에 대한 최신 뉴스 Alaska Air Gr (NYSE:ALK) 주식

Alaska Air Gr

Alaska Air Group Inc operates two airlines, Alaska and Horizon in three operating segments. The Alaska Airlines segment includes scheduled air transportation on Alaska's Boeing and Airbus jet aircraft for passengers and cargo throughout the U.S., and in parts of Mexico, and Costa Rica. The Regional segment includes Horizon's and other third-party carriers' scheduled air transportation for passengers across a shorter distance network within the U.S. and Canada under capacity purchase agreements (CPA). The Hawaiian Airlines segment includes scheduled air transportation on Hawaiian's Boeing and Airbus aircraft for passengers and cargo. It earns revenues from Passenger tickets, including ticket breakage and net of taxes and fees, Passenger ancillary and Mileage Plan passenger revenue.

Alaska Air Group

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여러 항공사들이 스타링크 인터넷 서비스를 기내 고객들에게 추가했으며, 이는 일론 머스크의 스페이스X 회사에서 제공하는 인기 있는 위성 인터넷 서비스다. 새로운 벤징가 독자 설문조사에 따르면, 항공사들이 비행 중 스타링크를 제공하면 인터넷 서비스가 점점 더 인기를 얻고 있어 경쟁 우위를 가질 수 있다.

독점: 스타링크 이용 항공사들, 예약 증가할 수 있을까? 벤징가 독자 투표 결과

Phoenix,,Arizona,,Usa,-,January,15,,2024:,Aerial,View,Of

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항공 산업이 2024년에 급성장하며, 심지어 고공행진 중인 기술 섹터도 제치고 있다. 항공사 섹터를 추적하는 U.S. Global Jets ETF(NYSE:JETS)는 12월 27일 기준으로 연초 대비 36.50% 상승했으며, 이는 나스닥 100의 29.79% 상승과 비교된다. 이번 급증은 프리미엄 여행에 대한 강력한 수요, 전략적 운영 변화, 그리고 폭발적인 연휴 교통량을 반영한다.

2024년 항공주가 기술주를 능가: &#39;올해 휴일 여행은 기록을 경신할 것으로 예상&#39;

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이 10개 중형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요? 1. 패터슨(NASDAQ:PDCO)의 주식은 회사가 페이션트 스퀘어 캐피털(Patient Square Capital)에 의해 약 41억 달러에 인수되기로 최종 합의했다고 발표한 후 35.60% 급등했다.

월그린스, 알래스카 에어 및 RH 지난주 최고 성과를 보여준 10개 중형주 중 일부 (12월 9일-13일)

Alaska Air Group Inc

ALKANE RES LTD ORD by Alkane Resources Ltd.

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Shares of airline companies are trading higher amid a drop in the price of oil. An Iran-Israel ceasefire may lower travel uncertainty.

Aircraft manufacturer Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) is set to be probed for its role in last year's Alaska Air Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) <a href="https://www.benzinga.com/markets/equities/24/01/36523143/im-going-to-die-passengers-experience-15-minute-nightmare-during-alaska-airs-harrowing-emergency">Flight 1282 incident</a> involving a sudden loss of pressure in the aircraft's fuselage.
What Happened: The NTSB or National Transportation Safety Board, is set to hold a hearing to determine the cause of the mid-air blowout, Reuters reported on Tuesday.
The agency is set to question Boeing's failure to catch the issue and address the lax production. "This accident should have never happened. This should have been caught years before,&#8221; NTSB Chair Jennifer Homendy said in the report, citing her quote from an earlier hearing.
Why It Matters: Boeing has been dealing with troubled times in recent years, with several high-profile incidents involving its aircraft. Most recently, a <a href="https://www.benzinga.com/markets/25/06/45911791/boeing-dreamliner-carrying-over-200-passengers-crashes-shortly-after-takeoff-near-indias-ahmedabad-b">Boeing 787 Dreamliner</a> aircraft operated by Air India crashed in India's Ahmedabad, moments after takeoff, which resulted in over 241 deaths.
Boeing also <a href="https://www.benzinga.com/news/legal/25/05/45481977/boeing-may-reportedly-once-again-dodge-prosecution-over-737-max-crashes-victims-families-slam-dojs-potential-agreement-as-backroom-deal-dressed-up-as-a-legal-proceeding">avoided prosecution</a> for a trial involving its aircraft over two incidents in 2018 and 2019 when the 737 Max Aircraft crashed, resulting in a combined loss of over 346 lives in both incidents.
Boeing's perception among consumers has also taken a hit due to the incidents, with several users taking to social media to <a href="https://www.benzinga.com/markets/tech/25/06/45991614/if-its-boeing-im-not-going-why-some-people-are-turning-their-backs-on-the-american-plane-maker-in-favor-of-rival-airbus">express their discontentment</a> with the American aerospace giant.
Check out more of Benzinga&#8217;s Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/06/45919464/boeing-faces-fresh-turmoil-as-india-mulls-787-8-grounding-after-fatal-crash-ceo-kelly-cancels-paris-trip-report">Boeing Faces Fresh Turmoil As India Mulls 787-8 Grounding, Safety Review After Fatal Crash, CEO Kelly Ortberg Cancels Paris Trip: Report</a></li>
</ul>
Photo via Shutterstock

'This Should've Been Caught Years Ago:' Boeing Faces NTSB Heat Over 737 MAX 9 Alaska Airlines Mid-Air Blowout Incident

Shares of airline stocks are trading higher, reversing from earlier weakness as oil prices fall. Investors may be assessing Iran's attack on an American base in Qatar and the impact on travel demand.

General

Shares of airline stocks are trading lower on uncertain travel demand outlook following US strikes on Iran. Qatar has closed airspace amid tensions.

