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绩后大涨!达美航空(DAL.US)“高端策略”奏效:Q3业绩超预期,全年展望彰显强劲需求
Zhi Tong Cai Jing· 2025-10-09 12:44
达美航空和美联航(UAL.US)一直在大力推广其高端产品——无论是飞机内部还是地面服务方面——旨 在与廉价航空公司区分开来,并满足那些寻求更奢华旅行体验的乘客的需求。这种专注策略帮助达美航 空在年初经济不确定性导致更多旅客推迟出行的突然放缓之后,扭转了其财务状况。 Bastian表示,主经济舱的座位使用情况在第三季度呈现出逐季改善的趋势。此前,达美航空上个月曾警 告称,消费者低端市场的状况依然严峻。Bastian称,达美航空并未因美国政府的持续停摆而受到任何运 营影响,航班照常运行,也没有出现航班延误或取消的情况。 某些政府工作人员,包括超过13000名空中交通管制员和超过61000名运输安全管理局员工,在美国政府 停摆期间仍继续工作但未领取薪酬。然而,一些机场仍出现了航班延误的情况,因为管制员纷纷请病 假。 达美航空首席执行官Ed Bastian在一次采访中表示:"我们的客户财务状况良好,需求也没有出现任何下 滑。" 从运营情况来看,该航空公司与一年前相比也有了一定程度的改善,其客运收入里程增长了2%,可用 座位里程增长了4%,每可用座位里程总收入(TRASM)增长了2%,所有这些都帮助抵消了每可用座位里 ...
Delta Air Lines (DAL) Q3 Earnings and Revenues Top Estimates
ZACKS· 2025-10-09 12:41
Delta Air Lines (DAL) came out with quarterly earnings of $1.71 per share, beating the Zacks Consensus Estimate of $1.52 per share. This compares to earnings of $1.5 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +12.50%. A quarter ago, it was expected that this airline would post earnings of $2.04 per share when it actually produced earnings of $2.1, delivering a surprise of +2.94%.Over the last four quarters, the company ha ...
Delta's upmarket strategy pays off in Q3 2025
Yahoo Finance· 2025-10-09 12:10
Even amid the government shutdown, American skies are looking clear — at least where Delta is concerned. On Thursday, the carrier kicked off airline earnings season with record revenue, healthy profit margins, and a stock jump to match. Shares rose over 6% ahead of the market open after Delta posted adjusted earnings of $1.71 a share on $15.2 billion in revenue, both up from a year ago, and signaled it will deliver a smooth landing for 2025 . The strong numbers arrive as the federal shutdown enters its n ...
Delta Air Lines CEO Ed Bastian: Q3 results represent about 60% of overall industry profits
Youtube· 2025-10-09 12:10
Core Insights - The company reported strong Q3 results, indicating a significant recovery in revenue momentum, particularly in the domestic market, which is expected to represent about 60% of overall industry profits for the quarter [2][22] - There was a notable shift in customer behavior as uncertainties related to trade and tariffs began to clear, leading to increased travel activity in both business and leisure sectors [3][11] Revenue Performance - Domestic unit revenues experienced a turnaround, with a 2% increase in Q3 compared to a 5% decrease in Q2, marking a 7-point sequential swing [4] - Sales in Q3 were reported to be 600 basis points higher than in Q2, with expectations for continued strong performance into Q4 [5] Corporate Travel Trends - Corporate travel saw an 8% increase in Q3, a significant rise from just 1% growth in the first two quarters, attributed to improved clarity in the market [9][10] - All business sectors reported meaningful growth in travel, indicating a broad recovery across the board [12] Consumer Segmentation - The company is focusing on premium consumers, who are showing strong travel demand, while lower-end travelers are still exhibiting caution [14][15] - Co-brand spending was up 12% in Q3, reflecting robust performance in corporate travel and premium services [15] Market Outlook - The company anticipates a significant improvement in transatlantic travel in Q4, driven by better supply-demand balance and increased consumer activity [17][18] - Holiday travel is projected to be strong, with positive sales momentum continuing into Q4 [19][20]
Delta Air Lines CEO Ed Bastian: Q3 results represent about 60% of overall industry profits
CNBC Television· 2025-10-09 12:10
Good morning, Joe. Ed, >> Phil, >> congratulations on a quarter where you beat on the top of the bottom line. Um, what what's the change because I think there was some uncertainty after Q2 and certainly after Q1.What's changed in Q3 in terms of what you're seeing with the customer. >> Well, first and foremost, a big shout out to our team. They did an amazing job in the quarter.Really strong results. Very proud of the work they did. We continue to lead the industry.In fact, our results for Q3, we believe wil ...
Dow futures flat ahead of Jerome Powell's speech: 5 things to know before Wall Street opens
Invezz· 2025-10-09 11:55
Dow futures were mostly muted on Thursday, with a few little ups and downs, as investors waited to see how big names like PepsiCo and Delta Air Lines were doing with their earnings. ...
Delta Air Lines shares soar on earnings beat: what it means for other airline stocks
Invezz· 2025-10-09 11:46
Shares of Delta Air Lines rose more than 5.48% in premarket trading on Thursday after the carrier forecast a stronger end to 2025, supported by higher airfares and a recovery in both corporate and lux... ...
美股前瞻 | 三大股指期货涨跌不一 航空股盘前普涨 多位美联储官员将发声
智通财经网· 2025-10-09 11:39
2. 截至发稿,德国DAX指数涨0.35%,英国富时100指数跌0.29%,法国CAC40指数涨0.39%,欧洲斯托克50指数涨0.05%。 | 德国DAX30 | 24.710.61 | 24,735.62 | 24,599.50 | +87.02 | +0.35% | | --- | --- | --- | --- | --- | --- | | 瑞 英国富时100 | 9,520.80 | 9.531.85 | 9.495.15 | -28.07 | -0.29% | | 法国CAC40 | 8.091.86 | 8,094.58 | 8.053.67 | +31.73 | +0.39% | | ■ 欧洲斯托克50 | 5,652.45 | 5,665.15 | 5,641.15 | +2.72 | +0.05% | 盘前市场动向 1. 10月9日(周四)美股盘前,美股三大股指期货涨跌不一。截至发稿,道指期货涨0.13%,标普500指数期货涨0.04%,纳指期货 跌0.04%。 | = US 30 | 46,660.30 | 46,700.70 | 46,541.50 | +58.50 | +0.13% ...
Delta's stock rises as a recent acceleration in demand leads to record revenue
MarketWatch· 2025-10-09 11:29
Delta's stock surges, lifting those of its peers, after the air carrier beat earnings expectations as travel demand accelerated in recent weeks. ...
美股航空股盘前普涨
Core Viewpoint - U.S. airline stocks experienced a pre-market rally, with Delta Air Lines reporting better-than-expected third-quarter earnings, driving significant gains in stock prices for major airlines [1] Group 1: Company Performance - Delta Air Lines saw its stock rise over 5% following the release of its third-quarter earnings report, which exceeded market expectations [1] - American Airlines' stock increased by more than 4%, while United Airlines rose nearly 4%, and Southwest Airlines gained over 2% in pre-market trading [1]