Nov. 19, 2014, 7:56 AM| Comment!
Nov. 11, 2014, 8:17 AM
Nov. 6, 2014, 2:32 PM
- Airline stocks are on the move as lower oil prices and a continued tapering of Ebola fears boost prospects for demand.
- Capacity control has been a focus in the sector. So far, guidance from key companies this earnings season and presentations ongoing at the Raymond James Global Airline/Transportation Conference in NYC indicate U.S. carriers are keeping a nice grip on capacity.
- Advancers: JetBlue (NASDAQ:JBLU) +5.2%, Southwest Airlines (NYSE:LUV) +3.5%, Delta Air Lines (NYSE:DAL) +3.3%, United Continental (NYSE:UAL) +3.1%, Spirit Airlines (NASDAQ:SAVE) +2.9%, American Airlines Group (NASDAQ:AAL) +2.9%, Alaska Air Group (NYSE:ALK) +2.9%.
Nov. 6, 2014, 6:40 AM
- United Airlines (NYSE:UAL) is in talks with Embraer (NYSE:ERJ) and Bombardier (OTCQX:BDRBF, OTC:BOMBF) to buy new narrow-body planes as part of an effort to reduce reliance on unprofitable regional jets, Bloomberg reports.
- The discussions center around the largest models in Embraer's updated E-Jets family and Bombardier's smallest CSeries.
- An Embraer or Bombardier purchase would be a departure for United, whose pilots only fly Boeing and Airbus aircraft on its main jet routes.
Nov. 5, 2014, 12:06 PM
- U.S. airliners aren't losing their grip on capacity control in the face of falling oil prices, say Imperial Capital analysts covering the sector.
- They note American Airlines reduced capacity in both January and February by 4% which should have a carry-over effect on pricing in many markets.
- "We expect legacy peers to by and large follow American’s lead in maintaining or even decreasing capacity despite more favorable fuel prices," writes IC.
- Regional carriers: LUV, UAL, DAL, AAL, JBLU, ALK, HA, SAVE, ALGT, RJET.
Oct. 24, 2014, 3:19 PM
- Cowen Research says Q3 earnings and guidance from airliners have surprised to the upside.
- The positive comments from airliner management on PRASM and costs coincides with some share price loss in the sector over Ebola fears.
- Q4 margins are forecast to expand as lower fuel prices factor in.
- Domestic airline stocks: DAL, AAL, JBLU, UAL, ALK, HA, RJET, ALGT, LUV, SKYW, SAVE.
Oct. 23, 2014, 7:35 AM| 1 Comment
Oct. 21, 2014, 1:12 PM
- Airline stocks are putting in another volatile day as the Ebola headlines veer toward the positive side.
- Gainers: Spirit Airlines (NASDAQ:SAVE) +5.0%, American Airlines Group (NASDAQ:AAL) +5.3%, Southwest Airlines (NYSE:LUV) +4.7%, SkyWest (NASDAQ:SKYW) +4.1%, United Continental (NYSE:UAL) +2.9%, Delta Air Lines (NYSE:DAL) +2.5%, Allegiant Travel (NASDAQ:ALGT) +1.9%, JetBlue (NASDAQ:JBLU) +2.3%, Alaska Air Group (NYSE:ALK) +1.9%.
Oct. 20, 2014, 10:03 AM
- Fares on domestic flights are higher this year than a year ago, despite an increase in capacity across the sector, according to a forecast from Expedia EXPE.
- Thanksgiving flights showed a 17% increase on average to $467, while Christmas flights were up 2% to $493.
- A total of 21M Americans are expected to fly between October and December.
- The outlook could calm some fears that bookings or pricing are off with Ebola concerns cropping up in the U.S.
- Related stocks: DAL, AAL, JBLU, UAL, ALK, HA, RJET, ALGT, LUV, SKYW, SAVE.
Oct. 15, 2014, 11:49 AM
- Airline stocks are under pressure again after a report indicates that the second hospital worker to contract Ebola in the Dallas region flew a commercial flight earlier this week.
- The group has been battered around on Ebola fears over the last few weeks, despite little indication of any impact on bookings so far.
- On watch: DAL, AAL, JBLU, UAL, ALK, HA, RJET, ALGT, LUV, SKYW, LFL, GOL, SAVE.
Oct. 15, 2014, 5:25 AM
- A second healthcare worker has contracted Ebola in the U.S.,
- The worker, a staff member at Texas Health Presbyterian Hospital, was among those who looked after Thomas Duncan, who died of the virus earlier this month.
- More on Ebola
- Related health stocks: TKMR, BCRX, HEB, INO, NLNK, NNVC, OTCQB:GOVX, SRPT, CMRX, GSK, IBIO, APT, LAKE, SRPT, PLX, NSPH, SMED, VSR, AHPI
- Airlines: DAL, AAL, UAL, SKYW, ALGT, HA, LUV
- Hotels: MAR, HLT, IHG, STAY, H, HOT, CHH
- Lodging REITS: AHT, SHO, LHO, INN
Oct. 14, 2014, 2:20 PM
- Airline stocks trade higher as Ebola fears ease off a bit and lower oil prices factor in.
- The sector has been volatile ever since the first Ebola case was reported in the U.S.
- Decliners: Delta Air Lines (NYSE:DAL) +5.5%, American Airlines Group (NASDAQ:AAL) +9.5%, United Continental (NYSE:UAL) +5.3%, SkyWest (NASDAQ:SKYW) +5.5%, Allegiant Travel (NASDAQ:ALGT) +4.2%, Hawaiian Holdings (NASDAQ:HA) +3.8%, Southwest Airlines (NYSE:LUV) +4.2%.
Oct. 13, 2014, 3:36 PM
Oct. 9, 2014, 9:49 AM
- Select airline stocks stage an early rally, led by a big pop for United Continental (UAL +6.2%) following its report on Q3 PRASM gains.
- There's some commentary from Wall Street on the sector which is also contributing to sentiment: UAL has been added to the Focus List at Credit Suisse and Morgan Stanley is calling for gains for the majors.
- Gainers: Delta Air Lines (NYSE:DAL) +1.7%, Alaska Air Group (NYSE:ALK) +1.5%, American Airlines Group (NASDAQ:AAL) +1.0%, JetBlue Airways (NASDAQ:JBLU) +0.7%.
Oct. 9, 2014, 9:14 AM
Oct. 9, 2014, 8:38 AM
- United Continental (NYSE:UAL) reports consolidated revenue passenger miles fell 0.2% in September on tighter capacity.
- The company's load factor improved 20 bps to 82.9%.
- Q3 fuel costs are estimated at $3.01 per gallon.
- Q3 PRASM rose 3.5%-4.0%, according to a fresh 8-K from UAL.
- UAL +4.7% premarket to $45.90.
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