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AA meets (or beats) estimates in Q4 earnings release

AA meets (or beats) estimates in Q4 earnings release

Old Jan 23, 20, 8:00 am
  #1  
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AA meets (or beats) estimates in Q4 earnings release

https://finance.yahoo.com/news/ameri...134501219.html

Net income rose to $414 million, or 95 cents per share, in the fourth quarter ended Dec. 31, from $325 million, or 70 cents per share, a year earlier.

Revenue rose 3.4% to $11.3 billion.

Excluding items, American earned $1.15 per share, above the average analyst estimate of $1.14 per share, according to IBES data from Refinitiv.
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Old Jan 23, 20, 1:45 pm
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All that says to me is the sardinification will continue
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Old Jan 23, 20, 2:14 pm
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Originally Posted by Uzzar View Post
All that says to me is the sardinification will continue
All it says to me is MORE Parkerization, going forward..

Which includes EVEN more sardinification, EVEN more Spiritification, EVEN more passenger dis-respectification. EVEN more elite desertion, EVEN more FT whine-ification ....

Sorry guys (and gals)-AA's continuous daily fail in the front at "premium" similar to CX/JL/QA, ... , and a desire to "Out Spirit" Spirit in the back is a failing strategy that will eventually put mr Parker in the same league as Frank Lorenzo, Frank Borman, Carl Ichan, and Jeff Smisek in the:

AIRLINE EXECUTIVE HALL OF (shame) FAME. Induction ceremonies to be held in secret to keep the crowds below 5 or less people.

YMMV
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Old Jan 23, 20, 2:59 pm
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Originally Posted by Uzzar View Post
All that says to me is the sardinification will continue
Just because they hit the analyst expectations doesn't mean things are going that well. To put this in perspective, Southwest had a significant revenue decline, but still generated $100M more in quarterly profit on half of AA's revenue. United made $200M more in profit and Delta is doing approximately as much profit sharing with its employees as AA's total 2019 profits. So it's not like AA is leading the industry in profitability as a result of the crappy product offering.
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Old Jan 23, 20, 5:43 pm
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_fx
 
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When expectations are rock-bottom, it doesn't take much to impress. AAL is still down 15% in the past 6 months, and worth half what it was 5 years ago. Given we're currently experiencing the largest bull run in market history, that's a pretty clear indication investors are displeased with the airline's general direction.
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Old Jan 23, 20, 6:52 pm
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How much of the profit is from operations and how much from the sale of ff miles?
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Old Jan 23, 20, 8:01 pm
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Originally Posted by jmj9905 View Post
How much of the profit is from operations and how much from the sale of ff miles?
JonNYC posted a breakdown of the revenue streams and expenses here:
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Old Jan 23, 20, 8:23 pm
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Yes, beating estimates sometimes means you just sucked less than they thought you would.
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Old Jan 23, 20, 10:40 pm
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The sad reality is that this does nothing to create a call to action for AA to address the operational and cultural issues that have it sitting at or near the bottom of the barrel with respect to most key performance and experiential metrics. The other said reality is that this just reinforces that there are enough consumers out there who will tolerate sh*tty service from an airline that there is not incentive for airlines to try to differentiate.

AA has decided that it will offer a...ahem... "premium" product up front on long-haul international routes while the rest of its offerings will be more akin to NK or G4. At least those airlines are honest about who they are.
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Old Jan 24, 20, 5:41 am
  #10  
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For 2019, DL on modestly higher revenue, $47 billion, made over $6.6 billion in operating income, or more than double what AA made. All of that can't be tied to DL not having the Max and having the ATL hub.
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Old Jan 24, 20, 5:49 am
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So seriously...if not this, then what will it take for the board or some investors to make a move? A bear market where the airline finally loses money?
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Old Jan 24, 20, 6:39 am
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Originally Posted by joeyE View Post
So seriously...if not this, then what will it take for the board or some investors to make a move? A bear market where the airline finally loses money?
Dont worry about a bear market. Coronavirus will take care of the concerns of a bear market and double it... Remember SARS?
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Old Jan 24, 20, 7:57 am
  #13  
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Any link to the full investor presentation slide deck? Interested in seeing if the fleet plan(s) have changed since last year.
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Old Jan 24, 20, 1:20 pm
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Originally Posted by PHL View Post
Any link to the full investor presentation slide deck? Interested in seeing if the fleet plan(s) have changed since last year.
Try here: https://americanairlines.gcs-web.com...f-9e7c65508a5f
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Old Jan 24, 20, 4:26 pm
  #15  
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Originally Posted by _fx View Post
When expectations are rock-bottom, it doesn't take much to impress. AAL is still down 15% in the past 6 months, and worth half what it was 5 years ago. Given we're currently experiencing the largest bull run in market history, that's a pretty clear indication investors are displeased with the airline's general direction.
scared to see what happens when the economy does tank.....
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