JP Morgan conference 2022
03-08-2022, 07:14 AM
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JP Morgan conference 2022
Delta Air Lines to Present at the J.P. Morgan Industrials Conference 3/15/2022.
https://ir.delta.com/news/news-detai...e/default.aspx
https://ir.delta.com/news/news-detai...e/default.aspx
03-15-2022, 04:00 AM
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~83% revenue on -83% capacity compared to 2019 for March ‘22.
Higher fuel costs so far are not an issue as they’re recouping it with the fares.
Of course counting inflation it’s still not equal as non fuel costs will have risen to somewhere in the “high teens” compared to March ‘19.
Higher fuel costs so far are not an issue as they’re recouping it with the fares.
Of course counting inflation it’s still not equal as non fuel costs will have risen to somewhere in the “high teens” compared to March ‘19.
03-15-2022, 03:01 PM
#3
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100% of sales dollars recovered
highest sales day ever in Delta history recently
fuel cost recovery Q2 now 100% fuel cost recapture on track
costs taper in 2nd half of year due to rebuild costs subsiding and economy of scale at low 90s% of peek capacity
debt reduction over the next few years
"Delta expects to deliver meaningful profitability in 2022 on its path to improved earnings power beyond pre-pandemic levels by 2024"
my $.02
-capacity will continue to increase until the fall so trips and QOL will continue to suffer until at least the fall regardless of the rhetoric
-money is available for a contract based on planned debt reduction spend, efficiency gains, and CASM reduction as capacity returns
highest sales day ever in Delta history recently
fuel cost recovery Q2 now 100% fuel cost recapture on track
costs taper in 2nd half of year due to rebuild costs subsiding and economy of scale at low 90s% of peek capacity
debt reduction over the next few years
"Delta expects to deliver meaningful profitability in 2022 on its path to improved earnings power beyond pre-pandemic levels by 2024"
my $.02
-capacity will continue to increase until the fall so trips and QOL will continue to suffer until at least the fall regardless of the rhetoric
-money is available for a contract based on planned debt reduction spend, efficiency gains, and CASM reduction as capacity returns
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