Verified Investing 对 $DAL 的判断变化

频道资料 →本频道有 2 位标注的说话人:Nancy Pelosi、Wells Fargo共 1 条
2026-10-09看涨
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DAL 需求强劲、营收持续增长,但当前燃油成本上升正在侵蚀利润率;若燃油成本回落而定价维持高位,则有望实现显著的盈利能力。

达美航空公布财报。该股最初下挫至78,现已回升至约80。他们的数据基本上相当不错,只不过,我是说,坐飞机的需求实在太多了,考虑到现在机票的价格,我觉得这很不可思议。即便是头等舱和升舱之类的,也是如此,太不可思议了。

需求太大了。他们的营收在增长,这很好。作为一家公司,他们的营收在增长。这对我们可不是好事,因为我们都在支付这些更高的费用和税费,本质上就是税,但他们在一刻不停地涨价。所以,营收在增长,但燃油成本涨得更快,这就是今天股价下跌的原因。

Delta Airlines reporting earnings. The stock initially flushing down to 78. It's recovered to about 80. they basically had pretty good numbers except they did I mean little literally there's a ton of demand for flying and I think that's incredible considering the price of airline tickets right now.

Um, even for first class and like upgrades is is incredible. So much demand. Um, their revenue is growing which is great. Their revenue as a company. It's not good for us because we're all paying these higher fees and taxes and essentially it's taxes, but it's it's they're raising prices non-stop.

So, the revenue is growing, but the fuel costs are skyrocketing faster, and that's why the stock is down today.