西南航空(LUV)
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Why Southwest Airlines (LUV) Dipped More Than Broader Market Today
Zacks Investment Research· 2024-03-14 07:06
In the latest trading session, Southwest Airlines (LUV) closed at $28.28, marking a -1.67% move from the previous day. The stock fell short of the S&P 500, which registered a loss of 0.19% for the day. Elsewhere, the Dow saw an upswing of 0.1%, while the tech-heavy Nasdaq depreciated by 0.54%.Shares of the airline witnessed a loss of 11.59% over the previous month, trailing the performance of the Transportation sector with its gain of 2.1% and the S&P 500's gain of 3.18%.Analysts and investors alike will be ...
Southwest (LUV) Falls 14.8% in Tuesday's Trading: Here's Why
Zacks Investment Research· 2024-03-14 01:56
Shares of Southwest Airlines Co. (LUV) plunged 14.8% on Mar 12, closing the trading session at $28.76. The downside was owing to the unfavorable fuel price guidance provided by Southwest for the first quarter and its plans to reduce 2024 capacity due to production delays at Boeing (BA) .Notably, LUV has raised its first-quarter 2024 economic fuel costs per gallon guidance to the range of $2.95-$3 (prior view: $2.70 to $2.80).High fuel costs due to an escalation in oil price are a bane and are likely to hurt ...
Here's Why Southwest Airlines (LUV) is a Strong Value Stock
Zacks Investment Research· 2024-03-13 22:46
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores.What ar ...
Southwest stock forecast: Watch this price as turbulence escalates
Invezz· 2024-03-13 19:13
西南航空公司股价动荡 - 西南航空公司股价因与波音公司的关联问题而面临强烈动荡,周二下跌超过14%,达到自1月17日以来的最低点[1]。 - 西南航空公司因波音公司的危机不断升级而陷入困境,过去五天经历了一系列不幸事件,可能会持续下去[2]。 - 西南航空的股价从2021年最高点下跌了超过54%,最近收到了较差的客户评级[5]。 西南航空公司与波音公司关系 - 西南航空公司作为低成本航空公司,高度依赖波音公司,目前拥有数百架波音737飞机,这种单一模型的所有权带来了大量节省[3]。 - 波音公司可能长期陷入困境,这可能影响其交付。西南航空公司预计今年将收到46架737-8飞机,低于预期的58架[4]。 财务状况和展望 - 西南航空的利润不理想,2021年净收入从9.77亿美元下降到2023年的4.65亿美元,第四季度也出现了2.5亿美元的亏损[6]。 - 公司认为今年将是一个具有挑战性的一年,休闲需求仍然具有挑战性。管理层预计本季度将亏损,然后未来将实现盈利[7]。 投资展望 - 西南航空公司股价是否会在未来几个月内反弹仍存在疑问,公司正在经历动荡,长期来看可能会变得更加强大。然而,在短期内,随着波音的困境加剧,股价可能会有些波动[8]。
J.P. Morgan 2024 Industrials Conference
2024-03-13 03:57
业绩总结 - 公司2023年重点成就包括完成冬季运营准备计划[2] - 第一季度2024年指导更新显示强劲的运营推动了容量增长预期[4] - 单位收入前景仍然较强,尽管近期休闲旅游量低于预期[4] - 公司致力于驱动利润率扩张和ROIC表现[6] - 重点是提高运营可靠性和恢复、提高运营效率、提高运营杠杆、网络成熟/重组和数字服务现代化[6]
Southwest Airlines Co. (LUV) Presents at J.P. Morgan 2024 Industrials Conference (Transcript)
Seeking Alpha· 2024-03-13 03:21
公司高管及运营表现 - 公司高管包括执行副总裁兼首席财务官Tammy Romo和总裁兼首席执行官Bob Jordan[1] - 公司在过去一年取得了出色的运营表现,几乎所有运营指标都有所改善[17] 第一季度业绩预期 - 第一季度容量预计将比去年同期增长约11%[19] - 第一季度收入预期为基本持平至增长2%[20] - 第一季度预计将再次创下收入纪录[22] 成本控制和燃油价格 - 公司正在积极评估额外的降低成本机会,包括所有招聘计划[30] - 第一季度燃油价格预计为每加仑2.95至3美元[31] 财务目标和员工计划 - 公司正专注于实现利润率扩张和推动全年ROIC[32] - 公司目前不提供全年2024年展望,需要时间调整计划以适应波音交付时间表的变化[33] - 公司计划在全年员工数量方面实现明显下降[29] 公司战略和发展方向 - 公司正在努力进行计划调整,以实现较高的ROIC表现和股东回报[42] - 公司保持乐观,继续专注于实现ROIC远高于加权平均资本成本的长期目标[45] - 公司对2024年及以后的ROIC目标承诺坚定不移,将持续专注和行动直至实现目标[46][48] 顾客关系和合作伙伴 - 公司强调在决策中始终以顾客为中心,制定符合顾客需求和常识的政策[49][50] - 公司认为与波音合作对其业务至关重要,希望波音能够解决问题,提高公司和整个行业的稳定性和可靠性[53][55] 可持续发展和环保计划 - 公司目标是到2030年将使用的可持续航空燃料(SAF)提高到10%[88] - 公司的净零排放目标是在2050年实现,需要依赖传统飞机和更多的SAF生产[88] - 公司成立了全资子公司 Southwest Company,名为 SARV Southwest Airlines Renewable Ventures,用于投资可持续项目[89] - 公司与 LanzaJet 公司合作,将乙醇升级为可持续航空燃料(SAF)[91] - 公司已经承诺建设第一批试验性工厂,用于将玉米秸秆转化为乙醇[91] - 公司正在不断升级飞机机队,老旧飞机与 MAX 7 或 MAX 8 之间的排放差异约为17%[92]
