原文标题：Airline stocks soar, lifted by Delta’s earnings beat and restored full-year guidance 原文连结：https://reurl.cc/qY8K83 发布时间：2025年7月10日 晚上 9:20（21:20） 记者署名： 原文内容： Delta Air Lines Inc.’s stock shot up toward a four-month high in premarket trading Thursday after the air carrier topped Wall Street’s estimates for second-quarter profit and revenue and restored its full-year guidance. 达美航空公司（Delta Air Lines Inc.）的股价在周四盘前交易中飙升至四个月高点，因 其第二季度的盈余和营收超出华尔街预期，并恢复了全年财测。 The June-quarter results mark a stark contrast with the prior quarter, when Delta said that growth had stalled amid broad economic uncertainty. Citing a lack of economic clarity, Delta said at the time that it would be premature to provide an updated full-year economic outlook. 今年第二季的业绩与上季度形成鲜明对比——当时达美表示，由於整体经济不确定性，业 务成长已停滞，并认为在当下提供更新的全年财测为时过早。 However, Delta’s newly restored outlook reflects its confidence in its business, Chief Executive Ed Bastian said in a statement Thursday. 然而，执行长 Ed Bastian 周四在声明中表示，达美此次恢复全年财测反映了对其业务的 信心。 Delta’s stock soared 12% in premarket trading, putting it on track to open at the highest level seen since March 3. 达美的股价（代码：DAL）在盘前交易中暴涨 12%，有望开盘达到自 3 月 3 日以来的最 高水平。 That helped boost shares of other air carriers: Shares of United Airlines Holdings Inc. surged 9.1%, American Airlines Group Inc.’s stock jumped 7.2% and shares of Southwest Airlines Co. rose 3.1%. 这也带动了其他航空股的上扬： 联合航空（United Airlines Holdings Inc., 代码：UAL）股价上涨 9.1% 美国航空（American Airlines Group Inc., 代码：AAL）上涨 7.2% 西南航空（Southwest Airlines Co., 代码：LUV）则上升 3.1% Delta’s second-quarter net income was $2.13 billion, or $3.27 a share, up from $1.31 billion, or $2.01 a share, in the prior year’s quarter. Excluding nonrecurring items, the company’s adjusted profit of $2.10 a share fell from $2.36 a share in the same period but beat the FactSet consensus estimate of $2.06 a share. Total revenue was $16.65 billion, compared with $16.66 billion in the same period last year, while adjusted revenue of $15.51 billion topped the analyst revenue estimate of $15.46 billion. Passenger revenue was $13.87 billion, compared with $13.84 billion in the second quarter of 2024. Cargo revenue rose 7% to $212 million and “other” revenue declined 2% year over year to $2.57 billion. Load factor, a key measure of how an aircraft’s capacity is being utilized, was 86%, down from 87% in the prior year’s quarter. Analysts surveyed by FactSet were looking for a passenger-load factor of 86.5%. 第二季财报摘要： 净利润：21.3 亿美元，每股盈余（EPS）为 3.27 美元 （去年同期为 13.1 亿美元，每股 2.01 美元） 调整後盈余：2.10 美元／股（排除一次性项目），略低於去年同期的 2.36 美元，但仍 高於分析师预估的 2.06 美元（来自 FactSet） 总营收：166.5 亿美元，与去年同期的 166.6 亿美元持平 调整後营收：155.1 亿美元，高於市场预估的 154.6 亿美元 旅客收入：138.7 亿美元，略高於去年同期的 138.4 亿美元 货运收入：上升 7%，达到 2.12 亿美元 「其他」收入：同比下降 2%，至 25.7 亿美元 载客率（Load factor）：86%，略低於去年同期的 87%，也低於市场预期的 86.5% For the third quarter, Delta expects adjusted earnings between $1.25 and $1.75 a share. Analysts surveyed by FactSet were looking for earnings of $1.34 a share. 第三季展望： 达美预计第三季调整後每股盈余将落在 1.25 至 1.75 美元 之间。 相比之下，FactSet 调查的分析师预期为 1.34 美元／股。 心得/评论： 航空股在达美航空开出红盘之後大喷发 DAL 达美航空：涨13.84% AAL 美国航空：涨11.41% UAL 联合航空：涨11.53% LUV 西南航空：涨 5.59% 达美本季财报表现强劲，恢复全年获利指引，并强调高端舱等与忠诚客户收入的成长， 是此次航空股反弹的核心动因。此外，宏观经济环境趋於稳定，也为整体产业增添一 份保障。 --

※ 发信站: 批踢踢实业坊(ptt.cc), 来自: 140.112.218.40 (台湾) ※ 文章网址: https://webptt.com/cn.aspx?n=bbs/Stock/M.1752157696.A.16B.html 我反而觉得台湾的航空股能不能带动美国的航空股XD 台湾航空股比疫情前高太多了 美国的还是持续死鱼中XD ※ 编辑: Acold (140.112.218.40 台湾), 07/10/2025 22:42:16