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Alaska Air(ALK) - 2025 Q2 - Earnings Call Presentation
2025-07-24 15:30
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]
X @The Wall Street Journal
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 ...
American Airlines CEO Robert Isom: Weather delays hit us hardest
CNBC Television· 2025-07-24 14:30
American Airlines CEO Robert Isom on Thursday said recent weather-related delays and cancellations have hit the carrier "harder than anyone," but that adding more air traffic controllers will eventually help address the issue. ...
American Airlines slumps as weak Q3 outlook overshadows strong Q2 results
Proactiveinvestors NA· 2025-07-24 14:16
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
AAG(AAL) - 2025 Q2 - Earnings Call Transcript
2025-07-24 13:30
American Airlines (AAL) Q2 2025 Earnings Call July 24, 2025 08:30 AM ET Speaker0Thank you for standing by and welcome to American Airlines Group's Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speaker presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. To remove yourself from the queue, you may press 11 again.I would now like to hand the ...
AAG(AAL) - 2025 Q2 - Earnings Call Presentation
2025-07-24 12:30
2 Commercial update Sales and distribution progress American Airlines Group Inc. SECONER IAL July 24, 2025 2023 2024 2025 YTD Q2 +7% YTD % contribution to premium revenue ~77%1 ~74% ~75% +18% YTD Q2 2025 Q3 2025E Q2 2024 Q3 2024 Q4 2024 Q1 2025 Historical Share ~ (2%) (3% Initial Expectation (5%) (7%) (9%) (10%) (11%) Indirect Channel Flown Revenue Performance¹ 1. Indirect revenue channels contributed over $14B in annual revenue in 2023. Q3 2025E based on current expectations Source: Internal data Revenue s ...
American Airlines Expects Domestic Gains, But Hedges On Outlook
Forbes· 2025-07-24 12:25
Core Insights - American Airlines provided negative guidance for the current quarter and unusually wide full-year guidance, indicating challenges in maintaining competitive pre-tax margins [1][5]. Financial Performance - For the second quarter, American Airlines reported revenue of $14.4 billion, a 0.4% increase year-over-year. Net income was $628 million, or 91 cents per share, down from $717 million, or $1.01 per share in the same quarter last year [4]. - The company expects a current quarter loss per share between 10 cents and 60 cents, and for the full year, adjusted earnings are projected to range from a loss of 20 cents to a gain of 80 cents per share, with a midpoint of 30 cents [2][3]. Market Position - American Airlines' pre-tax margin was reported at 5.8%, significantly lower than competitors Delta (11.6%) and United (11%) [5]. - The airline noted strong demand in premium cabin travel for international routes, with Atlantic passenger unit revenue increasing by 5%. However, domestic PRASM (Passenger Revenue per Available Seat Mile) declined by 6.4% [6]. Future Outlook - CEO Robert Isom expressed optimism about the return of domestic travelers and indicated that high demand trends are expected to continue, despite challenges faced in July due to weather [2].
American Airlines CEO Robert Isom: See supply and demand trends moving in our favor in Q3 and Q4
CNBC Television· 2025-07-24 12:07
All right, let's get over to Phil Labau. He's got a special guest with him this morning, American Airlines CEO, Robert Isam. Phil, take it away.Thank you, Becky. Robert, thank you for joining us. You beat on the top and the bottom line for the second quarter, but it's the guidance that has the shares under pressure.Why such a wide range everywhere from losing for the full year 20 cents to making 80 cents a share. Why the wide range. Well, we're pleased first off with the beat on the second quarter.team did ...
American Airlines scales back 2025 profit outlook as third-quarter forecast falls short
CNBC· 2025-07-24 11:11
American Airlines planes on the tarmac at the Miami International Airport on Feb. 19, 2025 in Miami, Florida.American Airlines' third-quarter profit forecast fell short of expectations as the carrier reinstated its 2025 financial forecast well below its outlook at the start of the year.American on Thursday forecast a 2025 adjusted per-share loss of as much as 20 cents or earnings of as much as 80 cents, down from adjusted earnings estimates of between $1.70 to $2.70 it made in January. American, along with ...
X @Bloomberg
Bloomberg· 2025-07-24 11:11
American Airlines reinstated its forecast this year, providing a wide range of possible outcomes that include a more optimistic outlook as domestic demand recovers https://t.co/A1C6Rau3fa ...