Anyone who has flown on a U.S. airline recently knows that booking the route is just the first step. Once you choose your flights, you then have to decide: Pay for a checked bag or a carry on? Book a preferred seat in an exit row or an aisle? Add the fee for early boarding? And the list of possible fees goes on. When you consider all these add-ons, it makes sense that some airlines make more of their revenue from these extra or "ancillary" fees than they do from the cost of the ticket. Low-cost carriers ...

美国联邦航空局局长布赖恩·贝德福德5日说，政府"停摆"导致人员配备压力日益增加。如果采取运 力削减措施后压力仍然持续增加，将在这40座机场"追加更多举措"。"在我从事航空交通工作的35年经 历中，之前从未遇到过需要采取这类措施的情况。"贝德福德说。 情况可能更糟 住在特拉华州的格蕾丝·洛奇曼6日驱车两小时赶到新泽西州纽瓦克机场，本来打算乘坐边疆航空公 司的航班飞往佐治亚州亚特兰大，从那里中转去多米尼加参加妹妹的生日派对。但她的航班延误了3个 小时，导致赶不上第二班飞机，"我好伤心，政府'停摆'……伤害的却是我"。 新华社北京11月7日电 由于美国联邦政府持续"停摆"，机场空中交通管制和安检等岗位人手不足， 联邦航空局6日宣布，自7日起逐渐削减全美40座繁忙机场的运输量，以降低国家空域风险。航空公司不 得不采取取消航班、减少班次、启用大型客机等措施，以适应新规。而乘客则要面临安检排长队，航班 取消或延误，中转可能赶不上下一班飞机等状况，不少人叫苦称"被害惨了"。 每天影响数十万乘客 美国交通部长达菲5日说，交通部将从7日开始削减全美40座繁忙机场10%的运输量。这40座机场的 压力正与日俱增，交通部不能坐等安全 ...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Good morning! Here is the latest in trending:Pay package: Whether Tesla's (TSLA) Elon Musk can net $1T in compensation will be decided today. Meanwhile, the debate over the deal rages on.Heard at SCOTUS: Here are the takeaways from the U.S. Supreme Court hearing on President Trump's tariffs. Nanoseconds: Nvidia (NVDA) CEO Jensen Huang backtracks after saying China will wi ...

Air Canada (ACDVF) came out with quarterly earnings of $0.55 per share, missing the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $1.88 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.79%. A quarter ago, it was expected that this company would post earnings of $0.5 per share when it actually produced earnings of $0.43, delivering a surprise of -14%.Over the last four quarters, the company has sur ...

Core Insights - Barclays has successfully leveraged a partnership model in the U.S. credit card market, collaborating with major brands to become one of the largest credit card issuers in the country [1][2] - As of 2024, Barclays has 20 million customers and approximately $32 billion in ending net receivables, recently becoming General Motors' card issuer [2] Partnership Model - The partnership model is crucial for Barclays, allowing the bank to offer co-branded credit cards with leading brands in travel and hospitality, enhancing customer loyalty and engagement [4][6] - Barclays focuses on a balanced portfolio of partners across various sectors, including travel, hospitality, and retail, to ensure strategic diversity [6] Customer Engagement - Barclays aims to deepen customer engagement by providing timely and relevant offers based on customer relationships with partner brands, enhancing the overall shopping experience [7] - The bank emphasizes the importance of a seamless digital ecosystem, ensuring that customers can easily access rewards and make payments [5]

Core Viewpoint - Major U.S. airlines are actively supporting air traffic controllers and federal employees who are working without pay due to the ongoing government shutdown, which began on October 1 and has continued for weeks without resolution [1]. Group 1: Airline Responses - American Airlines is committed to supporting federal workers by providing meals at airports nationwide [3][7]. - Southwest Airlines is working to minimize flight disruptions, acknowledging that air traffic control is ultimately managed by the FAA, and they will adjust flight schedules if staffing issues arise [9]. - Alaska Airlines referred to a statement from Airlines for America urging lawmakers to pass a resolution to reopen the government, highlighting the stress on federal employees due to missed paychecks [10][11]. - United Airlines is also donating meals to federal workers, including air traffic controllers, during the shutdown [13]. - Delta Air Lines and JetBlue are providing meals to transportation sector workers as a gesture of support [15]. Group 2: Impact on Air Traffic Control - Approximately 13,000 air traffic controllers and 50,000 TSA officers are considered essential and must continue working without pay during the shutdown [1]. - Airlines for America warned that the stress on federal employees could lead to a slowdown in operations, potentially causing delays in air travel [11][13].

