Core Insights - The Q4 earnings season began positively with JPMorgan and Delta Air Lines reporting favorable results, although both stocks fell over 2% due to cautious economic outlooks [1][2] JPMorgan's Q4 Results - JPMorgan reported Q4 sales of $45.79 billion, a 7% increase from $42.76 billion in the previous year, surpassing expectations of $45.69 billion [4] - The bank's net income was $13 billion, with adjusted EPS of $5.23, exceeding Q4 earnings expectations of $4.87 per share by 7% and rising 9% from $4.81 a year ago [6] - A 17% increase in market revenue, driven by fixed income, currencies, commodities, and equities, was a key growth factor, while investment banking continued to struggle [4][6] - JPMorgan's full-year sales increased 3% to $185.6 billion, with full-year EPS rising 1% to $20.02 [10] Delta Air Lines' Q4 Results - Delta's Q4 sales rose 3% to $16 billion, exceeding estimates of $15.62 billion, despite a 2% revenue reduction due to the U.S. government shutdown [8] - The airline reported a net income of $1.22 billion, with adjusted EPS of $1.55, slightly above estimates of $1.53 but down from $1.85 in the previous year [9] - Delta's full-year sales reached a record $63.4 billion, with management highlighting strong free cash flow generation of $4.6 billion [11] Economic Insights - JPMorgan's CEO noted the resilience of the U.S. economy but warned of geopolitical tensions and potential inflation challenges [2] - Delta indicated a bifurcation in consumer spending, with high-income travelers maintaining strong spending while price-sensitive consumers show signs of fatigue [3] Future Guidance - JPMorgan expects FY26 net interest income to rise to $103 billion, with projected sales of $190.86 billion and EPS of $20.97 [10] - Delta anticipates FY26 EPS between $6.50 and $7.50, indicating over 20% growth, with Q1 EPS expected at $0.50-$0.90 [12] Valuation and Investment Considerations - Both JPMorgan and Delta are considered attractively valued, with JPM trading at 15X forward earnings and Delta at 9X [13] - Analysts may find it appealing to buy into these stocks post-earnings selloff, provided economic outlooks and EPS revisions remain stable [14]

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Core Viewpoint - The article emphasizes the identification of high-quality, shareholder-oriented companies that are undervalued by the market due to short-term factors or irrational investor behavior [1]. Group 1: Investment Focus - The current focus is on legacy businesses in sectors such as remittances, ATMs, and tobacco, which are perceived to be in secular decline [1]. - There is a particular interest in cash-generative, high-yield stocks that often exhibit under-appreciated revenue and earnings growth [1]. Group 2: Geographic Scope - While the primary emphasis is on U.S. stocks, the analysis also includes attractive investment opportunities in the UK and globally [1].

On Jan. 13, 2026, loyalty economics, a potential credit card interest rate cap, and a peer's mixed earnings report sent American Airlines' stock down today.NASDAQ : AALAmerican Airlines GroupToday's Change( -4.06 %) $ -0.65Current Price$ 15.35Key Data PointsMarket Cap$11BDay's Range$ 15.22 - $ 16.0052wk Range$ 8.50 - $ 19.10Volume83MAvg Vol56MGross Margin19.99 %American Airlines Group (AAL 4.06%), a major U.S. passenger and cargo carrier, closed Tuesday’s session at $15.35, down 4.06%. American Airlines Gro ...

Core Viewpoint - Delta Air Lines reported mixed fourth-quarter results, exceeding profit expectations but missing revenue forecasts, leading to a decline in share price by approximately 3% intraday Financial Performance - Adjusted earnings for the December quarter were $1.55 per share, slightly above the consensus estimate of $1.52 [2] - Total revenue for the quarter was $14.61 billion, falling short of analysts' expectations of $14.72 billion [2] - Revenue growth was impacted by approximately two percentage points due to the government shutdown, which primarily affected domestic travel demand [2] - Quarterly revenue increased by 1.2% year over year, supported by a capacity growth of 1.3% [3] - For the full year 2025, Delta achieved record revenue of $58.3 billion, a 2.3% increase from 2024 [3] - Revenue from diversified streams, including premium services, cargo, and maintenance operations, rose by 7% year over year, accounting for 60% of total revenue [3] Future Guidance - Delta forecasts first-quarter 2026 revenue growth of 5% to 7% year over year, with operating margins expected between 4.5% and 6% [4] - Projected first-quarter earnings per share are estimated to be between $0.50 and $0.90, compared to consensus expectations of $0.72 [4] - For the full year 2026, Delta anticipates earnings of $6.50 to $7.50 per share, indicating approximately 20% growth at the midpoint from 2025 levels, but below the Street consensus of $7.32 [4] Strategic Developments - Delta announced a new agreement with Boeing to purchase 30 Boeing 787-10 widebody aircraft, with options for an additional 30 planes, with deliveries scheduled to begin in 2031 [5]

Key Takeaways One way or another, Delta President Glen Hauenstein said, the prices of main cabin airfare are likely to rise because their low profit margins are putting pressure on carriers.Delta reported that revenue from "premium" tickets surpassed revenue from basic tickets in the fourth quarter. Basic airfares may not stay at current prices for long. The price of domestic, main cabin seats will likely increase as air carriers adjust to remain viable, Delta Air Line (DAL) President Glen Hauenstein s ...

PANAMA CITY, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Copa Holdings, S.A. (NYSE: CPA) today released preliminary passenger traffic statistics for December 2025: Copa Holdings (Consolidated)December2025December2024% ChangeASM (mm)(1) 2,932.42,665.510.0 %RPM (mm)(2) 2,521.02,273.110.9 %Load Factor(3) 86.0 %85.3 %0.7p.p. Available seat miles - represents the aircraft seating capacity multiplied by the number of miles the seats are flown.Revenue passenger miles - represents the number of miles flown b ...

The holiday season is an excellent time for investors to recharge their batteries and reassess their finances for the year ahead. Market volume is low, and the news cycle tends to be light (save for the extraction of a foreign head of state now and then).Analysts also use this time to make their S&P 500 projections for the year and prepare for the Q1 earnings season. Stock ratings from analysts aren't the holy grail of price predictions, and many analysts ‘fluff' their price targets to ensure continued acce ...

Delta Air Lines is entering its Dreamliner era Its order of up to 60 Boeing 787-10 planes reinforces Delta's broader strategy of competing aggressively for premium long-haul travelers — a segment that has made the transatlantic market increasingly lucrative.The new planes for long-haul routes will add pressure on US rivals American and United, which are also competing for the same international travelers, especially those in premium cabins that generate the most profit for airlines, including Delta. Delta ...

Hispanolistic/E+ via Getty Images Listen below or on the go on Apple Podcasts and Spotify December core CPI comes in cooler. (0:15) Trump renews pressure on Powell as central bankers back him. (1:04) Earnings season begins with JPMorgan upbeat on ‘26. (1:39) This is an abridged transcript of the podcast: Our top story so far, the CPI in the “sweet spot.” Core consumer prices rose 0.2% M/M in December, cooler than the 0.3% consensus and matching November’s pace. That left core CPI up 2.6% Y/Y, just be ...