Puas Yuav Phab Ntsa Street's 'Kev Ncaj Ncees' Cov Tub Ceev Xwm Rov Qab Los Raws Li Kev Tshaj Tawm Tshaj Tawm Txog Nyiaj Tau Los?

Kev qhuab qhia muaj peev xwm rov qab los: nws rov tshwm sim ntawm Delta Air Lines cov nyiaj tau los hu rau lub lim tiam dhau los.

Delta Ed Bastian tau hais rau hnub Thursday tias "Thiab thoob plaws qhov kev sib kis, peb tau raug qhuab qhia tshaj plaws hauv kev xa rov qab cov khoom siv thiab tej zaum yuav muaj qhov sib tw zoo dua rau kev thov ntau dua li lwm tus," Delta Ed Bastian tau hais rau hnub Thursday, teb rau cov lus nug kws tshuaj ntsuam. "Thiab nws yog qhov txaus siab saib vim tias ntau lub dav hlau tau ua ntau txoj hauv kev hauv ob xyoos dhau los."

Bastian tsis tau sau npe rau cov dav hlau uas tau coj mus rau qhov sib txawv, thiab tus kws tshaj lij ntawm Delta tsis kam qhia lawv. Tab sis lub lim tiam dhau los, ob qho tib si Alaska thiab JetBlue yuav tsum tau txiav rov qab lawv cov sijhawm thiab lees paub tias lawv muaj tsawg tus neeg ua haujlwm ya mus rau lawv. Raws li Dennis Tajer, tus cev lus rau Allied Pilots Association, uas sawv cev rau cov neeg tsav dav hlau Asmeskas, tau hais tias: (Airlines) tsuas yog khaws cov nyiaj tau los, muag daim pib rau kev ya davhlau lawv tsis tuaj yeem ua haujlwm, thiab vam tias txhua yam mus zoo. "

Tus lej tseem ceeb hauv Delta daim ntawv tshaj tawm cov nyiaj tau los yog 84%, tus neeg nqa khoom qhov kev kwv yees rau feem pua ​​​​ntawm 2019 Lub Rau Hli thib ob muaj peev xwm uas nws yuav ya hauv lub quarter tam sim no. Vim tias Delta yog thawj tus neeg nqa khoom los tshaj tawm, txhua tus neeg ua raws yuav muaj lawv tus lej muaj peev xwm piv rau Delta's. Asmeskas, lub dav hlau loj tshaj plaws, tsis tau npaj lub peev xwm thib ob, tab sis thawj peb lub hlis twg, Asmeskas tau ya 89% ntawm nws tib lub quarter 2019 muaj peev xwm, thaum Delta ya 83%.

Thaum lub sijhawm hu xov tooj rau Delta, Thawj Tswj Hwm Glen Hauenstein tau tshaj tawm tias, "Kuv xav tias peb tau ua txoj haujlwm zoo heev vim tias lub tuam txhab ua haujlwm tau zoo hauv peb qhov kev nthuav qhia thoob plaws qhov kev sib kis thiab tiag tiag tau ze rau qhov kev thov tiag tiag yog tias koj rov qab saib qhov kev thov dab tsi."

Cov lus teb los ntawm Deutsche Bank tus kws tshuaj ntsuam Mike Linenberg yog: "Zoo heev. Peb thiab cov tub ua lag luam nyiam kev qhuab qhia. "

Nws yog ib qho kev ceeb toom tias Wall Street nyiam kev qhuab qhia muaj peev xwm, ntawm txoj kev xav tias cov khoom qis dua txhais tau tias tus nqi siab dua. Tshwj xeeb tshaj yog nyob rau nruab nrab-2010s, muaj peev xwm nce tau ntsib nrog cov kws tshuaj ntsuam tsis pom zoo. Piv txwv li, lub Tsib Hlis 2015 lub ntsiab lus hauv LubStreet tshaj tawm, "Southwest Airlines' Capacity Gains are Panned by Wall Street Analysts." Zaj dab neeg hais tias, "Cov kws tshuaj ntsuam xyuas Wall Street feem ntau tawm tsam kev loj hlob, ntseeg tias nws tuaj yeem ua rau cov nqi qis dua thiab cov nyiaj tau los qis dua ib mais ntawm lub rooj zaum, tsis yog rau lub dav hlau nthuav dav tab sis rau cov neeg sib tw ib yam nkaus. “

