United Continental Holdings Inc

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    Company & Industry Overviews

    What Stocks Were Shorted on September 10, 2001, Before 9/11?

    By Ruchi Gupta
  • Why Delta’s 3Q14 fuel expense was impacted by fuel hedges
    Industrials

    Why Delta’s 3Q14 fuel expense was impacted by fuel hedges

    Fuel expense is Delta’s largest expense. It accounted for ~29% of the total operating expense in 3Q14. Fuel consumption per available seat mile decreased by 1.5% during the quarter.

    By Teresa Cederholm
  • Why fatal disease outbreaks impact economic activity
    Industrials

    Why fatal disease outbreaks impact economic activity

    The World Bank estimated Ebola’s impact by analyzing two scenarios—low Ebola and high Ebola. The scenarios are based on the probability of the disease spreading internationally.

    By Teresa Cederholm
  • uploads///Stock
    Earnings Report

    How Did US Airlines Fare in 4Q15?

    In this series, we’ll explore the key highlights of the major US airlines’ 4Q15 earnings. In 4Q15, the stocks of most legacy players outpaced those of regional carriers.

    By Ally Schmidt
  • uploads///part  china stocks
    Consumer

    US and Chinese Economies Are on Different Trajectories

    On April 17, China (FXI) released several economic data points. The country’s first-quarter GDP growth of 6.4% surprised on the upside.

    By Mohit Oberoi, CFA
  • uploads///Traffic
    Company & Industry Overviews

    Why Delta Air Lines’ Traffic Fell in August 2016

    Delta Air Lines’ (DAL) total traffic fell due to a computer outage. For August 2016, Delta’s traffic fell by 2.8% as compared to the 0.5% capacity growth.

    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///key indicators
    Macroeconomic Analysis

    What Should Airline Industry Investors Look Out for in 2016?

    Growing capacity is necessary for revenue growth. However, capacity expansion that exceeds demand growth can lead to declining utilization.

    By Ally Schmidt
  • uploads///Chart  Rating
    Industrials

    How Analysts View American Airlines ahead of Q1 Results

    American Airlines (AAL), the fourth-largest US air carrier, is expected to report its first-quarter 2019 results on April 24.

    By Anirudha Bhagat
  • 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///Chart  EPS
    Company & Industry Overviews

    Southwest Airlines: Analysts’ Q4 Expectations

    Southwest Airlines’ third-quarter revenues rose 5.1% YoY to $5.6 billion. The company’s EPS grew 22.7% YoY to $1.08.

    By Anirudha Bhagat
  • uploads///Reveunue
    Earnings Report

    Could 2016 Be the Year of Revenue Growth for United Continental?

    United Continental (UAL) expects its unit revenue to decline approximately 6%–8% YoY for the upcoming first quarter of 2016. Revenues are expected to remain under pressure in 2016.

    By Ally Schmidt
  • uploads///Chart  Rating
    Industrials

    Analysts See Strong Double-Digit Growth in United Airlines Stock

    United Airlines (UAL) stock could be an intriguing choice for investors, according to Wall Street analysts.

    By Anirudha Bhagat
  • uploads///leverage
    Earnings Report

    Can Delta Air Lines Continue to Reduce Its Debt in 2016?

    Delta Air Lines (DAL) expects to generate more than $7 billion–$8 billion of operating cash flow and ~$4 billion–$5 billion of free cash flow. It plans to reduce its adjusted net debt to $4 billion by 2020.

    By Ally Schmidt
  • uploads///net oil importers
    Miscellaneous

    Who Are The Lower Oil Price Winners?

    According to estimates by Barclays, the industry could save up to the tune of $10 billion in fuel costs, making airlines lower oil price winners.

    By Jeffrey Rosenberg
  • 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///LC capacity growth
    Company & Industry Overviews

    Alaska Airlines Capacity Growth Is Faster than That of Its Peers

    Alaska Air Group saw the highest surge in traffic demand and was the leader in capacity growth, with a 6.4% YoY increase in its capacity in July 2015.

