JetBlue Airways Corp

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  • uploads///Valuation
    Earnings Report

    How Can JetBlue Airways’s Valuation Change after Its 2Q16 Earnings?

    On July 15, 2016, JetBlue Airways (JBLU) was valued at 4x its forward EV-to-EBITDA. JetBlue’s valuation is slightly lower than its average of 6x.

    By Ally Schmidt
  • uploads///Load Factor
    Company & Industry Overviews

    Aggressive Capacity Growth Subdued Utilization for SAVE and ALGT

    The efficiency, or utilization, of an airline’s capacity is measured using the passenger load factor, which is calculated by dividing the traffic numbers by capacity numbers.

    By Ally Schmidt
  • uploads///Stock
    Macroeconomic Analysis

    A Look at Airline Stocks’ Recent Performance

    Stock performance in 2017 Most airline stocks have continued their gaining streak in 2017. As of February 14, 2017, Southwest Airlines (LUV) has seen the highest YTD (year-to-date) gain of 10.9%, followed by Alaska Airlines (ALK) with 8.5%. Allegiant Travels (ALGT) has gained 5.0%, United Continental (UAL) has gained 1.2%, and Delta Air Lines (DAL) […]

    By Ally Schmidt
  • uploads///ANR
    Company & Industry Overviews

    What Wall Street Analysts Recommend for Spirit Airlines

    As of September 21, 30.8% (four analysts) out of the 13 analysts tracking Spirit Airlines (SAVE) had a “strong buy” recommendation.

    By Ally Schmidt
  • uploads///Part_Q_Operating cost ex fuel
    Earnings Report

    JetBlue’s unit cost growth: Employee costs up, lower productivity

    Salary, wages, and benefits increased as a result of higher wage rates. Airlines have also had to increase headcount to adhere to the new Federal Aviation Administration (or FAA) regulations on flight, duty, and rest.

    By Teresa Cederholm
  • uploads///Southwest Unit revenue
    Company & Industry Overviews

    Southwest Airlines Increases Third-Quarter Unit Revenue Guidance

    Due to increasing crude oil prices, Southwest Airlines (LUV) expects fuel costs to rise more in the third quarter.

    By Ally Schmidt
  • uploads///ANR
    Earnings Report

    Why Did Analysts Fall Out of Love with Southwest Airlines?

    Out of the 18 analysts tracking Southwest Airlines (LUV), 11 analysts (61.1%) have a “buy” recommendation on the stock versus 71% analysts that had a “buy” recommendation on Southwest in 2Q16.

    By Ally Schmidt
  • uploads///ALK demand capacity growth
    Earnings Report

    What Helped Alaska Air Group Drive its 2Q15 Earnings?

    Adding newer destinations Alaska Air Group (ALK) added a number of new routes in the second quarter of 2015, such as: Boise to Reno Eugene to San Jose, California Los Angeles to Baltimore Los Angeles to Gunnison–Crested Butte Los Angeles to Monterey Los Angeles to San Jose, Costa Rica Portland to Austin Seattle to Charleston […]

    By Ally Schmidt
  • uploads///spy feb
    Macroeconomic Analysis

    S&P 500 trades at its highest since December 2014

    The S&P 500 was trading at 2,068.59 on February 10, 2015, the highest level since December 30, 2014.

    By Gordon Kristopher
  • Industrials

    Estimating American Airlines’ earnings growth

    Apart from improved operational efficiencies, American has outperformed its peers in pre-tax margin (excluding special items) improvement in the first half of 2014 to 8.7% from 4.1% in the previous year.

    By Teresa Cederholm
  • uploads///Airline Utilization
    Macroeconomic Analysis

    Airlines Must Balance Load Factors with Capacity Growth

    Airlines’ aggressive capacity growth has had an adverse effect on utilization, which has resulted in declining utilizations for most players.

    By Ally Schmidt
  • Industrials

    Delta Air Lines’ key strategy to increase shareholder returns

    Capital expenditure is generally high in the airline industry. Delta manages to keep it low through its strategy of buying used aircraft.

    By Teresa Cederholm
  • uploads///ANR
    Earnings Report

    More Analysts Have Turned Positive on Alaska Air Group

    Alaska Air Group’s (ALK) consensus 12-month target price is $80.55, which indicates a 15.2% return potential on October 10, 2016.

