Delta Air

$TSLA (+0.14%)
$NVDA (-2.13%)

4H·

Delta Air Lines Q4 Earnings Highlights

$DAL (+9.86%)

🔹 Adj EPS: $1.85 (Est. $1.76) 🟢; UP +45% YoY

🔹 Adj Revenue: $14.44B (Est. $14.16B) 🟢; UP +5.7% YoY

Q1 FY25 Guidance

🔹 Adjusted EPS: $0.70 - $1.00 (Est. $0.76) 🟢

🔹 Revenue Growth: 7% - 9% YoY

🔹 Operating Margin: 6% - 8%

FY 2025 Full-Year Guidance

🔹 Adjusted EPS: Above $7.35 (Est. $7.45) 🟡

🔹 Free Cash Flow: Greater than $4B

🔹 Pre-Tax Income: Greater than $6B

Q4 Operational Metrics:

🔹 Passenger Revenue: $12.82B (Est. $12.62B) 🟢; UP +5.3% YoY

🔹 Cargo Revenue: $249M (Est. $204.3M) 🟢; UP +32% YoY

🔹 Passenger Load Factor: 84% (Est. 84.7%) 🔴; Flat YoY

🔹 Available Seat Miles (ASM): 72.04B (Est. 71.12B) 🟢; UP +5.2% YoY

🔹 Revenue Passenger Miles (RPM): 60.39B (Est. 60.27B) 🟢; UP +4.7% YoY

🔹 Adjusted Net Income: $1.20B (Est. $1.15B) 🟢; UP +46% YoY

🔹 Yield per Passenger Mile: $21.22; UP +0.5% YoY

FY 2024 Highlights

🔹 Adjusted Revenue: $57.0B; UP +4.3% YoY

🔹 Operating Income: $6.0B

🔹 Adjusted EPS: $6.16; UP +43% YoY

🔹 Free Cash Flow: $3.4B

🔹 Adjusted Fuel Price per Gallon: $2.56; DOWN -10% YoY

🔹 Adjusted Debt to EBITDAR: 2.6x (vs. 3.0x YoY)

Operational Highlights

🔸 Fleet Expansion: Took delivery of 38 aircraft in FY24, including A321neo, A220-300, A330-900, and A350-900.

🔸 Network Growth: Added 13 new Latin America routes and new transatlantic routes, including Minneapolis to Copenhagen.

🔸 Operational Excellence: Earned the Cirium Platinum Award for operational excellence for the fourth consecutive year.

CEO Ed Bastian's Commentary

🔸 “2024 was a standout year, reflecting Delta’s differentiation and industry leadership. We’re set to deliver the best financial year in our history in 2025, driven by strong demand and premium product offerings.”

CFO Dan Janki's Insight

🔸 “Our operational efficiency and disciplined cost management supported industry-leading results. We remain focused on sustaining efficiency gains as we move into 2025.”

BamBamInvest

@BamBamInvest

2D·

Uber profitability

$UBER (+2.07%)

$UBER (+2.07%) shows impressive profitability.

Operating Margin:

2017: -49%

2024: 14%

$UBER (+2.07%) achieves impressive operating leverage on a large scale.

Selling and administrative expenses have fallen significantly in relation to sales over the last five years.

Further developments will be exciting to see whether and how they will integrate autonomous driving.

Further news:

$DAL (+9.86%) links its loyalty program with $UBER (+2.07%) ends the partnership with $LYFT (-2.66%)

$UBER (+2.07%) and $NVDA (-2.13%) announced that they are working together to develop new solutions to support the development of AI-supported technology for autonomous driving.

Millions of rides are taken with Uber every day, providing a huge source of data that the companies plan to combine with the Nvidia Cosmos platform and Nvidia DGX Cloud. The companies will announce further details later this year.

🚀🚀

BamBamInvest

@BamBamInvest

1Wk·

First purchase in the new year

$UBER (+2.07%)

Exciting investment from $UBER (+2.07%) :

In 2025, Serv Robotics will $SERV will deploy 2,000 robots to increase food deliveries for $UBER (+2.07%) Eats.

