Amerikanske Selskaper Q3 results

[LN-AFG]

Første ute er American.

http://finance.yahoo.com/news/AMR-Corporation-Reports-Third-prnews-3897060802.html?x=0&.v=1

Net Loss of $162 Million; Operating Earnings of $39 Million
Revenue of $6.4 Billion, up 9.1 Percent Versus Third Quarter 2010
41 Percent Year-Over-Year Fuel Price Increase Drove $653 Million of Additional Expense
AMR Taking Aggressive Action to Improve Financial and Operational Performance

 

[LN-AFG]

Så kom Alaska med sine tall og rapporterer rekordresultater:

http://finance.yahoo.com/news/Alaska-Air-Group-Reports-prnews-2917476381.html?x=0&.v=1

Alaska Air Group, Inc. (NYSE:ALK - News) today reported third quarter 2011 net income of $77.5 million, or $2.12 per diluted share, compared to net income of $122.4 million, or $3.32 per diluted share. Excluding mark-to-market fuel hedge losses of $84.3 million ($52.4 million after tax, or $1.43 per diluted share) and fleet transition charges of $2.0 million ($1.2 million after tax or $0.03 per diluted share), the company reported record third quarter 2011 net income of $131.1 million, or $3.58 per diluted share, compared to net income of $118.1 million, or $3.21 per diluted share, excluding special items.

 

[Someone]

Det virker til nå som det ihvertfall går bra på inntektssiden, og det først og fremst er AA som sliter pga kostnadene. Men de er jo også de eneste av de store nettverkselskapene der borte som ikke har vært i Ch.11 og kunnet kuttet brutalt i kostnadene

 

[Someone]

Underskudd på $140 millioner for Southwest. Men det skal sies at her er det drivstoff hegdging som ødelegger. Når oljeprisen faller, blir drivstoffkontraktene deres mindre verdt, og de må regnskapsføre dette som tap. Rent operasjonelt går det svært bedre og uten dette hadde de hatt et overskudd på $122 milioner

http://finance.yahoo.com/news/Southwest-hikes-fares-but-apf-2592141335.html?x=0

While its airline business did well during the peak travel season, Southwest posted a $140 million third-quarter loss because its fuel-hedging bets turned sour when oil prices fell this summer. It was Southwest's first loss in two years -- the last one was also due to hedging.

Without the hedging markdown and one-time expenses, Southwest would have earned $122 million, or 15 cents per share -- a penny better than analysts expected

For bransjen er det også positivt at det virker som selskapene klare både å øke prisene og fylle flyene

 

[Someone]

Hyggelig overskudd for Delta, og deres ansatte får også en pen sum utbetalt

http://news.delta.com/index.php?s=43&item=1477

Delta's net income for the September 2011 quarter was $765 million, or $0.91 per diluted share, excluding special items(1).
Delta's GAAP net income was $549 million, or $0.65 per diluted share, for the September 2011 quarter.
Strong top line revenue growth of 10% year over year helped offset the $1 billion impact of higher fuel prices.
Results include $167 million in profit sharing expense, in recognition of Delta employees' achievements toward meeting the company's financial targets, bringing total profit sharing expense for the year to date to $175 million.
The company ended the September 2011 quarter with $5.1 billion in unrestricted liquidity.

 

[Someone]

Også JetBlue tjener penger selv med høy oljepris og endel orkanproblemer

http://www.marketwatch.com/story/jetblue-announces-third-quarter-results-2011-10-26

Operating income for the quarter was $108 million, resulting in a 9.0% operating margin, compared to operating income of $140 million and a 13.6% operating margin in the third quarter of 2010.

Pre-tax income of $56 million in the third quarter, which includes a one-time loss related to the early extinguishment of portions of JetBlue's convertible debt. Excluding this one-time item, JetBlue's pre-tax income for the quarter was $61 million. This compares to pre-tax income of $97 million in the third quarter of 2010.