    By Ally Schmidt
  • Industrials

    Must-know: Delta Air Lines’ second quarter earnings

    Today, Delta is one of the largest airlines in U.S. providing transportation services for passengers and cargo—it serves almost 165 million customers each year to 225 domestic and 97 international destinations.

    By Teresa Cederholm
  • uploads///air fares
    Macroeconomic Analysis

    Are 2016’s Rising Airfares Here to Stay?

    Since airlines across the industry have been forecast to beat record profits achieved in 2015, consumers have expected a further fall in airfares.

    By Ally Schmidt
  • uploads///JBLU LF
    Company & Industry Overviews

    A Look at How JetBlue’s Unit Revenue Changed in August

    Since JetBlue Airways’ (JBLU) traffic growth was higher than its capacity growth, its utilizations improved in August 2016.

    By Ally Schmidt
  • Industrials

    United sees major improvement in 3Q14 fuel cost efficiency

    United achieved significant fuel cost savings during 3Q14 in the form of lower purchase costs and improved fuel efficiency.

    By Teresa Cederholm
  • Industrials

    The must-know drivers of air cargo growth for US airlines

    According to the IATA, global air freight volume has increased by 4.5%. Capacity, measured by available freight ton kilometers (or AFTK), increased by 3.5% year-over-year in August 2014.

    By Teresa Cederholm
  • Industrials

    Why JetBlue’s cash position has improved

    As of December 2013, JetBlue Airways (JBLU) had cash and cash equivalents of $225 million. JetBlue’s cash position has improved by 24% from $182 million in 2012.

    By Teresa Cederholm
  • uploads///EBITDA
    Company & Industry Overviews

    JetBlue Airways Raised Third-Quarter 2018 Guidance

    Crude oil prices have been rising throughout 2018 due to supply concerns.

    By Ally Schmidt
  • uploads///Air fare
    Company & Industry Overviews

    Will Airfares Continue to Decline in 2016?

    According to a study by Expedia, airfares fell by about 5% in 2015. Despite this decline, passenger complaints are on the rise. Many consumer leaders also lobbied for airfare reductions.

    By Ally Schmidt
  • uploads///Stock
    Earnings Report

    Why Is JetBlue Airways’s Stock Seeing Negative Momentum?

    JetBlue Airways (JBLU) was the only airline stock to have gained more than 50% during 2015, when the stock soared as high as ~65%.

    By Ally Schmidt
  • uploads///ANR
    Earnings Report

    What Are Analysts’ Recommendations for JetBlue Airways?

    According to a Bloomberg consensus, JetBlue Airways is expected to see earnings per share (or EPS) of $0.6 in the quarter, compared to EPS of $0.58 in 3Q15.

    By Ally Schmidt
  • uploads///Image
    Miscellaneous

    JetBlue Airways Stock Gained ~5% on Citigroup’s Rating Upgrade

    JetBlue Airways (JBLU) stock rose 4.6% on June 11 after Citigroup (C) turned bullish on the airline and raised the target price as well.

    By Anirudha Bhagat
  • uploads///FDX Article
    Company & Industry Overviews

    How Did FedEx Grow into One of the Largest Logistics Giants?

    In the international arena, FedEx primarily competes with DHL, United Parcel Service (UPS), and foreign postal authorities.

    By Samuel Prince
  • Industrials

    Why United Continental’s high-cost structure affects its margins

    In 2013, almost 57% of United’s (UAL) $37,030 million total operating costs comprised fuel costs (33%) and salaries (23%), compared to Delta’s 46%.

    By Teresa Cederholm
  • uploads///AAL
    Consumer

    American Airlines gets significantly lower position in Appaloosa

    Appaloosa Management significantly lowered its position in American Airlines (AAL) in the third quarter that ended in September 2014. The position accounts for 3.81% of the fund’s total third-quarter portfolio.

    By Samantha Nielson
  • Industrials

    Changes in the US airline industry’s competitive landscape

    The Airline Deregulation Act of 1978 removed all regulations governing the airline routes, airfares, entry, and exit of commercial airlines. Earlier, this was controlled by the Civil Aeronautics Board (or CAB). Airfares and all other factors would be determined by demand and supply market forces.