Editor's Note: This story has been updated to correct the amount of the North Carolina Community College System training initiative.
JetZero, a California-based aerospace startup, has <a href="https://www.prnewswire.com/news-releases/jetzero-selects-north-carolina-for-4-7b-production-facility-will-create-over-14-500-jobs-302479910.html">announced</a> a $4.7 billion investment to build its first manufacturing facility in Greensboro, North Carolina — a move that could position it to compete with industry giants such as Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) and Airbus.&nbsp;
The new plant, located at Piedmont Triad International Airport, will manufacture the company's all-wing commercial jet, the Z4, and is expected to create over 14,500 jobs by 2036 — a record-setting employment commitment for the state, according to the North Carolina Department of Commerce.
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The Z4 aircraft is designed to deliver up to 50% greater fuel efficiency compared to conventional tube-and-wing jetliners. It will seat approximately 250 passengers and offer a range of 5,000 nautical miles. Initially powered by conventional jet fuel, the aircraft is also being developed with the potential for future hydrogen conversion, JetZero<a href="https://www.jetzero.aero/jetzero-selectsgreensborro-nc-for-factory"> said</a>.
The company says its blended-wing design reduces drag and positions its engines on the upper rear fuselage, enabling significantly quieter operation.
<h2 class="wp-block-heading">Airline Backing and Federal Support</h2>
JetZero has raised over $300 million in funding to date, including U.S. Air Force funding to support development of a full-scale demonstrator scheduled to fly by 2027, according to the<a href="https://apnews.com/article/north-carolina-airplane-plant-jetzero-fdb49ed6c9d38981765ef1f421e3357a"> Associated Press</a>. The company said it has signed conditional purchase agreements with United Airlines Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>) and Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>), and formed a working group with 14 carriers to align the Z4's design with airport compatibility and operational requirements.
Trending: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>.
The facility is being developed in partnership with Siemens AG to include AI-driven digital manufacturing systems, with the goal of accelerating production and reducing costs, according to the release.
<h2 class="wp-block-heading">A Strategic Win for North Carolina's Aerospace Ecosystem</h2>
JetZero's headquarters will relocate from Long Beach, California, to Greensboro once the site is operational. Production is scheduled to begin in the first half of 2026, with commercial deliveries targeted for the early 2030s. According to the AP, the company aims to eventually produce up to 20 aircraft per month.
&#8220;This is more than just a factory. It's a launchpad for a new chapter of American aerospace,&#8221; said JetZero CEO Tom O'Leary to the AP.
The North Carolina Department of Commerce said the facility will generate average wages of over $89,000 per year, significantly above the county average. Economic incentives for the project—if all investment and employment milestones are met—could total more than $2.35 billion by the 2060s, including contributions from state and local governments.
"North Carolina was first in flight. We are also the future of flight," North Carolina Gov. Josh Stein said at the formal announcement at Piedmont Triad International Airport, the AP reported.
See Also: <a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.
<h2 class="wp-block-heading">Building A Local Talent Pipeline</h2>
The North Carolina Community College System, with 58 campuses statewide, <a href="https://www.prnewswire.com/news-releases/nc-community-college-system-to-provide-customized-training-program-for-jetzeros-4-7-billion-manufacturing-site-302480312.html">said</a> it will develop a customized workforce training program in partnership with JetZero. A dedicated $32 million training initiative is being coordinated with Guilford Technical Community College and other regional institutions.
JetZero joins a growing aerospace cluster at the Piedmont Triad International Airport, already home to Honda Aircraft, Boom Supersonic, and over 400 aerospace companies across North Carolina, <a href="https://fortune.com/2025/06/13/all-wing-plane-startup-jetzero-plans-build-billion-plant-north-carolina/">Fortune</a> reported.
Read Next: Deloitte's fastest-growing software company partners with Amazon, Walmart &amp; Target – Many are rushing to <a href="https://www.benzinga.com/money/mode-mobile-2">grab 4,000 of its pre-IPO shares for just $0.30/share!</a>
Image: Shutterstock

JetZero Bets $4.7B On Revolutionary Aircraft – Could This Challenge Boeing, Airbus? (CORRECTED)

Shares of airline stocks are trading lower amid macro uncertainty and rising oil prices after President Trump denied working on a ceasefire and said everyone should evacuate Tehran.

Shares of airline stocks are trading higher, rebounding after falling on Friday. Oil prices have come down and geopolitical uncertainty could be easing amid a report suggesting Iran wants to de-escalate Israel hostilities.

