Alaska Air's 2027 EPS Target May Exceed Expectations Amid Growth Drivers: Analyst Highlights Single Loyalty Program
Alaska Air's 2027 EPS Target May Exceed Expectations Amid Growth Drivers: Analyst Highlights Single Loyalty Program
Alaska Air Group, Inc. (NYSE:ALK) shares are trading higher on Thursday.
阿拉斯加航空集团（纽交所：ALK）股份在周四交易中上涨。
Goldman Sachs analyst Catherine O'Brien indicates that there could be potential upside to the company's 2027 EPS target, taking into account factors such as the recently announced $1 billion share repurchase authorization, improvements in the industry environment, the full recovery of Hawaiian's revenue, the economic benefits from a new joint co-brand credit card deal, and potential solutions to mitigate the current volatility in West Coast jet fuel crack spreads.
高盛分析师凯瑟琳·奥布赖恩指出，考虑到最近宣布的10亿美元股份回购授权、行业环境的改善、夏威夷营业收入的全面恢复、新的联合品牌信用卡协议带来的经济利益，以及减轻当前西海岸航空燃料裂解价差波动的潜在解决方案，公司的2027每股收益目标有潜在的上行空间。
The analyst notes that the company plans to transition to a single loyalty program in the second half of 2025.
分析师指出，公司计划在2025年下半年过渡到单一忠诚度计划。
Also Read: Stocks Fall As Producer Inflation Spikes, Jobless Claims Jump: 'What Is Happening Here?'
另请阅读：股票因生产者通胀激增、失业申请激增而下跌：‘这里发生了什么？’
Per O'Brien, a new agreement is expected to follow this transition, likely before the current contracts expire, based on industry practices of renegotiating ahead of expiration.
根据奥布赖恩的说法，预计新的协议将在此次过渡之后达成，可能在当前合同到期之前，这是基于行业在到期前重新谈判的惯例。
The analyst writes that the company's $70 price forecast is based on a normalized EBITDAR valuation methodology, applying a 3.1x EV/EBITDAR multiple to a normalized EBITDAR estimate of $3.7 billion.
分析师写道，公司70美元的价格预期是基于归一化EBITDAR估值方法，应用3.1倍的企业价值与EBITDAR的比率，对37亿美元的归一化EBITDAR估算。
The analyst highlights key risks, including potential integration challenges from the recent merger with Hawaiian, higher-than-expected costs from open labor agreements, and possible future delivery disruptions from Boeing Company.
分析师强调了关键风险，包括与夏威夷的近期合并所带来的潜在整合挑战、来自开放劳工协议的成本高于预期，以及波音公司的未来交付中可能出现的干扰。
The analyst estimates the company's FY24 revenues of $11.711 billion. The analyst projects FY25 revenues of $14.734 billion.
分析师估计公司2024财年的营业收入为117.11亿美元。分析师预测2025财年的营业收入为147.34亿美元。
Price Action: ALK shares are trading lower by 0.05% to $64.06 at last check Thursday.
价格走势：ALk股票最新交易价格为64.06美元，较前期下跌0.05%。
- Trump Rings NYSE Opening Bell, Says Economy 'Is Going To Be Very Strong'
- 特朗普在纽交所敲响开盘钟，表示经济‘将会非常强劲’
Image via Shutterstock.
图片由shutterstock提供。