    By Ally Schmidt
  • uploads///a
    Fund Managers

    How Does Wall Street View American Airlines?

    Out of the total analysts surveyed by Bloomberg, 64.7% of analysts have a “buy” rating on American Airlines, ~35.3% of the analysts have a “hold” rating, and no analysts have a “sell” rating.

    By Santiago Solari
  • Industrials

    Why Delta’s unit cost increased in 3Q14

    Delta’s operating expenses increased by 16%, on 7% higher revenue, to $10,343 million. Higher costs had a negative impact on Delta’s operating profits.

    By Teresa Cederholm
  • uploads///Stock
    Macroeconomic Analysis

    Why Airlines Got off to a Bad Start in 2016

    2016 has been the worst start for the S&P 500 in the past eight years. US airlines also saw a bad start. The Dow Jones U.S. Airline Index has fallen 4% YTD.

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

    DAL’s Transatlantic Focus Boosts Its Revenue in Q3

    On October 11, Delta Air Lines released its third-quarter results. The company’s adjusted EPS of $1.83 came in ahead of analysts’ expectations by $0.09 and registered a whopping 16.6% YoY (year-over-year) increase.

    By Anirudha Bhagat
  • Industrials

    Must-know: Alaska’s commitment to increase shareholder returns

    Increases in share prices and dividends provide direct benefits to shareholders. The increases in share prices give better returns. Share repurchases and stock splits provide indirect benefits. Share repurchases lead to a reduction in outstanding shares. This results in increased EPS.

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

    Could Pilot Strikes Become a Major Issue for the Airlines?

    In mid-September 2016, the Hawaiian Airlines pilot union opened a strike operations center to operate in the event of a strike.

    By Ally Schmidt
  • Company & Industry Overviews

    Gol’s passenger revenue increases on higher yields

    Brazil is the third largest domestic aviation market. With double-digit traffic growth, Brazil was one of the fastest-growing domestic markets in 2010 and 2011.

    By Teresa Cederholm
  • 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///S
    Company & Industry Overviews

    IT Sector Awaits Trump’s Meeting with Silicon Valley CEOs

    The S&P 500 Information Technology sector rose 0.32% on December 20. The market is looking forward to Trump’s meeting with Silicon Valley CEOs.

    By Val Kensington
  • 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///Fuel
    Macroeconomic Analysis

    Oil and Airlines: How Are They Mixing?

    Airlines have been enjoying huge cash surpluses due to cheaper jet fuel, a situation that has persisted since oil prices experienced a massive slide in mid-2014.

    By Ally Schmidt
  • uploads///revenue
    Earnings Report

    Can Alaska Air Group Continue Its Healthy Revenue Growth in 2016?

    For 4Q15, Alaska Air Group’s passenger revenues grew by 4.7% YoY in contrast to the industry’s revenue decline of 1% in 2015. ALK’s total revenue growth stood at 5.5% YoY.

    By Ally Schmidt
  • uploads///BA Stock
    Earnings Report

    Boeing Stock Falls after Comments by Delta’s CEO

    Delta Air Lines (DAL) reported its earnings on October 14, 2015. The earnings call caused greater movement in one of Delta’s key vendors—Boeing (BA).

    By Ally Schmidt
  • uploads///LF
    Macroeconomic Analysis

    Can Airline Capacity Utilization Improve Going Forward?

    Airline capacity utilization is measured using the passenger load factor, which is calculated by dividing traffic numbers by capacity numbers.

    By Ally Schmidt
  • uploads///american _
    Earnings Report

    American Airlines: What Could Affect Its Q1 Earnings

    Analysts expect American Airlines to report an adjusted EPS of $0.51—down 32.4% on a YoY (year-over-year) basis.

    By Anirudha Bhagat
  • 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
  • uploads///operations
    Earnings Report

    Can Alaska Air Group Maintain Its Operational Edge in 2016?

