamental has changed in the industry, then Delta Air Lines (DAL -0.09%) is a great stock to buy. Here are 10 reasons why.1. Growth in premium revenueThe traditional view of the airline industry is one of highly cyclical booms and busts, where booms lead to overcapacity, which in turn le ...
United Airlines' Premium Focus And Cost Discipline Set Stage For Q4 Recovery
Benzinga· 2025-07-19 02:40
核心观点 - 美联航专注于高端旅行、运营效率和全球扩张,保持稳健发展 [1] - 美国银行证券分析师重申买入评级,目标价从90美元上调至108美元 [1] - 第二季度调整后每股收益3.87美元,超出分析师预期的3.77美元 [1] 财务表现 - 2025年第三季度每股收益预期上调至2.70美元,位于指引区间2.25-2.75美元的高端 [4] - 2025年全年每股收益预期从10.00美元上调至10.50美元,接近9-11美元指引区间的上限 [5] - 2026年每股收益预期从11.41美元上调至12.40美元,同比增长近20% [5] 业务策略 - 高端旅行、国际航线和忠诚度计划推动行业领先的利润率 [2] - 国内需求在7月初出现复苏迹象,秋季运力趋势改善 [2] - 单位收入表现预计将从第二季度下降4%反弹至2025年第四季度接近持平 [2] 成本控制 - 第三季度和2025年全年的成本趋势改善,推动预期上调 [3] - 下半年单位成本增长预计保持在2.5%左右,低于此前预期的3.5%-4.0% [3] - 尽管可能签订新的空乘合同,预计每年带来100个基点的成本压力,但整体前景仍乐观 [3] 市场反应 - 美联航股价周五上涨0.41%,至91.59美元 [5]
SkyWest (SKYW) Upgraded to Strong Buy: Here's What You Should Know
ZACKS· 2025-07-19 01:01
公司评级升级 - SkyWest被Zacks评级系统上调至"强力买入"(Zacks Rank 1) 主要反映盈利预期的上升趋势 这是影响股价的最强大因素之一 [1] - Zacks评级体系的核心是追踪卖方分析师对当前及未来年度每股收益(EPS)的共识预期(Zacks Consensus Estimate) [1] - 评级升级表明市场对SkyWest盈利前景持乐观态度 可能转化为买入压力并推高股价 [3] 盈利预期修正与股价关系 - 公司未来盈利潜力的变化(通过盈利预期修正反映)与短期股价走势存在强相关性 机构投资者利用盈利预期计算股票公允价值 [4] - 当估值模型中盈利预期上调时 机构投资者会买入股票 大宗交易直接推动股价变动 [4] - 实证研究显示跟踪盈利预期修正趋势对投资决策具有显著价值 Zacks评级系统有效利用了这一机制 [6] Zacks评级系统特征 - 该系统基于四项盈利相关因素将股票分为五类 其中Zacks Rank 1股票自1988年来年均回报率达+25% [7] - 系统保持中性立场 在覆盖的4000多只股票中"买入"与"卖出"评级比例均衡 仅前5%股票获"强力买入"评级 [9] - 进入前5%排名的股票表明其具有优异的盈利预期修正特征 有望在短期内跑赢市场 [10] SkyWest具体数据 - 截至2025年12月的财年 这家地区性航空公司预期EPS为9.36美元 与上年持平 [8] - 过去三个月内 分析师持续上调预期 使Zacks共识预期累计提升4.6% [8] - 当前评级意味着SkyWest在盈利预期修正方面位列Zacks覆盖股票的前5% 预示近期股价可能上行 [10]
Why Delta and United are pulling away from the airline pack
CNBC· 2025-07-18 22:55
A Delta Air Lines plane takes off at Reagan National Airport in Arlington, Virginia, on Dec. 24, 2021.Eric Lee | Bloomberg | Getty ImagesFor United Airlines CEO Scott Kirby, there's his airline, his carrier's main rival, Delta Air Lines, and then everyone else.Delta and United accounted for more than 86% of the profits posted by the seven largest airlines last year. Airline margins are notoriously thin, less than 4% last year, compared with close to 20% for big U.S. companies, according to the Airlines for ...
