Southwest Airlines' Record Passenger Numbers Overshadowed By Q1 Earnings Slump And Boeing Setbacks
Portfolio Pulse from Akanksha Bakshi
Southwest Airlines Co (NYSE:LUV) reported a Q1 fiscal 2024 operating revenue increase of 10.9% Y/Y to $6.33 billion, missing consensus estimates. Adjusted EPS fell to $(0.36), and the company experienced an adjusted operating loss of $(377) million. Despite record passenger numbers, challenges included lower-than-expected leisure passenger volume and Boeing delivery delays. The company announced cost control measures and operational closures at four airports. Q2 guidance anticipates a RASM decrease and increased costs, with LUV shares dropping 9.3%.

April 25, 2024 | 3:14 pm
News sentiment analysis
Sort by:
Ascending
NEGATIVE IMPACT
Southwest Airlines reported a revenue increase but missed estimates, with a significant drop in EPS and widening operating losses. The company faces Boeing delivery delays and announced cost control measures, including workforce reductions.
The missed revenue estimates, declining EPS, and operational challenges, including Boeing delivery delays and cost control measures, are likely to negatively impact investor sentiment and stock price in the short term.
CONFIDENCE 90
IMPORTANCE 95
RELEVANCE 100