Following <a href="https://www.benzinga.com/markets/25/06/45911791/boeing-dreamliner-carrying-over-200-passengers-crashes-shortly-after-takeoff-near-indias-ahmedabad-b">Thursday's fatal plane crash</a> in the Indian city of Ahmedabad, when a Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) 787 Dreamliner aircraft, operated by Air India with 242 passengers onboard, crashed moments after takeoff, the aircraft manufacturer's troubled past has once again come to the surface.
Multiple Incidents, Three Whistleblowers And Prosecution Avoided
Serious questions about the company's safety and quality practices have been raised in the past following incidents with the 787 Dreamliner's Lithium-ion batteries, as well as three separate whistleblowers coming out to express serious concerns about the aircraft's manufacturing.
Amid the challenges, the company recently<a href="https://www.benzinga.com/news/legal/25/05/45481977/boeing-may-reportedly-once-again-dodge-prosecution-over-737-max-crashes-victims-families-slam-dojs-potential-agreement-as-backroom-deal-dressed-up-as-a-legal-proceeding"> avoided prosecution </a>by agreeing to pay over $1.1 billion in a deal over two fatal air crashes in 2018 and 2019 that led to the deaths of over 346 people. The decision has angered the victims' families.&nbsp;
The non-prosecution agreement involves the aircraft company investing $455 million in compliance and safety programs, as well as compensating the victims' families with over $444.5 million.
The trial was originally set to begin on June 23, but Boeing struck a deal that involved pleading guilty to misleading the FAA. The company had previously also avoided prosecution in 2021 when it was deferred after Boeing paid over $2.5 billion.
Jeju Air disaster, Faulty Bathroom Latches
In two separate incidents, a Boeing 737-800 aircraft operated by South Korea's <a href="https://www.benzinga.com/markets/equities/24/12/42716905/boeing-in-spotlight-after-fatal-737-800-crash-in-south-korea-stock-declined-28-amid-deepening-2024-challenges">Jeju Air crashed</a>. The crash led to over 179 lives lost from the 181 passengers onboard the aircraft, while the Alaska Air Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) <a href="https://www.benzinga.com/markets/equities/24/01/36523143/im-going-to-die-passengers-experience-15-minute-nightmare-during-alaska-airs-harrowing-emergency">Flight 1282 </a>experienced a sudden loss of cabin pressure, forcing an emergency landing, as well as resulting in over 65 737 MAX 9 aircraft being grounded.
However, the woes didn't stop there as the FAA also proposed an airworthiness report after a passenger was stuck in a lavatory of a Boeing aircraft mid-flight due to <a href="https://www.benzinga.com/25/04/44811150/faulty-bathroom-latches-could-cost-boeing-34-million-following-faa-directive">a faulty bathroom latch</a>. The repairs could reportedly cost Boeing $3.4 million and affect thousands of aircraft in its fleet.
Despite such issues, the FAA has recently allowed Boeing to continue <a href="https://www.benzinga.com/news/travel/25/05/45692905/faa-extends-program-allowing-boeing-to-conduct-inspections-on-agencys-behalf">inspections and approve repairs</a> on the agency's behalf.
Space ambitions proving difficult to realize
In addition to being a key figure in the aircraft manufacturing sector, Boeing is also a major player in the space exploration industry. The company's flagship rocket, the Starliner, was touted to be Boeing's answer to Elon Musk's SpaceX. However, fast forward to today, the Starliner has had its share of issues.
A <a href="https://www.benzinga.com/news/space/25/06/45827130/nasa-delays-boeing-starliner-flight-to-2026-amid-ongoing-technical-challenges">failed test in 2024</a> left two astronauts stranded aboard the International Space Station for over 9 months and the vehicle is yet to be certified for human transport. Besides this, the company's progress in its development is slower than anticipated, much to the dismay of<a href="https://www.benzinga.com/news/25/06/45855902/why-jeff-bezos-might-emerge-as-the-biggest-winner-in-the-trump-musk-feud"> NASA and Pentagon officials</a>.
Aftermath Of The fatal Ahmedabad crash
Following the disaster, Boeing CEO Kelly Otberg said that "a Boeing team stands ready to support the investigation led by India's Aircraft Accident Investigation Bureau."
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">A statement from Boeing President and CEO Kelly Ortberg on Air India Flight 171. Full statement: <a href="https://t.co/CtZuIKoa4T">https://t.co/CtZuIKoa4T</a> <a href="https://t.co/9OEkC8RURx">pic.twitter.com/9OEkC8RURx</a>
&mdash; Boeing Airplanes (@BoeingAirplanes) <a href="https://twitter.com/BoeingAirplanes/status/1933214452922372384?ref_src=twsrc%5Etfw">June 12, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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The Indian authorities are <a href="https://www.benzinga.com/markets/equities/25/06/45919464/boeing-faces-fresh-turmoil-as-india-mulls-787-8-grounding-after-fatal-crash-ceo-kelly-cancels-pa">mulling grounding </a>the 787 Dreamliner in the country and conducting a safety review. Air India owns 32 aircraft in the country. Boeing stock has fallen over 7% since the crash.
Check out more of Benzinga&#8217;s Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:
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<li><a href="https://www.benzinga.com/news/travel/25/06/45915389/india-crash-survivor-emerges-from-wreckage-has-no-idea-how-he-survived">India Crash Survivor Emerges From Wreckage, Has &#8216;No Idea How He Survived&#8217;</a></li>
</ul>
Photo courtesy: JHVEPhoto / Shutterstock.com

Boeing's Troubled 2000s: From A Sweetheart $1.1B Deal Before Deadly Air India Crash To Stranding Astronauts At ISS And Airline Crashes

Shares of airline stocks are trading lower following Israel's strikes on Iran, which have raised fuel prices and could travel demand outlook. The recent crash of an Air India flight could also be pressuring the sector.

Macro Economic Events

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Reuters Cites Letter Saying Major Airlines Warn New Trump Tariffs On Imported Planes, Parts Could "Dismantle" Recovering Supply Chain, Put Aviation Safety At Risk

Global

Reuters Cites Filing With Commerce Department Saying U.S. Aerospace Group Warns New Tariffs On Airplanes, Parts Could Put Supply Chain, Aviation Safety At Risk

Several airline companies have added <a href="https://www.benzinga.com/topic/starlink">Starlink internet service</a> to their in-flight customers, adding the popular satellite internet offering from Elon Musk's SpaceX company.
A new Benzinga reader survey shows airlines that offer Starlink on flights could have an advantage as the internet service is becoming more popular.
What Happened: Starlink is used by <a href="https://www.benzinga.com/25/02/43964680/elon-musks-starlink-expands-at-35000-feetqatar-airways-equips-50-of-its-boeing-fleet-with-high-speed-satellite-wi-fi">millions of customers </a>at their homes and businesses across more than 100 countries, as of January.
The internet service is also becoming increasingly popular in the skies with airlines signing deals to offer free internet to their passengers or charge for the premium service that could have faster speed than existing Wi-Fi services.
Benzinga recently polled readers to see how important airlines offering Starlink is for flights.
"When booking a flight, how important is Starlink being offered as an internet service in making the airline selection?" Benzinga asked.
The results were:
<ul class="wp-block-list">
<li>Somewhat important, but not the most important booking determination: 43%</li>
<li>Not important, not a factor: 36%</li>
<li>Very important, won't fly without: 21%</li>
</ul>
The poll shows that 64% of readers said Starlink being on flights is somewhat important or very important and could be a determining factor in booking airlines.
Around one-third (36%) said that Starlink is not important and not a factor, a figure that could decline as more passengers experience Starlink internet and increased speeds over time.
You may not be a billionaire like Elon Musk, but you can uncover hidden gems in the stock market using our proprietary data and pattern recognition — <a href="https://www.benzinga.com/trading-ideas/25/05/45600269/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-66">check out five stocks flying under the radar that deserve your attention.</a>
Why It's Important: SpaceX CEO Musk has suggested that Starlink will be available <a href="https://www.benzinga.com/news/23/10/35154382/musk-says-starlink-internet-could-soon-be-available-on-most-flights-but-theres-a-condition">on most flights</a> in the future, with the decision ultimately up to airline companies to carry the service.
Starlink has been used on over 55,000 flights across more than 110,000 in-flight hours and more than 55 million miles, according to the company's <a href="https://www.starlink.com/business/aviation">website</a>.
"Starlink has provided high-speed, low-latency internet on tens of thousands of flights and counting, keeping passengers connected from the moment they step onboard their aircraft and throughout their travels all around the world," the Starlink website reads.
Several airlines have announced deals with Starlink for in-flight internet services on a portion of their flights or all of their flights.
In North America, this list includes <a href="https://www.benzinga.com/25/03/44563126/united-airlines-to-launch-first-starlink-equipped-flight-in-may-faa-grants-approval">United Airlines Holdings</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>), WestJet, and <a href="https://www.benzinga.com/news/24/09/41023552/hawaiin-airlines-airbus-planes-take-flight-with-starlink-internet-service-at-no-additional-cost-to-c">Hawaiian Airlines,</a> which is now owned by Alaska Air Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>).
These stocks could have an advantage based on the survey result with more and more passengers seeking out flights that have Starlink as an option. United is rolling out Starlink to more of its flights and Alaska Air Group is looking to add Starlink to other plane units outside of just the Hawaiian Airlines brand. 
In other parts of the world, the list of airlines with Starlink includes Qatar Airways, Air New Zealand, Air France and airBaltic.
Musk recently said it was "possible that Starlink may go public at some point in the future." 
But while the billionaire also said there was "no rush to go public," readers are still interested in investing in the internet company and its parent, SpaceX.
In a <a href="https://www.benzinga.com/general/space/25/05/45680115/tesla-the-best-elon-musk-company-84-say-no-these-3-rank-higher">poll of Elon Musk-related companies</a>, Benzinga readers said they would most want to invest in Starlink (27%) or SpaceX with a minority ownership stake in Starlink (27%). These two units ranked ahead of other Musk-related companies such as X/xAI (19%), Tesla Inc (16%) and others.
The study was conducted by Benzinga from May 23, 2025, through May 27, 2025. It included the responses of a diverse population of adults 18 or older. Opting into the survey was completely voluntary, with no incentives offered to potential respondents. The study reflects results from 113 adults.
Photo: Below the Sky via Shutterstock