    By Teresa Cederholm
  • uploads///Part_EV_ttmEBITDAR
    Industrials

    US airline industry: Summary of share prices and valuations

    Southwest outperformed all its peers. Its share price increased 2.6% to $33.77 in September. That said, year-to-date results are positive overall.

    By Teresa Cederholm
  • uploads///JBLu revenue
    Earnings Report

    Are Analysts Expecting JetBlue Airways’s Revenue to Grow in 2Q16?

    Analysts are estimating 2Q16 revenue of ~$1.7 billion for JetBlue Airways (JBLU), which is a year-over-year increase of 2.2%.

    By Ally Schmidt
  • uploads///Part_Q_Revenue
    Earnings Report

    Higher passenger and ancillary revenue drive growth

    JetBlue’s operating revenue increased by 6% to $1,529 million in 3Q14. The company states that its on-time performance was impacted by congestion in the air space.

    By Teresa Cederholm
  • uploads///Stock
    Company & Industry Overviews

    How American Airlines Stock Reacted to Its Guidance Update

    American Airlines (AAL) stock rose almost 0.94% on September 12, the day of its traffic release.

    By Ally Schmidt
  • uploads///ANR
    Company & Industry Overviews

    Analysts’ Views on Delta Air Lines after Its Traffic Release

    Analyst upgrades Delta Air Lines (DAL) has already received four downgrades since its traffic release yesterday. Imperial Capital reduced its target price from $54 to $50, Deutsche Bank has reduced its target price from $62 to $59, Cowen & Co. has reduced its target price from $66 to $60, and UBS has reduced its target […]

    By Ally Schmidt
  • Industrials

    Key growth trends in airline passenger traffic by region

    Global passenger traffic has increased by 5.8% year-over-year during the first eight months of 2014. Europe (29.7%), Asia-Pacifc (29.2%), and North America (25%) comprise ~85% of global market share by passenger traffic.

    By Teresa Cederholm
  • uploads///RPM
    Company & Industry Overviews

    Is JetBlue Airways’ Traffic Keeping Up with Its Capacity?

    For July 2016, JetBlue Airways’ (JBLU) traffic grew by 6.6% YoY (year-over-year), higher than its July 2016 capacity growth of 5.5% YoY.

    By Ally Schmidt
  • uploads///EVENTS
    Company & Industry Overviews

    Key Upcoming Earnings Events for the Airline Industry

    The airline industry’s fundamentals have improved tremendously in the past two years. This was driven by several factors that include low oil prices, strong passenger travel demand, and strong economic growth.

    By Ally Schmidt
  • uploads///Airlines analyst rating
    Macroeconomic Analysis

    How Wall Street Analysts View the Major Airlines

    Among the seven major carriers, most analysts seem to favor Delta Air Lines (DAL), which has a “buy” rating from 87.5% of the analysts.

    By Ally Schmidt
  • uploads///EBITDA
    Earnings Report

    Can Spirit Airlines Maintain Its Industry-Leading Margins?

    Spirit Airlines’ EBITDA (earnings before interest, tax, depreciation, and amortization) margin is expected to fall to 24.2% in 2016, compared to 26.8% in 2015.

    By Ally Schmidt
  • uploads///Stock
    Company & Industry Overviews

    Did Delta’s Guidance Cut Prompt a Losing Streak for Airlines?

    Delta Air Lines (DAL) stock fell 3.5% after its traffic release on September 5, 2017. The negativity has spread to other players.

    By Ally Schmidt
  • uploads///US Airlines LF Aug
    Company & Industry Overviews

    US Airlines Capacity Growth Outpaces Demand, Load Factor Drops

    Decreasing load factors across the airline industry mean that airlines are not able to fill up their seats as fast as they are adding seats. This justifies investor fears of overcapacity.

    By Ally Schmidt
  • Industrials

    Must-know: Southwest’s airport development initiatives and network expansion

    Modernization and development of airports Southwest is  involved in the management of various airport development initiatives. Few of them include Southwest entered into an agreement with Broward Country, Florida in 2013 to manage the Fort Lauderdale Hollywood International airport’s Terminal 1 modernization project. Entered into an agreement with city of Houston to expand the Houston […]

    By Teresa Cederholm
  • uploads///Stock
    Company & Industry Overviews

    How Southwest Airlines Stock Has Performed So Far in 2018

    Southwest Airlines (LUV) stock has declined 0.5% since its traffic update on September 12.

