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美航及西南航空季績勝預期 警告通脹或影響旅遊需求
美航(AAL.US)與西南航空(LUV.US)警告,不斷上升的通脹壓力可能會抵銷強勁的假日旅遊需求,並推遲完全恢復盈利。 西南航空第三季經調整後每股虧損爲0.23美元,美航則錄得每股虧損0.99美元,兩者皆優於預期,但表示燃料價格以及勞動力成本上升正在拖累第四季的收益。 西南航空預計第四季運力仍低於2019年疫情前的水平,而明年首季預計會低6%左右。美航則稱,第四季運力預計將較2019年第四季下降約11%至13%,而第四季度的收入預計將從第三季的75%恢復至 2019年水平的80%。 兩間航空公司都表示,Delta型變種病毒對預訂量的影響已經見底,美航預計第四季國內收入將超過 2019年的水平,相信到明年底整體收入將完全恢復到疫情前水平。西南航空則稱,即將迎接的假期旺季的機票銷售與2019年的水平持平,但預計Delta型變種病毒將在本季度造成1億美元損失。
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