India travel chaos worsens as IndiGo cancels hundreds of flights https://t.co/kmW0gsxxMo ...

RT DogeDesigner (@cb_doge)BREAKING: Korean Air, Asiana Airlines, Jin Air, Air Busan, & Air Seoul will add Starlink across all fleets, a first in Korea- Installations begin this year- Earliest service expected Q3 2026- Full rollout targeted by 2027Starlink use is growing exponentially across airlines https://t.co/NCDk3EuAzY ...

🚨 BREAKING: Korean Air, Asiana Airlines, Jin Air, Air Busan, & Air Seoul will add @Starlink across all fleets https://t.co/ScEudzAgRN ...

Starlink will deliver reliable, high-speed internet to Korean Air, Asiana Airlines, Jin Air, Air Busan, and Air Seoul fleetwide → https://t.co/RiJNpxqtrO https://t.co/oo0gdVOxgJ ...

Question-and-Answer SessionCatherine O'BrienGoldman Sachs Group, Inc., Research Division So Shane, you guys put out an 8-K earlier this morning calling out various transitory impacts, some Alaska specific, some industry-wide, LA crack spreads, IT outage, government shutdown impact. If you'll [ humor ] me, I just wanted to dig in on each of those, get the short-term ones out of the way. So this morning, I've been fielding quite a few investor questions on the language in your 8-K around the shape of this gov ...

Airlines joined in on the rally that many retail stocks have been seeing amid what is expected to be a record holiday shopping season. It turns out that air travel is also seeing peaks with the Transportation Security Administration (TSA) screening over 3.1 million travelers in a single day record on the Sunday after Thanksgiving (Nov.30), which was the busiest business day in its 23-year history. Notably, with air travel reaching new peaks last year and even exceeding pre-pandemic levels, this Thanksgiving ...

Key Takeaways RYAAY raised its fiscal 2026 traffic outlook to 207M passengers on early Boeing deliveries and solid demand.The carrier expects modest unit cost inflation as fuel hedging and cost control offset rising charges.Ryanair's strong cash, debt repayments and active buybacks support its position amid rising travel demand.European carrier, Ryanair Holdings (RYAAY) , has unveiled its raised traffic outlook for fiscal 2026, concurrent with its second-quarter fiscal 2026 earnings release on Nov. 3, 2025. ...

Summary of Alaska Air Group Conference Call Company Overview - **Company**: Alaska Air Group (NYSE: ALK) - **Event**: 2025 Conference on December 04, 2025 Key Industry Insights - **Government Shutdown Impact**: The company experienced a temporary decline in bookings and revenue due to flight cancellations related to the government shutdown, but bookings have since recovered and are performing better than 95% of the days observed this year [6][8][9] - **IT Outages**: Recent IT outages were not related to the merger with Hawaiian Airlines but were isolated incidents. The company is implementing changes to improve system resilience and expects to stabilize operations quickly [14][15][16] - **Refinery Fire**: The company has returned to pre-fire fuel prices, with refining margins stabilizing. Future plans include securing consistent fuel supply to mitigate volatility in pricing [17][18][19] Financial Performance - **First Quarter Bookings**: As of now, bookings for January are approximately 30% complete, aligning with expectations. The company does not anticipate lingering impacts from the government shutdown into the first quarter [13] - **Loyalty Program Success**: The launch of the new loyalty platform, Atmos, and a premium co-brand credit card has exceeded initial expectations, with significant early demand [22][24][25] - **Hawaiian Assets Performance**: The Hawaiian segment is performing better than anticipated, nearing break-even rather than the expected $200 million loss. The brand loyalty has proven strong, particularly in key markets [29][30][31] Cost Management and Synergies - **Cost Synergies from Merger**: The company targets $200 million in cost synergies from the merger, focusing on overhead and supply chain efficiencies. Headcount optimization is ongoing post-merger [38][39][40] - **Unit Cost Inflation**: The company expects low single-digit unit cost inflation due to capacity adjustments and cost synergies, with a focus on maintaining operational efficiency [33][35] Future Outlook - **2027 EPS Target**: The company remains committed to the $10 EPS target for 2027, citing clear synergies and initiatives that are on track despite macroeconomic challenges. The management believes there are additional profit opportunities to explore [63][65][66] - **International Expansion**: Excitement surrounds the upcoming international routes from Seattle, with strong community interest and demand anticipated [58][59] Additional Considerations - **Operational Excellence**: The focus will shift back to operational excellence, with the aim of enhancing customer experience and loyalty [57] - **Market Optimization**: The company is actively optimizing its network and operations, particularly in the cargo segment, to ensure long-term profitability [55][56] This summary encapsulates the key points discussed during the Alaska Air Group conference call, highlighting the company's recovery from recent challenges, ongoing initiatives, and future growth strategies.

The longest government shutdown on record cost Delta Air Lines an estimated $200 million, CEO Ed Bastian said Wednesday in the first disclosure by a U.S. airline regarding the shutdown's financial imp... ...

分组1 - Robinhood's target price has been raised to 172 from 145, indicating a positive outlook with an outperform rating from Mazouo [1] - The company has diversified its product offerings and is considered one of the better exchanges in the financial sector [2] - Delta Airlines is expected to benefit from capacity cuts, with a price target set at 77 by City, suggesting a bullish outlook for 2026 [3] 分组2 - GE Verova's target price increased to 720 from 710, with an overweight rating, indicating strong performance expectations [4] - Verdive's target price has been raised to 181 from 170, reflecting confidence in its growth potential [4] - Utility companies, which make up 80% of GE Verova's customer base, are increasing spending on transmission and grid infrastructure, contributing to a 30% growth in backlog [5] 分组3 - Verdive is experiencing organic sales growth of 28.4%, significantly higher than competitors, with expanding margins of 220 basis points last quarter [6] - Power generation is becoming increasingly important, with industrial and utility names seen as replacements for traditional oil investments [7] - GE Aerospace has been initiated with a buy rating, reflecting positive sentiment in the market [7] 分组4 - GE's services segment, which accounts for 70% of revenues, has shown strong performance with trailing 12-month service orders at $31 billion [8] - Concerns about the services aftermarket in 2026 are countered by strong order performance, indicating continued demand [8]