$NVDA (-2.13%) and $UBER (+2.07%) are the largest shareholders of $SERV , $SERV estimates that robots on a large scale will only cost one dollar per delivery

Serve Robotics, Inc. is engaged in the development of next-generation robots for last-mile delivery services. The company offers an autonomous, all-electric robot that makes delivery sustainable and economical. The company's fleet consists of over 100 robots. The autonomous, all-electric robot is able to be present on these platforms in real time and update the status as well as accept delivery orders for customer orders on these platforms when needed. The company uses artificial intelligence methods to develop, train and deploy a variety of models on the robots that perform a variety of tasks, including detecting sidewalk surfaces, intersections, traffic signals, obstacles, pedestrians and vehicles, as well as projecting the trajectory of other dynamic agents. Its capabilities include automatic emergency braking, vehicle collision avoidance and fail-safe mechanical braking. The robots consist of a number of key systems, such as the drivetrain, power system and connectivity.

02.01

Uber

Bought x145 at €58.49

€8,481.05

8 Comments

fund_commander123@fund_commander123

Simply a great company! I'm very positive about the next few years👍

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Show answer

2Mon·

All these stocks hit new 52 WEEK HIGHS at some point today

Visa $V (-1.13%)

Robinhood $HOOD (-1.77%)

$SOFI (-2.29%)

Delta Airlines $DAL (+9.86%)

Trade Desk $TTD (-1.54%)

DoorDash $DASH (-1.76%)

United Airlines $UAL (+6.65%)

Wells Fargo $WFC (-1.82%)

Booking $BKNG (-2.42%)

Abbvie $ABBV (+0.1%)

Agnico Eagle $AEM (+0.84%)

Alaska Airlines $ALK (+3.7%)

Apollo $APO (-2.93%)

Applovin $APP (-3.48%)

Ares Capital $ARCC (-0.07%)

Celestica $CLS

Coupang $CPNG (-3.34%)

Corteva $CTVA (-0.37%)

Carvana $CVNA (-3.63%)

Duolingo $DUOL

Garmin $GRMN (+0%)

Hilton $HLT
$ICE (-2.15%)

Incyte $INCY (-3.27%)

Leidos $LDOS (+3.31%)

Live Nation $LYV (+0.28%)

Madison Square Garden $MSGS (+0%)

Nasdaq $NDAQ (-2.21%)

Sprouts $SFM (+1.54%)

Nuscale $SMR

Sharkninja $SN

Synchrony $SYF (-2.76%)

Texas Roadhouse $TXRH (-1.76%)

VF Corp $VFC (+6.36%)

WellTower $WELL (-1.16%)

3Mon·

Delta Airlines Earnings ✈️ | $DAL (+9.86%)

5Mon·

Delta Airlines Earnings $DAL (+9.86%)

Hennington Research@HennRes

6Mon·

What we can expect from tomorrow:

Month

Consumer credit data (May)

Tuesday

NFIB Small Business Optimism Index (June)
Fed Chairman Jerome Powell addresses the Senate
Fed Vice Chairman Michael S. Barr and Fed Governor Michelle Bowman give speeches
Helen of Troy ($HELE (+0.87%)) reports quarterly figures

Wednesday

Wholesale stocks (May)
Fed Chairman Jerome Powell speaks to the House of Representatives
WD-40 ($WDFC (+0.87%)) reports quarterly figures

Thursday

Initial jobless claims (week ending June 29)
Consumer Price Index (CPI) (June)
US Treasury Statement (June)
Atlanta Fed President Raphael Bostic delivers a speech
PepsiCo ($PEP (-3.15%) ), Conagra ($CAG ) and Delta
Air Lines ($DAL (+9.86%) ) report Quarterly figures

Friday

Producer Price Index (PPI) (June)
Consumer Confidence - preliminary (July)
JPMorgan Chase ($JPM (-1.47%)), Wells Fargo ($WFC (-1.82%)), Citigroup ($C (-2.4%)), Bank of New York Mellon ($n/a), Fastenal Co. ($FAST (-0.32%)) and Ericsson ($ERIC (-1.23%)) report Quarterly figures

9 Comments

6Mon

In the picture: my regular car, on which I spent my civilian service (2021-2022) & learned a lot. Until now, it's still mine when I volunteer to drive for the emergency rescue service. (And no I'm not at the wheel, as I'm a passenger & the picture is an online "stock image") ;)

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Hennington Research@HennRes

9Mon·

The market overview for 🇺🇸 & 🇪🇺:

US MARKET🇺🇸

Monday

PACS Group ($PACS) and UL Solutions ($ULS) have potential IPOs.
Neel KashkariPresident of the Minneapolis Fed, delivers remarks.