EXCLUSIVE: Could Airlines With Starlink See Booking Boost? What Benzinga Reader Poll Says

In a turbulent first half of 2025 for the <a href="https://www.benzinga.com/general/travel">global travel sector</a>, Goldman Sachs sees an edge for investors: &#8220;premiumization.&#8221;
From lie-flat airline seats to luxury cruise cabins and high-end hotel brands, premium travel products have shown striking resilience to macroeconomic pressures—and companies leaning into this segment are emerging <a href="https://www.benzinga.com/topic/travel-stocks">as the strongest performers.</a>
Premium travel is "increasingly driven by higher-income consumers less impacted by short-term macro volatility," said Goldman Sachs analyst Catherine O'Brien.
According to O'Brien, stocks most exposed to "premiumization" include Buy-rated Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>), Delta Air Lines, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>), United Airlines Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>), Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>) and Royal Caribbean Cruises Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>).
<h3 class="wp-block-heading">Airlines: Premium Demand Leads</h3>
In a note shared Thursday, O'Brien highlighted that premium cabins outperformed economy in the first quarter across all major U.S. airlines.
Delta Air Lines posted a 6.8% year-over-year increase in premium revenue in the first quarter, while its main cabin revenue declined 1.2%. United Airlines reported international Polaris cabin revenue up 8% and Premium Plus up 5%.
Alaska Air said premium accounted for 34% of total revenue, with Hawaiian routes contributing a 17% jump in high-end bookings.
Airlines like JetBlue Airways Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) and American Airlines Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) echoed similar trends, with premium class outperforming main cabin across both domestic and international routes.
This shift isn't just cyclical. Airlines have introduced more segmented products—from extra legroom economy to exclusive suites—making premium more accessible while preserving upsell potential. Delta's domestic first-class load factor jumped to 75%, from just 12% fifteen years ago.
<h3 class="wp-block-heading">Hotels: Luxury RevPAR Resilience</h3>
In lodging, luxury continues to drive performance.
Marriott International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAR#NASDAQ">MAR</a>) said its luxury tier had the strongest occupancy and average daily rate (ADR) growth globally in the first quarter, while Hyatt Hotels Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>) saw luxury RevPAR (revenue per available room) rise over 8%.
By contrast, Choice Hotels International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>) and Wyndham Hotels &amp; Resorts Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WH#NYSE">WH</a>), both focused on economy and midscale properties, slashed their 2025 outlooks by up to 300 basis points.
Premium hotel supply remains constrained due to higher construction costs and longer breakeven timelines, which support pricing power and margin sustainability. Growth in luxury RevPAR has led all chain scales for four straight quarters, with the first quarter of 2025 showing 7.5% year-over-year growth.
<h3 class="wp-block-heading">Cruise Lines: Premium Pricing Power</h3>
The cruise sector is also sailing toward premium. Goldman notes that Norwegian Cruise Line and Royal Caribbean Cruises have priced their newest ships at up to 60% premiums over older vessels.
For instance, Royal&#8217;s Icon of the Seas commands a 43% price premium, while NCLH's Norwegian Aqua leads with a 59% markup.
Premium cruise offerings such as "The Haven" suites on Norwegian ships continue to sell out early and achieve top customer satisfaction scores. RCL also noted that ships built after the Oasis class generate 2x the EBITDA of older ships.
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</ul>
Photo: oneinchpunch/Shutterstock

NCLH

Premium Travel Demand Gives Airlines, Hotels And Cruises An Edge in 2025: Goldman Sachs

Shares of airline companies are trading higher after President Trump delayed 50% EU tariffs to July. The industry may also be experiencing a surge in strength due to a rise in travel during the Memorial Day weekend.

Alaska Air Gr's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) short percent of float has risen 46.41% since its last report. The company recently reported that it has 7.19 million shares sold short, which is 7.95% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.63 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Alaska Air Gr Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747929631_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Alaska Air Gr has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Alaska Air Gr's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Alaska Air Gr's peer group average for short interest as a percentage of float is 8.57%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

How Do Investors Really Feel About Alaska Air Gr?

