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Severe Winter Storm Grounds Thousands Of Flights, Triggers Emergency Declarations - American Airlines Group (NASDAQ:AAL), Delta Air Lines (NYSE:DAL)
Benzinga· 2026-01-25 06:53
Flight Cancellations - Over 9,500 flights were canceled across the U.S. due to the severe winter storm, with more than 9,400 flights canceled for Sunday alone [2] - American Airlines recorded the highest cancellations at 1,399, followed by Delta Air Lines with 1,211 cancellations [2] Power Disruptions - The storm has disrupted power for more than 160,000 customers, primarily in Louisiana and Texas [3][5] - Utility crews are actively working to restore power to tens of thousands affected in the South [5] Emergency Declarations - President Trump declared federal emergency disaster declarations in several states, including South Carolina, Virginia, and Tennessee [4] - The Department of Homeland Security reported that 17 states and the District of Columbia have declared weather emergencies [4]
Delta and United Earnings Point to Less Turbulence Ahead
Yahoo Finance· 2026-01-23 22:24
Commercial jet taking off at sunrise over a busy airport, symbolizing airline stocks and cash flow rebound. Key Points When Delta Airlines reported Q4 earnings last week, the company announced record free cash flow of $4.6 billion. United Airlines reported record revenue and revised earnings guidance for 2026. American Airlines, which reports next week, currently has a bargain forward P/E ratio of just 6.21 and is expected to grow its earnings by 31% this year. Interested in Delta Air Lines, Inc.? Her ...
数据亮眼却愁眉不展!全球局势持续紧张 美企高层纷纷坦言“今年不好过”
智通财经网· 2026-01-23 13:46
智通财经APP获悉,随着美国企业财报季进入密集披露期,首批业绩数据已初步揭示出影响美国企业年 度发展前景的经济与政治暗流。 航空公司率先发出预警信号。受地缘政治不确定性影响,达美航空(DAL.US)对盈利前景持谨慎态度, 美联航(UAL.US)则预警,全球紧张局势可能压制出行需求。与此同时,宝洁(PG.US)、味好美 (MKC.US)等日用消费品巨头的高管均表示,当前消费者仍持谨慎消费心态。 3M(MMM.US)因业绩展望不及市场预期,股价创下去年4月以来最大单日跌幅。这家生产便利贴、屋面 矿棉及电子材料的制造商称,其消费和汽车业务业务所处的宏观环境仍存在不确定性。工业品分销企业 快扣(FAST.US)和物流企业JB亨特运输服务(JBHT.US)的业绩报告不及市场预期,也反映出工业领域的 承压态势仍在持续。 盈透证券首席策略师Steve Sosnick对此表示,政策层面的不确定性"无疑"盖过了企业的利好消息。"这让 企业管理层的规划工作变得异常艰难……但又有哪位CEO会直言,'白宫的政策动荡让我的企业经营举 步维艰'?" 当下,美国企业陆续披露财报,正逢政治格局动荡与全球环境不确定罕见叠加的特殊时期。标普50 ...
United Airlines Stock Taking Flight After Earnings Confirm Strong Demand
Investing· 2026-01-23 12:02
Market Analysis by covering: United Airlines Holdings Inc. Read 's Market Analysis on Investing.com ...
Seaport Research Maintains Buy Rating for Delta Air Lines (DAL) With $88 PT Amid Market Volatility
Yahoo Finance· 2026-01-23 03:00
Delta Air Lines Inc. (NYSE:DAL) is one of the best large cap value stocks to buy in 2026. On January 14, Seaport Research lowered its price target on Delta Air Lines to $88 from $89, while maintaining a Buy rating due to the current macro volatility in the market. UBS also lowered its price target for Delta Air Lines from $90 to $87 while keeping a Buy rating. The firm informed investors that Delta’s cautious 2026 guidance suggests the potential for performance to exceed expectations. Seaport Research Ma ...
GE Aerospace Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts - Delta Air Lines (NYSE:DAL), GE Aerospace (NYSE:GE)
Benzinga· 2026-01-22 08:30
GE Aerospace (NYSE:GE) will release earnings for the fourth quarter before the opening bell on Thursday, Jan. 22.Analysts expect the company to report fourth-quarter earnings of $1.43 per share. That's up from $1.32 per share in the year-ago period. The consensus estimate for GE Aerospace’s quarterly revenue is $11.21 billion (it reported $9.88 billion last year), according to Benzinga Pro.On Jan. 13, GE Aerospace announced that Delta Air Lines (NYSE:DAL) has selected GEnx engines to power 30 new Boeing 787 ...
Jamie Dimon Calls Credit Card Rate Cap 'Economic Disaster' - JPMorgan Chase (NYSE:JPM)
Benzinga· 2026-01-21 15:20
JP Morgan Chase & Co. (NYSE:JPM) CEO Jamie Dimon issued a warning Wednesday about President Donald Trump’s proposed 10% cap on credit card interest rates, calling it an “economic disaster” during remarks at the World Economic Forum in Davos, Switzerland.Dimon: 80% of Americans Would Lose Credit Access“It would remove credit from 80% of Americans, and that is their back-up credit,” Dimon said, though he added that JPMorgan would survive the impact. The banking chief emphasized that consequences would extend ...
United Airlines, Like Delta, Just Saw A Week With Record Ticket Sales
Forbes· 2026-01-20 23:55
A United Airlines plane taxis at San Francisco International Airport on Tuesday. (Photo by Justin Sullivan)Getty ImagesLike Delta a week ago, United Airlines reported strong fourth quarter results and provided optimistic guidance. Both beat analyst estimates. United released earnings after the market closed on Tuesday.Speaking on CNBC on Tuesday afternoon, United CEO Scott Kirby said, “As we enter 2026, there is really cause for optimism. Demand is really strong. Business demand is up well into the double d ...
Delta Air Lines just made its boldest bet since the pandemic
Yahoo Finance· 2026-01-20 18:07
Delta Air Lines is going into 2026 with a message that Wall Street doesn't typically hear from airlines: Stay disciplined, keep the premium engine running, and let the cash flow do the talking. After Bank of America met with Delta CFO Dan Janki following the company's earnings report, it reiterated a buy rating with a price target of $80. DAL stock closed Friday, Jan. 16, at $70.43, implying an upside of 13.6%. But the rating wasn't the most intriguing part. It was what Bank of America believes Delta is ...
Airlines have 580 million reasons to like GLP-1 weight-loss drugs, analysis finds
Fox Business· 2026-01-19 20:08
Group 1: Cost Savings for Airlines - Airlines could save approximately $580 million annually due to reduced passenger weight from weight-loss drugs, leading to lower fuel costs [1] - The top four U.S. airlines—American Airlines, Delta Air Lines, Southwest Airlines, and United Airlines—are expected to benefit from these savings [1] Group 2: Impact of Weight-Loss Drugs - The popularity of weight-loss drugs like Ozempic and Wegovy is rising in the U.S., contributing to the potential weight reduction among travelers [5] - Novo Nordisk is developing an oral version of Wegovy, which has recently been approved and launched, potentially increasing accessibility for patients who prefer not to use injections [8] Group 3: Market Reactions - The stock performance of major airlines shows mixed results, with Southwest Airlines slightly up by 0.05%, while United Airlines, Delta Air Lines, and American Airlines experienced declines of 2.18%, 1.28%, and 2.16% respectively [6]