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Air Lease Announces Lease Placement of One New Airbus A321-200neo Aircraft with Sun PhuQuoc Airways
Businesswire· 2025-10-28 17:21
LOS ANGELES--(BUSINESS WIRE)--Air Lease (NYSE: AL) announced today a long-term lease agreement with Sun PhuQuoc Airways for one new Airbus A321-200neo aircraft, scheduled to deliver to the startup Vietnamese airline in 2027. "We are pleased to lease this new Airbus A321neo to Sun PhuQuoc Airways,†said Chi Yan, Senior Vice President of Air Lease. "Air Lease looks forward to the continued growth of our relationship with Sun PhuQuoc as the airline builds and optimizes the range and capacity of it. ...
X @Bloomberg
Bloomberg· 2025-10-28 16:43
Wizz Air will test out a bare-bones business class on some flights later this year, offering a slightly more upmarket experience within its no-frills service https://t.co/4W6uI6pKzh ...
Shutdown Day 28: Air traffic controllers miss first full paycheck
MSNBC· 2025-10-28 16:41
Let's begin with MSNBC senior Capitol Hill reporter and host of Way Too Early, Ali Vatitali. Also with us, MSNBC's Ariel Hixon live from Ronald Reagan, Washington National Airport, and Eli Stokel's White House and foreign affairs correspondent at Politico. So Ally, the vice president is about to head there to Capitol Hill to meet with those Republican senators.What kind of environment is he walking into. It's going to be a busy day here on Capitol Hill that's likely to end us in the same place that we've en ...
X @The Wall Street Journal
JetBlue Airways expects demand will continue to improve through the end of the year after it logged a widened loss in the latest quarter https://t.co/SP03zPA0Bm ...
SkyWest's Q3 Earnings Coming Up: What's in Store for the Stock?
ZACKS· 2025-10-28 16:16
Key Takeaways SKYW Q3 EPS estimate of $2.56 is up 4.07% in 60 days and 18.52% above last year's actual.Rising labor costs may pressure Q3 margins; SKYW's 0.00% ESP and Zacks Rank #4 hint at a possible miss.Geopolitical uncertainty, tariff-related pressures and pilot shortages to weigh on SKYW's operations.SkyWest, Inc. (SKYW) ) is scheduled to report third-quarter 2025 results on Oct. 30, after market close.SkyWest has an encouraging earnings surprise history. The company’s earnings outpaced the Zacks Conse ...
JetBlue Airways Corporation 2025 Q3 - Results - Earnings Call Presentation (NASDAQ:JBLU) 2025-10-28
Seeking Alpha· 2025-10-28 16:05
Group 1 - The article does not provide any relevant content regarding company or industry insights [1]
troladora Vuela pania de Aviacion(VLRS) - 2025 Q3 - Earnings Call Transcript
2025-10-28 16:02
Volaris (NYSE:VLRS) Q3 2025 Earnings Call October 28, 2025 11:00 AM ET Company ParticipantsJens Spiess - VPFilipe Nielsen - Assistant VP of Equity ResearchAlberto Valerio - Executive DirectorShannon Doherty - Equity Research AssociateLiliana Juárez - Investor Relations ManagerTom Fitzgerald - VP of Airlines and Air-related IndustriesEnrique Beltranena - CEORogerio Araujo - DirectorHolger Blankenstein - EVPJaime Pous - CFOConference Call ParticipantsDuane Pfennigwerth - Equity Analyst Global Airlines and Lod ...
troladora Vuela pania de Aviacion(VLRS) - 2025 Q3 - Earnings Call Transcript
2025-10-28 16:02
Volaris (NYSE:VLRS) Q3 2025 Earnings Call October 28, 2025 11:00 AM ET Company ParticipantsJens Spiess - VPFilipe Nielsen - Assistant VP of Equity ResearchAlberto Valerio - Executive DirectorShannon Doherty - Equity Research AssociateLiliana Juárez - Investor Relations ManagerTom Fitzgerald - VP of Airlines and Air-related IndustriesEnrique Beltranena - CEORogerio Araujo - DirectorHolger Blankenstein - EVPJaime Pous - CFOConference Call ParticipantsDuane Pfennigwerth - Equity Analyst Global Airlines and Lod ...