    By Ally Schmidt
  • uploads///AAL
    Financials

    Magnetar decreases stakes in American Airlines

    Magnetar reduced its position in AAL in the third quarter. The position accounts for 1.17% of the fund’s total portfolio in the third quarter.

    By Patricia Garner
  • uploads///key events
    Macroeconomic Analysis

    Key Upcoming Events for the Airline Industry

    The global airline industry’s demand grew by 6.5% in 2015, higher than the past ten-year average of 5.5% and the highest growth seen since 2010.

    By Ally Schmidt
  • uploads///US Airlines Traffic Aug
    Company & Industry Overviews

    Airline Industry Demand Continues to Grow in August

    The demand for air travel experienced considerable growth in the month of August, driven by traditional vacation travel as well as lower fares of major air carriers.

    By Ally Schmidt
  • uploads///JBLU growth
    Earnings Report

    Looking at Investing in JetBlue, Even without Dividends

    JetBlue is in its growth phase and prefers to utilize its cash receipts to fund business growth and reduce debt levels. JetBlue currently pays no dividends.

    By Ally Schmidt
  • uploads///Traffic
    Company & Industry Overviews

    Is Southwest’s Demand Growth Enough to Fill Its Added Capacity?

    In November 2017, Southwest Airlines’ (LUV) traffic grew 3.4% year-over-year (or YoY). This growth was higher than its capacity growth of 2.5% YoY in the same month.

    By Ally Schmidt
  • uploads///Valuation
    Earnings Report

    Airline Relative Valuations: What Is Priced In?

    The airline industry is capital-intensive, with high levels of depreciation and amortization and varying degrees of debt and operating leases. To neutralize these factors, we use the EV-to-EBITDA ratio to value airline stocks.

    By Ally Schmidt
  • uploads///DAL revenue segments
    Earnings Report

    What Investors Should Know about Delta Air Lines

    Delta Air Lines (DAL) is the third largest domestic airline in the US. The company serves more than 170 million customers each year across the globe.

    By Ally Schmidt
  • uploads///Merger
    Miscellaneous

    Alaska Air Group Completes Virgin America Merger

    On April 4, 2016, Alaska Air Group (ALK) announced its acquisition of Virgin America for $57 per share in cash, which amounted to $2.6 billion.

    By Ally Schmidt
  • uploads///ANR
    Company & Industry Overviews

    What Wall Street Analysts Recommend for Southwest Airlines

    Right now, 36.8% of the analysts tracking Southwest Airlines (LUV) stock have given it “strong buy” ratings. Another 52.6% of analysts have “buy” ratings on the stock.

    By Ally Schmidt
  • uploads///JBLU route network
    Miscellaneous

    What Did JetBlue Lose in the Alaska Air-Virgin America Deal?

    JetBlue (JBLU) has a strong presence on the East Coast with a major presence in New York, Boston, and the Caribbean. The airline has a much less commanding presence on the West Coast.

    By Ally Schmidt
  • uploads///SAVE capacity
    Company & Industry Overviews

    Spirit Airlines: Will Its Capacity Growth Still Outpace Its Peers?

    For August 2016, Spirit Airlines’ capacity grew 17.1% YoY—similar to July and the slowest growth compared to other months, so far, in 2016.

    By Ally Schmidt
  • uploads///Passenger Yield
    Company & Industry Overviews

    Airlines Passenger Yield Continues to Decline in August 2015

    Passenger yield declined by 8% year-over-year for August 2015 to 15.3 cents from 16.6 cents. This is the highest decline since the start of the year.

    By Ally Schmidt
  • uploads///CP Carloads
    Miscellaneous

    The Latest on Canadian Pacific’s Freight Volumes

    Canadian Pacific’s (CP) total freight traffic fell 1.3% YoY in the week ended July 8, 2017. CP hauled nearly 29,000 railcars that week.

    By Samuel Prince
  • uploads///DAL capacity
    Earnings Report

    Will Delta’s Strong Operational Performance Continue in 2016?