Tuesday

Release of the NFIB Small Business Optimism Index (March).
Quarterly reports from WD-40 ($WDFC (+0.87%) ) and Tilray Brands ($TLRY (-12.74%) ).

Wednesday

Publication of the consumer price index (March).
Publication of the wholesale stocks (March).
Publication of the minutes of the March meeting of the Federal Open Market Committee (FOMC).
Publication of the monthly federal budget of the USA (March).
Speeches by Austan GoolsbeePresident of the Chicago Fed.
Quarterly reports from Delta Air Lines ($DAL (+9.86%) ) and Applied Digital ($APLD ).

Thursday

Publication of the initial applications for unemployment benefits (April 5).
Publication of the producer price index (March).
Speeches by John C. Williams, President of the New York Fed, and Raphael BosticPresident of the Atlanta Fed.
Quarterly reports from Constellation Brands ($STZ (-14.09%) ), Fastenal ($FAST (-0.32%) ) and CarMax ($KMX (-2.52%) ).

Friday

Publication of the preliminary Michigan Consumer Sentiment Index (April).
Speeches by Raphael Bostic, President of the Atlanta Fed, and Mary C. DalyPresident of the San Francisco Fed.
Quarterly reports from JPMorgan Chase ($JPM (-1.47%) ), Wells Fargo ($WFC (-1.82%) ), BlackRock ($BLK ), Citigroup ($C (-2.4%) ), State Street ($STT (-2.74%) ) and Progressive ($PGR (-0.63%) ).

EUROPEAN MARKET🇪🇺

Monday

Publication of Industrial Production Index🇪🇺

Tuesday

ZEW Economic Sentiment🇩🇪 will be published
Quarterly reports from Ericsson ($ERIC A (-1.53%) )🇸🇪, Beiersdorf AG ($BEI (-0.78%) )🇩🇪, Sika ($SIKA (+0.09%) )🇨🇭, Rio Tinto PLC ($RIO (+0.13%) )🇬🇧

Wednesday

Release of CPI data🇪🇺
Quarterly reports from Hays ($HAS (-1.72%) )🇬🇧, Petershill Partners ($PHLL )🇬🇧, Just Eat Takeaway ($TKWY (-2.88%) )🇬🇧, Entain ($ENT (-4.04%) )🇬🇧, La Francaise ($FDJ (-1.01%) )🇫🇷, Legal & General ($LGEN (-2.91%) ), Tryg ($TRYG (-1.79%) )🇩🇰, BHP Group Ltd ($BHP (-0.73%) )🇬🇧, ASML Holding ($ASML (-0.94%) )🇳🇱Volvo B ($VOLV B (-2.49%) )🇸🇪, Severstal ($CHMF )🇷🇺

thursday

Publication of Construction Output🇪🇺
Quarterly reports from Danone ($BN (-1.83%) )🇫🇷, Nokia Oyj ($NOKIA (+0.42%) )🇫🇮, Tele2 AB ($TEL2 B (-2.85%) )🇸🇪

1 Comment

9Mon

In the picture: the Belvedere Palace in Vienna

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9Mon·

Hertz ($HTZGQ* ) announced that Gil
West as of April 1 as the new CEO from April 1. West was previously Chief Operating Officer at Delta Airlines ($DAL (+9.86%) ) and at GM's ($GM (-0.77%) ) Cruise unit, Stephen Stephen Scherr who has decided to step down as CEO and member of the Board of Directors.

The reason for the change is due to the high

higher repair costs and weak demand for electric vehicles, which are difficult to rent out. Hertz announced that it will rent out approx. 20000 electric vehiclesincluding Teslas ($TSLA (+0.14%) ), from its US fleet and instead switch to gasoline-powered vehicles instead.

9Mon·

Delta ($DAL (+9.86%) ) recently announced that deliveries of its Boeing ($BA (-0.61%) ) 737 Max 10 aircraft may be delayed until 2027 could be delayed. Originally Delta orders for 100
Max 10 aircraft and the possibility of 30 more. The airline had expected that it would be able to start receiving the aircraft next year.

CEO Ed Bastian commented on the delay, explaining that Delta was already prepared for the aircraft to be delivered in 2025 with delivery expected towards the end of the year. Bastian however, stated that he now expects the delivery to be delayed by one or two years. two further years.