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>DAL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$55.00</td>
<td>$192.7K</td>
<td>12.5K</td>
<td>1.7K</td>
</tr>
<tr>
<td>VRT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$110.00</td>
<td>$52.7K</td>
<td>581</td>
<td>1.2K</td>
</tr>
<tr>
<td>JCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$100.00</td>
<td>$330.0K</td>
<td>2.2K</td>
<td>1.0K</td>
</tr>
<tr>
<td>ADP</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$320.00</td>
<td>$59.8K</td>
<td>1.7K</td>
<td>583</td>
</tr>
<tr>
<td>NXT</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$55.00</td>
<td>$41.8K</td>
<td>3.5K</td>
<td>360</td>
</tr>
<tr>
<td>UPS</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$85.00</td>
<td>$196.5K</td>
<td>358</td>
<td>300</td>
</tr>
<tr>
<td>ARRY</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$9.00</td>
<td>$38.0K</td>
<td>23</td>
<td>200</td>
</tr>
<tr>
<td>BWXT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/21/25</td>
<td>$60.00</td>
<td>$195.9K</td>
<td>3</td>
<td>38</td>
</tr>
<tr>
<td>ALK</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$52.50</td>
<td>$44.8K</td>
<td>374</td>
<td>38</td>
</tr>
<tr>
<td>UNP</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$240.00</td>
<td>$35.1K</td>
<td>400</td>
<td>27</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For DAL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>), we notice a call option sweep that happens to be bearish, expiring in 32 day(s) on June 20, 2025. This event was a transfer of 1592 contract(s) at a $55.00 strike. This particular call needed to be split into 46 different trades to become filled. The total cost received by the writing party (or parties) was $192.7K, with a price of $121.0 per contract. There were 12549 open contracts at this strike prior to today, and today 1790 contract(s) were bought and sold. 
• For VRT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>), we notice a put option sweep that happens to be bullish, expiring in 60 day(s) on July 18, 2025. This event was a transfer of 49 contract(s) at a $110.00 strike. This particular put needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $52.7K, with a price of $1078.0 per contract. There were 581 open contracts at this strike prior to today, and today 1209 contract(s) were bought and sold. 
• For JCI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JCI#NYSE">JCI</a>), we notice a call option trade that happens to be bullish, expiring in 60 day(s) on July 18, 2025. This event was a transfer of 1000 contract(s) at a $100.00 strike. The total cost received by the writing party (or parties) was $330.0K, with a price of $330.0 per contract. There were 2278 open contracts at this strike prior to today, and today 1020 contract(s) were bought and sold. 
• For ADP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADP#NASDAQ">ADP</a>), we notice a call option trade that happens to be bullish, expiring in 32 day(s) on June 20, 2025. This event was a transfer of 68 contract(s) at a $320.00 strike. The total cost received by the writing party (or parties) was $59.8K, with a price of $880.0 per contract. There were 1767 open contracts at this strike prior to today, and today 583 contract(s) were bought and sold. 
• Regarding NXT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>), we observe a put option trade with neutral sentiment. It expires in 242 day(s) on January 16, 2026. Parties traded 53 contract(s) at a $55.00 strike. The total cost received by the writing party (or parties) was $41.8K, with a price of $790.0 per contract. There were 3585 open contracts at this strike prior to today, and today 360 contract(s) were bought and sold. 
• For UPS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>), we notice a put option sweep that happens to be bullish, expiring in 395 day(s) on June 18, 2026. This event was a transfer of 300 contract(s) at a $85.00 strike. This particular put needed to be split into 33 different trades to become filled. The total cost received by the writing party (or parties) was $196.5K, with a price of $655.0 per contract. There were 358 open contracts at this strike prior to today, and today 300 contract(s) were bought and sold. 
• Regarding ARRY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>), we observe a put option trade with bullish sentiment. It expires in 32 day(s) on June 20, 2025. Parties traded 200 contract(s) at a $9.00 strike. The total cost received by the writing party (or parties) was $38.0K, with a price of $190.0 per contract. There were 23 open contracts at this strike prior to today, and today 200 contract(s) were bought and sold. 
• Regarding BWXT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>), we observe a call option trade with bullish sentiment. It expires in 186 day(s) on November 21, 2025. Parties traded 38 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $195.9K, with a price of $5156.0 per contract. There were 3 open contracts at this strike prior to today, and today 38 contract(s) were bought and sold. 
• For ALK (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>), we notice a put option sweep that happens to be bearish, expiring in 60 day(s) on July 18, 2025. This event was a transfer of 140 contract(s) at a $52.50 strike. This particular put needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $44.8K, with a price of $320.0 per contract. There were 374 open contracts at this strike prior to today, and today 38 contract(s) were bought and sold. 
• Regarding UNP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>), we observe a call option trade with bullish sentiment. It expires in 242 day(s) on January 16, 2026. Parties traded 27 contract(s) at a $240.00 strike. The total cost received by the writing party (or parties) was $35.1K, with a price of $1300.0 per contract. There were 400 open contracts at this strike prior to today, and today 27 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

ARRY

BWXT

10 Industrials Stocks With Whale Alerts In Today's Session

Is a recession quietly taxiing down the runway? In March, airfare prices dropped 5.3% year-over-year, the sharpest decline in nearly four years, according to the<a href="https://www.bls.gov/news.release/pdf/cpi.pdf"> Bureau of Labor Statistics</a>.&nbsp;
The drop came as major U.S. airlines — including Delta Air Lines (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>), Southwest Airlines (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>), United Airlines (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>), and Alaska Airlines (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) — warned of weaker-than-expected demand, spurred by economic uncertainty, stalled business travel, and global volatility.
Don't Miss:
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<h2 class="wp-block-heading">Slashed Fares, Shaky Forecasts, And A Bumpy Ride Ahead</h2>
&#8220;Like others in the industry, we&#8217;ve seen lower fare levels being booked for April and throughout the summer,&#8221; Alaska Airlines CFO Shane Tackett told Reuters in an <a href="https://www.reuters.com/business/alaska-air-pulls-its-2025-outlook-sees-weaker-profit-second-quarter-2025-04-23/">interview</a> published last month. Though he emphasized that demand hadn't collapsed, Tackett confirmed the airline had to reduce fares to keep planes full.
Robert Isom, CEO of American Airlines, echoed the concern during the company's quarterly <a href="https://americanairlines.gcs-web.com/events/event-details/q1-2025-american-airlines-group-inc-earnings-conference-call">earnings call </a>on April 24. "The economic uncertainty in the market has pressured demand and impacted America&#8217;s first-quarter results and second-quarter outlook," he told analysts, prompting the airline to pull its 2025 guidance.
Delta CEO Ed Bastian said during the company's April 9 <a href="https://s2.q4cdn.com/181345880/files/doc_earnings/2025/q1/transcript/CORRECTED-TRANSCRIPT_-Delta-Air-Lines-Inc-DAL-US-Q1-2025-Earnings-Call.pdf">earnings call</a>, highlighting measures taken in response to economic uncertainties. These include deferring aircraft deliveries and maintaining flat capacity growth for the second half of 2025. Bastian noted that corporate travel, which had been trending up 10% year-over-year at the start of 2025, has now flattened.
Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — <a href="https://www.benzinga.com/money/boxabl-scaling-fast-from-spacex-orders-to-600-homes-built-this-60k-foldable-home-may-be-the-future-of-housing">this is your last chance to become an investor for $0.80 per share.</a>
Meanwhile, United Airlines took a split-scenario approach. In an <a href="https://www.sec.gov/Archives/edgar/data/319687/000010051725000013/ual_12312024erex992.htm">investor update</a> filed with the SEC in January, the airline issued two 2025 profit forecasts: one showing earnings per share between $11.50 and $13.50 if the economy holds steady, and another EPS of $7 to $9 in a recession. Starting in July, United plans to reduce domestic capacity by 4%.
This domestic softness comes at a time when business travel budgets are also tightening. <a href="https://www.wsj.com/business/airlines/business-travel-expenses-decline-trade-war-7b0ac8b4">The Wall Street Journal</a> reported that companies like Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) and Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) are trimming non-essential travel due to cost pressures and diminished ROI from face-to-face meetings.
Despite the turbulence at home, premium and international travel segments are staying aloft. United Airlines saw a <a href="https://ir.united.com/static-files/eac79d3d-fdbc-4c6d-97f2-109769c238a8">17% jump in premium booking</a>s and 5% rise in international sales. Delta is also leaning into loyalty programs and premium cabin sales.
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Image: Shutterstock

