Southwest Airlines Co. (LUV) has provided updated guidance for second-quarter 2024. The company now expects its second-quarter revenue per available seat mile (RASM) to decline in the range of 4%-4.5% year over year, which marks a deterioration from the previous guidance of 1.5% to 3.5% decline. The downside in the RASM expectations was owing to the difficulties faced by LUV in adjusting its revenues to current booking patterns and consumer spending trends. Despite lowered expectations, LUV continues to ant ...

文章核心观点 - 航空公司增加航班和座位,导致西南航空公司的定价能力下降 [1][3][5] - 西南航空公司预计第二季度营业收入将创历史新高,但每可用座位英里收益(RASM)将下降4.0%至4.5% [2] - 西南航空公司在预测需求趋势方面存在困难,无法售出预期的座位数 [4] - 航空公司增加运力导致不得不降低票价,利润受到影响 [5] - 西南航空公司正努力改善财务业绩,并将在下次财报和9月投资者日分享详细计划 [7][8] 根据相关目录分别进行总结 行业概况 - 航空公司增加航班和座位,导致定价能力下降 [1][3][5] - 航空公司增加运力导致不得不降低票价,利润受到影响 [5] - 行业整体预计将迎来另一个创纪录的夏季旅行旺季 [6] 公司情况 - 西南航空公司预计第二季度营业收入将创历史新高,但RASM将下降4.0%至4.5% [2] - 西南航空公司在预测需求趋势方面存在困难,无法售出预期的座位数 [4] - 西南航空公司正努力改善财务业绩,并将在下次财报和9月投资者日分享详细计划 [7][8]

Southwest Airlines, already under pressure from a hedge fund for disappointing financial results, said Wednesday that a key revenue ratio will be weaker than expected because of changes in how consumers book travel. The airline said it still expects second-quarter revenue to hit a record. However, Southwest said, revenue for each seat flown one mile — a closely watched measure of pricing power — will fall by 4% to 4.5% compared with the same quarter last year. In April, the airline said the decline would be ...

文章核心观点 - 西南航空公司下调了第二季度每可用座位英里收益(RASM)指引,原因是预订量疲软 [1][2][3] - 公司表示,这是由于在当前"动态环境"下,难以适应其预订模式的收益管理 [2][4] - 尽管预订疲软,但公司预计将创下历史最高的营业收入纪录 [5] 根据相关目录分别进行总结 公司业绩 - 西南航空公司下调了第二季度RASM指引,预计同比下降4.0%至4.5%,此前预期为下降1.5%至3.5% [3] - 公司预计第二季度每可用座位英里成本(CASM)将同比上升6.5%至7.5%,此前预期无变化 [4] - 尽管业绩指引下调,但公司预计将创下历史最高的营业收入纪录 [5] 公司经营 - 公司表示,这是由于在当前"动态环境"下,难以适应其预订模式的收益管理 [2][4] - 公司表示,第二季度至今的运营表现"持续强劲,取消航班很少" [5]

WEST PALM BEACH, Fla., June 26, 2024 /PRNewswire/ -- Elliott Investment Management L.P. ("Elliott"), today released the following statement on behalf of Partner John Pike and Portfolio Manager Bobby Xu regarding Southwest Airlines Co. (NYSE: LUV) (the "Company" or "Southwest") and its revenue guidance reduction announcement: Today's announcement marks the eighth guidance reduction at Southwest Airlines in the last 18 months with RASM (revenue per available seat mile) now expected to decline 4% to 4.5% in th ...

Southwest Airlines Co (NYSE:LUV) cut its fiscal second-quarter forecast today, as the industry struggles to predict demand trends. Plus, Boeing's (BA) safety issues resulting in delayed jet deliveries are limiting growth. At last check, LUV is down 3.9% to trade at $27.40. The shares are testing support at the $27 level, but gapping below the 40-day moving average as they look to snap their three-day win streak. The $30 region has acted as a ceiling since the equity's March pullback, rejecting a rally from ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, The ...

文章核心观点 - 西南航空公司下调了第二季度的收益预期,主要原因是预订模式的变化[1][2][6] - 西南航空公司预计第二季度每可用座位英里收益(RASM)将下降4%-4.5%,此前预期为下降1.5%-3.5%[2] - 西南航空公司预计第二季度单位成本(不含燃油)将上升最多7.5%,此前预期无变化[3] - 西南航空公司预计第二季度运力将上升最多9%,此前预期持平[4] - 尽管如此,西南航空公司仍预计第二季度创下营业收入季度纪录[4] 行业概况 - 航空公司正在获得创纪录的乘客数量,但成本上升和运力增长抑制了票价和利润[5] - 与此同时,达美航空和联合航空正在享受到国际旅行需求回升,并大量投资于乘客愿意支付更高价格的更宽敞的座位[7] 公司情况 - 西南航空公司面临来自对冲基金埃利奥特管理公司的激进投资者压力,后者要求更换CEO鲍勃·乔丹和董事长加里·凯利[8] - 西南航空公司表示有信心其领导层,并重申正在考虑座位分配或头等舱等收益举措,这将是对其长期以来的简单商业模式的重大改变[9] - 西南航空公司表示将根据客户需求的变化而进行调整[10]

Airline launches 10-week sweepstakes in partnership with local Chambers of Commerce and Convention and Visitors Bureaus DALLAS, June 25, 2024 /PRNewswire/ -- Southwest Airlines Co. (NYSE: LUV) today launches the Summer of Go sweepstakes, which offers Customers weekly chances to win 1 of 10 destination prize packages to attractive leisure destinations. Beginning today, Customers can visit Southwest.fm/SummerofGo to learn more and enter for a chance to win. "Our robust route map includes destinations from coa ...

A Southwest Airlines flight dropped to just 525 feet above the ground on Wednesday. The incident prompted an altitude warning and an FAA investigation. A Southwest flight dropped dangerously low off the coast of Hawaii in April. Insider Today Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview Bull Thanks for signing up! Access your favorite topics in a personalized feed while you're on the go. Email address By clicking “Sign Up”, you acc ...