Thaum lub sijhawm, tus neeg nqa khoom tau loj hlob ntawm Kev Hlub Field tom qab 2014 tas sij hawm ntawm Wright Amendment, uas nruj me ntsis txwv tsis pub ya mus, thiab ntawm Houston Hobby, qhov twg lub davhlau ya nyob twg thoob ntiaj teb tau teem sijhawm qhib. "Peb ntseeg tias peb tau txais kev thov tawm ntawm Kev Hlub," said Southwest CFO Tammy Romo.

Zaj dab neeg tau sau tseg tias tus kws tshuaj ntsuam Wolfe Research tus kws tshuaj ntsuam xyuas Hunter Keay, tam sim no CFO rau kev loj hlob sai Avelo airlines, grilled Romo ntawm txoj kev loj hlob.

Lwm lub dav hlau nyob rau hauv crosshairs nyob rau hauv nruab nrab-2010s yog Delta tom qab Hauenstein txiav txim siab los tsim ib tug trans-Pacific hub nyob rau hauv Seattle. Thaum kawg ntawm 2013, Delta tau ua haujlwm 35 tawm ntawm Seattle-Tacoma International Airport. Hauv xyoo 2014, nws tau hu ua Seattle lub hub thiab pib loj hlob sai nyob rau ntawd, mus txog 174-hnub tshaj tawm mus rau lub caij ntuj sov 2019.

Thaum Lub Kaum Hli 2014, ib lub ntsiab lus hauv LubStreet hais tias: "Delta rau Phab Ntsa Street: Tsis Txhob Qhia Peb Yuav Ua Li Cas Peb Lub Dav Hlau"

Zaj dab neeg hais tias, "Tshiab los ntawm hounding JetBlue CEO Dave Barger tawm ntawm txoj haujlwm vim tias lub tuam txhab muab khoom kim heev rau nws cov neeg caij tsheb thauj neeg caij tsheb, qee tus kws tshuaj ntsuam Wall Street tau tig lawv lub ntsej muag rau Delta.

"Delta txoj kev ua txhaum cai, lawv hais tias, tab tom ntxiv peev txheej ntau dhau ntawm lub sijhawm thaum 'kev qhuab qhia muaj peev xwm,' tau txhawb nqa los ntawm Wall Street, yog qhov tseem ceeb hauv kev lag luam dav hlau hloov pauv mus rau qhov muaj txiaj ntsig ntau dua, tsis tshua muaj kev lag luam, kev lag luam tsim nyog.

Ntawm kev hu xov tooj, JP Morgan tus kws tshuaj ntsuam Jamie Baker tau pib ib lo lus nug los ntawm kev nug, "Kuv xav paub seb koj ua qauv li cas rau txoj kev tshiab thiab seb qhov ntawd tau hloov zuj zus txhua lub sijhawm, thiab tshwj xeeb yog tias koj xav txog nyiaj tau los ntau yam kev puas tsuaj."

Cov lus nug no tau ua rau pom tseeb tias CEO Richard Anderson tau hais tias: "Peb yuav tsis tham txog tus nqi thiab peb yuav tsis tham txog kev muaj peev xwm ntawm cov neeg sib tw ntawm cov kev hu no hnub no lossis yav tom ntej, vim nws tsis tsim nyog.

Anderson hais ntxiv tias "Thiab nws tsis tsim nyog rau cov kws tshuaj ntsuam xyuas hauv zej zog los koom nrog cov peev txheej tom ntej thiab kev txiav txim siab tus nqi ntawm Delta," Anderson ntxiv.

Lub sijhawm no txawv, tau kawg. Nyob nruab nrab ntawm qhov kev rov qab los sai sai, kev qhuab qhia muaj peev xwm tau dhau los ua ib txoj hauv kev los tiv thaiv cov tuam txhab dav hlau los ntawm lawv tus kheej thiab los ntawm cov xwm txheej tsis zoo rau lub caij ntuj sov. Nws zoo li yog thaj chaw uas, rau lub sijhawm tam sim no, Delta, Wall Street thiab cov koom haum tsav dav hlau txhua tus muaj kev txaus siab.