Alaska Airlines CFO Flags Softening Demand As Airlines Slash Ticket Prices – 'We Have Seen Lower Fare Levels Being Booked'

Raymond Conner, Director at Alaska Air Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>), reported an insider buy on May 12, according to a new SEC filing. 
What Happened: In a significant move reported in a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0000766421/000155349825000002//Archives/edgar/data/766421/000155349825000002/0001553498-25-000002-index.htm">U.S. Securities and Exchange Commission</a> on Monday, Conner purchased 2,653 shares of Alaska Air Gr, demonstrating confidence in the company's growth potential. The total value of the transaction stands at $139,998.
As of Tuesday morning, Alaska Air Gr shares are up by 2.09%, currently priced at $54.65.
<h3>Get to Know Alaska Air Gr Better</h3>
Alaska Air Group Inc operates two airlines, Alaska and Horizon in three operating segments. The Alaska Airlines segment includes scheduled air transportation on Alaska's Boeing and Airbus jet aircraft for passengers and cargo throughout the U.S., and in parts of Mexico, and Costa Rica. The Regional segment includes Horizon's and other third-party carriers' scheduled air transportation for passengers across a shorter distance network within the U.S. and Canada under capacity purchase agreements (CPA). The Hawaiian Airlines segment includes scheduled air transportation on Hawaiian's Boeing and Airbus aircraft for passengers and cargo. It earns revenues from Passenger tickets, including ticket breakage and net of taxes and fees, Passenger ancillary and Mileage Plan passenger revenue.
<h3>Alaska Air Gr: A Financial Overview</h3>
Revenue Growth: Over the 3 months period, Alaska Air Gr showcased positive performance, achieving a revenue growth rate of 40.55% as of 31 March, 2025. This reflects a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Industrials sector.
Profitability Metrics:
<ul>
<li>
Gross Margin: The company issues a cost efficiency warning with a low gross margin of 8.13%, indicating potential difficulties in maintaining profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): Alaska Air Gr's EPS is below the industry average. The company faced challenges with a current EPS of -1.35. This suggests a potential decline in earnings.
</li>
</ul>
Debt Management: Alaska Air Gr's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 1.52.
Financial Valuation Breakdown:
<ul>
<li>
Price to Earnings (P/E) Ratio: The current Price to Earnings ratio of 19.26 is higher than the industry average, indicating the stock is priced at a premium level according to the market sentiment.
</li>
<li>
Price to Sales (P/S) Ratio: With a P/S ratio of 0.54 below industry standards, the stock shows potential undervaluation, making it an appealing investment option for those focusing on sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): Alaska Air Gr's EV/EBITDA ratio at 7.88 suggests potential undervaluation, falling below industry averages.
</li>
</ul>
Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.
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<h3>Why Pay Attention to Insider Transactions</h3>
Investors should view insider transactions as part of a multifaceted analysis and not rely solely on them for decision-making.
Exploring the legal landscape, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as stipulated by Section 12 of the Securities Exchange Act of 1934. This encompasses executives in the c-suite and major hedge funds. These insiders are required to report their transactions through a Form 4 filing, which must be submitted within two business days of the transaction.
Highlighted by a company insider's new purchase, there's a positive anticipation for the stock to rise.
But, insider sells may not necessarily indicate a bearish view and can be motivated by various factors.
<h3>Transaction Codes To Focus On</h3>
When analyzing transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> tend to focus on those in the open market, detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase,while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000766421">Check Out The Full List Of Alaska Air Gr's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