    Traffic growth Delta Air Lines (DAL) saw average traffic of about 59.0 million passenger miles for the quarter, a 0.2% year-over-year decline, despite a growth in capacity. This was driven by weak revenues in all of Delta’s markets except Latin America. As of September 2016, traffic had grown by 1.9% YTD (year-to-date) to 163.2 billion […]

    By Ally Schmidt
  • uploads///JBLU capacity expansion
    Company & Industry Overviews

    JetBlue Takes Delta Head On with Atlanta Route Expansion

    In August, Delta Air Lines (DAL) issued a press release stating its plans to grow in Boston, JetBlue’s (JBLU) second-largest market.

    By Ally Schmidt
  • uploads///ANR
    Macroeconomic Analysis

    Analysts’ Recommendations for the US Airline Industry

    Of the analysts tracking Delta Air Lines (DAL), 100% have a “buy” rating on the stock. It is followed by Spirit Airlines (SAVE), with 87% of the analysts recommending a “buy” and 13% recommending a “hold.”

    By Ally Schmidt
  • uploads///
    Company & Industry Overviews

    Spirit Airlines: An Introduction to a Low-Cost Pioneer

    Spirit Airlines (SAVE) is headquartered in Miramar, Florida. It’s a pioneer of ultra-low-cost carrier or ULCC airlines.

    By Sam Matthews
  • uploads///Stock
    Earnings Report

    Why Does JetBlue Stock Continue to See Positive Momentum?

    JetBlue Airways Corporation (JBLU) is the only airline stock in the industry to have gained more than 50% in 2015.

    By Ally Schmidt
  • Industrials

    Overview: American Airlines Group Inc.

    American Airlines (AAL) is now the largest airline as measured by Available Seat Miles (or ASMs) with a 26% market share.

    By Teresa Cederholm
  • uploads///Valuation
    Earnings Report

    What Does Southwest Airlines’s Current Valuation Tell Us?

    Southwest Airlines’s (LUV) current valuation is slightly lower than its average valuation of 4.8x since October 2008.

    By Ally Schmidt
  • uploads///Valaution
    Earnings Report

    Spirit Airlines’s Valuation: What Is Priced In ahead of 2Q16 Earnings?

    On July 8, 2016, Spirit Airlines (SAVE) was valued at 6.9x its forward EV-to-EBITDA ratio.

    By Ally Schmidt
  • uploads///stock
    Earnings Report

    JetBlue Airways’ Stock Soars after Its 2Q16 Earnings Release

    On July 26, JetBlue reported a 2Q16 revenue increase of 1.9% YoY to ~$1.6 billion. Its EPS also jumped by a strong 20.5% YoY to $0.53 in 2Q16.

    By Ally Schmidt
  • Company & Industry Overviews

    GOL Linhas Aereas Inteligentes SA: Financials and operations

    GOL was the first airline to introduce low-cost carrier industry practices and technologies in Latin America.

    By Teresa Cederholm
  • uploads///Route
    Miscellaneous

    How Will the Alaska Air Group-Virgin America Merger Impact Stock?

    Virgin America (VA) went public in November 2014. Since then and just before the merger was announced, Virgin America stock gained ~30%.

    By Ally Schmidt
  • Industrials

    Why the end of the Wright Amendment helps Southwest

    With the repeal of the Wright Amendment on October 13, 2014, the company immediately launched nonstop flights to seven destinations. This was the largest single-day expansion in Southwest’s history.

    By Teresa Cederholm
  • Industrials

    Why Southwest expanded domestic and international service

    Two of AirTran’s services to San Juan and Puerto Rico were already added to Southwest’s network in April, 2014.

    By Teresa Cederholm
  • uploads///Leverage
    Earnings Report

    How Risky Is Alaska Air Group’s Leverage?

    Alaska Air Group (ALK) has been reducing its debt for the past five years. For 2016, it reduced its debt from $686.0 million to $626.0 million.

    By Ally Schmidt
  • uploads///Stock
    Company & Industry Overviews

    How Did JetBlue Airways Stock Perform This Year?

    The JetBlue Airways (JBLU) stock is down ~1.6% since September 14.

    By Ally Schmidt
  • uploads///Valuation
    Earnings Report

    Airlines’ Relative Valuation after 3Q17 Earnings: What Is Priced In?

    Southwest Airlines (LUV) currently has the highest forward EV-to-EBITDA multiple of 6.9x among its peers.

