公司业绩 - Delta Air Lines (DAL)在2023财年第四季度表现出色，营收和利润均超过分析师预期[2] - 公司对2024财年的展望更为谨慎，主要是受到供应链限制和地缘政治不确定性的影响[3] - 根据公司的财务数据和作者的计算，预计2024财年的每股收益为6.50美元，根据历史数据和行业情况，预计2025财年的每股收益增长率为22%[12] - 根据预测的2025财年每股收益和历史的前进市盈率，得出股票的目标价格为53美元，较当前水平上涨约35%[13] 国际旅行需求 - 国际旅行需求出现复苏，特别是跨大西洋航线的乘坐单位收入同比增长9%[4] - 公司预计国际旅行需求将持续增长，特别是跨大西洋航线的收入预计将在2024财年第一季度增长[5] - 公司已经订购了20架空客A350-1000飞机，预示着对国际旅行增长的持续看好[6] 产品和市场 - 公司在长途国际航班上推出Delta Premium Select服务，预示着未来利润空间有望大幅提升[7] - 公司在企业旅行和高端产品方面均取得了显著增长，企业旅行需求已经恢复到疫情前的90%水平[8] - 高端产品在公司营收中占比55%，需求持续旺盛，公司正在不断增加高端座位并提升高端旅行体验[10] 风险和展望 - 公司面临的主要风险包括宏观经济不确定性和地缘政治风险，以及欧洲经济放缓可能对跨大西洋旅行产生负面影响[15][16][17] - DAL在FY23年结束时表现强劲，根据公司目前的趋势，FY24年也有望继续保持良好表现[18] - 国际和企业旅行市场再次活跃，美国消费者继续选择公司的高端产品，这可能会保持公司的利润率上升[18] - 从长期来看，DAL仍然被低估，我认为航空股票是交易工具而不是长期投资，而DAL属于后者而不是前者[19]

Gap公司新任命 - Gap Inc.任命时尚设计师Zac Posen为公司新的创意总监和Old Navy的首席创意官[1] - Posen的技术专长和文化清晰性一直在不断推动美国时尚的发展，使他成为公司的理想人选，帮助点燃公司的创意文化并重振品牌[2] - Gap公司表示Posen将向Old Navy首席执行官Haio Barbeito汇报工作，作为Gap整体的创意总监，Posen将担任“文化策展人和创意伙伴”[2] 公司股价变动 - Gap公司股价在盘后上涨0.4%，在正常交易时间结束后上涨0.8%[3] 公司高管任命 - 公司最近任命了前NBA洛杉矶快船队首席财务官Eric Chan为首席业务和战略官，以及玩具公司Mattel Inc.的资深人员Amy Thompson为首席人力资源官[4] 公司市场策略 - 过去两年的通货膨胀削弱了对服装的需求，迫使许多零售商降价以吸引顾客[5] - 公司表示Gap和Old Navy需要加强营销和产品组合，以吸引家庭，同时需要更好地平衡基本款和新潮流，以及明确传达超值价格策略[6]

Post-pandemic, the aviation sector is seeing a massive boost in popularity, with travelers around the world seeking to make up for the lost time. Each airline offers a different twist, but not all are priced right or show as much growth potential as the three listed here. Below are three stocks that I expect to take flight in the second half of the 2024 fiscal year and beyond. These airlines bring proven histories of solid fundamentals supporting large, successful fleets that rank some of them among the lar ...

