Southwest Airlines Lifts Q4 Guidance, Launches $750 Million Stock Buyback
Southwest Airlines Lifts Q4 Guidance, Launches $750 Million Stock Buyback
The company expects unit revenues to rise 5.5%-7.0% YoY, with capacity down ~4%. This improvement is driven by robust travel demand and benefits from tactical initiatives, including network optimization, capacity adjustments, enhanced marketing, and advanced revenue management.On Thursday, Southwest Airlines Company (NYSE:LUV) shares traded higher after the company announced it will launch a $750 million stock buyback program in the first quarter of 2025. The move follows the $250 million accelerated share repurchase launched in October 2024.
週四，西南航空公司（紐交所：LUV）的股票在公司宣佈將於2025年第一季度啓動75000萬美元的股票回購計劃後交易上升。這一舉措是在2024年10月啓動的25000萬美元加速回購的基礎上進行的。
After this, $1.5 billion will remain under its $2.5 billion repurchase program, authorized in September 2024.
在此之後，仍將在其2024年9月獲授權的25億美元回購計劃下保留15億美元。
Outlook: The company revised its fourth-quarter guidance, now expecting RASM to increase by 5.5% to 7.0% (vs. 3.5%- 5.5% prior) and economic fuel costs per gallon to be $2.35 to $2.45 (vs. $2.25 to $2.35 earlier).
展望：公司修訂了其第四季度指導意見，預計RASm將增長5.5%至7.0%（之前爲3.5%-5.5%），經濟燃料成本每加侖預計爲2.35至2.45美元（之前爲2.25至2.35美元）。
The company expects unit revenues to rise 5.5%-7.0% YoY, with capacity down ~4%. This improvement is driven by robust travel demand and benefits from tactical initiatives, including network optimization, capacity adjustments, enhanced marketing, and advanced revenue management.
公司預計單位營業收入同比增長5.5%-7.0%，運力下降約4%。這一改善得益於強勁的旅行需求以及戰術舉措的優勢，包括網絡優化、運力調整、營銷增強和愛文思控股的收益管理。
Strong holiday bookings and improved revenue trends bolster confidence in its "Southwest. Even Better." plan, set to extend momentum into 2025.
強勁的節日預訂和改善的收入趨勢增強了對其"西南，更好"計劃的信心，該計劃旨在保持2025年的發展勢頭。
Meanwhile, it still projects ASMs down ~4% and CASM-X up 11% to 13% in the quarter.
與此同時，它仍然預計ASMs下降約4%，CASm-X在本季度將上升11%至13%。
The company is also advancing its fleet strategy, targeting an initial transaction by early 2025, including aircraft sales and sale-leasebacks, to optimize fleet value.
公司還在推進其機隊策略，計劃在2025年初進行首次交易，包括飛機銷售和售後回租，以優化機隊價值。
Southwest continues to plan for approximately 20 Boeing (NYSE:BA) 737-8 aircraft deliveries and now expects 40 aircraft retirements in 2024, comprised of 36 Boeing 737-700s and four Boeing 737-800s.
西南航空繼續計劃交付約20架波音（紐交所：BA）737-8飛機，並現在預計在2024年進行40架飛機退役，其中包括36架波音737-700和四架波音737-800。
In October, the company reported a third-quarter 2024 operating revenue increase of 5.3% year-over-year to $6.870 billion, beating the consensus of $6.735 billion. Adjusted EPS was $0.11, down from $0.31 last year, beating the consensus $0.00.
在十月份，公司報告了2024年第三季度營業收入同比增長5.3%，達到68.7億，超過了67.35億的市場預期。調整後的每股收益爲0.11美元，低於去年的0.31美元，但超出了市場普遍預期的0.00美元。
Investors can gain exposure to the stock via U.S. Global Jets ETF (NYSE:JETS) and Themes Airlines ETF (NASDAQ:AIRL).
投資者可以通過航空etf-紐交所全球交易市場（NYSE:JETS）和主題航空公司etf-納斯達克（NASDAQ:AIRL）獲得該股票的回報。
Price Action: LUV shares are up 2.90% at $35.14 at the last check Thursday.
價格動態：LUV股票在上週四最後的檢查中上漲了2.90%，現價爲35.14美元。
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Photo by Southwest Airlines
照片來自西南航空
譯文內容由第三人軟體翻譯。