    By Ally Schmidt
  • Industrials

    United Continental Holdings: A must-know company overview

    United (UAL) has provided good returns to its shareholders, as its share price has increased more than 100%, to $43.66 in June 2014 from an annual average of $21 in 2012.

    By Teresa Cederholm
  • uploads///LUV ASM
    Company & Industry Overviews

    Southwest Airlines’ Capacity Growth Continued in July

    In July 2016, Southwest Airlines’ (LUV) capacity grew by 2.3% YoY, which was slower than in any other month in 2016.

    By Ally Schmidt
  • Industrials

    Delta Air Line’s key operating segments and geographic segments

    Delta Air Lines (DAL) derives 65.8% of its revenue from the passenger segment, 2.5% from the cargo segment, and 10.3% from other sources.

    By Teresa Cederholm
  • uploads///Stock
    Company & Industry Overviews

    Why Spirit Airlines’ Stock Has Lost 40% of Its Value in 5 Months

    The problems for Spirit Airlines (SAVE) started in early May, when the company ended up canceling hundreds of flights.

    By Ally Schmidt
  • uploads///Analyst ratings
    Company & Industry Overviews

    Wall Street Analyst Recommendations for JetBlue Airways

    Currently, 13.3% (or two) of the analysts tracking JetBlue Airways (JBLU) stock have a “strong buy” rating. About 40.0% (or six) of them have a “buy” rating.

    By Ally Schmidt
  • uploads///ANR
    Earnings Report

    JetBlue Airways: What Are Analysts’ Recommendations?

    JetBlue Airways (JBLU) is expected to release its 2Q16 earnings on July 26. According to an analyst consensus, JBLU is expected to earn $0.49 in 2Q16, compared to earnings per share of $0.44 in 2Q15.

    By Ally Schmidt
  • uploads///Seattle market share
    Miscellaneous

    How Can the Alaska Air-Virgin America Deal Affect Delta Air Lines?

    The merger of Alaska Air and Virgin America is expected to be completed by January 1, 2017. Alaska Air last went through this process in 1982, when it acquired Horizon Air.

    By Ally Schmidt
  • uploads///United Continental analyst rating
    Company & Industry Overviews

    United Continental on the Street: Analyst Recommendations

    As of June 9, four of the analysts (25%) tracking United Continental (UAL) had a “strong buy” recommendation on the stock, while five (31.3%) had a “buy.”

    By Ally Schmidt
  • uploads///key indicators
    Industrials

    What Airline Investors Should Look Out for in 2017

    Labor Thanks to the oil price drop, labor costs now form the highest component of an airline’s expenses. In such a scenario growing unrest among pilots and the union clout can end the airline party. Fuel prices Fuel costs now form the second major cost component of airlines. Airline margins have improved tremendously due to […]

    By Ally Schmidt
  • uploads///key indicators
    Industrials

    Airline Stocks: Key Indicators to Watch

    After crude oil prices, labor costs are the largest part of an airline’s expenses. Pilot strikes and shortages continue to present problems.

    By Ally Schmidt
  • uploads///JBLU operating stats
    Earnings Report

    Do JetBlue’s Key Statistics Support Analyst Estimates?

    Historically, JBLU has seen the highest capacity growth among the seven major airlines.

    By Ally Schmidt
  • uploads///LUV
    Earnings Report

    Why Southwest Airlines Stock Fell 9% despite Earnings Beat

    Southwest Airlines (LUV) reported its Q3 2018 results before the markets opened on October 25. Its revenues rose 5.1% YoY to $5.6 billion.

    By Ally Schmidt
  • uploads///Margins
    Earnings Report

    Analysts’ Estimates for Delta’s Margin Suggest Limited Expansion

    Delta Air Lines’ EBITDA (earnings before interest, tax, depreciation, and amortization) margins are expected to have improved to 21% in 2015 as compared to 10% in 2014.

    By Ally Schmidt
  • uploads///SAVE
    Earnings Report

    What Are Analysts Estimating for Spirit Airlines in 2016?

    Of the 15 analysts rating Spirit Airlines’ stock, 80% (12 analysts) have a “buy” rating, 20% (three analysts) have a “hold” rating, and none of the analysts have a “sell” rating.

