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Time to Buy Airline Stocks After Delta's Strong Q2 Report?
ZACKS· 2025-07-10 21:06
Core Insights - Delta Air Lines reported strong Q2 results, exceeding EPS expectations and announcing a dividend increase, positively impacting investor sentiment [1][2][4] Financial Performance - Delta's Q2 EPS was $2.10, surpassing expectations of $2.04 by nearly 3%, although it declined from $2.36 in the previous year [2] - Q2 operating revenue reached $16.64 billion, exceeding estimates by approximately 3% but slightly down from $16.65 billion a year ago [2] - The company achieved an operating margin of 12.6% during Q2 [12] Revenue Streams - Revenue from premium cabin sales increased by 5%, while loyalty program revenue surged by 8% [3] - Delta received $2 billion from its partnership with American Express, which serves as the exclusive credit card issuer for Delta SkyMiles [3] Dividend Announcement - Delta increased its quarterly dividend by over 25%, raising it from $0.15 to approximately $0.19 per share, with the first payment scheduled for August 21 [4] Guidance and Market Position - Delta reaffirmed its full-year guidance for fiscal 2025 EPS at $5.25-$6.25, above the Zacks Consensus of $5.11, and free cash flow expectations of $3-$4 billion [7] - Despite a 7% decline year-to-date, Delta's stock has increased by 95% over the last three years, outperforming American Airlines [8][9] Valuation Metrics - Delta's stock trades at a forward earnings multiple of 9.9X, significantly below the benchmark's 24.2X and the industry average of 13.9X [10] - The stock also trades at 0.5X forward sales, in line with the industry average, compared to the S&P 500's 5.4X [10]
Delta Air Lines (DAL) Beats Q2 Earnings and Revenue Estimates
ZACKS· 2025-07-10 20:50
Delta Air Lines (DAL) came out with quarterly earnings of $2.1 per share, beating the Zacks Consensus Estimate of $2.04 per share. This compares to earnings of $2.36 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.94%. A quarter ago, it was expected that this airline would post earnings of $0.4 per share when it actually produced earnings of $0.46, delivering a surprise of +15%.Over the last four quarters, the company has s ...
Can SoundHound AI Stock Be the Next NVIDIA, and Is It a Buy?
ZACKS· 2025-07-10 20:01
Key Takeaways NVDA's market cap neared $4T as it posted 69% sales growth and strong demand for its Blackwell chips. SOUN shares jumped 211.6% on rising demand for voice AI in sectors like restaurants and customer service. SOUN posted Q1 revenues of $29.1M with 151% growth, but losses hit $188M over the past year.With the progress of artificial intelligence (AI), NVIDIA Corporation (NVDA) has experienced rapid business growth. However, SoundHound AI, Inc. (SOUN) , a provider of voice AI platforms, saw its ...
Aritzia Reports First Quarter Fiscal 2026 Financial Results
Prnewswire· 2025-07-10 20:01
"We achieved net revenue of $663 million in the first quarter of Fiscal 2026, a 33% increase compared to last year. Comparable sales grew 19%, fueled by double-digit growth in all channels and all geographies. Our results were driven by the strong performance of our Spring/Summer product, which resonated exceptionally well with our clients, as well as our optimized inventory position, strategic marketing investments and our new and repositioned boutique openings. Growth was consistent across channels, with ...
Airline Stocks Cheer Delta's Upbeat Report
Schaeffers Investment Research· 2025-07-10 19:56
Group 1: Delta Air Lines Inc - Delta Air Lines Inc's stock increased by 12.4%, trading at $56.99, following a top-line beat for Q2 [1] - CEO Ed Bastian indicated that bookings have stabilized after a period of lower demand in spring, and the profit outlook for 2025 has been reinstated [1] - The positive report has had a significant impact on the airline sector as a whole [1] Group 2: American Airlines Group Inc - American Airlines Group Inc's stock rose by 14%, trading at $13.13, reaching its highest level since early March [2] - Despite being down 25% year-to-date, the stock is now 51% above its multi-year low of $8.50 recorded on April 4 [2] - The 200-day moving average is currently acting as a resistance level for the stock's rally [2] Group 3: Options Activity - American Airlines Group Inc saw a surge in call options trading, with 286,000 contracts changing hands, four times the average intraday volume [3] - The most popular call option was the weekly 7/11 12.50-strike call, along with the July 13 call in the standard expiration series [3] Group 4: United Airlines Holdings Inc - United Airlines Holdings Inc's stock increased by 14.2%, trading at $91.57, approaching its highest close since March 4 [5] - The stock is only down 6.5% in 2025 but has risen 92.4% year-over-year, with today's trading surpassing the 160-day moving average [5] - There were 78,000 UAL calls traded, quadrupling the average intraday volume, with the weekly 7/11 87-strike call being the most popular [5] Group 5: Airline Sector Trends - Airline stocks, including Delta, American, and United, are showing a pattern of movement together, indicating a sector-wide trend [6] - These companies have high Schaeffer's Volatility Scorecard readings of 99, 93, and 96 out of 100, suggesting they have exceeded options traders' volatility expectations in the past year [6]
Netflix has strong earnings growth, underlying fundamentals, says Globalt Investments' Thomas Martin
CNBC Television· 2025-07-10 19:01
Our next guest sees a shifting landscape in mega cap tech where the leaders of Yore are not necessarily the winners of tomorrow although there are still some that have staying power. Joining us now is Thomas Martin, senior portfolio manager at Globalt Investments. Thomas, it's great to see you.Let's start with a name like Netflix and a few others that you think are popping up as those that will become the leaders in the I guess we're calling it the AI race. Right. Well, um, thanks for having me on your prog ...
Why American Airlines Stock Is Elevating Today
The Motley Fool· 2025-07-10 18:55
Airline earnings season got off to a strong start, with Delta Air Lines (DAL 11.76%) generating better-than-expected results. Investors are rushing in to buy shares throughout the airline sector, sending American Airlines Group (AAL 13.24%) stock up 12% as of 1:30 p.m. ET. Reading the tea leaves on Delta earningsFirst-quarter earnings painted a sobering picture of the airline industry. Carriers talked back expectations for the year due to concerns about inflation and tariffs, leaving investors uncertain abo ...
Why JetBlue Stock Is Gaining Altitude Today
The Motley Fool· 2025-07-10 18:47
Airline investors are feeling bullish following strong results from Delta Air Lines, meaning stocks including JetBlue Airways (JBLU 9.57%) are enjoying a tailwind. Shares of JetBlue were up 10% as of 1 p.m. ET following Delta's quarterly results. Delta delivers, others take noticeAirlines tend to be cyclical, performing well when times are good and consumers have money to spend on vacations. Shares have been under pressure this year due to concerns that higher inflation and tariff-related uncertainty would ...
'Shark Tank' investor Daymond John: Retailers should be OK for the holidays
CNBC Television· 2025-07-10 18:30
Yeah, I believe that everybody's going to be okay for Christmas at the time, but I couldn't agree more with uh Kareem. You know, we actually have gone to him to advise us on a lot of our Shark Tank companies and some of my larger companies as well. And that's exactly what you have to do.You see, you know, even 20 years ago, I was manufacturing Guatemala and then China, you know, factories in China due to the communist environment, they open and close just as fast as uh, you know, as anything else. So yes, y ...