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每天烧3000万美元现金储备,但这家航空公司有望收支平衡

每天烧3000万美元现金储备,但这家航空公司有望收支平衡

王波非(Phil Wahba) 2020-06-23
该公司认为今夏客运量将上涨,未来几个月的亏损会减少。

图片来源:GettyImages

对达美航空公司(Delta Air Lines)来说,已经看到了隧道尽头的曙光。

达美航空释放积极信号,认为今夏客运量将上涨,未来几个月的亏损会减少,尽管该公司的首席执行官表示有500名员工感染了新冠病毒,这则消息也再次引发了人们对航空旅行安全的担忧。

达美航空的首席执行官艾德•巴斯蒂安在公司年度股东大会上(今年是线上会议)表示,公司在7月和8月将增加约2,000个航班。尽管如此,这两个月的国内运力仍然低于正常水平55%和60%。上周,达美航空毫无预兆地取消了飞往朱诺等较小市场的夏季航班,不过作为获得联邦政府援助的条件,几天后又恢复了。

巴斯蒂安对未来几个月后的形势预判持谨慎态度。截至6月底,达美航空仍要每天烧掉3000万美元的现金储备,但好过几周前每天的1亿美元。夏季业绩有望比第二季度好,当时的运力下降了85%。

达美航空的首席执行官称,可能需要两到三年才能恢复正常水平,但通过采取成本管控措施,加上美国人正在慢慢恢复航空旅行,公司有望在明年春季实现收支平衡。

“我们正在恢复,这是毫无疑问的。”巴斯蒂安之后向彭博电视台(Bloomberg Television)表示。“种种迹象很明显,我们现在的上升势头是实实在在的,并将进一步增强。”

美国运输安全管理局(Transportation Security Administration)的数据显示,6月的前16天,全美机场平均有415,135名乘客接受了安检。尽管这一数字远高于4月封锁最严重时的水平,但较去年同期下降了逾83%。巴斯蒂安说,对达美航空而言,大考在美国劳动节(Labor Day)之后,届时就能更清楚地看到商务旅行恢复了多少。

听闻巴斯蒂安说有500名员工感染了新冠病毒,达美航空和其他航司的股票在盘前交易中应声下跌,说明当前任何新的增长势头都极其脆弱。(根据其最新年报,达美航空有9万名员工。)股市开盘后,跌幅有所回落。过去几天,由于新冠病毒感染率在几个主要州再次攀升,股票市场一直处于波动中。

达美航空和其他航空公司一样,采取了若干措施以遏制病毒在航班上的传播。该公司停售中间座位的举措将至少持续到9月。今年5月,达美航空及其他大航空公司开始要求乘客在飞机上佩戴口罩,不过这些规定并未被时时严格执行。但在上周,航空行业某贸易组织表示,这种情况可能会改变,他们警告公众,不遵守规定的乘客可能会被禁止乘机。(财富中文网)

译者:Feb

对达美航空公司(Delta Air Lines)来说,已经看到了隧道尽头的曙光。

达美航空释放积极信号,认为今夏客运量将上涨,未来几个月的亏损会减少,尽管该公司的首席执行官表示有500名员工感染了新冠病毒,这则消息也再次引发了人们对航空旅行安全的担忧。

达美航空的首席执行官艾德•巴斯蒂安在公司年度股东大会上(今年是线上会议)表示,公司在7月和8月将增加约2,000个航班。尽管如此,这两个月的国内运力仍然低于正常水平55%和60%。上周,达美航空毫无预兆地取消了飞往朱诺等较小市场的夏季航班,不过作为获得联邦政府援助的条件,几天后又恢复了。

巴斯蒂安对未来几个月后的形势预判持谨慎态度。截至6月底,达美航空仍要每天烧掉3000万美元的现金储备,但好过几周前每天的1亿美元。夏季业绩有望比第二季度好,当时的运力下降了85%。

达美航空的首席执行官称,可能需要两到三年才能恢复正常水平,但通过采取成本管控措施,加上美国人正在慢慢恢复航空旅行,公司有望在明年春季实现收支平衡。

“我们正在恢复,这是毫无疑问的。”巴斯蒂安之后向彭博电视台(Bloomberg Television)表示。“种种迹象很明显,我们现在的上升势头是实实在在的,并将进一步增强。”

美国运输安全管理局(Transportation Security Administration)的数据显示,6月的前16天,全美机场平均有415,135名乘客接受了安检。尽管这一数字远高于4月封锁最严重时的水平,但较去年同期下降了逾83%。巴斯蒂安说,对达美航空而言,大考在美国劳动节(Labor Day)之后,届时就能更清楚地看到商务旅行恢复了多少。

听闻巴斯蒂安说有500名员工感染了新冠病毒,达美航空和其他航司的股票在盘前交易中应声下跌,说明当前任何新的增长势头都极其脆弱。(根据其最新年报,达美航空有9万名员工。)股市开盘后,跌幅有所回落。过去几天,由于新冠病毒感染率在几个主要州再次攀升,股票市场一直处于波动中。

达美航空和其他航空公司一样,采取了若干措施以遏制病毒在航班上的传播。该公司停售中间座位的举措将至少持续到9月。今年5月,达美航空及其他大航空公司开始要求乘客在飞机上佩戴口罩,不过这些规定并未被时时严格执行。但在上周,航空行业某贸易组织表示,这种情况可能会改变,他们警告公众,不遵守规定的乘客可能会被禁止乘机。(财富中文网)

译者:Feb

There is some light at the end of the tunnel for Delta Air Lines.

The airline sounded an optimistic note about traffic volumes rising this summer—and losses decreasing in the coming months—even as its CEO said 500 employees had contracted COVID-19, news that reignited worries about the safety of air travel.

Delta chief executive Ed Bastian said at the company’s annual shareholder meeting, held virtually this year, that the airline would add some 2,000 flights in July and August. That would still leave the airline’s domestic capacity down 55% and 60% from normal levels for those months. Last week, Delta abruptly canceled summer flights to smaller markets such as Juneau, before reinstating them a few days later as a condition of getting federal government assistance.

Bastian was cautious about predicting what would happen beyond the next couple of months. Delta will still be burning through $30 million a day in cash reserves at the end of June, but that’s better than the $100 million churn of a few weeks ago. The summer promises to be an improvement from the second quarter, when capacity was down 85%.

The Delta CEO said the business might need two or three years to get back to normal levels, but that with cost controls the company could return to a break-even point by next spring as Americans slowly return to air travel.

“We are in the process of recovery, there’s no doubt about it,” Bastian later told Bloomberg Television. “There are clear signs the momentum we have is meaningful and continuing to build.”

An average of 415,135 passengers were screened at U.S. airports in the first 16 days of June, according to the Transportation Security Administration. While significantly higher than traffic volumes at the height of lockdowns in April, that number is still down more than 83% from the same period last year. The big test for Delta, Bastian said, will come after Labor Day when it becomes clearer how much business travel is returning.

In a sign of how fragile any new momentum can be, Delta’s stock and that of other airlines fell in premarket trading when Bastian said 500 employees had contracted COVID-19. (Delta had 90,000 employees as of its most recent annual report.) Those share declines were pared back after the market open. The stock market has been volatile in the past few days on concerns about infection rates creeping up again in several major states.

Delta, like other airlines, has implemented several measures to limit the virus from spreading on its flights. It has stopped booking middle seats until at least September. In May, Delta and its major peers started requiring passengers to wear face masks on its flights, though they have not always enforced those rules rigidly. But last week, an airline industry trade group said that could change, warning the public that passengers not complying with the rules could be barred from flights.

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