Net income for the third quarter was $35 million, or $0.11 per diluted share. Excluding the one-time item, JetBlue reported net income of $38 million, or $0.12 per diluted share. This compares to JetBlue's third quarter 2010 net income of $59 million, or $0.18 per diluted share

 

[Someone]

Bra for United også

http://ir.united.com/phoenix.zhtml?c=83680&p=irol-newsArticle&ID=1622399&highlight=

United Continental Holdings, Inc. (NYSE: UAL) today reported third-quarter 2011 net income of $773 million or $2.00 per diluted share, excluding $120 million of net special items consisting primarily of integration-related costs. On a GAAP basis, UAL reported third-quarter 2011 net income of $653 million or $1.69 per diluted share

 

[Someone]

$95 millioner uten og $76 millioner med "special items" for US Airways

http://phx.corporate-ir.net/phoenix.zhtml?c=196799&p=irol-newsArticle_print&ID=1622469&highlight=

US Airways Group, Inc. (NYSE: LCC) today reported its third quarter 2011 financial results. The Company reported a net profit excluding special items for the third quarter 2011 of $95 million, or $0.51 per diluted share. This compares with the third quarter 2010 net profit excluding special items of $243 million, or $1.23 per diluted share. On a GAAP basis, the Company reported a net profit for the third quarter 2011 of $76 million, or $0.41 per diluted share. This compares with the third quarter 2010 net profit of $240 million, or $1.22 per diluted share.

Ellers for enkelte nervøse sjeler her inne som har fryktet US konkurs, så kan jeg opplyse om at kontant beholdningen er på $2,4 mrd, og den høyeste etter Q3 i selskapets historie

 

[LN-AFG]

Så var det Spirit Airlines sin tur.

http://finance.yahoo.com/news/Spirit-Airlines-Announces-pz-1132765667.html?x=0

Net income for the third quarter was $28.6 million, or $0.39 per diluted share, excluding $1.5 million ($0.9 million net of tax) of unrealized fuel hedge losses and special items. GAAP net income was $27.7 million, or $0.38 per diluted share.

Operating income was $46.1 million, resulting in a 16.0% operating margin, excluding $1.5 million of unrealized fuel hedge losses and special items. GAAP operating income was $44.6 million for the third quarter 2011, resulting in a 15.4% operating margin. EBITDAR for the third quarter 2011 was $77.4 million, resulting in an EBITDAR margin of 26.8%, excluding unrealized fuel hedge losses and special items.

Spirit ended the quarter with $351 million in unrestricted cash.

 

[LN-AFG]

Allegiant Air ser også sorte tall med omsetningsvekst, men svak nedgang i overskudd pga økte utgifter. Sannsynlig at B757 operasjonene koster litt ekstra nå i starten:

http://ir.allegiantair.com/releasedetail.cfm?ReleaseID=618269

Total operating revenue (millions) Q3 2011 $191.5 Q3 2010 $163.6 +17.0%.
Operating income (millions) Q3 2011 $16.7 Q3 2010 $19.5 -14.1%.
Operating margin Q3 2011 8.7% Q3 2010 11.9% -3.2pp

"We are very proud to report our 35th consecutive profitable quarter," stated Maurice J. Gallagher, Jr., Chairman and CEO of Allegiant Travel Company. "I'd like to thank our Team Members for their great efforts and contributions to another successful quarter.

"Revenues continue to perform nicely. Most of the meaningful revenue metrics during the third quarter increased 15% or more year over year, another strong performance. We are continuing our focus on near term projects. We now have two 166 seat MD-80 aircraft in service on our Bellingham routes, and we are beginning to sell into the extra seats.

"Our 757 activity was successful during the quarter as well. We began operations with our initial 757 aircraft in late July and operated it on two routes to and from Las Vegas. For a nominal amount of additional fuel burn, we are generating 67 additional profit potential seats. These additional seats on our peak days, in the proper markets, are expected to contribute significant incremental profit.