Airline expects less geopolitical and macroeconomic uncertainty in second half of 2025, with demand inflection beginning in early July with a 6 point acceleration in booking demandPublished industry schedules show a supply inflection beginning in mid-August, similar to schedule changes in 2024Updated full-year adjusted diluted earnings per share1 guidance of $9.00 to $11.00Q2 diluted earnings per share of $2.97; adjusted diluted earnings per share2 of $3.87 versus guidance range of $3.25 to $4.25 — United g ...

United Airlines Holdings Inc UAL stock is in the green, rallying on strong chart signals ahead of its second quarter earnings report after market close Wednesday.Bullish Technicals Set The Stage For A BreakoutChart created using Benzinga ProShares are trading around $87.41, comfortably above their eight-, 20-, 50-, and 200-day simple moving averages, a classic bullish indicator that suggests the trend is favorable, despite selling pressure indicating caution ahead.The Relative Strength Index (RSI) is at 59. ...

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.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style ...

Passengers aboard a United Airlines flight say they were stuck on the tarmac at Newark Liberty International Airport for seven hours before their flight was canceled when severe weather sparked delays at airports along the East Coast on Monday evening. Flavia Deluczas told WXYZ-TV that she was among dozens of passengers aboard a United flight to Detroit with limited access to food and water."I was super thankful that I ate before I got on the plane because I would've been like seven hours without a meal," D ...

Delta Air Lines TodayDALDelta Air Lines$55.77 -2.34 (-4.03%) 52-Week Range$34.74▼$69.98Dividend Yield1.08%P/E Ratio8.08Price Target$66.21Add to WatchlistThe way the broader S&P 500 index has been headed lately (higher and higher) brings about a new narrative importance for markets to justify today’s valuations and the assumptions that need to become true if the entire market is set to keep going. One of these narratives and assumptions is that earnings will keep expanding, as earnings per share (EPS) are m ...

A United Airlines Boeing 737-8 MAX airplane prepares to takeoff at Ronald Reagan Washington National ... More Airport in Arlington, Virginia, on July 10, 2025. (Photo by SAUL LOEB / AFP) (Photo by SAUL LOEB/AFP via Getty Images)AFP via Getty ImagesUnited Airlines (NASDAQ:UAL) is set to publish its earnings report on Thursday, July 17, 2025. For traders who focus on events, analyzing historical stock performance in relation to earnings announcements can be an effective strategy, though the actual results rel ...

公司业绩预期 - 分析师预计公司第二季度每股收益为3.86美元，同比下降6.8% [1] - 预计营收为153.6亿美元，同比增长2.5% [1] 股价历史表现 - 过去四个季度财报发布后，股价次日上涨两次，分别为12.4%和0.1% [2] - 今年以来股价累计下跌10.6%，但近期突破85美元关键位，连续四周上涨 [5] 期权市场动态 - 期权市场预计股价波动幅度为10.8%，高于过去两年平均6.5%的水平 [2] - 10日看跌/看涨期权成交量比率为1.17，高于过去一年88%的时间段 [3] 波动性指标 - 波动性指数(SVI)为52%，处于年度区间的低16%分位 [4] - 波动性评分(SVS)为93分(满分100)，显示股价表现常优于期权交易员的波动预期 [4]

成长股投资策略 - 投资者寻求成长股以利用高于平均水平的财务增长吸引市场关注并产生超额回报但寻找优质成长股具有挑战性 [1] - 成长股除了波动性外本身具有高于平均水平的风险且可能因增长故事结束而导致亏损 [1] - Zacks增长风格评分系统可帮助识别前沿成长股超越传统增长属性分析公司真实增长前景 [2] Ryanair成长潜力 - Ryanair目前获得Zacks系统推荐兼具有利的增长评分和顶级Zacks排名 [2] - 研究表明具有最佳增长特征的股票持续跑赢市场同时拥有A/B级增长评分和Zacks排名1/2的股票回报更佳 [3] 盈利增长 - 盈利增长是最关键因素双位数增长通常预示强劲前景和股价上涨 [4] - Ryanair历史EPS增长率为443%预计今年EPS增长38%远超行业平均87%的增长率 [5] 资产利用率 - 销售与总资产比率(S/TA)是衡量成长股的重要指标反映公司利用资产产生销售的效率 [6] - Ryanair的S/TA比率为082高于行业平均068显示更高效率 [6] - 公司预计今年销售增长183%显著优于行业平均01%的增长率 [7] 盈利预测修正 - 盈利预测修正趋势与短期股价走势存在强相关性 [8] - Ryanair当前年度盈利预测获上调过去一个月Zacks共识预期上涨58% [9] 综合评估 - Ryanair获得Zacks排名第2和B级增长评分基于上述多项因素 [10] - 该组合表明Ryanair是潜在表现优异者及成长投资者的可靠选择 [11]

Copa Holdings (CPA) 6月运营数据 - 6月收入客公里(RPM)同比增长63% 主要受高客流量推动 [1][8] - 可用座位公里(ASM)同比增长53% 以匹配需求增长 [2][8] - 客座率从866%提升至875% 因流量增速超过运力扩张 [2][8] - 公司股价年初至今上涨166% 显著跑赢航空行业576%的跌幅 [3][8] 同业航空公司6月运营对比 Volaris (VLRS) - 合并RPM同比下降14% 客座率下滑17个百分点至839% [5] - 运输旅客240万人次 同比微增02% [5] - 合并运力(ASM)仅增长06% [5] Ryanair (RYAAY) - 6月运输旅客1930万人次 同比增长3% [6] - 客座率稳定维持在95% 反映需求持续强劲 [6] 行业动态 - 航空业整体需求保持旺盛 多家航司报告6月流量增长 [4][6] - Copa与Ryanair通过运力调整实现客座率提升 而Volaris面临流量压力 [2][5][6]

核心观点 - ZIM Integrated Shipping在2024年因红海航运危机导致的高运费而表现优异，但2025年因关税紧张局势而表现不佳 [1] - 公司对中美贸易有重大敞口，跨太平洋货运量因贸易问题受损，管理层对2025年剩余时间的跨太平洋贸易持谨慎态度 [2] - 美国政府的保护主义政策对ZIM构成挑战，超过50%的美国港口停靠由中国建造的船只，新港口费用对运营和财务造成压力 [3] - 公司对2025年持谨慎展望，调整后EBITDA预计为16-22亿美元，较2024年的37亿美元大幅下降，调整后EBIT预计为3.5-9.5亿美元 [4] - ZIM股价年内下跌26.7%，表现逊于运输-航运行业0.2%的增长 [7][9] - 从估值角度看，ZIM的12个月远期市销率为0.3倍，低于行业水平 [10] - Zacks对ZIM 2025和2026年盈利的共识预期显示同比下滑 [12] 贸易紧张对运输行业的影响 - UPS因贸易不确定性和高通胀导致需求疲软，未更新2025年全年展望 [5] - American Airlines因关税导致的航空旅行需求放缓而撤回2025年财务指引 [6] 财务数据与估值 - ZIM 2024年调整后EBITDA同比增长252%，2025年预计大幅下降 [4] - ZIM 2024年调整后EBIT为25.5亿美元，2023年亏损4.22亿美元 [4] - ZIM的12个月远期市销率为0.3倍，低于行业水平 [10] - ZIM股价年内下跌26.7%，行业同期增长0.2% [7][9] 行业表现与展望 - 运输-航运行业年内增长0.2%，ZIM表现逊于行业 [7][9] - ZIM目前Zacks评级为3级（持有） [13]