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Southwest Airlines Co. (LUV)

- NYSE
  • Thu, Apr. 9, 11:55 AM
    • Airlines stocks are making their typical strong move opposite the direction of oil prices.
    • The wild gyrations in the sector appear to be overdone to some analysts and industry watchers as developments in the oil patch crowd out capacity, demand, and pricing trends.
    • Fuel costs only accounted for 30% of the operating expenses for U.S. carriers last year, notes U.S. Global Investors CEO Frank Holmes.
    • He points out that airlines have also become more rational and are increasing the mix of fuel efficient planes.
    • There's also the disparity of airline stocks moving roughly in tandem despite different levels of jet fuel price exposure.
    • Previously: Fueling around with airline stocks (Feb. 07 2015)
    • Airline stocks on the move today: Hawaiian Holdings (NASDAQ:HA) -3.4%, Republic Airways (NASDAQ:RJET) -1.8%, Virgin America (NASDAQ:VA) -1.5%, American Airlines Group (NASDAQ:AAL) -1.5%, JetBlue (NASDAQ:JBLU) -1.5%, Spirit Airlines (NASDAQ:SAVE) -1.4%, Southwest Airlines (NYSE:LUV) -1.3%, Alaska Air Group (NYSE:ALK) -1.2%.
    | 19 Comments
  • Thu, Mar. 26, 8:20 AM
    • Airline stocks are reacting to the jump in crude oil prices as would be expected.
    • Crude oil is markedly higher off of unrest in Yemen.
    • Delta Air Lines (NYSE:DAL) is down 4.1% in premarket action, while United Continental (NYSE:UAL) is off 2.9%.
    • Southwest Airlines (NYSE:LUV) and JetBlue (NASDAQ:JBLU) are both down about 3%.
    • No-hedging American Airlines Group (NASDAQ:AAL) continues to be a curiosity to some traders with its tendency to move in-line with peers on oil swings - despite having a different fuel pricing strategy. AAL -3.4% premarket.
    • A deeper dive into jet fuel prices is available at Platts.
    | 18 Comments
  • Wed, Mar. 11, 2:12 PM
    • Airline stocks are taking back some ground with oil prices peeling off 1.3%.
    • The sector also got a lift when Southwest Airlines topped analyst estimates for revenue passenger miles for February.
    • Gainers: United Continental (NYSE:UAL+2.4%, Southwest Airlines (NYSE:LUV+1.9%, Virgin America (NASDAQ:VA+1.6%, Spirit Airlines (NASDAQ:SAVE+1.5%, American Airlines Group (NASDAQ:AAL+1.5%, Delta Air Lines (NYSE:DAL+1.2%.
    • Related: Spring preview on U.S. airlines
    • Previously: Load factor on the rise at Southwest Airlines
    | 6 Comments
  • Thu, Feb. 19, 9:48 AM
    • Strong gains across the airline sector after oil prices move in the right direction after inventories increase.
    • What to watch: The West Coast port slowdown is now a factor in the jet fuel market (Platts breakdown).
    • Gainers: Republic Airways (NASDAQ:RJET) +4.7%, Delta Air Lines (NYSE:DAL) +4.1%, JetBlue (NASDAQ:JBLU) +3.9%, Southwest Airlines (NYSE:LUV) +2.6%, United Continental (NYSE:UAL) +2.8%, American Airlines Group (NASDAQ:AAL) +2.1%, United Continental (UAL) +2.5%, Spirit Airlines (NASDAQ:SAVE) +2.6%, Virgin America (NASDAQ:VA) +2.1%, Allegiant Travel (NASDAQ:ALGT) +1.8%, Hawaiian Holdings (NASDAQ:HA) +1.2%.
    | 18 Comments
  • Mon, Feb. 9, 10:37 AM
    • It's an anxious time for airline stocks with a number of factors swaying sentiment to start the week.
    • Oil prices continue to trek higher after OPEC issued an updated outlook on demand.
    • Southwest Airlines (LUV -1.9%) showed a drop in load factor during January as its capacity outran passenger revenue miles.
    • Another winter storm on the East Coast is also an operational complexity for the sector.
    • Decliners: United Continental (NYSE:UAL) -4.7%, Alaska Air Group (NYSE:ALK) -4.2%, Republic Airways (NASDAQ:RJET) -4.1%, JetBlue Airways (NASDAQ:JBLU) -3.6%, American Airlines (NASDAQ:AAL) -3.4%, Delta Air Lines (NYSE:DAL) -3.2%, Hawaiian Holdings (NASDAQ:HA) -2.1%.
    | 24 Comments
  • Tue, Feb. 3, 2:46 PM
    • Another strong jump in oil prices has tripped up airline stocks again.
    • The outlier in the group is Virgin America (NASDAQ:VA) which has managed a 0.2% gain.
    • The sector is coming off a Q4 where most companies realized a double-digit decline in fuel expenses with no give back on airfares.
    • Decliners: Republic Airways (NASDAQ:RJET) -1.1%, Delta Air Lines (NYSE:DAL) -1.1%, Hawaiian Holdings (NASDAQ:HA) -1.0%, Southwest Airlines (NYSE:LUV) -3.1%, Alaska Air Group (NYSE:ALK) -3.0%, American Airlines Group (NASDAQ:AAL) -2.4%, Allegiant Travel (NASDAQ:ALGT) -3.2%, JetBlue (NASDAQ:JBLU) -2.1%, United Continential (NYSE:UAL) -2.3%.
    | 18 Comments
  • Mon, Feb. 2, 3:02 PM
    • Airline stocks retreat after oil prices make a strong move higher.