    Among its legacy carrier peer group, Alaska Air Group witnessed the most aggressive growth in terms of both traffic and capacity. Airline traffic, as measured by revenue passenger mile, grew by 11.6% YoY in 4Q15.

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

    Can American Airlines’ Capacity Continue Its High Growth Rate?

    After declining slightly and appearing mostly flat for the past three months, American Airlines’ (AAL) capacity grew by 8% year-over-year in February 2016.

    By Ally Schmidt
  • uploads///Chart  Air Traffic Demand
    Financials

    Airlines Could See Margin Expansion in 2019

    In November, the rally in airline stocks was driven by positive remarks on the entire industry from Goldman Sachs (GS) and Credit Suisse (CS).

    By Anirudha Bhagat
  • 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
  • What Are Leon Cooperman’s Top Holdings?
    Financials

    What Are Leon Cooperman’s Top Holdings?

    In Q3, billionaire investor Leon Cooperman’s top five holdings were Fiserv, Alphabet, United Continental, Chimera Investment, and Cigna.

    By Rabindra Samanta
  • uploads///ASM
    Company & Industry Overviews

    Will United Continental’s Capacity Continue to Grow in November 2016?

    In November 2016, United Continental Holdings’ (UAL) capacity grew by 1.6% YoY (year-over-year). YTD as of November, capacity grew 1.3%.

    By Ally Schmidt
  • uploads///Part_Capex
    Industrials

    Must-know: Alaska’s increasing return on invested capital

    Alaska’s capital expenditure (or capex) mainly includes investment on aircraft. It increased since 2010. In 2013, ~80% of the total cash used for investing activities was on capital expenditure. The total capital expenditure was $566 million. $487 million was on aircraft and aircraft purchase deposits. $79 million was on flight equipment and other property and equipment.

    By Teresa Cederholm
  • uploads///ANR
    Earnings Report

    Why Most Analysts Still Recommend ‘Buys’ on American Airlines

    According to Bloomberg’s consensus, out of the 14 analysts tracking American Airlines (AAL), 71.4% have “buy” recommendations.

    By Ally Schmidt
  • uploads///ANR
    Earnings Report

    Are Analysts Bullish on United Continental ahead of the 3Q16 Earnings?

    According to Bloomberg, 12 out of 16 analysts tracking UAL have issued “buy” recommendations. Four analysts have issued “holds.” None has issued a “sell.”

    By Ally Schmidt
  • uploads///Qatar airways
    Earnings Report

    Why Is Qatar Airways Interested in American Airlines?

    In the last week of June 2017, Qatar Airways’ CEO, Akbar Al Baker, disclosed the carrier’s interest in buying a 10% stake worth $808 million in American Airlines through the open market.

    By Ally Schmidt
  • uploads///revenue
    Earnings Report

    Why United Continental Got Downward Revision of 2016 Revenue

    For 2016, analysts are estimating United Continental’s (UAL) revenue to decline by 4% to $36.0 billion. The decline is higher than the earlier estimate of 2%.

    By Ally Schmidt
  • Industrials

    Why it’s important for airlines to improve load factor

    Load factor measures capacity utilization. It indicates the percentage of total capacity that an airline utilizes. Airlines are capital intensive. They have high fixed costs.

    By Teresa Cederholm
  • 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///revenue
    Earnings Report

    Alaska Air: Why Analysts Forecast Higher Revenue in Next 2 Years

    For 2Q16, analysts are estimating 4.2% revenue growth for Alaska Air Group (ALK), which is slower than the 6.2% growth in 1Q16.

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

    Why Delta Air Lines’s July 2016 Metrics Left Investors Wary

    US airline stocks tumbled on Tuesday, August 3, following Delta Air Lines’s (DAL) weak operational metrics for July 2016. DAL reported a 7% year-over-year decline in its passenger revenue per available seat mile numbers for July 2016.

