[新聞] Airline stocks soar, lifted by Delta’s earnings beat and

看板Stock (股票)作者 (灌水沒有錯)時間7小時前 (2025/07/10 22:28), 7小時前編輯推噓9(903)
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原文標題:Airline stocks soar, lifted by Delta’s earnings beat and restored full-year guidance 原文連結:https://reurl.cc/qY8K83 發布時間:2025年7月10日 晚上 9:20(21:20) 記者署名: 原文內容: Delta Air Lines Inc.’s stock shot up toward a four-month high in premarket trading Thursday after the air carrier topped Wall Street’s estimates for second-quarter profit and revenue and restored its full-year guidance. 達美航空公司(Delta Air Lines Inc.)的股價在週四盤前交易中飆升至四個月高點,因 其第二季度的盈餘和營收超出華爾街預期,並恢復了全年財測。 The June-quarter results mark a stark contrast with the prior quarter, when Delta said that growth had stalled amid broad economic uncertainty. Citing a lack of economic clarity, Delta said at the time that it would be premature to provide an updated full-year economic outlook. 今年第二季的業績與上季度形成鮮明對比——當時達美表示,由於整體經濟不確定性,業 務成長已停滯,並認為在當下提供更新的全年財測為時過早。 However, Delta’s newly restored outlook reflects its confidence in its business, Chief Executive Ed Bastian said in a statement Thursday. 然而,執行長 Ed Bastian 週四在聲明中表示,達美此次恢復全年財測反映了對其業務的 信心。 Delta’s stock soared 12% in premarket trading, putting it on track to open at the highest level seen since March 3. 達美的股價(代碼:DAL)在盤前交易中暴漲 12%,有望開盤達到自 3 月 3 日以來的最 高水平。 That helped boost shares of other air carriers: Shares of United Airlines Holdings Inc. surged 9.1%, American Airlines Group Inc.’s stock jumped 7.2% and shares of Southwest Airlines Co. rose 3.1%. 這也帶動了其他航空股的上揚: 聯合航空(United Airlines Holdings Inc., 代碼:UAL)股價上漲 9.1% 美國航空(American Airlines Group Inc., 代碼:AAL)上漲 7.2% 西南航空(Southwest Airlines Co., 代碼:LUV)則上升 3.1% Delta’s second-quarter net income was $2.13 billion, or $3.27 a share, up from $1.31 billion, or $2.01 a share, in the prior year’s quarter. Excluding nonrecurring items, the company’s adjusted profit of $2.10 a share fell from $2.36 a share in the same period but beat the FactSet consensus estimate of $2.06 a share. Total revenue was $16.65 billion, compared with $16.66 billion in the same period last year, while adjusted revenue of $15.51 billion topped the analyst revenue estimate of $15.46 billion. Passenger revenue was $13.87 billion, compared with $13.84 billion in the second quarter of 2024. Cargo revenue rose 7% to $212 million and “other” revenue declined 2% year over year to $2.57 billion. Load factor, a key measure of how an aircraft’s capacity is being utilized, was 86%, down from 87% in the prior year’s quarter. Analysts surveyed by FactSet were looking for a passenger-load factor of 86.5%. 第二季財報摘要: 淨利潤:21.3 億美元,每股盈餘(EPS)為 3.27 美元 (去年同期為 13.1 億美元,每股 2.01 美元) 調整後盈餘:2.10 美元/股(排除一次性項目),略低於去年同期的 2.36 美元,但仍 高於分析師預估的 2.06 美元(來自 FactSet) 總營收:166.5 億美元,與去年同期的 166.6 億美元持平 調整後營收:155.1 億美元,高於市場預估的 154.6 億美元 旅客收入:138.7 億美元,略高於去年同期的 138.4 億美元 貨運收入:上升 7%,達到 2.12 億美元 「其他」收入:同比下降 2%,至 25.7 億美元 載客率(Load factor):86%,略低於去年同期的 87%,也低於市場預期的 86.5% For the third quarter, Delta expects adjusted earnings between $1.25 and $1.75 a share. Analysts surveyed by FactSet were looking for earnings of $1.34 a share. 第三季展望: 達美預計第三季調整後每股盈餘將落在 1.25 至 1.75 美元 之間。 相比之下,FactSet 調查的分析師預期為 1.34 美元/股。 心得/評論: 航空股在達美航空開出紅盤之後大噴發 DAL 達美航空:漲13.84% AAL 美國航空:漲11.41% UAL 聯合航空:漲11.53% LUV 西南航空:漲 5.59% 達美本季財報表現強勁,恢復全年獲利指引,並強調高端艙等與忠誠客戶收入的成長, 是此次航空股反彈的核心動因。此外,宏觀經濟環境趨於穩定,也為整體產業增添一 份保障。 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 140.112.218.40 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1752157696.A.16B.html

07/10 22:31, 7小時前 , 1F
航空ETF JETS
07/10 22:31, 1F

07/10 22:33, 7小時前 , 2F
超噴
07/10 22:33, 2F

07/10 22:37, 7小時前 , 3F
舒服
07/10 22:37, 3F

07/10 22:38, 7小時前 , 4F
能不能帶動台股的航空股
07/10 22:38, 4F
我反而覺得台灣的航空股能不能帶動美國的航空股XD 台灣航空股比疫情前高太多了 美國的還是持續死魚中XD ※ 編輯: Acold (140.112.218.40 臺灣), 07/10/2025 22:42:16

07/10 22:41, 7小時前 , 5F
去年也噴很高 台股航空幾乎沒反應
07/10 22:41, 5F

07/10 22:46, 7小時前 , 6F
美國機位供給緩慢,看載客率就知道,今年載客率與
07/10 22:46, 6F

07/10 22:46, 7小時前 , 7F
去年相當。反觀台灣機位供給過剩,今年載客率比去
07/10 22:46, 7F

07/10 22:46, 7小時前 , 8F
年大概下降3~4%,而且機票價格也下降
07/10 22:46, 8F

07/10 23:04, 6小時前 , 9F
常客計劃越爛的就越賺錢的意思,所以不要對常客太
07/10 23:04, 9F

07/10 23:04, 6小時前 , 10F
07/10 23:04, 10F

07/10 23:10, 6小時前 , 11F
台灣航空股被ETF拱得還不夠爽嗎 每檔人手一支
07/10 23:10, 11F

07/10 23:17, 6小時前 , 12F
等ETF殺出持股就崩了
07/10 23:17, 12F
文章代碼(AID): #1eRyu05h (Stock)
文章代碼(AID): #1eRyu05h (Stock)