Core Insights - United Airlines reported quarterly earnings of $2.78 per share, exceeding the Zacks Consensus Estimate of $2.64 per share, but down from $3.33 per share a year ago, indicating an earnings surprise of +5.30% [1][2] - The company generated revenues of $15.23 billion for the quarter ended September 2025, slightly missing the Zacks Consensus Estimate by 0.51%, and showing an increase from $14.84 billion year-over-year [2] - United Airlines has surpassed consensus EPS estimates in all four of the last quarters, but has only topped revenue estimates once in the same period [2] Financial Performance - The earnings surprise of +5.30% reflects a positive trend in earnings performance, while the revenue miss indicates potential challenges in revenue growth [1][2] - The current consensus EPS estimate for the upcoming quarter is $2.67, with expected revenues of $15.08 billion, and for the current fiscal year, the EPS estimate is $10.15 on revenues of $58.83 billion [7] Market Position - United Airlines shares have increased by approximately 6.2% since the beginning of the year, underperforming compared to the S&P 500's gain of 13% [3] - The Zacks Rank for United Airlines is currently 3 (Hold), suggesting that the stock is expected to perform in line with the market in the near future [6] Industry Context - The Transportation - Airline industry, to which United belongs, is currently ranked in the bottom 31% of over 250 Zacks industries, indicating a challenging environment for the sector [8] - The performance of United Airlines may be influenced by the overall outlook for the airline industry, as empirical research shows a strong correlation between stock movements and earnings estimate revisions [5][8]

Airline Industry - United Airlines is expected to report positive earnings, following a relatively strong report from Delta Airlines, although the overall market is cautious about the broader airline sector's performance [1][2] - The airline industry has faced challenges due to overcapacity in the main cabin market, but there are signs of improvement in demand for both Delta and United [2][3] - The performance of discount airlines like Southwest, Frontier, and Spirit remains uncertain as they struggle with overcapacity, while United and Delta have effectively managed their cabin segmentation [3][4] Transportation Sector - U.S. companies are experiencing near 10-year low inventory levels, impacting various segments of the transportation sector, particularly container shipping [5][6] - The reduction in inventory levels is linked to companies attempting to manage costs amid tariff discussions, leading to weak freight demand despite some positive trends in industrial production [7][9] - The freight transport sector is anticipated to improve as economic activity picks up, especially with new plant constructions in the U.S., although significant demand recovery may not occur until 2026-2027 [8][9] Trucking Industry - The administration's efforts to remove approximately 200,000 non-domiciled CDL drivers from the market may have limited impact on trucking capacity, as many of these drivers are seasonal or inactive [10][11][13] - The trucking market remains balanced, with low rates and profitability, necessitating a demand catalyst to initiate a new rate cycle [14] - The Dow theory remains relevant, suggesting that movements in the Dow Jones index and the Dow transportation index can signal broader economic trends [15]

Core Viewpoint - UBS has raised the target prices for several U.S. airline stocks, indicating that improvements in demand and ticket prices offset moderate spending pressures faced by most companies [1] Group 1: Target Price Adjustments - UBS increased the target price for United Airlines from $114 to $131 [1] - UBS raised the target price for American Airlines from $12 to $13 [1] - UBS adjusted the target price for Frontier Group from $3.5 to $5 [1]

No, you’re not experiencing déjà vu – Spirit Airlines has filed for bankruptcy again, its second time in less than 12 months. After emerging from bankruptcy in March of this year, Spirit failed to make any traction with its cost-cutting initiatives and filed for bankruptcy protection again in August. Two bankruptcies in less than a year are naturally the result of a combination of headwinds as Spirit faces significant hurdles on its path to restoration. Not only are wealthier airline companies eating into u ...