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Dag Johnsen
20-07-2007, 12:34
Heisann!

Hvor er det blitt av de økonomiske analytikerne her på forumet?

Continental Airlines posted second-quarter net income of $228 million, up 15.2% over a profit of $198 million in the year-ago quarter, on a 5.8% lift in revenue to $3.71 billion.

Chairman and CEO Larry Kellner said the result was achieved despite a "tough domestic revenue environment" that has led the carrier to scale back its planned 2008 mainline capacity growth from 5%-7% to 3%-4%. "We expect the domestic environment. . .to continue to exhibit low yields," he said, pointing to the 25 additional aircraft projected to be deployed by US LCCs in the second half of 2007. He added that 2007-08 growth will be focused on CO's international network


Despite weather-related delays and cancellations and higher-than-expected fuel prices, American Airlines parent AMR Corp. posted net income of $317 million in the second quarter, up 8.9% over a $291 million profit in the year-ago period and its fifth consecutive quarter in the black following years of steep losses.

Chairman and CEO Gerard Arpey said the carrier has "come a long way" to return to profitability and is "pleased" with the result. "But I think it's important to realize that relative [to other industries], our company and the airline industry are still performing poorly," he said. "We're trying, and have been trying for years, to drive our company out of a destructive capital cycle. . .so that we can sensibly grow the business."

Delta Air Lines reported net income of $1.77 billion for the second quarter, a striking turnaround from a $2.21 billion loss in the year-ago period, as it emerged from bankruptcy on April 30 and benefited from one-time reorganization gains in the June quarter.

Excluding reorganization items, which included noncash adjustments to its revalued assets and liabilities that "significantly impacted" its balance sheet, DL posted net income of $274 million for the quarter.

CEO Gerald Grinstein said the carrier successfully emerged from Chapter 11 with "a new look and feel" and significantly reduced operating costs (ATWOnline, May 1). He conceded, however, that DL's real value, based on the market price of its new stock, is $8.5 billion, below the $9-$12 billion projected prior to emergence from Chapter 11. He explained that the previous valuation projections were made assuming lower oil prices.

Admitting it was unable to keep pace with rising fuel costs, Southwest Airlines yesterday reported a second-quarter net profit of $278 million that represented a 16.5% drop from earnings of $333 million in the second quarter of 2006.

CEO Gary Kelly said the decline was "anticipated." Revenue climbed 5.5% to $2.58 billion but, Kelly said, "unit revenue production has not kept pace with rising fuel costs" as yield dropped and the economic fuel cost per gal. rose 14.1% year-over-year to $1.62. Overall operating expenses grew 10.2% to $2.26 billion and operating profit fell 18.4% to $328 million.

Dag

Someone
20-07-2007, 12:46
Flotte resultater fra de fleste. Men det virker som om WN er inne i en negativ trend naar de fleste andre forbedrer seg

ThomAAs
20-07-2007, 12:54
Det er vel derfor WN har utsatt leveransen på flere fly bla...

Tommy777
20-07-2007, 20:26
Originally posted by Someone

Flotte resultater fra de fleste. Men det virker som om WN er inne i en negativ trend naar de fleste andre forbedrer seg

Og verre blir det. De sliter med høye kostnader og snart innhenter virkeligheten WN: Fuel prisene deres dobles!

Tommy777
20-07-2007, 20:27
Meget imponerende tall, Dag. Delta har jo hatt en meget imponerende forbedring.

Og UA kommer med tallene på tirsdag. Dersom de ikke har tjent tresifret mill i andre kvartal, blir jeg overrasket

LN-KGL
20-07-2007, 21:02
For å sammenligne CO og DY - begge har et overskudd før skatt på 6,1% av omsetningen, men DY har en økning i omsetningen på 33% mens CO hadde bare 5,8%.

Hvilke konklusjoner kan trekkes av dette? DY bedre enn CO? ;)

Someone
24-07-2007, 18:45
http://biz.yahoo.com/prnews/070724/aqtu022.html?.v=24

Og UA slo til med en netto resultat på $274m, en kraftig forbedring fra ifjor

Dag Johnsen
24-07-2007, 19:38
Heisann!

Ja, se der ja!

Dette er gode nyheter og kanskje dette vil legge en demper på UA's "Merger Mania" for en stund....:p

JetBlue's andre kvartal økning fra $14M i 06 til $21M i 07 ser bra ut også og da er det bare NW igjen av de store...?

Dag

LN-MOW
26-07-2007, 19:50
USAirways skuffer (http://www.usatoday.com/travel/flights/2007-07-26-us-air-earn-reuters_N.htm)

Midwest imponerer heller ikke. (http://www.themilwaukeechannel.com/money/13761031/detail.html)

Alaska skuffer ogsaa. (http://money.cnn.com/news/newsfeeds/articles/prnewswire/AQTH09426072007-1.htm)

... men airTran skuffer inn! (http://www.ajc.com/business/content/business/delta/stories/2007/07/26/AirTran0726.html)

Tommy777
26-07-2007, 20:06
Originally posted by Dag Johnsen

Heisann!

Ja, se der ja!

Dette er gode nyheter og kanskje dette vil legge en demper på UA's "Merger Mania" for en stund....:p


Dag

Hehe.. De 300+ mill er reisepenger som skal brukes på Tiltons neste tur til Houston.. ;)

LN-MOW
26-07-2007, 20:54
Originally posted by BU662

Naja, AirTran har mere enn 1/10 av sin profit fra salgsgevinster av 737-700 ved levering til ArikAir. Uten dette ble resultatet langt svakere og ikke sa veldig imponerende.

4.5 mill av 41 mill er fortsatt 37 millioner. Det er fortsatt et svaert sterkt resultat.

- Record $69.7 Million Operating Profit; Operating Margin 11.4 Percent -

Dette er hoeyt!

Someone
27-07-2007, 00:02
Originally posted by LN-MOW

Originally posted by BU662

Naja, AirTran har mere enn 1/10 av sin profit fra salgsgevinster av 737-700 ved levering til ArikAir. Uten dette ble resultatet langt svakere og ikke sa veldig imponerende.

4.5 mill av 41 mill er fortsatt 37 millioner. Det er fortsatt et svaert sterkt resultat.

- Record $69.7 Million Operating Profit; Operating Margin 11.4 Percent -

Dette er hoeyt!



Og operating margin er uten salggevinster med mindre man driver med svært kreativ bokføring. 11,4% er faktisk dobbelt så mye som Lufthansa som regnes blant de best drevne flyselskapene i verden