Delta Earnings On Deck After TSA Screens Record 3M Passengers: Analyst Says Airline Has 'Insulation' To Industry Issues
Delta Earnings On Deck After TSA Screens Record 3M Passengers: Analyst Says Airline Has 'Insulation' To Industry Issues
The COVID-19 pandemic, among other headwinds, sent the airline industry reeling after 2020.
2020年新冠疫情疫情與其他逆風因素導致航空業陷入困境。
While Delta Air Lines, Inc. (NYSE:DAL) has outperformed competitors American Airlines Group Inc (NASDAQ:AAL), Southwest Airlines Co (NYSE:LUV) and JetBlue Airways Corporation (NASDAQ:JBLU), it still has much to prove ahead of its second-quarter earnings.
儘管達美航空公司（紐交所：DAL）的業績表現優於競爭對手美國航空集團股份公司（納斯達克：AAL）、西南航空股份有限公司（紐交所：LUV）和捷藍航空公司（納斯達克：JBLU），但其在季度業績公佈前仍有很多要證明的地方。
Meanwhile, new data from the TSA is an encouraging sign for the industry's recovery.
同時，TSA的新數據爲行業復甦帶來了積極的信號。
The Delta Analyst: According to a Monday note, Bank of America analyst Andrew G. Didora holds a Buy rating for Delta with a price target of $55.
達美航空公司分析師：據週一的一份研究報告，美國銀行的分析師Andrew G. Didora爲達美航空公司持有買入評級，並給出了55美元的目標價格。
Main Takeaways: Didora said Delta will "set the tone" for the airline industry when it reports earnings on Thursday, July 11. While the Atlanta-based airline is down 12% since its mid-May peak (due to concerns over domestic capacity and negative guidance revisions by competitors), the analyst believes that Delta benefits from its business model's resiliency.
主要結論：Didora表示，當達美航空公司在7月11日（星期四）公佈季度業績時，將爲航空業“設定基調”。儘管這家總部位於亞特蘭大的航空公司自5月中旬以來下跌了12%（由於對國內產能的擔憂和競爭對手的負面指引修訂），但分析師認爲達美受益於其業務模型的彈性。
"While DAL is not immune to these industry dynamics, we believe its premium, corporate, and international exposures allow the airline to navigate these issues better than others," Didora said.
Didora表示：“儘管DAL對這些行業動態並非免疫，但我們認爲其優質、企業和國際出口業務能夠比其他公司更好地應對這些問題。”
Didora is encouraged by the company signaling that it will prioritize using free cash flows to pay down debt as a risk mitigant.
Didora對公司信號表達的使用自由現金流降低債務作爲風險緩解措施表示鼓舞。
The analyst raised second-quarter EPS estimates from $2.25 to $2.41.
該分析師將第二季度每股收益預期從2.25美元上調至2.41美元。
Industry Recovery: Investors received other positive news for the airline industry from the TSA.
行業復甦：投資者從TSA獲得了航空業的其他積極消息。
Over 3 million passengers were screened at TSA checkpoints throughout the U.S. on Sunday, July 7. The figure is a new record, beating the previous mark set on June 23. The record was surely helped by the Fourth of July holiday weekend.
7月7日星期日，美國各地的TSA檢查站檢查了超過300萬名乘客，創下新紀錄，超過了6月23日創下的記錄。這條記錄當然得到了美國國慶假期的幫助。
BREAKING NEWS: TSA Officers have set a new record for most travelers screened in a single day! On Sunday, July 7th, 3,013,413 people were screened at checkpoints nationwide, surpassing the previous record set on June 23, 2024. Traveling soon? Be sure to arrive early. Have travel... pic.twitter.com/uBTuhtMBQH
— TSA (@TSA) July 8, 2024
最新消息：TSA官員創造了單日最多檢查旅客數的記錄！7月7日星期日，全國檢查站檢查了3,013,413人次，超過了2024年6月23日創下的記錄。最近要旅行嗎？一定要早點到達。旅行。... pic.twitter.com/uBTuhtMBQH
—TSA（@TSA）2024年7月8日
TSA screenings are not only a proxy for the health of the airline industry but consumer confidence as a whole. Flying is now well above pre-COVID levels per a post on X.
TSA的檢查不僅僅是航空業健康的代表，也是消費者信心的代表。根據X的帖子，飛行人數現在已經遠遠超過疫情前的水平。
"The TSA has daily data for the number of people scanning their boarding pass with a TSA agent, and it continues to show no signs of the economy slowing down" – Apollo's Slok pic.twitter.com/T4ZKwYcgXz
— Sam Ro (@SamRo) July 5, 2024
阿波羅公司的Slok表示：“TSA每天都有人掃描他們的登機牌的數據，它仍然沒有顯示出經濟放緩的跡象。”
—Sam Ro(@SamRo)2024年7月5日
Betting markets peg TSA check-ins to average 2.76 million from July 8th to July 14th.
投注市場預計7月8日至7月14日TSA的登機人數平均爲276萬。
Price Action: Delta traded at $46.87, up 1.12% at the time of writing.
價格行動：達美航空公司交易價格爲46.87美元，漲幅爲1.12%，截至撰稿時。
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