蓝筹公司财报 - 第四季度财报季已经开始，一些蓝筹公司发布了他们2023年的最终数据[1] - 华尔街分析师预计标普500指数上市公司的第四季度盈利增长为1.30%[2] 沃尔玛（WFC）财务表现 - 沃尔玛的净利润收入为86美分，略高于预期，但净利息收入下降了5%[6] - 沃尔玛在银行业中表现不错，但股价在财务数据发布后下跌了3%[5] 联合健康集团（UNH）财务数据 - 联合健康集团报告的第四季度财务数据超过了华尔街预期，但医疗服务利用率高于预期[11] - 联合健康集团（UNH）在医疗服务领域表现优异，但股价也下跌了3%[10] 达美航空（DAL）财务状况 - 达美航空的第四季度每股收益为1.28美元，收入为136.6亿美元，净利润为20.4亿美元[15] - 达美航空（DAL）的股价在宣布第四季度利润翻倍后暴跌了9%[15]

Key TakeawaysThe S&P 500 gained less than 0.1% on Friday, Jan. 12, 2024, as earnings season got underway with major banks releasing financial results.Airline stocks tumbled after Delta reduced its 2024 profit forecast and oil prices ticked higher.Bank of New York Mellon shares advanced as higher net interest revenue helped the financial firm beat analysts' expectations.U.S. equities were mixed as earnings season got underway with large U.S. banks reporting their financial results for the fourth quarter of 2 ...

Delta Air Lines (DAL) has reported fourth-quarter 2023 earnings (excluding $1.88 from non-recurring items) of $1.28 per share, which comfortably beat the Zacks Consensus Estimate of $1.17. Earnings, however, declined 13.51% on a year-over-year basis due to high labor costs.Revenues of $14,223 million surpassed the Zacks Consensus Estimate of $14,069.5 million and increased 5.87% on a year-over-year basis, driven by strong holiday-air-travel demand. Adjusted operating revenues (excluding third-party refinery ...

Tourists enter the historic Hotel Majestic in Barcelona in August 2023. (Photo by Marc Asensio) NurPhoto via Getty ImagesDelta Air Liness’ president executives say baby boomers continue to flock to transatlantic destinations, particularly in Southern Europe, as 2024 spring and summer travel patterns become evident.“Revenge travel has years to go, particularly in long-haul international,” said Delta President Glen Hauenstein on the carrier’s fourth quarter earnings call on Friday. “People in their retirement ...

业绩总结 - Delta Air Lines 2023年第四季度盈利为11亿美元，每股收益为1.28美元[6] - 2023年全年营收比2022年增长了20%[7] - 2023年全年税前收入为52亿美元，几乎是2022年的两倍[7] - 2023年全年自由现金流为20亿美元，投入业务的资金为53亿美元[7] - 2023年全年投资回报率为13.4%，比2022年提高了5个百分点[7] - Delta宣布将在情人节发放14亿美元的利润分成，约占2023年薪酬的10%[8] 用户数据 - 全年2023年，公司实现了550亿美元的营收，比疫情前增长了约20%。国际业务实现了创纪录的利润和利润率，全年单位收入比2022年增长了3%，也比疫情前水平高出约20%[17] - 2023年12月季度收入创下了137亿美元的纪录，比2022年增长了11%。虽然单位收入比去年低了3%，但我们以历史上最高的现金销售额进入了新的一年[20] 未来展望 - 公司预计全年每股收益为6至7美元[39] - 预计全年非燃油单位成本将比2023年增长低个位数，3月季度单位成本预计增长约3%[40] - 预计现金流为30亿至40亿美元的自由现金流，包括50亿美元的资本支出[45] 新产品和新技术研发 - Delta宣布订购20架空客A350-1000飞机，2026年开始交付[10] - Delta计划在今年全球范围内推出快速免费Wi-Fi和Delta Sync产品[10] 市场扩张和并购 - Delta计划在今年完成拉瓜迪亚机场的重建工作[12] - Delta计划在今年全球范围内推出新的Delta Sky Club[12]

Delta Air Lines Inc. 降低全年每股收益预测 - 公司股价在周五盘中交易中下跌约8%[1] - Delta 预计2024年每股收益为6至7美元，低于此前超过7美元的指引[3] 公司对未来展望的审慎态度 - 公司表示对经济和供应链的担忧，正在审慎对待未来展望[2] - 公司首席执行官 Ed Bastian 表示，公司正在审慎对待经济前景和围绕航空公司供应链的不确定性[4]

Ongoing macroeconomic headwinds and labor realities are grounding Delta Air Lines’ near-term outlook.The Atlanta-based airline told investors during its Friday (Jan. 12) December quarter and full-year 2023 earnings call that the last two years were a period of intense restoration. Now, the company is “entering a period of optimization.”Delta’s full-year earnings per share guidance was adjusted to $6 to $7, below the company’s own $7 forecast from 2022, despite most recent fourth-quarter results beating expe ...

股价预测 - Delta航空公司2024年盈利预测下调，导致股价下滑约7%[1] - Delta预计2024年每股收益为6至7美元，低于此前预测的每股7美元以上[2] - 其他主要航空公司包括美国联合航空、美国航空和西南航空也因新的预测而下跌，这一预测是在季度财报发布时公布的。美国联合航空和美国航空各下跌约8%，而西南航空下跌超过3%[3] 财务表现 - Delta在2023年结束时，由于企业和休闲旅行的预订继续从疫情低点回升，将季度利润翻倍。公司报告称，第四季度净收入为20.4亿美元，大幅增长，远高于去年同期的8.28亿美元[4] 旅行需求恢复 - Delta首席执行官Ed Bastian在CNBC的采访中表示，该航空公司已经恢复了近90%的旅行需求，达到了疫情前的水平。Bastian表示，随着美国人继续将目光投向海外目的地，他预计国际旅行将实现强劲增长[5] - Bastian表示：“我们预计在新的一年的前半部分会看到一个拐点，我们的国内单位收入将转为正增长”[6] 股价表现 - Delta在2023年表现强劲，股价上涨超过20%，但仍低于2019年7月创下的历史最高价63.16美元。周五股价约为每股39美元[7]

Key PointsDelta had a solid Q4, beating expectations and setting a record year in 2023. Shares are down because guidance, calling for growth, fell short of long-term targets. The 5% share price decline is a buy-the-dip opportunity because Delta is on track to hit targets and may reach them this year despite tepid guidance. 5 stocks we like better than Delta Air LinesDelta Air Lines NYSE: DAL shares fell more than 5% following the Q4 earnings release, creating a buy-the-dip opportunity. The release contained ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Delta Air Lines reported higher profits in the final quarter last year, but trimmed earnings expectations going forward. Delta Air Lines saw its profits more than double in the fourth quarter last year, helped by strong travel demand, even as it trimmed its earnings expectations for 2024, the US carrier said Friday. The compan ...