UAL 调整后每股收益未达预期(2.54 美元,预期 2.57 美元),但营收符合预期、增长 17%;单位座位英里成本上升 17.3%,燃油价格为每加仑 3.90 美元。旅客座位英里下降,暗示需求停滞,且业绩指引低于预测;未来数月燃油价格和需求放缓可能带来不利影响。
逐段跳播
好,我们把目光从科技板块移开,来看看 United Airlines。在 United 公布业绩之前,市场上存在一种紧张情绪,对吧?高端客户的需求依然没有动摇。但最大的问题在于石油的燃料价格,对吧?
这对航空公司来说可能有多不利,所以请谈谈你在这方面的一些观察。
Okay, let's move away from the technology sector and look at United Airlines. There was a tension before the United result, wasn't there? Premium customer demand remained unwavering.
But the big question was about the fuel price of oil, right ? How unfavorable this could be for airlines , so let us know some of your observations on this matter.
公司公布的营收为179亿美元,比去年增长了17%。这符合市场预期,但调整后每股收益出现了缺口,为2.54美元,而市场预期约为2.57美元。
The company reported revenue of $17.9 billion. This is 17 percent more than last year. This met market expectations , but we saw a shortfall in adjusted earnings per share, which stood at $2.54. The market was expecting around $2.57.
现在,运力比去年增长了1.3%,每座英里成本也上升了17.3%。在那里你会看到燃油费用和燃油开支。现在,每加仑平均价格为3.90美元。本季度能源成本比去年增加了18亿美元。所以,他们确实面临一些压力。
Now, capacity has increased by 1.3 percent compared to last year, and cost per seat mile has also increased by 17.3 percent. There you will see your fuel charges and fuel expenses.
Now, the average price per gallon was $3.90. Energy costs rose by $1.8 billion this quarter compared to last year. So, they are under some pressure.
Diane,他们在另一项与燃油无关的指标上也没有达到目标。原本,客座英里数略低于预期。所以,他们显然在燃油成本方面面临一些不利因素,但需求方面也存在一些停滞。也许需求不足开始反映在他们的业务中,因此他们对未来预期的估计略低于市场预测。
Diane, they failed to meet targets on another measure that has nothing to do with fuel. Originally, the number of passenger seat miles was slightly lower. So, they are clearly facing some headwinds in terms of fuel costs , but there is also some stagnation in terms of demand.
Perhaps the lack of demand is starting to reflect in their business, and so they are underestimating future expectations slightly below market forecasts.
不过,我们看到股价在盘前交易中仅下跌了0.5%,目前为0.4%。所以,它在这里能够有所回升。
However, we see that the share price has fallen by only 0.5 percent in pre-market trading, which currently stands at 0.4 percent. So, it has been able to turn around a bit here.
但话说回来,燃油价格会影响他们,而如果他们看到消费者需求放缓,这在未来几个月可能会成为他们的问题,我认为这就是我们最初看到价格冲击的原因。
But again, fuel prices will affect them and if they see a slowdown in consumer demand, that could be a problem for them in the coming months , and I think that's why we saw the initial price shock.
这个频道对 $UAL 的历次判断
Schwab Network 在这只股票上共 3 条判断,这里只列相邻的几条。