Core Viewpoint - AerCap Holdings N.V. has delivered the first of twenty new Airbus A321LR aircraft on lease to Etihad Airways, marking a significant milestone in their partnership and Etihad's fleet expansion [1][4]. Group 1: Aircraft Delivery and Features - The delivered aircraft is the first A321LR to be included in Etihad's fleet, featuring luxurious cabin interiors with private First Suites, lie-flat Business seats, and advanced Economy class seats equipped with 4K touchscreens and high-speed Wi-Fi [2][4]. - This delivery is part of Etihad's strategy to enhance its service offerings on short and medium-haul routes, combining widebody luxury with operational efficiency [4]. Group 2: Statements from Executives - Peter Anderson, CCO of AerCap, expressed pride in supporting Etihad's fleet expansion and highlighted the aircraft's exceptional performance, extended range, and improved fuel efficiency [3]. - Antonoaldo Neves, CEO of Etihad Airways, emphasized that the A321LR represents a transformative step in their growth strategy, enabling increased flight frequencies and new destinations [4]. Group 3: Company Overview - AerCap is recognized as the world's largest Airbus A320neo Family lessor, managing a total of 580 owned, on order, and managed aircraft [4]. - The company serves approximately 300 customers globally, providing comprehensive fleet solutions and is listed on the New York Stock Exchange [5].

American Airlines Stock Down 8% As Weak Domestic Demand Dims Outlook https://t.co/ebMVEBoBDW https://t.co/ebMVEBoBDW ...

Market Overview - Pre-market futures are mixed but showing signs of weakness, following record high closes on the S&P 500, with profit-taking being a potential factor [1] - The tech-heavy Nasdaq is up by 42 points (+0.18%), while the Dow is down 300 points (-0.67%) due to UnitedHealth's DOJ probe, and the S&P 500 is nearly flat at -0.004% [2] Job Market Data - Initial Jobless Claims have decreased for six consecutive weeks, with the latest figure at 217K, the lowest in 14 weeks, down from 250K in early June [3] - Continuing Claims are reported at 1.955 million, slightly above the previous week's revised figure of 1.951 million, indicating a stall just below the 2 million mark [4] Q2 Earnings Reports - American Airlines (AAL) reported earnings of 95 cents per share, exceeding expectations by +20.25%, but shares fell -6% due to warnings of softer demand leading to a Q3 loss [5] - Honeywell (HON) surpassed earnings expectations with $2.75 per share, a +4.2% increase, and revenues of $10.35 billion, but shares are down -2.7% as the company plans to split into three segments by 2026 [6] - Union Pacific (UNP) reported earnings of $3.03 per share, beating expectations by +4.84%, with revenues of $6.2 billion, but shares are down -3% ahead of the opening bell [7] Economic Indicators - Upcoming S&P flash Services and Manufacturing PMI for July are expected to show slight growth in Services to 53.2 and a dip in Manufacturing to 52.7, both remaining above the growth threshold of 50 [8] - New Home Sales for June are anticipated to rise to 645K units, up from 623K the previous month, although existing home sales were disappointing, falling below 4 million for the first time since September [9] Future Earnings Reports - Q2 earnings reports will continue after the market closes, with Intel (INTC) and Deckers Outdoor (DECK) among the companies set to report [10]

Core Insights - CSX Corporation reported mixed second-quarter 2025 results with earnings per share of 44 cents, beating the Zacks Consensus Estimate of 42 cents, but revenues of $3.57 billion missed the estimate of $3.58 billion, reflecting a year-over-year decline of 3.4% [1][2][9] Financial Performance - Total revenues decreased by 3.4% year-over-year to $3.57 billion, primarily due to lower export coal prices, reduced fuel surcharge, and a decline in merchandise volume, partially offset by higher merchandise pricing and growth in intermodal volume [2][9] - Operating income fell 11% year-over-year to $1.28 billion, with an operating margin of 35.9%, down 320 basis points from the previous year [2][3] - Total expenses increased by 2% year-over-year to $2.29 billion, while overall volumes rose marginally by 0.1% [3] Segment Performance - Merchandise revenues declined by 2% year-over-year to $2.25 billion, with merchandise volumes also down by 2% [5] - Intermodal revenues decreased by 3% year-over-year to $491 million, despite a 2% increase in segmental volumes [5] - Coal revenues fell 15% year-over-year to $477 million, although coal volumes increased by 1% [6] Liquidity and Cash Flow - CSX ended the second quarter with cash and cash equivalents of $387 million, down from $1.14 billion at the end of the previous quarter, while long-term debt remained flat at $18.5 billion [7] - The company generated $635 million in cash from operating activities during the quarter [7] Future Outlook - For 2025, CSX anticipates total volume growth and expects lesser year-over-year revenue headwinds in the second half, particularly from lower export coal benchmarks and diesel prices [8][10] - The company remains focused on operational excellence, labor productivity, and efficiency initiatives, with capital expenditures expected to be roughly flat year-over-year, excluding hurricane rebuild spending [10]

American Airlines Stock Down 7% As Weak Domestic Demand Dims Outlookhttps://t.co/Q6O9X33x1R https://t.co/yWKrIYg2gh ...

