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Airline Financial Reporting Season Start 19th  
User currently offlineLightsaber From United States of America, joined Jan 2005, 13536 posts, RR: 100
Posted (9 years 2 months 6 days 14 hours ago) and read 1663 times:
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Folks, I couldn't help but notice that the airline reporting season for this quarter starts on the 19th of October with CO. Then on the 20th we'll hear from UPS, B6, WN, and AS. DH and FL are set to report on the 27th, DL on Nov. 9th with US, and Fedex way out in December. (Why?) I did not see on yahoo the reporting dates for NW, AA, or F9.

With everything that has happened in the 3rd quarter, I have a feeling this will be one of the more interesting sets of earnings announcements. Some of the airlines will report interesting facts, others will do spins that would make the old Iraqi propaganda minister proud.  spin 

Now for my predictions:

Profit: UPS, Fedex, CO, AA, WN, and maybe B6

Encouraging, but in the red (small loses explained by the 3Q fuel issue):
UA, FL, AS, F9, with US having a larger loss but still manageable.

Large losses: DL, NW, DH (These join in the destroy the investor capital circus.)

If anyone has a link to the investor presentations, please link.

Lightsaber


Societies that achieve a critical mass of ideas achieve self sustaining growth; others stagnate.
8 replies: All unread, jump to last
 
User currently offline727LOVER From United States of America, joined Oct 2001, 6613 posts, RR: 20
Reply 1, posted (9 years 2 months 6 days 13 hours ago) and read 1649 times:

Will US report as a whole or will they split US/HP results? Sorry, but I don't see AA or CO being profitable in the 3rd quarter. Can you explain why you think AA/CO will, but FL/B6 won't?


Listen Betty, don't start up with your 'White Zone' s*** again.
User currently offlineSHUPirate1 From United States of America, joined Sep 2003, 3670 posts, RR: 16
Reply 2, posted (9 years 2 months 6 days 13 hours ago) and read 1646 times:

Keep in mind that I would not take any number US Airways Group (LCC.NYSE) spews to the public without looking deeper into the numbers. Their (and every company's) first quarter out of bankruptcy includes so many special items that it is almost impossible to get a good read on the numbers by simply looking at the press release.


Burma's constitutional referendum options: A. Yes, B. Go to Insein Prison!
User currently offlineAa777flyer From , joined Dec 1969, posts, RR:
Reply 3, posted (9 years 2 months 6 days 13 hours ago) and read 1637 times:

Quoting Lightsaber (Thread starter):
Profit: UPS, Fedex, CO, AA, WN, and maybe B6

Ahhhh..AA will post a loss. Forcast approx $100M. AA will report tomorrow AM.


User currently offlineLightsaber From United States of America, joined Jan 2005, 13536 posts, RR: 100
Reply 4, posted (9 years 2 months 6 days 13 hours ago) and read 1630 times:
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Quoting 727LOVER (Reply 1):
Will US report as a whole or will they split US/HP results? Sorry, but I don't see AA or CO being profitable in the 3rd quarter. Can you explain why you think AA/CO will, but FL/B6 won't?

CO hinted with their September load factors that they should be profitable. While that is no guarantee, it does bode well.

AA has been reorganizing like a maniac. That is why I think they'll squeeze a profit.

ATL was hit with a fuel shortage by Katrina and DL reported they were paying for fuel at the equivalent of $100/bbl. Unless FL has *a lot* more hedges than I'm aware of, the fuel spike will pull them into the red. It was brutal for ATL to lose their gulf coast pipeline connections.

B6... I just don't know. Since they only squeaked a profit last quarter, they're going to be iffy with the fuel spikes this quarter. Last I looked, B6 is only ~1/4th hedged. That isn't enough to insulate them from the painful fuel market of 2005. Since I own stock in B6, I hope to be proven wrong!  Smile

As to HP/US, I actually don't know if they'll report separate or not... However, I'm talking about the combined entity reporting an operating loss.

Lightsaber

Quoting SHUPirate1 (Reply 2):
Their (and every company's) first quarter out of bankruptcy includes so many special items that it is almost impossible to get a good read on the numbers by simply looking at the press release.

True. Very good point and well said.

Lightsaber



Societies that achieve a critical mass of ideas achieve self sustaining growth; others stagnate.
User currently offlineCOEWR From United States of America, joined Oct 2003, 273 posts, RR: 1
Reply 5, posted (9 years 2 months 6 days 13 hours ago) and read 1621 times:

http://www.continental.com/company/cohome.asp

That is the link for CO's internet stream of their press conference. It is going to happen Wed the 19th at 9:30 central time if anyone is interested.

-C


User currently offlineCrogalski From United States of America, joined May 2005, 514 posts, RR: 3
Reply 6, posted (9 years 2 months 6 days 13 hours ago) and read 1616 times:

Oct 20th, http://investor.jetblue.com/ireye/ir...site.zhtml?ticker=jblu&script=2100 will be the jetblue press conf. at 10am...

i'm 99% sure you'll see a loss this qt.



A319 A320 B717 B727 B737 B747 B757 B767 C152 C172 DC9 E145 E190 MD88 PA28 | B6 CO DL FL NK NW LO TW
User currently offlineLightsaber From United States of America, joined Jan 2005, 13536 posts, RR: 100
Reply 7, posted (9 years 2 months 6 days 7 hours ago) and read 1564 times:
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Quoting Aa777flyer (Reply 3):

Ahhhh..AA will post a loss. Forcast approx $100M. AA will report tomorrow AM.

Ok I...  footinmouth  It looks to be a small loss for AA this quarter.  Sad

http://biz.yahoo.com/ap/051017/earns_preview_amr.html?.v=1

Lightsaber



Societies that achieve a critical mass of ideas achieve self sustaining growth; others stagnate.
User currently offlineEA CO AS From United States of America, joined Nov 2001, 13752 posts, RR: 61
Reply 8, posted (9 years 2 months 6 days 7 hours ago) and read 1562 times:
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Quoting Lightsaber (Thread starter):
Encouraging, but in the red (small loses explained by the 3Q fuel issue):
UA, FL, AS, F9

Actually, everything I'm hearing is that AS will post some very promising numbers.



"In this present crisis, government is not the solution to our problem - government IS the problem." - Ronald Reagan
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