公司业绩 - 西南航空(LUV)季度每股收益为$0.58,超出Zacks共识预期$0.50,同比增长-46.79% [1] - 公司季度收入为$73.5 billion,超出Zacks共识预期0.41%,同比增长4.4% [1] - 过去四个季度中,公司两次超出共识每股收益(EPS)预期,两次未达到预期 [1] - 公司股价年初至今下跌7.9%,而标普500指数上涨13.8% [2] 未来展望 - 公司当前共识EPS预期为$0.28,收入预期为$6.95 billion [4] - 当前财年EPS预期为$0.62,收入预期为$27.48 billion [4] - 公司所属的Zacks行业排名为底部9%,表明行业前景不佳 [4] 同行表现 - Sun Country Airlines Holdings(SNCY)预计季度EPS为$0.06,同比下降85% [5] - SNCY季度收入预计为$256.42 million,同比下降1.8% [5] - SNCY的EPS预期在过去30天内下调了20.4% [5]

财务表现 - 第二季度营业收入创历史新高达74亿美元，同比增长4.5%[1] - 第二季度每股摊薄收益为0.58美元，剔除特殊项目后每股摊薄收益也为0.58美元[2] - 公司总营收为137百万美元，同比下降73.9%[57] - 公司净利润为367百万美元，同比下降46.3%[57] - 公司每股摊薄收益为0.58美元，同比下降46.3%[58] - 公司营业利润(不含特殊项目)为4.05亿美元，同比下降54.5%[64] - 公司税前利润(不含特殊项目)为4.86亿美元，同比下降50.8%[66] - 公司每股摊薄收益(不含特殊项目)为0.58美元，同比下降51.3%[69] - 公司三个月内的净收入为3.67亿美元，较上年同期下降46.3%[83] - 公司三个月内的营业收入为4.04亿美元，较上年同期增长10.1%[83] - 公司调整后的非GAAP净收入为3.67亿美元，较上年同期下降46.3%[91] 流动性和资产 - 公司流动性达110亿美元，远高于80亿美元的债务[3] - 公司有价值约171亿美元的无担保资产[3] - 公司二季度末现金及现金等价物和短期投资为100亿美元，并有10亿美元的可用信用额度[2][4] - 公司二季度末净现金头寸为20亿美元，杠杆率为46%[4] - 公司的杠杆率(调整后债务/投资资本)为46%[96] 成本和费用 - 第二季度经济燃油成本为每加仑2.76美元，包括每加仑0.07美元的保费和0.04美元的现金结算收益[15] - 预计第三季度和第四季度经济燃油成本将分别为每加仑2.60-2.70美元和2.60-2.70美元[18] - 公司燃油费用(不含特殊项目)为15.99亿美元，同比增长14.0%[61] - 公司每可用座公里营业费用(不含燃油费、特殊项目和利润分享)为11.50美分，同比增长6.0%[70] - 公司计提了约84百万美元的劳动合同调整费用[71] - 公司计提了约7百万美元的专业咨询费用[71] 资本支出和飞机交付 - 预计2024年资本支出约为25亿美元[28] - 公司与波音就飞机交付延迟的负面财务影响进行持续讨论[28] - 737 -7型号交付时间取决于FAA的认证和批准[1] - 公司有灵活性在合同中指定-7型号或-8型号[1] - 2024年预计交付20架-8型号飞机[1] - 公司三个月内的资本支出为4.94亿美元，较上年同期下降46.6%[84] 业务表现 - 预计第三季度单位收益率将持平至下降2%，第四季度单位收益率将同比转正[13][14] - 预计2024年全年CASM-X(不含燃油和特殊项目)将同比增长7%-8%[9] - 公司计划2024年接收20架波音737-8飞机并退役35架飞机[8][26] - 2024年第二季度和上半年收入乘客人数分别同比增长5.0%和6.7%[72] - 2024年第二季度和上半年可用座位英里(ASM)分别同比增长8.6%和9.7%[72] - 2024年第二季度和上半年客座率分别为82.6%和80.6%[72] - 2024年第二季度和上半年每可用座位英里收益(RASM)分别同比下降3.8%和2.2%[72] - 2024年第二季度和上半年每可用座位英里成本(CASM)分别同比上升2.6%和1.9%[72] - 2024年6月30日公司拥有817架飞机[72] - 2024年6月30日公司拥有74,081名全职员工[72] 股东回报 - 公司已向股东支付2.15亿美元股息[5] - 2024年6月30日公司的非GAAP税后投资资本回报率(ROIC)为1.7%[78] 其他 - 公司获得多项客户满意度和可持续发展方面的奖项[6][7][8][9] - 2024年6月30日公司的非GAAP税率为23.8%[76] - 公司三个月内的短期投资购买为15.32亿美元，较上年同期增加0.7%[84] - 公司三个月内的短期投资出售为18.2亿美元，较上年同期下降0.4%[84] - 公司三个月内的长期债务和融资租赁支付为0.8亿美元，较上年同期持平[85] - 公司三个月内的现金股利支付为0美元，较上年同期持平[85]