Countdown to Alaska Air (ALK) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS
ZACKS· 2025-07-18 22:15
季度业绩预测 - 华尔街分析师预计阿拉斯加航空集团(ALK)季度每股收益为1.56美元,同比下降38.8% [1] - 季度营收预计达36.6亿美元,同比增长26.3% [1] - 过去30天内共识EPS预测下调4.1%,反映分析师对初始预测的集体修正 [2] 关键运营指标预测 - 里程计划其他收入预计2.1952亿美元,同比增长26.2% [5] - 货运及其他收入预计1.3772亿美元,同比大幅增长91.3% [5] - 客座率预测85.2%,较上年同期84.1%有所提升 [5] 运力与效率指标 - 可用座位里程(ASM)预计229.6亿,上年同期为182亿 [6] - 收益乘客里程(RPM)预计195.9亿,对比上年153.1亿 [6] - 燃油消耗量预计2.85亿加仑,显著高于上年2.19亿加仑 [7] 人力资源与单位效率 - 全职等效员工(FTEs)预计增至29,259人,上年同期为23,368人 [8] - 每加仑燃油ASM效率预计79.2加仑,低于上年83.1加仑 [8] - 载运旅客量预计148.2亿人次,对比上年11.89亿人次 [8] 市场表现对比 - 公司股价过去一月上涨13.3%,同期标普500指数涨幅5.4% [9]
Gulf Air to Add up to 18 Boeing 787 Dreamliners to its Widebody Fleet
Prnewswire· 2025-07-18 05:03
WASHINGTON, July 17, 2025 /PRNewswire/ -- Boeing [NYSE: BA] and Gulf Air today announced an agreement for the purchase of 12 787 Dreamliner jets with options for six more as the Bahrain-based airline looks to further develop its international network. Once finalized, this order will bring the carrier's firm order book to 14 of the versatile widebody jets and will support 30,000 jobs across the U.S. The flag carrier of Bahrain, Gulf Air, will grow its all-787 widebody fleet adding up to 18 787 Dreamliner ...
SOUTHWEST AIRLINES TO DISCUSS SECOND QUARTER 2025 FINANCIAL RESULTS ON JULY 24, 2025
Prnewswire· 2025-07-18 04:58
DALLAS, July 17, 2025 /PRNewswire/ -- Southwest Airlines Co. (NYSE: LUV) invites you to listen to a live webcast of its second quarter 2025 financial results. Details are as follows: When: Thursday, July 24, 2025, at 12:30 PM Eastern Time Who: Bob Jordan, President, Chief Executive Officer, and Vice Chairman of the Board of Directors Andrew Watterson, Chief Operating Officer Tom Doxey, Executive Vice President and Chief Financial Officer Web Address: http://www.southwestairlinesi ...
United Airlines Tops Q2 Earnings Estimates on Low Fuel Cost
ZACKS· 2025-07-18 01:25
Key Takeaways UAL's Q2 EPS of $3.87 beat estimates but fell 6.5% YoY; revenue rose 1.7% to $15.2B, missing projections. Load factor declined 1.1 pts to 83.1% as capacity grew faster than traffic; yields and unit revenues fell. UAL sees demand rebounding in H2 2025 and updated full-year EPS guidance to $9.00-$11.00.United Airlines Holdings, Inc. (UAL) reported mixed second-quarter 2025 results wherein the company’s earnings beat the Zacks Consensus Estimate, but revenues missed the same.UAL's second-quarte ...
What Makes Air Canada (ACDVF) a Strong Momentum Stock: Buy Now?
ZACKS· 2025-07-18 01:01
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock characte ...