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

看板Stock (股票)作者Acold (灌水沒有錯)時間7小時前 (2025/07/10 22:28)推噓9(9推 0噓 3→)

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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

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