Core Insights - American Airlines (AAL) reported second-quarter 2025 earnings of 95 cents per share, exceeding the Zacks Consensus Estimate of 79 cents, but down from $1.09 in the same quarter last year [1][10] - Operating revenues reached $14.4 billion, surpassing the Zacks Consensus Estimate of $14.29 billion and the previous year's figures [1][10] Revenue Breakdown - Passenger revenues, which constitute 91.1% of total revenues, decreased by 0.6% year-over-year to $13.1 billion, impacted by a slowdown in domestic leisure demand [2] - Cargo revenues increased by 8.2% to $211 million, exceeding the estimate of $204.4 million [2] - Other revenues rose by 13% to $1.06 billion, surpassing expectations of $973 million [2] Key Metrics - Total revenue per available seat mile decreased to 18.54 cents from 19.05 cents year-over-year [3] - Passenger revenue per available seat mile fell by 3.6% to 16.9 cents, slightly above the expectation of 16.89 cents [3] - Consolidated yield decreased by 1.5% to 19.96 cents, ahead of the estimate of 19.76 cents [3] Capacity and Traffic - Consolidated traffic increased by 0.9% year-over-year, while capacity expanded by 3.2% [4] - Consolidated load factor decreased by 1.9 points to 84.7%, lower than the expected 85.5% [4] Operating Costs - Total operating costs rose by 2.4% year-over-year to $13.26 billion, with salaries, wages, and benefits increasing by 10.9% to $4.4 billion due to a labor deal with pilots [5] - Aircraft fuel and tax expenses decreased by 13% to $2.67 billion, with the average fuel price per gallon dropping to $2.29 from $2.70 a year ago [5] Future Outlook - Management anticipates a 2-3% increase in capacity for Q3 2025 compared to Q3 2024, with total revenues expected to either decline by 2% or increase by up to 1% year-over-year [7] - AAL projects a loss per share of 10-60 cents for Q3, influenced by sluggish domestic travel demand [8] - For the full year 2025, AAL expects a loss of 20 cents or earnings of up to 80 cents per share, contingent on domestic demand [9]

Market Overview - Pre-market futures are mixed but showing signs of weakening, following record high closes on the S&P 500, with profit-taking being a potential factor [1] - The tech-heavy Nasdaq is up by 42 points (+0.18%), while the Dow is down by 300 points (-0.67%) due to UnitedHealth's DOJ probe [2] Job Market Data - Initial Jobless Claims decreased to 217K, marking the lowest level in 14 weeks and the sixth consecutive week of decline [3] - Continuing Claims are reported at 1.955 million, slightly above the previous week's revised figure, indicating a stall just below 2 million [4] Q2 Earnings Reports - American Airlines (AAL) reported earnings of 95 cents per share, exceeding expectations by +20.25%, but shares fell -6% due to warnings of softer demand [5] - Honeywell (HON) surpassed earnings expectations with $2.75 per share, a +4.2% increase from the previous year, but shares are down -2.7% as the company plans to split into three segments [6] - Union Pacific (UNP) reported earnings of $3.03 per share, beating expectations by +4.84%, with revenues of $6.2 billion also exceeding forecasts, though shares are down -3% [7] Economic Indicators - S&P flash Services PMI for July is expected to rise to 53.2, while Manufacturing PMI is anticipated to dip to 52.7, both remaining above the growth threshold of 50 [8][9] - New Home Sales for June are projected at 645K units, an increase from 623K in the previous month, despite disappointing Existing Home Sales figures [10] Upcoming Earnings Reports - Intel and Deckers Outdoor are scheduled to report their Q2 earnings after the market closes today [11]

For the quarter ended June 2025, American Airlines (AAL) reported revenue of $14.39 billion, up 0.4% over the same period last year. EPS came in at $0.95, compared to $1.09 in the year-ago quarter.The reported revenue represents a surprise of +0.73% over the Zacks Consensus Estimate of $14.29 billion. With the consensus EPS estimate being $0.79, the EPS surprise was +20.25%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...

Financial Performance - Air Group's adjusted earnings per share exceeded original guidance at $1.78[4] - The adjusted pretax margin was 8.0%[4] - Q2 2025 unit costs increased by 6.5% year-over-year[4,17] - Q2 2025 unit revenues decreased by 0.6% year-over-year[4,12] - Cargo revenue increased 34% year-over-year[8] Synergies and Network - Hawaiian Assets achieved their first profitable quarter since acquisition[8] - Premium revenue increased by 5%[8,12] - Active card accounts are up 10% year-over-year[8] Balance Sheet and Share Repurchases - The debt-to-cap ratio is at 60%, and the adjusted net debt to EBITDAR is at 2.4x[4] - Year-to-date share repurchases totaled $535 million, representing 10.5 million shares[24] Integration Milestones - The company plans to launch a single loyalty program platform & premium credit card in 2H 2025[25]

American Airlines reissued full-year adjusted earnings guidance, setting a lower target than it had earlier in the year before tariffs and a domestic travel slowdown prompted major airlines to withdraw their outlooks https://t.co/56x3uWPV6Q ...