    • Despite the ups and downs in the sector as developments with the oil market dominates headlines, more analysts are jumping aboard the long-term story on airlines on earnings growth potential and cash flow allocation plans.
    • Today it was Raymond James coming in with upgrades on Delta Air Lines , Spirit Airlines (SAVE +1%), and United Continental to a Strong Buy.
    • Decliners: Republic Airways (NASDAQ:RJET) -3.8%, Delta Air Lines (NYSE:DAL) -3.0%, Hawaiian Holdings (NASDAQ:HA) -2.7%, Southwest Airlines (NYSE:LUV) -2.5%, Alaska Air Group (NYSE:ALK) -1.9%, American Airlines Group (NASDAQ:AAL) -1.7%, Allegiant Travel (NASDAQ:ALGT) -1.5%, JetBlue (NASDAQ:JBLU) -1.4%, United Continential (NYSE:UAL) -1.2%.
    | 9 Comments
  • Wed, Jan. 28, 7:50 AM
    • Credit Suisse upgrades Southwest Airlines (NYSE:LUV) to Outperform from Neutral.
    • The investment firm boosts its price target on the carrier to $62 from $48.
    • LUV +2.0% premarket to $46.80.
    | Comment!
  • Thu, Jan. 22, 9:31 AM
    • Airline stocks are set to rally as news from the sector continues to be favorable.
    • Double-digit fuel cost declines. Check.
    • Fares holding. Check.
    • Passenger revenue miles outpacing capacity gains. Check.
    • Analyst ratings and EPS upgrades. Check.
    • Related stocks: LUV, UAL, DAL, AAL, JBLU, ALK, HA, SAVE, ALGT, RJET, VA.
    | 36 Comments
  • Thu, Jan. 22, 9:08 AM
    • Southwest Airlines (NYSE:LUV) reports passenger revenue rose 2.6% on a unit basis to 44.4B in Q4.
    • The company's load factor improved 160 bps Y/Y to 82.0% as revenue passenger miles outpaced capacity gains.
    • Average stage length +2.6% to 722 miles.
    • Average airfare +1.3% to $158.06.
    • Freight revenue +12.2% to $46M.
    • Economic fuel costs fell 14.1% Y/Y to $2.62 per gallon inclusive of settled hedges.
    • LUV +4.61% premarket to $43.76.
    | 3 Comments
  • Thu, Jan. 22, 8:32 AM
    • Southwest Airlines (NYSE:LUV): Q4 EPS of $0.59 beats by $0.04.
    • Revenue of $4.63B (+4.5% Y/Y) beats by $40M.
    • Shares +3.97% PM.
    • Press Release
    | 1 Comment
  • Mon, Jan. 12, 9:15 AM
    • Southwest Airlines (NYSE:LUV) reports passenger revenue miles increased 2.8% to 9.0B in December.
    • The pace was a shade below the 2.9% increase in capacity during the month.
    • Load factor -10 bps to 82.7%.
    • LUV -0.8% premarket.
    | 2 Comments
  • Dec. 31, 2014, 10:07 AM
    • Airline stocks are in rally mode again off of momentum driven by the latest slide in oil prices.
    • Southwest Airlines (LUV +2.2%) is poised to end the year as the top performing stock of the S&P 500 Index with a +125% rip.
    • Though jet fuel hedging strategies vary widely throughout the sector, a prolonged period of lower oil prices will allow all carriers to realize a benefit.
    • Gainers: Republic Airways (NASDAQ:RJET) +4.4%, United Continental (NYSE:UAL) +2.4%, Virgin America (NASDAQ:VA) +1.9%, JetBlue (NASDAQ:JBLU) +1.8%, Alaska Air Group (NYSE:ALK) +1.7%, Allegiant Travel (NASDAQ:ALGT) +1.6%, Delta Air Lines (NYSE:DAL) +1.6%, SkyWest (NASDAQ:SKYW) +1.4%.
    • Previous: Hedging strategies by airline
    | 2 Comments
  • Dec. 10, 2014, 9:49 AM
    • Airline stocks rip a fresh set of gains after oil prices weaken again and the IATA issues a rosy forecast on 2015 profit for the sector.
    • There has also been a wave of analyst upgrades on airliners which has boosted sentiment.
    • Leading gainers: Southwest Airlines (NYSE:LUV) +3.1%, United Continental (NYSE:UAL) +3.1%, Spirit Airlines (NASDAQ:SAVE) +2.7%, American Airlines Group (NASDAQ:AAL) +2.6%, China Eastern Air (NYSE:CEA) +2.4%, Republic Airways (NASDAQ:RJET) +2.4%, Virgin America (NASDAQ:VA) +2.0%, China Southern Airlines (NYSE:ZNH) +1.9%.
    | 7 Comments
  • Dec. 8, 2014, 9:07 AM
    • Southwest Airlines (NYSE:LUV) reports revenue passenger miles rose 6% to 8.6B in November.
    • The company's load factor improved 150 bps to 80.1% with capacity up 4%.
    • Southwest forecasts PRASM will be up 1%-2% for Q4.
    • LUV +0.6% premarket with a Goldman Sachs upgrade also factoring in.
    | 3 Comments
  • Dec. 8, 2014, 7:51 AM
    | 3 Comments
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Company Description
Southwest Airlines Co is an operator of passenger airline that provides scheduled air transportation in the United States and international markets.
Sector: Services
Country: United States