Southwest Airlines is ending open seating and will offer extra legroom seats on its airplanes as mounting pressure on the carrier to increase revenue prompts the biggest changes to its business model in its 53 years of flying.Southwest plans to start selling the first flights that will offer extra legroom in 2025. The airline also plans to start overnight flights.Southwest executives have said for years that they were studying such changes and hinted in April that it was seriously considering assigning seat ...

文章核心观点 - 西南航空公司正在研究客户需求和期望,包括机舱座位等,以提供更好的客户体验并增加收入 [1] - 西南航空公司将在所有航班上提供指定座位和高级座位选择,以满足客户需求 [2][3] - 西南航空公司将提供约三分之一的机舱座位提供加长腿部空间,与同行业竞争对手相当 [3] - 西南航空公司将推出红眼航班,并计划在未来三年内不需要增加机队规模即可增加运力 [6] - 西南航空公司任命新的商业转型执行副总裁,负责推进这些商业举措 [7][8] 关键要点总结 指定座位和高级座位 - 80%的西南航空公司客户和86%的潜在客户更喜欢指定座位,这是客户流失的主要原因之一 [3] - 提供指定座位和高级座位选择有助于吸引更多客户 [3] - 新的座位布局需要获得联邦航空管理局的批准,预计2025年开始提供预订 [8] 红眼航班和运力增加 - 西南航空公司将推出红眼航班,并计划在未来三年内不需要增加机队规模即可增加运力 [6] - 红眼航班和缩短航班周转时间有助于提高收入和降低成本 [6] 商业转型 - 任命新的商业转型执行副总裁,负责推进这些商业举措 [7][8] - 这些举措有助于满足客户需求、提高忠诚度和增加收入,同时保持独特的文化和服务 [8]

Key TakeawaysThe FAA has launched a safety review of Southwest Airlines following a series of incidents in recent months.The airline said it is working closely with the FAA to review events. It also said it has created a team of "experts and leaders" to conduct an analysis. Southwest is set to report its latest quarterly results later this week. Southwest Airlines (LUV) is facing a safety review from the Federal Aviation Administration, the company confirmed Tuesday, following a series of incidents in rece ...

Airline offers travelers ease and flexibility as they experience America's parks Summer of Go Sweepstakes offers prize to Bozeman, Mont., near Yellowstone National Park Customers on select flights will receive special giveaways to celebrate the new partnership DALLAS, July 23, 2024 /PRNewswire/ -- Southwest Airlines Co. (NYSE: LUV) announces a partnership with the National Park Foundation, the official charitable partner of the National Park Service dedicated to protecting and enhancing America's national ...

NEW YORK, July 22, 2024 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Southwest Airlines Co. (NYSE: LUV) on behalf of long-term stockholders following a class action complaint that was filed against Southwest Airlines on January 12, 2023 with a Class Period from June 13, 2020 to December 31, 2022. Our investigation concerns whether the board of directors of Southwest Airlines have breached their fiduciary dutie ...

Southwest Airlines Co. (LUV) is scheduled to report second-quarter 2024 results on Jul 25.Southwest Airlines has surpassed the Zacks Consensus Estimate in two of the preceding four quarters, the average beat being 57.85%. However, the company missed the Zacks Consensus Estimate in one quarter and met the mark in the remaining quarter.Let’s see how things have shaped up for Southwest Airlines this earnings season.Q2 ExpectationsThe Zacks Consensus Estimate for LUV’s second-quarter 2024 revenues is pegged at ...

DALLAS, July 19, 2024 /PRNewswire/ -- Southwest Airlines Co. (NYSE: LUV) invites you to listen to a live webcast of its second quarter 2024 financial results. Details are as follows:     When: Thursday, July 25, 2024 at 12:30 PM Eastern Time      Who: Bob Jordan, President and Chief Executive Officer Andrew Watterson, Chief Operating Officer Tammy Romo, Executive Vice President and Chief Financial Officer      Web Address: http://www.southwestairlinesinvestorrelations.com/ To access the live audio webcast a ...

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: Archer's Midnight electric air taxi, part of joint ventures with Stellantis and Southwest. US carrier Southwest Airlines plans to jointly develop a fleet of electric air taxis to serve the California market with transportation startup Archer Aviation, the companies announced Friday. The two companies signed a memorandum of und ...