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美股三大指数开盘涨跌不一 房多多涨超11%
news flash· 2025-07-10 13:33
美股三大指数开盘涨跌不一 房多多涨超11% 智通财经7月10日电,美股开盘,道指跌0.08%,纳指涨0.16%,标普500指数涨0.05%。房多多大涨超 11%,贝壳涨超5%;达美航空涨超11%,此前公司恢复本财年指引。 ...
Delta CEO: Turbulence on trade policy caused pullback in confidence
CNBC Television· 2025-07-10 12:29
Financial Performance - Delta Airlines Q2 earnings beat expectations, although expectations had been lowered [1] - Full-year guidance is now $525 to $625, lower than the initial expectation of at least $735 in January [1] Market Trends & Industry Dynamics - Main cabin demand is down 5%, indicating price sensitivity among customers [3] - Industry capacity in the main cabin domestically is expected to decrease significantly starting in August [3] - Delta plans to keep domestic capacity flat to down, focusing growth on international routes and premium cabins [5] - Europe has been a strong market, but a weak dollar and negative tourism headlines are having a modest impact [5][6] - Inbound travel from Europe to the US represents 20% of the mix, which can be offset by increased American outbound travel [7] Future Outlook - Fall bookings for international travel look strong, suggesting a seasonal shift in travel patterns [9] - International travel remains a key area for future growth [9]
For Delta Air Lines, Trans-Pacific Revenue Climbs While Domestic Falls
Forbes· 2025-07-10 12:25
Core Insights - Delta Air Lines reported growth in revenue, premium revenue, and international revenue, particularly in trans-Pacific routes, allowing the company to restore its full-year forecast [2][4] - The earnings forecast for the year is now between $5.25 and $6.25 per share, a decrease from the previous forecast of $7.35 per share [3] - Delta's second-quarter revenue reached $15.51 billion, a 1% increase year-over-year, with net income rising to $2.13 billion or $3.27 per share, compared to $1.3 billion or $2.01 per share in the same quarter last year [5][6] Revenue Breakdown - High-margin revenue streams accounted for 59% of total revenue, with premium revenue growing 5% year-over-year, while domestic coach revenue saw a decline [7][6] - International revenue increased by 2%, with trans-Pacific revenue up 11% and transatlantic revenue up 2%, surpassing record levels from 2024 [8] - Domestic revenue fell by 1% to $9.3 billion, indicating challenges in the domestic market [8] Market Reactions and Analyst Insights - The restoration of the earnings forecast led to a 10% increase in Delta's shares during pre-market trading, viewed positively by analysts [4] - Analysts express caution regarding extrapolating Delta's guidance to other airlines, particularly those lacking premium or diverse revenue streams [5] - Demand trends for Delta stabilized, with expectations for total revenue in the September quarter to be flat to up 4% compared to the previous year [10][11]
达美航空(DAL.US)Q2业绩超预期 重启年度盈利目标尽显需求反弹
智通财经网· 2025-07-10 12:04
Core Viewpoint - Delta Air Lines reported a stable Q2 revenue of approximately $16.65 billion, with adjusted earnings per share of $2.10, exceeding analyst expectations, indicating a recovery in market demand post-trade tensions [1] Financial Performance - Q2 revenue was approximately $16.65 billion, unchanged from the previous year [1] - Adjusted earnings per share were $2.10, higher than the expected $2.07 [1] - Delta revised its annual earnings forecast to an adjusted EPS of $5.25 to $6.25, signaling confidence in the market [1] - The midpoint of the new EPS forecast (5.75) is above the analyst average expectation of $5.35 but lower than the previous forecast of over $7.35 [1] Business Segments - Delta's revenue growth was driven by high-margin businesses, including increased sales of premium tickets, growth in frequent flyer program credit card spending, partnerships with American Express, cargo operations, and internal maintenance services, which contributed 59% of total revenue [2] Industry Context - The airline industry faced challenges in H1 2023, including accidents and air traffic control disruptions, leading to a significant drop in domestic travel demand [3] - Despite the downturn, international premium travel and frequent flyer travel remained strong, while domestic economy demand stagnated [3] - Delta's CEO noted a gradual recovery in air travel demand as tax cuts and spending plans were approved, and tariff negotiations progressed [3] - The airline industry is expected to adjust capacity growth post-summer to improve ticket prices [4]
美股前瞻 | 三大股指期货齐跌 航空股盘前集体走高
智通财经网· 2025-07-10 11:36
