For the quarter ended September 2025, LATAM (LTM) reported revenue of $3.86 billion, up 17.3% over the same period last year. EPS came in at $1.30, compared to $1.00 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $3.61 billion, representing a surprise of +6.68%. The company delivered an EPS surprise of +3.17%, with the consensus EPS estimate being $1.26.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they c ...

LATAM Airlines Group (NYSE:LTM) Q3 2025 Earnings Call November 17, 2025 08:00 AM ET Company ParticipantsGabriel Rezende - Equity Research AssociateRoberto Alvo - CEORicardo Bottas - CFOJens Spiess - VPFelipe Ballevona - VPGuilherme Mendes - Executive DirectorMike Linenberg - Managing DirectorConference Call ParticipantsEwald Stark - AnalystOperatorLadies and gentlemen, thank you for joining us, and welcome to the third quarter 2025 LATAM Airlines Group earnings conference call. After today's prepared remark ...

LATAM Airlines Group (NYSE:LTM) Q3 2025 Earnings Call November 17, 2025 08:00 AM ET Company ParticipantsGabriel Rezende - Equity Research AssociateRoberto Alvo - CEORicardo Bottas - CFOJens Spiess - VPFelipe Ballevona - VPGuilherme Mendes - Executive DirectorMike Linenberg - Managing DirectorConference Call ParticipantsEwald Stark - AnalystOperatorLadies and gentlemen, thank you for joining us, and welcome to the third quarter 2025 LATAM Airlines Group earnings conference call. After today's prepared remark ...

Financial Data and Key Metrics Changes - LATAM Airlines Group reported total revenues of $3.9 billion, an increase of 17.3% year over year, driven by growth in both passenger and cargo segments [15][16] - Adjusted operating margin expanded to 18.1%, with adjusted EBITDA reaching $1.15 billion during the quarter, and net income totaling $379 million, up 26% year over year [8][17] - Passenger revenues rose by 18.5%, with premium traveler revenues increasing by more than 15% compared to the same period last year [16] Business Line Data and Key Metrics Changes - LATAM transported over 22.9 million passengers, with a consolidated load factor of 85.4% [8] - Passenger RASC increased by 8.4% year over year in US dollars, reflecting strong operational performance [11] - Cargo revenues grew by 6.3%, contributing to the overall revenue increase [16] Market Data and Key Metrics Changes - LATAM Airlines Brazil grew capacity by over 12% year over year, launching six new domestic routes [11] - In Spanish-speaking countries, LATAM's affiliates saw passenger RASC increase by 18% year over year [11] - The international segment maintained high load factors, although demand to the U.S. was noted to be softer, particularly in leisure travel [24][36] Company Strategy and Development Direction - LATAM is focused on profitable growth, operational excellence, and maintaining cost control as key pillars of its strategy [16][18] - The company is committed to enhancing customer experience through initiatives like the new Premium Comfort Class and the inauguration of a new lounge in Lima [14][13] - LATAM's fleet modernization strategy includes the acquisition of up to 74 Embraer E2 aircraft, which will improve regional connectivity and fuel efficiency [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to continue improving and delivering on its purpose of elevating customer journeys [6] - The outlook for 2025 includes a focus on high single-digit consolidated capacity growth, supported by a healthy demand environment [21][22] - Management acknowledged external factors affecting international traffic, particularly leisure travel to the U.S., but remained optimistic about overall demand [24][36] Other Important Information - LATAM executed a share repurchase program totaling $433 million, reflecting a disciplined approach to capital allocation [9][19] - The company ended the quarter with an adjusted net leverage ratio of 1.5 times, aligning with its financial policy [19] - LATAM was recognized as a five-star global airline for 2026 by APEX, marking the fourth consecutive year of receiving this distinction [14][15] Q&A Session Summary Question: International performance compared to Brazil and Spanish-speaking countries - Management noted stable and healthy demand in most international segments, with softer demand to the U.S. linked to leisure travel preferences [24][25] Question: Update on Brazil's legislation regarding free baggage - Management confirmed that a law allowing free baggage and seat selection was passed by Brazil's lower chamber but is pending Senate approval [25][26] Question: Impact of premium experience investments on revenue growth - Management indicated that premium revenue is growing faster than capacity, contributing significantly to overall revenue improvements [31][32] Question: Reasons for growth slowdown in international traffic - Management attributed the slowdown to softer demand for leisure travel to the U.S., rather than a fundamental decline in demand [36] Question: Future capital allocation strategy - Management emphasized that business development and growth opportunities will take precedence in capital allocation decisions [29][30]

Results Presentation Third quarter 2025 November 17, 2025 Disclaimer Neither the United States Securities and Exchange Commission ("SEC") nor the Chilean Comisión para el Mercado Financiero (the "CMF") nor any securities commission of any other U.S. or non-U.S. jurisdiction has reviewed, approved or disapproved of this Presentation, or determined that this Presentation is truthful or complete. No representations or warranties, express or implied, are given in, or in respect of, this Presentation. To the ful ...