    By Ally Schmidt
  • uploads///Part_Dec_Air Cargo volume and capacity
    Macroeconomic Analysis

    Low yield, utilization drive down air cargo profitability

    Growing trade activity drove the recovery in cargo traffic in emerging markets in Asia, but it was slightly offset by the slowing European economy.

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

    Gol’s increased operating cash flow boosts higher free cash flow

    Gol’s financial assets decreased in 3Q14, but its cash balance increased to 1,942 million real from 1,636 million real in FY13.

    By Teresa Cederholm
  • uploads///Part_Q_FCF
    Earnings Report

    American’s capital expenditure exceeds cash from 2014 operations

    During the nine months of 2014, American Airlines generated $2,276 million cash from operations.

    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

    Why airlines adopt approaches to improve yield and revenue

    Alaska Airlines (ALK) has the lowest yield of $0.148 among all its peers. Its peers include Delta (DAL) at $0.1689, United (UAL) at $0.1614, American (AAL) at $0.1622, and Southwest (LUV) at $0.1602. Revenue management is essential for the airline industry. The industry needs to maximize revenue by selling the most aircraft seats possible to customers at the best price.

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

    November US airline traffic grows, capacity expansion slowdown

    November traffic growth was down compared to 2.7% in October, and growth in capacity picked up from 2% in October.

    By Teresa Cederholm
  • 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///Part_Q_Valuation
    Industrials

    Why Delta’s share price increased after 3Q14 earnings release

    Delta’s share price increased after the release of its 3Q14 earnings on October 16, 2014. On October 13, 2014, Delta’s share price reached $30.90—the lowest level since February 2014.

    By Teresa Cederholm
  • 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///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///ANR
    Earnings Report

    Why Have Some Analysts Become Less Positive on American Airlines?

    Out of the 14 analysts tracking American Airlines (AAL), 50% have a “buy” recommendation on the stock as compared to the 71.4% that had a “buy” rating in 2Q16.

    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///Part_Fleet
    Industrials

    Must-know: Alaska Airlines’ aircraft and fuel efficiency

    In 2013, Alaska operated a fleet of 131 Boeing 737 jet aircraft. It had contracts with Horizon, Sky West Airlines, and Peninsula Airways for regional capacity. Horizon operated 51 Bombardier Q400 turboprop aircraft. It sells all of its capacity to Alaska according to its capacity purchase agreements.

    By Teresa Cederholm
  • 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///Stock
    Earnings Report

    Alaska Air Stock: What Heights Will It Reach in 4Q16?

    Alaska Air is expected to announce its 4Q16 financial results on January 26, 2017. What can we expect for 4Q16 and, more importantly, for 2017?

    By Ally Schmidt
  • Industrials

    Why Ebola impacted the airline industry

    During fatal disease outbreaks, rules and restrictions are imposed—especially on air transportation. This includes canceling flights to the affected areas.

    By Teresa Cederholm
  • uploads///RPM
    Macroeconomic Analysis

    What’s the Demand Outlook for the Airline Industry?

    According to IATA (or International Airline Transport Association), for September 2016, global passenger travel demand grew 7% year-over-year (or YoY).

    By Ally Schmidt
  • uploads///Guidance
    Earnings Report

    Can Boeing Deliver on Its New Guidance?

    The Boeing Company updated its guidance for 2015. It expects revenues to end in the range of $95 billion–$97 billion by the end of 2015 compared to its previous outlook of $94.5 billion–$96.5 billion.

    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///Bob fornaro tenure
    Company & Industry Overviews

    Fornaro’s Turbulent Ride and Achievements at Spirit Airlines

    For October, SAVE was ranked third on the metric according to the Department of Transportation. That’s a huge improvement since Spirit has historically been last.

    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///change in airline industry
    Company & Industry Overviews

    Why Did Buffett Change His Investment Philosophy on Airlines?

    Crude oil is trading below $50 per barrel, one of its lowest recent prices, and it is expected to take some time before it recovers, given the huge oversupply.