Southwest Airlines Co. (LUV) Presents at J.P. Morgan 2024 Industrials Conference (Transcript)
2024-03-13 03:21
业绩展望 - 预计第二季度将实现历史收入记录[24] - 预计第一季度将出现净亏损,但对3月持续盈利感到乐观[32] - 预计全年容量增长最多在4.5%至5%之间[38] 新产品和技术研发 - 公司与LanzaJet合作,将乙醇升级为可持续航空燃料[99] - 公司承诺建造首批实验工厂,将玉米秸秆转化为乙醇[99] - 公司致力于实现2030年10%可持续航空燃料目标,但需要大量投资[99] 市场扩张和并购 - 公司正在积极寻求进一步降低成本的机会[30] - Southwest Airlines与波音公司合作,希望波音能够解决目前的问题,成为更强大的公司[56] - 公司定期与波音和空客等制造商讨论合作机会,评估不同的选择[59] 其他新策略和有价值信息 - 公司将继续专注于扩大利润率,提高ROIC表现和提供股东回报[42] - 公司的品牌定位是提供最佳的款待、最优质的员工、最佳的客户服务,以及符合常识的政策[49] - 公司在不断寻找增加收入的机会,包括与Rapid Rewards相关的项目和登机方式等[51]
Why Southwest Airlines Stock Is Flying Lower Today
The Motley Fool· 2024-03-13 00:54
Quality issues at Boeing (BA -4.58%) are wreaking havoc on the aerospace giant's customers, causing airlines to rethink their growth plans. Shares of Southwest Airlines (LUV -14.52%) were down 14% as of 11:30 a.m. ET after the company said it was trimming capacity and reevaluating its financial forecasts for the year.No planes, no growthBoeing investors have been taken on a turbulent ride in recent years, and the company's customers have not been treated much better. Boeing has been plagued by design and qu ...
Dark Clouds Roll in After Airliner Issues Dreary Forecast
Schaeffers Research· 2024-03-12 20:57
Shares of Southwest Airlines Co (NYSE:LUV) are 7.9% lower before the bell, after the airliner adjusted its full year 2024 guidance lower. In a statement, Southwest Airlines said it was "reevaluating all prior full year 2024 guidance, including the expectation for capital spending" amid delayed deliveries from embattled Boeing (BA). In addition to expectations of flat to a no more than 2% rise in revenue, the company also showed weaker-than-expected leisure bookings for the first quarter. On the charts, LUV ...
Southwest Airlines (LUV) Stock Drops Despite Market Gains: Important Facts to Note
Zacks Investment Research· 2024-03-02 08:01
股价表现 - Southwest Airlines (LUV) 最新收盘价为 $33.96,较前一天下跌了 0.9% [1] - Southwest Airlines 股价在过去一个月上涨了 13.55%,表现优于运输行业和标普500指数 [2] 财务预测 - Southwest Airlines 即将发布的财报显示预计每股收益为 -$0.05,同比增长81.48%,预计营收为 $6.46 亿,同比增长13.15% [3] - Zacks Consensus Estimates 预测 Southwest Airlines 整个财年每股收益为 $1.84,营收为 $28.59 亿,分别较去年增长了 +17.2% 和 +9.59% [4] 分析师预测 - 分析师对 Southwest Airlines 的最新预测变化可能反映了最新的短期业务趋势,积极的变化表明分析师对公司的业务和盈利前景持乐观态度 [5] - Southwest Airlines 目前的 Zacks Rank 为 3 (Hold),Zacks Consensus EPS 预测在过去一个月上升了 5.62% [7] 行业排名 - Transportation - Airline 行业属于 Transportation 部门,行业排名在所有行业中处于前 15% [9] - Zacks Industry Rank 显示,排名前 50% 的行业胜过后 50% 的行业,表现比例为 2比1 [10] 评级和指标 - Southwest Airlines 目前的 Forward P/E 比率为 18.59,高于行业平均值,PEG 比率为 1.08 [8] - 使用 Zacks.com 跟踪所有这些影响股价的指标和其他信息在未来的交易中非常重要 [11]