Q2 results webcast
06-30-2022, 12:32 AM
#1
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Q2 results webcast
07-12-2022, 06:41 AM
#2
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Results will be out before market opens tomorrow. Consensus $1.05 Bil profit. I can only imagine once we get properly staffed!
07-12-2022, 11:40 AM
#3
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AA is guiding $585m pre tax profit on 10% higher revenue than 2019 which means about $13.2B Revenue. That's just under a 5% margin. Seems like Delta, especially with its AMEX partnership, knows how to capture premium revenue efficiently.
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07-12-2022, 12:55 PM
#4
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Position: Supreme Allied Commander
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I wonder what levels of revenue, reduced CASM, and profit we'd be hitting now and going forward had we avoided the self inflicted pilot training bubble? Just imagine this 2Q being 100% ASM and 120% revenue vs 2019, instead of the actual low 80%s in both. I'd wager the decisions that led to being flat footed for the recovery will equate to >$10B in lost opportunity & real losses. Not even touching on long term strategic hits, like loss of share in key markets, brand damage for poor reliability.
07-12-2022, 01:01 PM
#5
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If wishes were horses, beggars could ride.
If wishes were fishes, you could walk across the sea.
It’ll be nice to hear some good $$$ news about airlines for a change.
If wishes were fishes, you could walk across the sea.
It’ll be nice to hear some good $$$ news about airlines for a change.
07-13-2022, 01:44 AM
#6
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Joined APC: Mar 2015
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With a substantial profit and cost reduction during Covid, our management will be sung as heroes. I’m just glad we will be top dog again going into a res… challenging time.
07-13-2022, 04:06 AM
#7
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Position: 737 A
Posts: 901
$735 mil. Short of predictions because ineptitude and fuel
The Street - Delta 2nd quarter
The Street - Delta 2nd quarter
Last edited by Vsop; 07-13-2022 at 04:18 AM.
07-13-2022, 06:00 AM
#8
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Posts: 1,508
What’s interesting is that we’re at 99% of revenue on only 82% capacity versus 2Q2019. That’s a 20.7% revenue premium compared to then. Obviously fuel expenses are considerably higher but if oil prices drop back down to a reasonable amount we’ll be printing even more cash than pre-Covid.
07-13-2022, 06:28 AM
#9
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Originally Posted by DALFA
What’s interesting is that we’re at 99% of revenue on only 82% capacity versus 2Q2019. That’s a 20.7% revenue premium compared to then. Obviously fuel expenses are considerably higher but if oil prices drop back down to a reasonable amount we’ll be printing even more cash than pre-Covid.
07-13-2022, 07:15 AM
#10
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Originally Posted by DALFA
That’s a 20.7% revenue premium compared to then.
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