Alaska Airlines Reports Mixed Q2 Results And Cautious Q3 Outlook, Enhances Premium Services
Alaska Airlines Reports Mixed Q2 Results And Cautious Q3 Outlook, Enhances Premium Services
Alaska Air Group, Inc (NYSE:ALK) reported second-quarter 2024 total operating revenue growth of 2% year-over-year to $2.897 billion, missing the consensus of $2.945 billion.
阿拉斯加航空公司（NYSE：ALK）報告2024年第二季度總營業收入同比增長2％，爲28.97億美元，低於29.45億美元的共識。
Adjusted EPS stood at $2.55, down from $3.00 a year ago, beating the consensus of $2.39.
調整後的每股收益爲2.55美元，低於去年同期的3.00美元，超過2.39美元的共識。
"It's clear that premium airlines are rising above the rest of the industry, and Alaska's product and performance put us in that top tier, with a strong long-term outlook to grow and compete. That's how we brought in record quarterly revenue and achieved a 15.8% adjusted pretax margin that should lead the industry," commented CEO Ben Minicucci.
“顯然，優質航空公司正在崛起，而阿拉斯加的產品和業績將我們置於該行業的頂尖階層，並擁有強大的長期前景，可以增長和競爭。這就是我們帶來記錄季度營收並實現15.8％的調整稅前利潤率，這將成爲該行業的原因，”首席執行官Ben Minicucci評論道。
Revenue passengers rose 3% Y/Y, traffic was up 2%, capacity gained 6% Y/Y, and load factor contracted from 87%% to 84.1%.
收入乘客同比增長3％，交通量同比增長2％，容量同比增長6％，而載荷因素從87％下降至84.1％。
Economic fuel cost per gallon for the quarter rose 3% Y/Y to $2.84.
本季度每加侖經濟航空燃料成本同比上漲3％至2.84美元。
Alaska Air repurchased 663,177 shares of common stock for ~$28 million in the quarter, bringing total repurchases to $49 million for the six months ended June.
阿拉斯加航空回購了663,177股普通股，價值約2800萬美元，爲6月結束的六個月累計回購4900萬美元。
The airline generated $580 million in operating cash flow for the quarter. As of June-end, the company held $2.5 billion in unrestricted cash and marketable securities.
本季度，該航空公司的經營性現金流爲5800萬美元。截至6月底，公司持有25億美元的無限制現金和有市場流通價值的證券。
ALK ended the quarter with a debt-to-capitalization ratio of 45%, within the target range of 40% to 50%.
阿拉斯加航空公司本季度的負債率爲45％，在目標範圍40％至50％內。
Alaska Airlines received one E175 aircraft during the quarter, bringing the total in the Horizon fleet to 44.
在本季度，阿拉斯加航空公司收到了一架E175飛機，將水平艦隊的總數增至44。
During the quarter, ALK received six 737-9 and three 737-8 aircraft, added a second 737-800 freighter, and expanded Alaska Air Cargo's network with twice-weekly service to Los Angeles.
本季度，阿拉斯加航空公司收到了6架737-9和3架737-8飛機，增加了第二架737-800貨機，並將阿拉斯加航空貨運公司的網絡擴展到每週兩次往返洛杉磯。
The airline purchased a 600,000-square-foot facility in Renton, Washington, for its training programs and operational teams, to open in 2025 after renovations.
該航空公司在華盛頓雷頓購買了一個60萬平方英尺的設施，用於其培訓計劃和運營團隊，將在翻新後的2025年開放。
ALK reached a tentative agreement with mainline flight attendants, recognizing their contributions. Voting on the agreement will conclude by mid-August.
此外，阿拉斯加航空公司宣佈每年新增130萬個高級座位，增強頭等艙和優質艙的功能，同時保持4個盥洗室。這一舉措滿足了不斷增長的需求並提高了舒適度，使商務和休閒旅客更容易升級。
Additionally, Alaska Airlines announced that it is expanding its fleet with 1.3 million new premium seats annually, enhancing First Class and Premium Class features while maintaining four lavatories. This move meets rising demand and boosts comfort, making upgrades more accessible for business and leisure travelers.
Q3 指導：阿拉斯加航空公司預計每股收益爲1.40美元至1.60美元，而非市場共識的2.05美元；同比ASMs預計上漲2％-3％，而非2023年。預計每加侖經濟性燃料成本介於2.85至2.95美元。
Q3 Guidance: Alaska Air expects EPS of $1.40-$1.60 versus $2.05 consensus; ASMs expected to be Up 2%-3% compared to 2023 And sees economic fuel cost per gallon between $2.85 to 2.95.
2024年指導：阿拉斯加航空公司預計每股收益爲3.50美元至4.50美元（之前爲3.25美元至5.25美元），而非市場共識的4.49美元；ASMs預計將小於2.5％，而非2023年。Capex爲12億至13億美元。
2024 Guidance: ALK expects EPS of $3.50-$4.50 (prior $3.25-$5.25) versus $4.49 consensus; ASMs expected to be < 2.5% compared to 2023 and sees Capex Of $1.2 billion – $1.3 billion.
價格走勢：截至上週四最後一次檢查時，阿拉斯加航空公司的股票價格已跌至39.31美元，下跌1.80％。
Price Action: ALK shares are trading higher lower 1.80% at $39.31 premarket at the last check Thursday.
圖片由Robin Guess在Shutterstock.com上提供的。
Photo Courtesy: Robin Guess On Shutterstock.com
圖片由Shutterstock.com的Robin Guess提供
譯文內容由第三人軟體翻譯。