- Wolfe Research analyst Hunter Keay says Hawaiian Holdings (HA +10.7%) turned in a "nice, quiet" print that included unit revenue guidance ahead of expectations.
- Importantly, Hawaiian Holdings management said cost per available seat mile will be flat to down in the years ahead.
- The confident tone from the airline company on costs management and the threat of Southwest Airline entering the Hawaii market isn't going unnoticed by investors.
- Previously: Hawaiian Holdings +5% after earnings, upgrade (July 25)