Delta Air Lines (NYSE:DAL) struck a more cautious tone on its 2026 outlook while highlighting strong free cash flow, low leverage, and resilient demand from high-end travelers.Bank of America Securities reiterated a bullish stance on Delta Air Lines after management discussions underscored the carrier's disciplined strategy, resilient demand profile, and strong cash-generation framework, reinforcing confidence in its long-term positioning despite a measured tone on guidance.Analyst Andrew G. Didora reiterat ...

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智通财经APP获悉，美国总统特朗普上周五出人意料地要求信用卡公司在未来一年内将利率上限设定为 10%——这仅为目前未偿余额平均利率的一半，且设定了1月20日的最后期限。此举可能抹去该行业最 重要业务之一的数十亿美元利润，导致本周金融股应声下挫，华尔街各大银行掌门人在季度业绩电话会 上遭遇连番质询。 距多家大型银行发布财报仅数日之际，投资者迅速作出反应。全美最大信用卡发卡行第一资本金融公司 (COF.US)股价周一创九个月来最大单日跌幅;排名第二的摩根大通(JPM.US)、美国运通(AXP.US)及 Synchrony Financial(SYF.US)等公司股价同步下挫。 考虑到银行业在国会的游说能力及有限的立法动能，尽管部分分析师质疑该提议能否落地，但其已然为 金融板块前景蒙上阴云。此前市场对大规模监管放松的预期一度助推银行股走强，此次事件再度警示： 几乎没有任何市场角落能对白宫政策突袭免疫。 KBW分析师桑杰·萨克兰尼与克里斯·麦格拉蒂指出："若该政策实施，将显著削弱发卡行盈利能力，并 可能引发经济连锁反应。" 摩根大通首席财务官杰里米·巴纳姆周二坦言："所有可能性都在讨论中。若利率上限生效，将对消费者 ...

Group 1 - The fourth quarter earnings season has commenced with reports from Delta Air Lines and JPMorgan Chase, with more bank earnings expected later in the week [1][5] - Wall Street analysts predict an 8.3% earnings per share growth rate for S&P 500 companies in Q4, marking the 10th consecutive quarter of annual earnings growth if realized [2] - Analysts have increased earnings expectations for tech companies, which have been significant contributors to earnings growth in recent quarters, with a prior estimate of 7.2% for Q4 [3] Group 2 - The earnings season will test the improved stock market breadth observed at the beginning of 2026, with ongoing themes such as artificial intelligence and economic policies from the Trump administration influencing market dynamics [4] - Major financial companies scheduled to report earnings this week include Bank of New York Mellon, Bank of America, Citigroup, Wells Fargo, BlackRock, Goldman Sachs, and Morgan Stanley [5]

智通财经APP获悉，高盛于达美航空(DAL.US)周二发布四季度财报后进行了点评，达美航空公布的第 四季度业绩超预期，但发布的2026年每股收益(EPS)指引中点低于市场共识及投资者预期。高盛仍重 申"买入"评级，目标价仍有15%的上涨空间。 不过，短期来看，达美航空2026年第一季度5%至7%的营收增长符合投资者预期。财报发布后，达美股 价表现落后于高盛覆盖的其他美国航空股，最终收跌2.4%，与除达美外的覆盖航空股整体跌幅(-2.0%) 基本持平。该股周三延续跌势，收跌1.21%。 该行认为，股价表现落后的主要原因是2026年业绩展望低于预期，而电话会议中关于需求/营收趋势加 速的积极评论，推动达美股价最终与其他覆盖个股表现持平。 达美新增的积极营收数据包括：1)上周现金销售额在2025年初强劲预订量的基础上增长10%，创历史新 高，为3月预订旺季奠定良好基础; 2)2026年企业营收增长正在加速，与2025年主要由票价驱动的增长不同，当前增长同时受票价上涨和客 运量增加推动; 3)营收增长动力继续来自高端客舱和国际业务，主舱回报率持续滞后。尽管整体预订强劲对整个行业而 言是积极信号，但该行认为，企业和国际 ...

达美航空总裁格伦·豪恩施泰因（Glen Hauenstein）表示，达美全年的调整后运营收入创历史新纪录，同 时单位收益继续保持行业平均水平的近115%。高利润率、多元化收入同比2024年实现高个位数增长， 占总收入的60%。2026年年初以来，达美航空的现金销售在2025年基础上进一步加速增长，机票预售及 所有区域市场均呈良好势头。预计2026年第一季度收入同比增长5%-7%，增速将高出运力增长数个百分 点。 新华财经上海1月15日电（记者王鹤）美国达美航空公司（纽交所代码：DAL）最新公布的2025年业绩 显示，2025年经调整后公司运营收入为583亿美元，运营利润58亿美元，税前利润为50亿美元，税前利 润率为8.5%。 （文章来源：新华财经） 达美航空首席执行官埃德·巴斯蒂安（Ed Bastian）表示，在充满挑战的环境中，达美实现了50亿美元的 税前利润，运营利润率达两位数，自由现金流创纪录地达到46亿美元。2026年开局强劲，受消费者与企 业需求拉动，收入增长呈加速态势。全年有望进一步提升利润率，盈利同比增长 20%。 ...

Core Viewpoint - Delta Air Lines is experiencing a stock price decline, but analysts see this as a buying opportunity due to expectations of sustained growth and robust capital returns [2][3][5] Group 1: Stock Performance - Delta's stock was trading at $67.89 when Seaport Global set a price target of $88, indicating a potential increase of about 29.62% [2][5] - The current stock price is $68.11, reflecting a decrease of 1.76% or $1.22 [3] - During the trading day, Delta's stock reached a low of $67.55 and a high of $70.72, with a yearly high of $73.16 and a low of $34.74 [4] Group 2: Market Capitalization and Trading Volume - Delta's market capitalization stands at approximately $44.47 billion [4][5] - The trading volume for Delta's shares is 5,394,401 [4][5] Group 3: Analyst Expectations - Analysts expect sustained growth, acceleration, and margin strength to support a robust capital return [3][5]

American Airlines Group Inc (NASDAQ:AAL) could be facing turbulent weather ahead if the earnings results of rival Delta Air Lines Inc (NYSE:DAL) have anything to say about it. Yesterday, Delta released its results for the fourth quarter and while the company beat expectations on both the top and bottom lines, DAL suffered a sizable drop. Subsequently, the downdraft also weighed on AAL stock, which dipped more than 2%.One of the main culprits appears to be a so-called K-shaped recovery in both the airline se ...

The fourth quarter earnings season kicked off in earnest on Tuesday with the arrival of quarterly reports from Delta Air Lines (DAL) and JPMorgan Chase (JPM). Additional bank earnings will highlight the earnings calendar later this week. An optimistic consensus is forming: Wall Street analysts estimate S&P 500 (^GSPC) companies will report an earnings per share growth rate of 8.3% for Q4, according to FactSet data. If that rate holds, it would represent the 10th consecutive quarter of annual earnings grow ...

Delta Air Lines’ boss has become the latest high-profile corporate chief to push back against President Donald Trump’s plans to cap credit card interest rates at 10%, claiming it would hurt customers. “The knock-on effects are pretty significant when you think about what seems to be a good idea to help lower income strata and bring some interest-rate relief,” CEO Ed Bastian said in a Bloomberg interview. “The reality is, it will eliminate their ability for credit and freeze up tremendous amounts of credit ...