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.
美银证券分析师安德鲁·G·迪多拉在第四季度收益发布前上调了达美航空公司（纽交所：DAL）的预期，同时重申了买入评级和72美元的价格预测。
The company plans to release the December quarter and full-year 2024 financial results on January 10, 2025.
该公司计划在2025年1月10日发布2024年12月季度和全年的财务结果。
The analyst writes that Delta was one of the few airlines that did not update its fourth-quarter guidance in December.
分析师写道，达美航空是少数几家在12月没有更新第四季度指导的航空公司之一。
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.
随着几家航空公司报告营业收入增长，分析师已将达美航空第四季度的营业收入增长预期上调至4.3%，高于原来的3.6%，略高于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.
迪多拉预计第四季度单位成本将上升3.0%，与指导意见一致，燃料成本将在指导区间的上半部分下降。
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.
这导致分析师的每股收益预期为$1.78（Visible Alpha一致预期为$1.77），处于季度$1.60-$1.85指导区间的高端。
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.
随着第一季度国内产能增长环比下降50个基点，分析师预计单位和总营业收入增长将加速。迪多拉还预计第一财年第25季度单位成本增长为2.7%，燃料价格为每加仑$2.44，每股收益为$0.77（Visible Alpha一致预期为$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.
分析师预计2025年的每股收益在$7-$8的区间，比较美银的$7.34以及Visible Alpha一致预期的$7.37，反映出投资者日目标的10%每股收益增长。
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，分析师预计2025年每季度的营业收入增长将超过5%，其中2025财年的第三季度增长最强，达+8%，导致总营业收入增长为+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).
投资者可以通过航空ETF-U.S. Global（纽交所：JETS）和Defiance酒店、航空公司和邮轮ETF（纽交所：CRUZ）获得对该股票的投资机会。
Price Action: DAL shares are up 2.89% at $60.71 at the last check Monday.
价格走势：达美航空的股票在周一最后一次检查时上涨2.89%，价格为$60.71。
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