财务数据和关键指标变化 - 公司在第二季度实现税前利润20亿美元,每股收益2.36美元,创历史第二高纪录 [8][9] - 公司实现15%的营业利润率,并产生13亿美元的自由现金流,上半年自由现金流达27亿美元 [9][10] - 公司资本回报率达13%,高于资本成本5个百分点,位列标普500指数前50% [10] 各条业务线数据和关键指标变化 - 公司主要客舱收入同比增长5%,国内客舱收入增长5%,国际客舱收入增长4% [27] - 公司高端客舱收入同比增长10%,保持正增长 [24][25] - 公司忠诚度计划收入同比增长8%,持续增长 [25][26] - 公司货运收入同比增长16%,有显著改善 [26] 各个市场数据和关键指标变化 - 公司国内市场需求强劲,商务旅客需求同比实现双位数增长 [27][28] - 公司跨大西洋市场需求在奥运会期间受到约1亿美元的负面影响,但预计在秋季将显著改善 [24][29] - 公司拉美市场长线航线需求转正,短线航线仍受到容量影响 [59][60] - 公司太平洋市场利润水平持续大幅高于疫情前水平 [30] 公司战略和发展方向及行业竞争 - 公司持续投资提升客户体验,包括机场重建、机上免费高速Wi-Fi、扩大贵宾休息室网络等 [14][15] - 公司与沙特新航空公司Riyadh Air建立独家合作伙伴关系,拓展中东市场 [17] - 公司认为行业需要通过提升价值和可靠性来应对成本上升,而非简单依赖低价策略 [49][50][51] - 公司相信行业将逐步恢复平衡,产能增长将放缓,财务表现将有所改善 [18][19][48] 管理层对经营环境和未来前景的评论 - 公司认为旅行需求仍然强劲,公司核心客户群体处于健康状态 [20][28] - 公司预计第三季度将实现双位数利润率,全年盈利6-7美元/股,自由现金流30-40亿美元 [21] - 公司对未来前景充满信心,将在11月的投资者日分享更多长期战略和财务目标 [22] 其他重要信息 - 公司获得多项行业荣誉,包括被评为全球最佳航空公司、美国最佳航空公司等 [11][12] - 公司为员工提供5%的加薪,并在上半年计提6.4亿美元的利润分享 [13] - 公司不会在2025年前接收任何波音飞机,对空客交付计划较为乐观 [98][99] - 公司将继续专注于现金流和偿债,预计2025年前能达到投资级水平 [35][39][130] 问答环节重要的提问和回答 问题1 **Conor Cunningham 提问** 询问公司9月份国内市场单位收益率转正的原因 [43][44][45][46][47] **Glen Hauenstein 回答** 公司9月份国内市场单位收益率有望转正,主要由于行业产能增长放缓以及公司核心商务客户需求持续强劲 [44][45][46][47] 问题2 **Savi Syth 提问** 询问公司如何应对供应链挑战,以及2025年的运营和机队规划 [55][56][57][58] **Ed Bastian 回答** 公司与空客保持良好合作,预计未来1-2年内不会出现重大交付延误。公司将继续优化机队结构,退役老旧机型以提升运营效率 [56][57][58] 问题3 **Jamie Baker 提问** 询问公司是否考虑对头等舱进行分拆定价 [63][64][65][66][67] **Ed Bastian 回答** 公司正在研究进一步细分产品的可能性,但目前尚未准备好公开具体计划,将在11月的投资者日分享更多信息 [64][67]

Delta Air Lines (DAL) has reported second-quarter 2024 earnings (excluding 35 cents from non-recurring items) of $2.36 per share, which marginally missed the Zacks Consensus Estimate of $2.37. Earnings decreased 11.9% on a year-over-year basis. Apart from high costs, the carrier blamed the discounting pressure at the low end of the market, which hurt its pricing power, for the disappointing performance.Revenues of $16.65 billion surpassed the Zacks Consensus Estimate of $16.25 billion and increased 6.9% yea ...

Loading...Loading...The price action in Delta Air Lines, Inc. DAL offers a great lesson in technical analysis. When markets sell off, they tend to find support at price levels that have previously been peaks or tops.As you can see on the chart, the $42.50 level was the peak or top for Delta in December and January. The stock is making a large move lower today because of disappointing earnings. Not surprisingly, it found support right around $42.50. This is why our team of trading experts has made it our Sto ...

For the quarter ended June 2024, Delta Air Lines (DAL) reported revenue of $16.66 billion, up 6.9% over the same period last year. EPS came in at $2.36, compared to $2.68 in the year-ago quarter.The reported revenue represents a surprise of +2.51% over the Zacks Consensus Estimate of $16.25 billion. With the consensus EPS estimate being $2.37, the EPS surprise was -0.42%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine the ...

ToplineShares of Delta tumbled 7% on Thursday, pacing the company’s worst loss so far this year, after the airline reported a decline in earnings and forecast lower profits for the upcoming quarter that fell short of analyst expectations.The airline said it remained optimistic for increased summer travel in the upcoming months. Getty Images Key FactsDelta’s shares dropped to about $43.50 as of around 10:15 a.m., following an earlier plunge in premarket trading as low as 10%. The stock’s furthest fall befor ...

Delta Air Lines (DAL) came out with quarterly earnings of $2.36 per share, missing the Zacks Consensus Estimate of $2.37 per share. This compares to earnings of $2.68 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -0.42%. A quarter ago, it was expected that this airline would post earnings of $0.36 per share when it actually produced earnings of $0.45, delivering a surprise of 25%.Over the last four quarters, the company has ...

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

Loading...Loading...The futures market on Thursday reflected jitteriness as traders awaited the all-important consumer price inflation data. The broader market is amid a multi-session winning run and has been breaking records session after session, sending the valuation of especially some mega-cap stocks to unsustainable levels. An in-line to tamer monthly headline number could push up the S&P 500 Index by as much as 1.75%, according to JPMorgan’s trading desk. A miss could send the index tumbling by as muc ...

Delta Air Lines on Thursday forecast record revenue for the third quarter thanks to booming summer travel demand, but its earnings forecast fell short of analysts' estimates.Shares of Delta fell about 8% in premarket trading. Here's how the company performed in the three months ended June 30, compared with Wall Street expectations based on consensus estimates from LSEG:Adjusted earnings per share: $2.36 vs. $2.36 expectedAdjusted revenue: $15.41 billion vs. $15.45 billion expectedThe Atlanta-based carrier o ...

Exhibit 99.1 1 CONTACT: Investor Relations Corporate Communications 404-715-2170 404-715-2554 InvestorRelations@delta.com Media@delta.com Delta Air Lines Announces June Quarter 2024 Financial Results Delivered industry-leading operational performance, underpinning trusted brand and customer loyalty Record June quarter revenue with mid-teens operating margin and strong cash generation Continued debt repayment, progressing balance sheet toward investment grade metrics Announced a 50 percent increase to divide ...