troladora Vuela pania de Aviacion(VLRS) - 2025 Q3 - Earnings Call Transcript
2025-10-28 16:00
Financial Data and Key Metrics Changes - Total operating revenues for Q3 2025 were $784 million, a 4% decrease year-over-year [23] - EBITDA reached $264 million with a margin of 33.6%, aligned with guidance [25] - Net profit was $6 million, translating to earnings per ADS of $0.05 [25] - CASM was $0.079, virtually flat compared to Q3 2024, while CASM ex-fuel was $0.0548, up 2% [23][25] - The net debt to EBITDA ratio stood at 3.1 times, with a total liquidity position of $794 million [26][27] Business Line Data and Key Metrics Changes - Domestic load factor reached 89.8%, consistent with last year's levels, while international load factor was at 77% [12][14] - Average ancillary revenue per passenger for Q3 was $56, consistently above $50 for eight consecutive quarters [14] - TRASM for Q3 was $0.0865, down 7.7% year-over-year but improved from previous quarters [15] Market Data and Key Metrics Changes - Stable domestic demand was observed, with a rational supply environment supporting healthier yields [4] - Cross-border demand showed a steady recovery, with booking trends improving month-over-month [4][14] - The company noted an inflection point in the US-Mexico transborder market, with sales above last year's levels since mid-August [38] Company Strategy and Development Direction - The company is focused on maintaining cost efficiency while adapting to market conditions, with a capacity growth outlook of approximately 7% for 2025 [5][22] - Volaris aims to enhance its ultra-low-cost carrier model by expanding ancillary products and optimizing distribution channels [10][19] - The company is committed to controlling growth with discipline, aligning capacity with market demand [6][34] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery in demand, particularly in the cross-border market, and expects solid booking trends for the holiday season [12][14] - The company anticipates a healthier yield environment due to supply rationalization in the domestic market [22] - Management emphasized the importance of flexibility in fleet planning to respond to demand trends and market conditions [5][30] Other Important Information - The company has a favorable fleet plan with an order book of 122 aircraft, primarily A320neo to A321neo models [30] - Volaris is enhancing customer service through technology, with 79% of customer interactions now handled digitally [21] - The company launched its in-house loyalty program, Altitude, which has seen strong early response [17] Q&A Session Summary Question: Can you elaborate on the stronger-than-normal seasonality in international markets and the inflection point in the US-Mexico transborder market? - Management noted that since mid-August, sales in the US-Mexico transborder market have been above last year's levels, indicating improved demand and capacity management [38] Question: What are the expected lease returns next year and how do they compare to this year? - The company is budgeting for 17 re-deliveries next year compared to 7 this year, emphasizing the importance of managing capacity in line with consumer demand [40] Question: How should we think about the potential RASM uplift from new initiatives? - Management expects a positive year-over-year impact on RASM from new products starting in 2026, with specific targets to be communicated in future guidance [42][44] Question: What is the expected number of grounded aircraft throughout 2026? - The average number of grounded aircraft is expected to improve to around 32-33 next year, with a goal of no material impacts by the end of 2027 [52][61] Question: How does the company view competition in 2026? - Management anticipates that competition will remain rational, supporting a healthier fare environment, with low to mid single-digit growth budgeted for the domestic market [66]
UPS Stock Up on Q3 Earnings & Revenue Beat, Strong Q4 Sales View
ZACKS· 2025-10-28 15:46
Key Takeaways UPS posts Q3 EPS of $1.74 and revenue of $21.4B, topping Zacks estimates but down year over year.International Package sales rose 5.9%, offsetting weaker domestic and Supply Chain Solutions results.UPS projects Q4 revenues near $24B and margins up to 11.5%, signaling improved performance ahead.United Parcel Service (UPS)  reported healthy third-quarter 2025 results with both earnings per share and revenues surpassing the Zacks Consensus Estimate.Quarterly earnings per share (excluding 19 cents ...