美股異動 | 航空股普漲 西南航空(LUV.US)和達美航空(DAL.US)上調了2022年3月營收預期
格隆匯3月15日丨聯合大陸航空(UAL.US)漲9.74%,達美航空漲9.2%,美國航空、西南航空和Ryanair漲超7%,阿拉斯加航空等更漲。西南航空公司預計,預計第一季度的營業收入將比2019年同期下降8% - 10%,而之前的估計為下降10% - 15%。西南航空也預測第一季度的負荷係數為75% - 80%,運力下降9% - 10%。在第二季度,西南航空預計其運力將比2019年第二季度下降約7%,目前預計其2022年下半年的運力將與2019年下半年大致持平。西南航空表示,“在2022年1月和2月,由於預訂疲軟和與Omicron變種相關的旅行取消增加,公司經歷了收入困難,但隨着新冠確診趨勢下降,公司在2022年3月的收入趨勢有所改善。目前的春假旅遊休閒收入趨勢強勁,高於2019年的水平。該公司2022年第一季度營業收入指引的改善主要是由於預訂量和乘客收益高於預期,以及該公司的忠誠計劃的強勁表現。”達美航空的最新業績指引顯示,預計該公司第一季度的運力約為2019年水平的83%,3月份的每可用座位英里收入與2019年3月相比持平。達美航空本季度總營收預計將達到2019年水平的78%,此前預期為72% - 76%。第一季度的季度税前損失與之前的預期一致。達美航空也預計第一季度將實現正的自由現金流。

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