Alaska Air Gr Director Makes $139K Stock Purchase

A new SEC filing reveals that KAY HELVI SANDVIK, Director at Alaska Air Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>), made a notable insider purchase on May 12,.
What Happened: SANDVIK's recent purchase of 2,653 shares of Alaska Air Gr, disclosed in a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0000766421/000159203325000002//Archives/edgar/data/766421/000159203325000002/0001592033-25-000002-index.htm">U.S. Securities and Exchange Commission</a> on Monday, reflects confidence in the company's potential. The total transaction value is $139,998.
The latest update on Tuesday morning shows Alaska Air Gr shares up by 2.09%, trading at $54.65.
<h3>About Alaska Air Gr</h3>
Alaska Air Group Inc operates two airlines, Alaska and Horizon in three operating segments. The Alaska Airlines segment includes scheduled air transportation on Alaska's Boeing and Airbus jet aircraft for passengers and cargo throughout the U.S., and in parts of Mexico, and Costa Rica. The Regional segment includes Horizon's and other third-party carriers' scheduled air transportation for passengers across a shorter distance network within the U.S. and Canada under capacity purchase agreements (CPA). The Hawaiian Airlines segment includes scheduled air transportation on Hawaiian's Boeing and Airbus aircraft for passengers and cargo. It earns revenues from Passenger tickets, including ticket breakage and net of taxes and fees, Passenger ancillary and Mileage Plan passenger revenue.
<h3>Alaska Air Gr: A Financial Overview</h3>
Revenue Growth: Alaska Air Gr's revenue growth over a period of 3 months has been noteworthy. As of 31 March, 2025, the company achieved a revenue growth rate of approximately 40.55%. This indicates a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Industrials sector.
Profitability Metrics:
<ul>
<li>
Gross Margin: The company shows a low gross margin of 8.13%, suggesting potential challenges in cost control and profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): Alaska Air Gr's EPS reflects a decline, falling below the industry average with a current EPS of -1.35.
</li>
</ul>
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 1.52.
Valuation Metrics: A Closer Look
<ul>
<li>
Price to Earnings (P/E) Ratio: The current Price to Earnings ratio of 19.26 is higher than the industry average, indicating the stock is priced at a premium level according to the market sentiment.
</li>
<li>
Price to Sales (P/S) Ratio: The P/S ratio of 0.54 is lower than the industry average, implying a discounted valuation for Alaska Air Gr's stock in relation to sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): Alaska Air Gr's EV/EBITDA ratio, lower than industry averages at 7.88, indicates attractively priced shares.
</li>
</ul>
Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.
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<h3>Why Insider Transactions Are Key in Investment Decisions</h3>
While insider transactions provide valuable information, they should be part of a broader analysis in making investment decisions.
In the realm of legality, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities under Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are required to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
Notably, when a company insider makes a new purchase, it is considered an indicator of their positive expectations for the stock.
Conversely, insider sells may not necessarily signal a bearish stance on the stock and can be motivated by various factors.
<h3>Essential Transaction Codes Unveiled</h3>
<a href="https://www.benzinga.com/money/investing-tools">Investors</a> prefer focusing on transactions that take place in the open market, indicated in Table I of the Form 4 filing. A P in Box 3 indicates a purchase, while S indicates a sale. Transaction code C indicates the conversion of an option, and transaction code A indicates grant, award or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000766421">Check Out The Full List Of Alaska Air Gr's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Director At Alaska Air Gr Buys $139K of Stock

A notable insider purchase on May 12, was reported by ERIC YEAMAN, Board Member at Alaska Air Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>), based on the most recent SEC filing.
What Happened: In a Form 4 filing on Monday with the <a href="https://www.sec.gov/Archives/edgar/data/0000766421/000121581925000002//Archives/edgar/data/766421/000121581925000002/0001215819-25-000002-index.htm">U.S. Securities and Exchange Commission</a>, it was disclosed that YEAMAN bought 2,653 shares of Alaska Air Gr, amounting to a total of $139,998.
Tracking the Tuesday's morning session, Alaska Air Gr shares are trading at $54.67, showing a up of 2.13%.
<h3>About Alaska Air Gr</h3>
Alaska Air Group Inc operates two airlines, Alaska and Horizon in three operating segments. The Alaska Airlines segment includes scheduled air transportation on Alaska's Boeing and Airbus jet aircraft for passengers and cargo throughout the U.S., and in parts of Mexico, and Costa Rica. The Regional segment includes Horizon's and other third-party carriers' scheduled air transportation for passengers across a shorter distance network within the U.S. and Canada under capacity purchase agreements (CPA). The Hawaiian Airlines segment includes scheduled air transportation on Hawaiian's Boeing and Airbus aircraft for passengers and cargo. It earns revenues from Passenger tickets, including ticket breakage and net of taxes and fees, Passenger ancillary and Mileage Plan passenger revenue.
<h3>Alaska Air Gr: Financial Performance Dissected</h3>
Revenue Growth: Alaska Air Gr displayed positive results in 3 months. As of 31 March, 2025, the company achieved a solid revenue growth rate of approximately 40.55%. This indicates a notable increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Industrials sector.
Navigating Financial Profits:
<ul>
<li>
Gross Margin: The company shows a low gross margin of 8.13%, suggesting potential challenges in cost control and profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): Alaska Air Gr's EPS is below the industry average, signaling challenges in bottom-line performance with a current EPS of -1.35.
</li>
</ul>
Debt Management: With a below-average debt-to-equity ratio of 1.52, Alaska Air Gr adopts a prudent financial strategy, indicating a balanced approach to debt management.
Exploring Valuation Metrics Landscape:
<ul>
<li>
Price to Earnings (P/E) Ratio: A higher-than-average P/E ratio of 19.26 suggests caution, as the stock may be overvalued in the eyes of investors.
</li>
<li>
Price to Sales (P/S) Ratio: The Price to Sales ratio is 0.54, which is lower than the industry average. This suggests a possible undervaluation based on sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): The company's EV/EBITDA ratio of 7.88 trails industry averages, indicating a potential disparity in market valuation that could be advantageous for investors.
</li>
</ul>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
<a href="https://www.schwab.com/brokerage?aff=XEC">Now trade stocks online commission free with Charles Schwab, a trusted and complete investment firm.</a>
<h3>Exploring the Significance of Insider Trading</h3>
Insider transactions are not the sole determinant of investment choices, but they are a factor worth considering.
Considering the legal perspective, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, according to Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are mandated to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
Pointing towards optimism, a company insider's new purchase signals their positive anticipation for the stock to rise.
Nevertheless, insider sells may not necessarily indicate a bearish view and can be influenced by various factors.
<h3>Transaction Codes Worth Your Attention</h3>
When it comes to transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> tend to focus on those in the open market, detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S indicates a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000766421">Check Out The Full List Of Alaska Air Gr's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Board Member Of Alaska Air Gr Purchased $139K In Stock

Press Releases

Alaska Airlines Partners with Jumio to Provide Faster, More Efficient Travel

Aircraft technicians at Horizon Air ratify new four-year contract

Alaska Air Group appoints former Deloitte executive and proud Seattleite, Pete Shimer, to the board of directors

Alaska Air Group announces leadership promotions in key enterprise oversight roles

Alaska Airlines launches new era of widebody international flying in Seattle with daily nonstop service to Tokyo Narita operated by Hawaiian Airlines

Alaska Air Group to webcast Bank of America Securities conference

Alaska Airlines 'Gift of Travel' helps hero donor reach his 50th state

Alaska Airlines launches new era of inflight dining with Chef's (tray) Table - a First Class experience

Ciao Italia! Alaska Airlines announces new nonstop service between Seattle and Rome

Alaska Airlines expands fresh meal options on more flights, featuring fan favorites