Airline stocks have been pleasantly resilient, with many seeing a nice spike as the 43-day and longest government shutdown in American history comes to an end.This makes it a worthy topic of which airline stocks could have more upside and which may still face a setback with the government shutdown causing widespread flight cancellations, delays, staffing shortages, and declining passenger bookings. Standouts in a Weak Industry The growth prospects for foreign airline stocks have stood out as their American ...

Core Insights - Value investing focuses on identifying undervalued assets trading below their intrinsic value, allowing investors to capitalize on market corrections over time [1] - Earnings yield is a crucial metric for value investors, calculated as earnings per share (EPS) divided by the current stock price, serving as an indicator of a stock's profitability relative to its market price [2][9] - A higher earnings yield suggests potential undervaluation and growth opportunities, while a lower yield may indicate overvaluation [2] Stock Picks - Commercial Metals Company (CMC) is focused on enhancing core operations and expanding into new markets, with strong demand supporting growth. The Zacks Consensus Estimate indicates a 7% growth in sales and a 70% increase in earnings year-over-year for fiscal 2026 [8][9][10] - Allied Gold Corporation (AAUC) is improving its operations across multiple regions, with a Zacks Consensus Estimate projecting 80% sales growth and 857% earnings growth year-over-year for 2025 [11][12] - LATAM Airlines (LTM) is benefiting from a lean cost structure and increased air travel demand, with a Zacks Consensus Estimate forecasting 9% sales growth and 46% earnings growth year-over-year for 2025 [13][14] - CommScope Holding Company, Inc. (COMM) is enhancing its portfolio through strategic acquisitions and cost-cutting measures, with a Zacks Consensus Estimate indicating 17% sales growth and an extraordinary 5,566% earnings growth year-over-year for 2025 [15][16] Investment Strategy - The primary screening criterion for stock selection is an earnings yield greater than 10%, supplemented by estimated EPS growth exceeding the S&P 500 and a minimum average daily trading volume of 100,000 [5][6] - Stocks priced at $5 or higher and those with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) are considered for potential outperformance in various market conditions [7]

Core Insights - LATAM Airlines Group S.A. (LTM) is set to report its third-quarter 2025 results on November 14, after market close, with a history of earnings surprises [1] - The company has outperformed the Zacks Consensus Estimate in two of the last four quarters, with an average earnings surprise of 4.04% [1][2] Financial Performance Expectations - The Zacks Consensus Estimate for LTM's Q3 2025 revenues is $3.61 billion, reflecting a year-over-year increase of 9.96% [4] - The earnings per share (EPS) estimate for Q3 2025 remains unchanged at $1.26, indicating a 26% growth compared to the previous year [4] Influencing Factors - Rising labor costs may pressure Q3 margins, with geopolitical uncertainty, tariff-related pressures, and competition expected to impact operations negatively [4][8] - The company’s lean cost structure, expanding operations, and strategic partnerships are anticipated to support performance, alongside a recovery in air travel demand post-pandemic [6] Shareholder Actions - LATAM Airlines has been actively engaging in share repurchases, which enhances investor confidence and positively affects the bottom line [7] Cost Pressures - Increased labor and airport costs are likely to adversely affect the company's bottom-line performance, despite a decrease in aircraft fuel costs year-over-year [9] Earnings Prediction Model - The current model does not predict a definitive earnings beat for LATAM Airlines, as it has an Earnings ESP of 0.00% and a Zacks Rank of 2 [10]

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Core Insights - LATAM Airlines Group (LTM) reported an 8.8% year-over-year increase in revenue passenger-kilometers (RPK) for September 2025, indicating strong growth in air traffic [1][2][8] - The airline's consolidated capacity, measured in available seat-kilometers (ASK), increased by 8.7% year-over-year, driven by a 9.6% rise in international operations and a 14% increase in domestic capacity in Brazil [1][2][8] - LATAM Airlines transported nearly 7.3 million passengers in September 2025, marking an 8% increase year-over-year, with a year-to-date total of 64.5 million passengers [3][8] Traffic and Capacity - The consolidated load factor for September 2025 was 84.2%, remaining flat compared to the previous year [2][8] - LATAM Airlines Brazil's domestic market experienced a significant year-over-year growth of 17% in RPK [2] Comparison with Other Airlines - Ryanair Holdings reported a 2% year-over-year increase in passengers transported, totaling 19.4 million in September 2025, with a load factor of 94% [5][6] - Ryanair carried 200.2 million passengers in its fiscal year ending March 2025, becoming the first European airline to achieve this milestone [6]