美国联合航空公司利润增长23%,但由于行业产能过剩,第三季度的预测令人失望

币界网Опубліковано о 2024-07-17Востаннє оновлено о 2024-07-17

币界网报道:
由于对国际旅行的强劲需求提振了美国联合航空公司的业绩,该公司第二季度利润比去年增长了20%以上,但由于航班供应过剩对票价造成压力,其第三季度的预测低于预期。联合航空周三表示,预计本季度经调整后的每股收益将在2.75美元至3.25美元之间,低于伦敦证交所调查的分析师估计的每股3.44美元。以下是根据伦敦证交所编制的平均估计,美联航第二季度报告与华尔街预期的对比:每股收益:调整后为4.14美元,预期为3.93美元。收入:149.9亿美元,预计为150.6亿美元。截至6月30日的三个月,美联航空的收入为13.2亿美元,即每股3.96美元,高于一年前的10.8亿美元或每股3.24美元。经一次性项目调整后,美联航公布第二季度每股收益为4.14美元,而分析师预期为3.93美元。149.9亿美元的收入比去年增长了5.7%,尽管略低于预期。美联航重申了其全年调整后每股收益9至11美元的预测。美联航和达美航空公司也对其第三季度的指南感到失望,但在航空业中仍然表现突出。尽管需求创纪录,但大多数航空公司一直在努力应对美国国内运力的增加,这给机票价格带来了压力。两家航空公司都增加了国际航班,这些航班在疫情后需求量很大,并提供了更大的休息室和更宽敞的座位等高端服务,以利用愿意为机票支付更高价格的旅客。美联航周三表示,保费收入比去年增长了8%以上,而最具限制性的基本经济舱机票的销售额增长了38%,因为它迎合了市场的两端。美联航第二季度国内航班比去年增长了5%以上,单位收入比去年下降了1%以上。往返欧洲的航班收益与2023年第二季度相比,占美联航销售额较小份额的华为增长了5%以上。联合航空首席执行官斯科特·柯比表示,航空公司一直在削减航班,8月中旬将出现一个拐点,以缓和供应。他说:“展望未来,我们看到多家航空公司已经开始取消亏损产能,我们预计第三季度下半年将在我们最大的同行中领先机组收入表现。”。周二,Spirit Airlines下调了第二季度的预测,理由是座位或行李等费用的收入低于预期。7月25日公布业绩的西南航空公司和美国航空公司此前下调了第二季度的预期
阅读更多CNBC航空公司新闻航空旅行需求正在打破纪录。航空公司的利润不是达美航空如何成为美国的豪华航空公司,而美联航想要做的是达美航空最高档的机场休息室是开放的。里面是什么

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