JOINING US NOW IS DROPPED FERGUSON. THANKS FOR JOINING US AS WE KICK OFF EARNINGS SEASON WITH THE AIRLINES. THE NEWS FROM DELTA AIRLINES IN YOUR REACTION, PLEASE.A SLIGHT BEAT ON THE NUMBERS. MY SENSE WAS, WHEN DEALT WITH THROUGH GUIDANCE, IT WAS MORE THEY WERE CONCERNED. THEY DID NOT UNDERSTAND WHAT WAS GOING TO HAPPEN TO THE ECONOMY.SO A SLIGHT BEAT. IT SEEMS LIKE REVENUE IS HANGING IN, LIKE SOME OF THE REPORT. I WOULD THINK IT WOULD BE POSITIVE FOR ALL THE AIRLINES, BUT MOSTLY IT IS POSITIVE FOR FULL-SER ...

Delta Air Lines issues a new profit target for this year after pulling the goal three months ago, in a sign that demand is bouncing back https://t.co/O78cTsClZS ...

Core Viewpoint - Delta Air Lines has revised its profit forecast for 2025 downward due to lower-than-expected demand and an oversupply of flights, although its outlook for summer travel exceeded Wall Street expectations [1][3]. Financial Performance - Delta anticipates adjusted earnings per share of $1.25 to $1.75 for Q3, slightly above Wall Street's expectation of $1.31 [2]. - The company expects full-year adjusted earnings of $5.25 to $6.25 per share, a decrease from the previous forecast of over $7.35 per share made in January [3]. - Delta reported adjusted earnings per share of $2.10, surpassing the expected $2.05, and adjusted revenue of $15.51 billion, slightly above the forecast of $15.48 billion [8]. Revenue Insights - Revenue from premium products rose by 5%, while sales from the main cabin fell by 5% compared to the previous year [6]. - The partnership with American Express contributed significantly, with revenue increasing by 10% year-over-year to $2 billion in Q2 [5]. Market Trends - Bookings have stabilized but at lower levels than initially expected, with travelers shifting their booking patterns closer to travel dates [4]. - Corporate travel has stabilized but is not experiencing the anticipated growth of 5% to 10% compared to last year [7]. Capacity Management - Delta plans to implement "surgical" capacity cuts after the peak summer travel season, which ends around mid-August [4].

Delivered June quarter results in line with April guidance, with continued strength in diverse revenue streams driving double-digit marginsExpect September quarter earnings per share of $1.25 to $1.75 with a 9 to 11 percent operating marginRestoring full year guidance with expectation for earnings per share of $5.25 to $6.25 and free cash flow of $3 to $4 billionAnnounced a 25 percent increase to dividend payment beginning in September quarterATLANTA, July 10, 2025 /PRNewswire/ -- Delta Air Lines (NYSE: DAL ...

Grace Ong LSEG 企业方案负责人 近年来，在监管变化和地缘政治格局转变的双重推动下，跨国企业的全球税收格局发生了重大转变。随着各 国日益奉行以国内经济利益为优先的新型重商主义政策，企业财务和税务团队在管理公司间融资安排时面临 着愈发复杂的局面。让我们探讨不断演变的地缘政治环境如何影响转让定价、公司间借贷以及跨国企业架 构，并为应对这一不断变化的环境提供战略考量。 经济民族主义的复苏及其税收影响 后疫情时代，世界经济经历了从全球化向经济民族主义的显著转变。主要经济体正在实施旨在将关键产业回 流国内、保障供应链安全以及保护国内税基的政策。这种新型重商主义做法对企业的税收筹划产生了深远影 响。税务机关愈发积极地审视公司间融资结构背后的商业合理性，尤其是涉及低税管辖区的融资结构。各国 正在实施数字服务税、最低税制以及其他超出传统国际框架的单边措施，这带来了潜在的双重征税风险。各 国政府还在限制关键知识产权和技术的跨境流动，影响了围绕知识产权许可结构建立的转让定价模型。对于 财务和税务专业人士而言，这些转变要求他们采用更为细致的方法来处理公司间交易，在税收效率与日益增 长的政治和监管风险之间寻求平衡。 BE ...

Market Performance - Major indexes showed strength with the Dow up +217 points (+0.49%), S&P gaining +37 points (+0.61%), Nasdaq increasing +0.94%, and Russell 2000 rising +1.07% [1] Company Highlights - NVIDIA became the first corporation to reach a $4 trillion market capitalization, leading in GPUs for AI and data centers [2] - Microsoft also reached record highs, while Fastenal is trading at record highs with a valuation of 40 times forward earnings [2] - Amazon's Prime Day experienced a weak first day, down -41% compared to previous years, raising concerns about consumer spending [3] Economic Indicators - The FOMC minutes revealed differing opinions on potential interest rate cuts, with some members suggesting cuts as early as July while others recommend no cuts for 2025 [4] - President Trump threatened a +50% new tariff on Brazil, indicating ongoing trade tensions and potential inflationary pressures [5] Upcoming Reports - Key earnings reports from Delta Air Lines, Conagra, and Helen of Troy are expected, with Delta providing insights into airline travel and Conagra being a major agriculture exporter [6] - Helen of Troy's recent earnings miss and CEO replacement may indicate challenges ahead, particularly in the context of tariffs [6] Job Market Data - Weekly Jobless Claims data showed initial claims cooling down to 233K from a near-term high of 250K, while continuing claims reached 1.964 million, the highest since November 2021 [7][8] - Analysts are closely monitoring the job market, as breaching 2 million in longer-term jobless claims could shift perceptions about labor market strength [8]

SEATTLE, July 9, 2025 /PRNewswire/ -- Alaska Air Group Inc., the parent company of Alaska Airlines Inc., Hawaiian Airlines, Inc. and Horizon Air Industries Inc., will hold its quarterly conference call to discuss 2025 second quarter financial results at 11:30 a.m. EDT/ 8:30 a.m. PDT, Thursday, July 24, 2025. A webcast of the call will be available to the public at www.alaskaair.com/investors. An archive of the call will be posted on the website later that morning.The company will file its second-quarter res ...

Southwest Airlines Policy Changes: Is More Choice What Customers Want? https://t.co/ntZ6MpV7Xn https://t.co/ntZ6MpV7Xn ...

Key Takeaways LTM's June traffic rose 10.2% YoY, supported by 10.7% capacity growth and new domestic/international routes. Load factor dipped 0.4 pts to 83.8% as traffic failed to outpace capacity expansion. LATAM Airlines carried 7 million passengers in June, with YTD total surpassing 41.5M across its network.LATAM Airlines Group (LTM) reported a year-over-year increase in revenue passenger-kilometers (RPK: a measure of air traffic) for June 2025.LATAM Airlines reported a 10.7% year-over-year increase in ...

Delta Air Lines Inc (NYSE:DAL) is gearing up for its second-quarter earnings report, due out before the open Thursday, July 10. The airliner is expected to post revenue of $16.21 billion, representing a 5.3% year-over-year increase thanks to strength in international and premium travel sectors, and earnings of $2.07 per share. Ahead of the event, options traders are betting bullishly.DAL has been turning its earnings luck around this year. The stock finished the past two post-earnings sessions higher follow ...