BoFA Expects DeltaTo Maintain 10% EPS Growth in 2025, Sees Strong Q4 Result
BoFA Expects DeltaTo Maintain 10% EPS Growth in 2025, Sees Strong Q4 Result
With several airlines reporting revenue upside, the analyst has raised DAL's fourth-quarter revenue growth estimate to +4.3% from +3.6%, slightly above the top end of the +2 to 4% outlook.B Of A Securities analyst Andrew G. Didora raised estimates for Delta Air Lines, Inc. (NYSE:DAL) ahead of the fourth-quarter earnings release while reiterating a Buy rating and a price forecast of $72.
美銀證券分析師安德魯·G·迪多拉在第四季度收益發佈前上調了達美航空公司（紐交所：DAL）的預期，同時重申了買入評級和72美元的價格預測。
The company plans to release the December quarter and full-year 2024 financial results on January 10, 2025.
該公司計劃在2025年1月10日發佈2024年12月季度和全年的財務結果。
The analyst writes that Delta was one of the few airlines that did not update its fourth-quarter guidance in December.
分析師寫道，達美航空是少數幾家在12月沒有更新第四季度指導的航空公司之一。
With several airlines reporting revenue upside, the analyst has raised DAL's fourth-quarter revenue growth estimate to +4.3% from +3.6%, slightly above the top end of the +2 to 4% outlook.
隨着幾家航空公司報告營業收入增長，分析師已將達美航空第四季度的營業收入增長預期上調至4.3%，高於原來的3.6%，略高於2%至4%展望的上限。
Didora expects fourth-quarter unit costs to rise by 3.0%, which is in line with guidance, and fuel costs to fall in the upper half of the guided range.
迪多拉預計第四季度單位成本將上升3.0%，與指導意見一致，燃料成本將在指導區間的上半部分下降。
This leads to the analyst's EPS estimate of $1.78 (Visible Alpha consensus $1.77), at the high end of the $1.60-$1.85 guidance range for the quarter.
這導致分析師的每股收益預期爲$1.78（Visible Alpha一致預期爲$1.77），處於季度$1.60-$1.85指導區間的高端。
With first-quarter domestic capacity growth 50bps lower on a sequential basis, the analyst expects unit and total revenue growth to accelerate. Didora also projects unit cost growth of +2.7%, fuel at $2.44 per gallon, and an EPS of $0.77 (Visible Alpha consensus $0.78) in the first quarter of FY25.
隨着第一季度國內產能增長環比下降50個點子，分析師預計單位和總營業收入增長將加速。迪多拉還預計第一財年第25季度單位成本增長爲2.7%，燃料價格爲每加侖$2.44，每股收益爲$0.77（Visible Alpha一致預期爲$0.78）。
The analyst estimates 2025 EPS to be in the $7-$8 range compared to BofA at $7.34 and Visible Alpha consensus at $7.37, reflecting the 10% EPS growth target from investor day.
分析師預計2025年的每股收益在$7-$8的區間，比較美銀的$7.34以及Visible Alpha一致預期的$7.37，反映出投資者日目標的10%每股收益增長。
Also, the analyst expects 2025 revenue growth to exceed 5% each quarter, with third-quarter of FY25 showing the strongest at +8%, leading to total revenue growth of +6.2%.
此外，分析師預計2025年每季度的營業收入增長將超過5%，其中2025財年的第三季度增長最強，達+8%，導致總營業收入增長爲+6.2%。
Investors can gain exposure to the stock via the U.S. Global Jets ETF (NYSE:JETS) and the Defiance Hotel, Airline and Cruise ETF (NYSE:CRUZ).
投資者可以通過航空ETF-U.S. Global（紐交所：JETS）和Defiance酒店、航空公司和郵輪ETF（紐交所：CRUZ）獲得對該股票的投資機會。
Price Action: DAL shares are up 2.89% at $60.71 at the last check Monday.
價格走勢：達美航空的股票在週一最後一次檢查時上漲2.89%，價格爲$60.71。
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譯文內容由第三人軟體翻譯。