Market Movements - US stock index futures are all down ahead of the market opening, with Dow futures down 0.10%, S&P 500 futures down 0.06%, and Nasdaq futures unchanged [1] - European indices show positive movement, with Germany's DAX up 0.22%, UK's FTSE 100 up 1.17%, France's CAC40 up 0.64%, and the Euro Stoxx 50 up 0.27% [2][3] - WTI crude oil is down 0.58% at $67.98 per barrel, while Brent crude oil is down 0.48% at $69.85 per barrel [3][4] Federal Reserve Insights - The Federal Reserve's meeting minutes reveal policy disagreements, with some members supporting a potential rate cut as early as July, while others prefer to hold rates steady for the year [5] - Citigroup maintains its expectation for a possible rate cut in September, citing a current unemployment rate of 4.1% as making a July cut "extremely unlikely" [5] Economic Risks - Goldman Sachs warns that the optimistic "Goldilocks" scenario for US stocks faces three key risks: stagflation, turmoil in long-term bond markets, and a sharp decline in the dollar [6] - The firm suggests that leading indicators and business cycle scores indicate a slowdown in US economic growth, advising a more cautious approach to equities [6] Regional Bank Stocks - US regional bank stocks have seen a strong rebound but may face short-term pullback risks as earnings season approaches [7] - The SPDR S&P Regional Banking ETF (KRE) has risen over 8% in the past month, nearly double the S&P 500's gain, but analysts suggest caution ahead of earnings reports [7] Copper Market Reaction - President Trump's announcement of a 50% tariff on imported copper has shocked the market, with JPMorgan and Morgan Stanley predicting further decoupling of US copper prices from international prices [8] - JPMorgan expects LME copper prices to decline to $9,100 per ton by Q3 2025, while Morgan Stanley anticipates a significant premium for COMEX prices over LME prices [8] Company Earnings - Delta Air Lines reported Q2 earnings that exceeded expectations, with adjusted revenue of $15.51 billion and EPS of $2.10, leading to a positive outlook for the full year [9] - Tesla plans to expand its Robotaxi service to the San Francisco Bay Area within one to two months, pending regulatory approval, highlighting its commitment to commercializing autonomous driving technology [10] - TSMC's Q2 revenue grew by 39%, driven by sustained demand for AI chips, exceeding market expectations [11] Amazon's Prime Day Performance - Amazon's extended Prime Day promotion faced challenges, with sales on the first day down 41% year-over-year, raising concerns about consumer behavior during longer promotional periods [12] Acquisition News - WK Kellogg is reportedly receiving a $3 billion acquisition offer from Ferrero, with a significant short position in WK Kellogg's stock potentially amplifying price reactions [13]
达美航空CEO:消费疲软趋势初现缓解。欧洲至北美航线出现”小幅下滑”。今年夏季跨大西洋航线整体表现强劲。秋季预订量看起来很强劲。
news flash· 2025-07-10 11:28
Core Insights - Delta Airlines CEO indicates that the trend of consumer fatigue is showing signs of alleviation [1] - There is a slight decline in transatlantic routes from Europe to North America [1] - Overall performance of transatlantic routes during the summer has been strong [1] - Fall booking volumes appear to be robust [1]
X @Bloomberg
Bloomberg· 2025-07-10 11:26
Delta Air Lines Shares Rise on Restored Full-Year Guidance. Get caught up on the day's gainers and decliners on the latest Stock Movers report https://t.co/9CpvQF71yv ...
Delta shares jump 10% after reinstating 2025 profit outlook
CNBC Television· 2025-07-10 11:18
Meanwhile, Delta Airlines just reporting and Phil Labau joins us now with the numbers. Bill, Robert, take a look at shares of Delta, the company reporting Q2 results that are better than expected. Though remember the estimates have come down quite a bit over the last several weeks.For the quarter, Delta earned $210 adjusted. That's better than the estimate of 205. Revenue coming in at 15.51% billion, a little better than the estimate of 15.48% billion.The metrics in the second quarter year-over-year, listen ...
Demand Returns for Delta, Sets New Profit Target
Bloomberg Television· 2025-07-10 11:00
JOINING US NOW IS DROPPED FERGUSON. THANKS FOR JOINING US AS WE KICK OFF EARNINGS SEASON WITH THE AIRLINES. THE NEWS FROM DELTA AIRLINES IN YOUR REACTION, PLEASE.A SLIGHT BEAT ON THE NUMBERS. MY SENSE WAS, WHEN DEALT WITH THROUGH GUIDANCE, IT WAS MORE THEY WERE CONCERNED. THEY DID NOT UNDERSTAND WHAT WAS GOING TO HAPPEN TO THE ECONOMY.SO A SLIGHT BEAT. IT SEEMS LIKE REVENUE IS HANGING IN, LIKE SOME OF THE REPORT. I WOULD THINK IT WOULD BE POSITIVE FOR ALL THE AIRLINES, BUT MOSTLY IT IS POSITIVE FOR FULL-SER ...