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The Consumer Is Cracking. These 2 Airline Stocks Can Handle It, BofA Says.
Barrons· 2025-10-14 19:51
Americans are nervous about the economy, and that concern is weighing on consumer stocks. Investors, however, may be able to sidestep the problems by picking up shares of companies, such as airlines, ... ...
Delta Air Lines Stock Looks Ready to Fly to New Highs
MarketBeat· 2025-10-13 17:44
Delta Air Lines TodayDALDelta Air Lines$58.41 +0.93 (+1.62%) 52-Week Range$34.74▼$69.98Dividend Yield1.28%P/E Ratio8.22Price Target$70.31Add to WatchlistIt's been touch-and-go for Delta Air Lines’ NYSE: DAL stock price over the past few years, but those days are coming to an end. The company’s industry-leading position, persistent strength, outperformance, cash flow, and value-building capability have its stock price on track to reach new all-time highs, potentially before the year’s end. Strong cash flow ...
押注富人经济成功?达美航空高级舱座位销量将超经济舱
Guan Cha Zhe Wang· 2025-10-13 10:23
【文/观察者网 王勇 编辑/赵乾坤】 达美航空总裁Glen Hauenstein表示,"达美航空在本季度实现超预期营收,体现了公司多元且高利润率 的收入结构优势。过去六周,达美在所有区域及各预售时段的销售趋势均呈加速增长态势,为全年保持 稳健的增长势头奠定了坚实基础。第四季度预计总营收将较去年同期的历史最高纪录再增长2%至 4%。" 上述媒体报道分析认为,达美航空第三季度强劲的财务收入主要得益于高端商务旅行需求的持续增长, 同时与美国财富极度集中直接相关,作为美国最赚钱的航空公司,达美航空准确抓住了高端旅行者的偏 好。 在一次在财报电话会议上,Glen Hauenstein和巴斯蒂安都谈到了经济舱需求的"转折点"。高端舱座位的 收入在第三季度增长了9%,接近58亿美元。商务旅行需求也在强劲反弹,增长了8%。与此同时,经济 舱销售额下降了4%,约为60亿美元,这表明消费者行为发生了转变,预计这一趋势将加速。 据美国《福布斯》杂志、英国路透社等媒体日前报道,达美航空押注美国富人推动经济增长的策略正在 奏效,其高级舱(商务舱和头等舱)座位销量即将于2026年超过经济舱,这比此前预期提前了整整一 年。 报道称,达美航 ...
这家航空公司押注美国富人客户奏效
财富FORTUNE· 2025-10-11 13:21
达美航空首席执行官埃德·巴斯蒂安。图片来源:Andrew Harnik—Getty Images 达美航空(Delta Air Lines)2025年第三季度财务业绩表现强劲,营收创下纪录并超出盈利预期,这主 要得益于高端及商务旅行需求的持续坚挺。 首席执行官埃德·巴斯蒂安对未来数月表示乐观,预计全年调整后每股收益(EPS)将达到约6美元,处 于此前指引区间的上限。展望2025年之后的未来,公司认为其战略定位有助于提高利润率 、增加 营收 并把握高端旅行趋势。这家美国最盈利航空公司的业绩凸显出乘客偏好明显向高端旅行倾斜。 达美航空预计,长期被视为奢侈品的高端舱位销售额将在公司历史上首次超越传统主舱,且这一里程碑 将在2026年实现,比此前预期整整提前一年。达美航空总裁格伦·豪恩斯坦此前曾预测高端舱位销售额 将在2027年超越主舱。在后续的分析师电话会议上,当被问及这一预测以及当前趋势是否意味着2026年 即可实现时,豪恩斯坦给出了肯定答复:"我认为你会看到。" 主舱需求的"转折点" 在业绩电话会议上,豪恩斯坦与首席执行官埃德·巴斯蒂安均谈及他们眼中的主舱需求"转折点":本季 度高端舱位(含头等舱和舒适经济舱) ...
Raymond James上调达美航空目标价至70美元
Ge Long Hui· 2025-10-11 06:07
Raymond James将达美航空的目标价从68美元上调至70美元,维持"强烈买入"评级。(格隆汇) ...
Delta, Aeromexico challenge US decision to dissolve joint venture
Reuters· 2025-10-10 19:44
Delta Air Lines and Aeromexico sued the U.S. government challenging an order that they unwind a joint venture by January 1 that lets the carriers coordinate scheduling, pricing and capacity decisions ... ...
Airlines tell passengers to prepare for delays as government shutdown continues
CNBC· 2025-10-10 19:43
Travelers should prepare for potential flight disruptions this holiday weekend as the government shutdown continues, a group representing the largest U.S. airlines said Friday.Air traffic controller shortages this week delayed flights at some U.S. airports, including in Burbank, California, and Nashville, Tennessee. "It is safe to fly, but ATC staffing shortages strain the system and cause flights to be spaced out, slowing down everything. In some cases, flights may be delayed or even cancelled," said Airli ...
Is Your Airline Safe for Your Portfolio? How Delta Stock Just Changed the Flight Plan for the JETS ETF.
Yahoo Finance· 2025-10-10 17:50
On Thursday morning, Delta Air Lines (DAL), the largest U.S. commercial airline by market capitalization, delivered an earnings update that cheered investors. Welcome to the world of investing in airline stocks. Where fortunately, the volatility is in the market, not in the skies. The primary ETF traders use to access a basket of airline and related stocks is the US Global Jets ETF (JETS). This more-than-$700-million-in-assets fund marked its tenth anniversary in April. And as its nearly 1.4x beta over th ...
Consumers Show Resilience and Restraint in Early Earnings Reports
PYMNTS.com· 2025-10-10 16:34
Delta, Levi Strauss and PepsiCo each pointed to a consumer trading down or off.Earnings season is dawning for the third quarter, and the first corporate scorecards from Delta Air Lines, Levi Strauss and PepsiCo revealed a consumer who is still spending—but with discernment.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form t ...
Consumers Show Resilience, Restraint in Early Earnings Reports
PYMNTS.com· 2025-10-10 16:34
Delta, Levi Strauss and PepsiCo each pointed to a consumer trading down or off.Earnings season is dawning for the third quarter, and the first corporate scorecards from Delta Air Lines, Levi Strauss and PepsiCo revealed a consumer who is still spending—but with discernment.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form t ...