    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///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///Stock
    Industrials

    Airlines Gain after Delta’s November Traffic Update

    Delta Air Lines (DAL) stock rose 1.6% on the day of its November traffic release on December 4, 2017, and its peers also saw rises.

    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///Analyst ratings
    Company & Industry Overviews

    Wall Street Analysts’ Recommendations for Southwest Airlines

    At present, 35.3% of the analysts tracking the Southwest Airlines (LUV) stock have “strong buy” ratings, another 35.3% have “buy” ratings, and 29.4% have “hold” ratings on the stock.

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

    How Has American Airlines’ Valuation Changed over the Years?

    You should keep watch on American Airlines’ expected future debt reduction, capacity expansion, and future margins since analysts believe that airline margins have peaked.

    By Ally Schmidt
  • Industrials

    Why the Ebola scare led to a 16% drop in the Airline Index

    The share prices for major airline companies in the U.S. dropped substantially after the news of the first Ebola case in U.S. on September 30, 2014.

    By Teresa Cederholm
  • 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///Part_Org structure
    Company & Industry Overviews

    An investor’s guide to China Southern Airlines

    China Southern Airlines’ network connects 1,024 destinations in 187 countries, including all major cities in Asia, Europe, the United States, Australia, and Africa.

    By Teresa Cederholm
  • uploads///Part_Share price
    Company & Industry Overviews

    Chinese airline stocks underperform relative to US counterparts

    The US airlines’ improved operational efficiency was a driving factor for higher profitability and share price appreciation.

    By Teresa Cederholm
  • 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
  • uploads///Part_Passenger traffic growth by region
    Industrials

    The global airline industry contributes to economic development

    With 16,000 unique city pairs, connectivity by air is estimated to have doubled in the past two decades. Moreover, although demand continues to rise, the price of travel has fallen.

    By Teresa Cederholm
  • 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///Part_Dec_Profitability of global airlines
    Macroeconomic Analysis

    Profitability outlook of the global airline industry

    Apart from the rise in traffic, airlines also benefit from cost efficiencies arising out of lower crude oil prices.

    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/// US election results
    Miscellaneous

    Initial Reactions from the Travel Industry after Trump’s Win

    Just a few days ago, we wrote about how Trump had received very little support from the travel industry. Now that he’s been elected, what’s next?

    By Ally Schmidt
  • uploads///Airline valuation
    Earnings Report

    Airlines’ Relative Valuations after 4Q16 Earnings: What Is Priced In?

    Alaska Air Group (ALK) currently has the highest forward EV-to-EBITDA multiple of 6.6x.

    By Ally Schmidt
  • uploads///ANR
    Earnings Report

    Wall Street Analysts’ Recommendations for American Airlines

    According to Reuters, of the 17 analysts tracking American Airlines (AAL), 23.5% (or four) have “strong buy” ratings on the stock.

    By Ally Schmidt
  • uploads///AAL revenue
    Earnings Report

    Why Analysts Expect American Airlines’ Revenue to Decline in 2016

    For 1Q16, analysts estimate American Airlines’ revenues to decline by 4% to $9.4 billion and then to slow to 2% and 0.5% in 2Q16 and 3Q16, respectively.

    By Ally Schmidt
  • uploads///Valaution
    Earnings Report

    What’s Priced In to SAVE’ Stock ahead of Its 3Q16 Earnings?

    Despite its fall in 3Q16, Spirit Airlines’ stock continues to be the best performing airline stock in 2016. The stock has risen almost 9% year-to-date.

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

    How Has Southwest Airlines Stock Fared?

    Southwest Airlines (LUV) stock has risen 7.5% since its traffic update on December 7, 2017. Its regional peer JetBlue Airways (JBLU) has also risen 0.93%.

    By Ally Schmidt
  • uploads///Stock
    Earnings Report

    Why Delta Air Lines Stock Fell after Q4 Earnings

    Delta Air Lines (DAL) reported its fourth quarter 2016 results on January 12, 2016. The airline’s revenue fell.

    By Ally Schmidt
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