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