    By Ally Schmidt
  • Industrials

    Why the American-US Airways merger was conditional

    The combined entity’s share in the Washington Reagan Airport (or DCA) would be as high as 68% and its share in New York LaGuardia would be 33%.

    By Teresa Cederholm
  • Industrials

    Overview: Does American have funds to pay debts and expansion?

    Although all operating and performance metrics of AAG has shown improvement after the merger, leverage is one area that needs considerable improvement.

    By Teresa Cederholm
  • uploads///JetBlue EBITDA
    Earnings Report

    Why JetBlue Expects Higher Unit Costs in 2Q17

    For the first quarter of the year, JetBlue Airways’ (JBLU) operating expenses, excluding fuel and profit sharing, rose 3.3% to 8.35 cents.

    By Ally Schmidt
  • uploads///Debt
    Earnings Report

    Southwest’s Leverage Reduction: What It Means for Investors

    In fiscal 2015, Southwest Airlines (LUV) generated ~$3.2 billion in cash flow from operations. For 1H16, LUV has already generated $2.7 billion of cash flow from operations.

    By Ally Schmidt
  • uploads///Estimates
    Earnings Report

    What Are Analysts Estimating for UAL in 2016?

    UAL’s consensus 12-month target price is $77.38, which indicates a 65.6% return potential.

    By Ally Schmidt
  • uploads///UNP Intermodal
    Miscellaneous

    Understanding Union Pacific’s Week 26 Intermodal Volumes

    Unlike BNSF Railway (BRK-B), Union Pacific (UNP) reported a slight fall in overall intermodal volumes expressed in containers and trailers.

    By Samuel Prince
  • uploads///Passenger Yield
    Macroeconomic Analysis

    Will Airline Passenger Yields Continue to Decline?

    Airline passenger yield is the average airfare per passenger per mile. It is calculated by dividing the passenger revenue by revenue passenger miles (or RPM).

    By Ally Schmidt
  • uploads///UNP OpMar
    Earnings Report

    Why Union Pacific’s Operating Margin Contracted in 3Q17

    Union Pacific’s reported a 4.5% rise in overall operating revenues in 3Q17, but its operating expenses totaled $3.4 billion—up 6% from $3.2 billion in 3Q16.

    By Samuel Prince
  • uploads///Part _Nov_Fuel consumption
    Macroeconomic Analysis

    Labor costs offset lower fuel costs as airlines boost hiring

    There has been a recent substantial increase in profit-sharing expenses related to the employees, as the profitability of major US airlines increased.

    By Teresa Cederholm
  • uploads///Alaska Margin
    Earnings Report

    Could Alaska Air Group’s Margin Expand in 2017?

    In 1Q17, Alaska Air Group’s (ALK) EBITDA (earnings before interest, tax, depreciation, and amortization) is expected to fall 5.8% to $385 million.

    By Ally Schmidt
  • uploads///GWR UK
    Company & Industry Overviews

    Why Genesee & Wyoming’s European Volumes Slumped in May

    In May, Genesee & Wyoming’s (GWR) UK and European rail traffic slid 1.5% YoY (year-over-year).

    By Samuel Prince
  • uploads///Fuel Hedging
    Earnings Report

    JetBlue’s 3Q15 Performance: Must-Know Factors

    JetBlue Airlines’ new premium service, which it added to 11 of its flights across high value geographies such as Los Angeles and San Francisco, has received tremendous response.

    By Ally Schmidt
  • uploads///GWR NA
    Company & Industry Overviews

    Analyzing Genesee & Wyoming’s North American Traffic in May

    North American operations form a sizable share of Genesee & Wyoming’s (GWR) overall revenues.

    By Samuel Prince
  • uploads///UNP Intermodal
    Miscellaneous

    Union Pacific’s Intermodal Traffic Dipped in Week 24

    The direction of Union Pacific’s (UNP) intermodal volumes stood in contrast to the direction of its freight volumes. The company moved ~75,000 containers and trailers.

    By Samuel Prince
  • uploads///Revenue Estimates
    Earnings Report

    Why Analysts Reduced 2016 Revenue Estimates for Delta Air Lines

    For 1Q16, analysts are estimating Delta Air Lines (DAL) revenues to decline by ~1.5% YoY (year-over-year) to about $9.3 billion.

    By Ally Schmidt
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