Delta航空公司扩大飞往拉丁美洲和加勒比地区航线 - Delta Air Lines计划在2024年冬季增加飞往拉丁美洲和加勒比地区的航班服务[1] - Delta将从亚特兰大、纽约JFK和明尼阿波利斯/圣保罗等主要枢纽城市开通航线，飞往巴巴多斯、普拉塔港和马萨特兰等热门旅游目的地，并增加飞往库拉索的航班[1] - Delta的高级副总裁Joe Esposito强调扩大航班时刻表的重要性，提供多样化的选择，总共达到每周1,000次飞往拉丁美洲和加勒比地区各地的航班[2] 新增航线和服务提升 - 重要的新增航线包括从亚特兰大到巴巴多斯的每日航班（从2024年11月23日开始），以及从纽约JFK到巴巴多斯的每周六航班（从12月21日开始）[3] - 亚特兰大将每日飞往普拉塔港，而明尼阿波利斯/圣保罗将从12月21日开始每周三次飞往马萨特兰。鉴于需求增长，Delta将从每周六航班增加到每日航班，提供飞往库拉索的服务[3] 市场地位和股票表现 - Delta的扩张不仅满足了客户的旅行愿望，还将使其成为连接全球旅行者到这些热门目的地的关键参与者。随着旅行限制的放宽，旅行需求呈现积极趋势，这有望提升航空公司的收入和股票表现[4] - Delta的扩张进入拉丁美洲和加勒比地区反映了对不断增长的旅行需求做出的积极回应。这一举措不仅加强了其市场地位，还预示着对DAL股票可能产生积极影响，鉴于航空需求出乎意料地强劲复苏[5]

Key PointsAmerican and Delta Airlines show bullish chart patterns with potential moving-average crossovers.Analysts are maintaining buy ratings on airline stocks while recognizing challenges ahead. Despite expected earnings declines at some airlines in 2024, overall industry profitability is forecast to rebound in 2025.5 stocks we like better than American Airlines GroupAmerican Airlines Group Inc. NASDAQ: AAL is pulling back after its January 25 post-earnings gap higher. However, Wall Street sees reasons t ...

Delta Air Lines (DAL) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this airline have returned -1.5%, compared to the Zacks S&P 500 composite's +2.5% change. During this period, the Zacks Transportation - Airline industry, which Delta falls in, has lost 3.5%. The key question now is: What could be the stock's future direction?Although media repor ...

Want to generate extra income without working extra hours? Dividend stocks allow many investors to fulfill that goal. These stocks often give out dividends every quarter that you can reinvest or use to cover various expenses. Most corporations distributing dividends to their investors hike their dividend payouts each year.However, some dividend stocks are better than others. Choosing the wrong stocks can result in net losses despite high cash flow. It’s also possible to end up with stocks that do not provid ...

Earnings season is upon us once again. One of the first stocks to report every quarter is Delta Air Lines (DAL -2.13%), one of the largest airlines in the world. Generating tens of billions in revenue across the globe, Delta Air's financial health gives investors a great read on the travel industry and the general health of consumer spending.This quarter, investors are looking pessimistically at Delta Air stock. Despite the company growing revenue and earnings in 2023, shares fell close to 10% the day after ...

Delta Air Lines (DAL 2.56%) and other airlines are giving investors a classic conundrum in 2024. Do you buy a stock that seems to have excellent long-term value but has a significant amount of near-term risk?For the budding Warren Buffetts of the investing world, the answer is usually "yes." But Buffett isn't the majority of investors, and many will balk at buying in. Here's what you need to know before purchasing.Why Delta Air Lines Stock SlumpedThere's no point tiptoeing around the elephant in the room. D ...

股价表现 - 近期关注的股票之一是Delta Air Lines (DAL)，股价表现相对于Zacks S&P 500指数和Zacks Transportation - Airline行业有所下跌[2] 盈利预期 - 分析师对Delta的盈利预期呈现积极变化，预计当前季度每股盈利将增长40%[5] - 当前财年每股盈利预期增长6.6%[6] - 下一财年每股盈利预期增长12%[7] 财务表现 - Delta上一季度营收同比增长5.9%，每股收益同比下降，但超出Zacks Consensus Estimate[11][12] - Delta在过去四个季度中多次超出盈利和营收预期[13] 评级和估值 - Delta的Zacks Rank评级为3 (Hold)，主要受盈利预期变化等因素影响[8] - Delta的估值方面表现良好，Zacks Value Style Score评级为A，显示公司相对同行业处于折价状态[16][17] 市场表现 - 总体来看，Delta可能会在短期内与整体市场表现一致[18]