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Alaska Air

여러 항공사들이 <a href="https://www.benzinga.com/topic/starlink">스타링크 인터넷 서비스</a>를 기내 고객들에게 추가했으며, 이는 일론 머스크의 스페이스X 회사에서 제공하는 인기 있는 위성 인터넷 서비스다.
새로운 벤징가 독자 설문조사에 따르면, 항공사들이 비행 중 스타링크를 제공하면 인터넷 서비스가 점점 더 인기를 얻고 있어 경쟁 우위를 가질 수 있다.
무슨 일이 있었나: 스타링크는 1월 기준으로 100개 이상의 국가에서 수백만 <a href="https://www.benzinga.com/25/02/43964680/elon-musks-starlink-expands-at-35000-feetqatar-airways-equips-50-of-its-boeing-fleet-with-high-speed-satellite-wi-fi">고객들</a>이 자택과 사업장에서 사용하고 있다.
이 인터넷 서비스는 항공사들이 승객들에게 무료 인터넷을 제공하거나 기존 Wi-Fi 서비스보다 더 빠른 속도를 가진 프리미엄 서비스에 요금을 부과하는 계약을 체결하면서 하늘에서도 점점 더 인기를 얻고 있다.
벤징가는 최근 독자들을 대상으로 스타링크 제공이 비행에 얼마나 중요한지를 조사했다.
&#8220;비행을 예약할 때 스타링크가 인터넷 서비스로 제공되는 것이 항공사 선택에 얼마나 중요한가?&#8221; 벤징가는 물었다.
결과는 다음과 같다:
<ul class="wp-block-list">
<li>약간 중요하지만 가장 중요한 예약 결정 요소는 아님: 43%</li>
<li>중요하지 않음, 요소가 아님: 36%</li>
<li>매우 중요함, 없으면 비행하지 않음: 21%</li>
</ul>
이 설문조사는 64%의 독자가 비행 중 스타링크가 약간 중요하거나 매우 중요하다고 응답했으며, 이는 항공사 예약의 결정 요소가 될 수 있음을 보여준다.
약 3분의 1(36%)은 스타링크가 중요하지 않고 요소가 아니라고 답했으며, 이는 시간이 지나면서 더 많은 승객이 스타링크 인터넷과 증가하는 속도를 경험하게 되면서 줄어들 수 있는 수치다.
당신은 일론 머스크처럼 억만장자가 아닐지 모르지만, 우리의 독점 데이터와 패턴 인식을 사용하면 주식 시장에서 숨겨진 보석을 찾을 수 있다 — <a href="https://www.benzinga.com/trading-ideas/25/05/45600269/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-66">당신의 주목을 받을 가치가 있는 다섯 개의 주식을 확인해보라.</a>
왜 중요한가: 스페이스X의 CEO인 머스크는 스타링크가 <a href="https://www.benzinga.com/news/23/10/35154382/musk-says-starlink-internet-could-soon-be-available-on-most-flights-but-theres-a-condition">대부분의 비행에서 제공될 것이라고</a> 제안했으며, 궁극적으로는 항공사들이 이 서비스를 제공할지의 여부를 결정해야 한다.
스타링크는 회사의 <a href="https://www.starlink.com/business/aviation">웹사이트</a>에 따르면 5만 5천 회 이상의 비행에서 11만 시간 이상의 비행 시간과 5천 5백만 마일 이상 사용되었다.
&#8220;스타링크는 수만 회의 비행에서 고속, 저지연 인터넷을 제공하여 승객들이 항공기에 탑승하는 순간부터 여행하는 동안 전 세계 어디서든 연결되도록 해준다&#8221;고 스타링크 웹사이트에 적혀 있다.
여러 항공사들이 비행의 일부 또는 모든 비행에 대해 스타링크와 기내 인터넷 서비스 계약을 발표했다.
북미에서는 이 목록에 <a href="https://www.benzinga.com/25/03/44563126/united-airlines-to-launch-first-starlink-equipped-flight-in-may-faa-grants-approval">유나이티드 항공 홀딩스</a>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>), 웨스트젯, 그리고 현재 알래스카 항공 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) 소속인 <a href="https://www.benzinga.com/news/24/09/41023552/hawaiin-airlines-airbus-planes-take-flight-with-starlink-internet-service-at-no-additional-cost-to-c">하와이안 항공</a>이 있다.
이들 주식은 설문 결과에 따라 스타링크를 옵션으로 제공하는 비행을 원하는 승객이 늘어남에 따라 경쟁 우위를 가질 수 있다. 유나이티드는 더 많은 비행에 스타링크를 도입하고 있으며, 알래스카 항공 그룹은 하와이안 항공 브랜드 외의 다른 항공기에도 스타링크를 추가할 계획이다.
세계 다른 지역에서는 스타링크를 제공하는 항공사 목록에 카타르 항공, 뉴질랜드 항공, 프랑스 항공 및 에어발틱이 포함된다.
머스크는 최근 &#8220;스타링크가 언젠가 공개될 가능성이 있다&#8221;고 말했다.
하지만 이 억만장자는 &#8220;상장할 급한 필요는 없다&#8221;고도 말했으나, 독자들은 여전히 이 인터넷 회사와 그 모회사인 스페이스X에 투자하는 데 관심을 가지고 있다.
일론 머스크 관련 기업에 대한 <a href="https://www.benzinga.com/general/space/25/05/45680115/tesla-the-best-elon-musk-company-84-say-no-these-3-rank-higher">설문조사</a>에서 벤징가 독자들은 스타링크(27%) 또는 스타링크에 소수 지분을 가진 스페이스엑스(27%)에 가장 투자하고 싶다고 응답했다. 이 두 부문은 X/xAI(19%), 테슬라 (16%) 및 기타 기업들보다 높은 순위를 차지했다.
이 연구는 2025년 5월 23일부터 5월 27일까지 벤징가에서 수행되었으며, 18세 이상의 다양한 성인 응답자를 포함했다. 설문조사 참여는 완전히 자발적이며, 잠재 응답자에게 인센티브가 제공되지 않았다. 이 연구는 113명의 성인으로부터의 결과를 반영한다.
사진: Shutterstock의 Below the Sky
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항공 산업이 2024년에 급성장하며, 심지어 고공행진 중인 기술 섹터도 제치고 있다. 항공사 섹터를 추적하는 U.S. Global Jets ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JETS#NYSE">JETS</a>)는 12월 27일 기준으로 연초 대비 36.50% 상승했으며, 이는 <a href="https://www.benzinga.com/tech">나스닥 100의 29.79% 상승</a>과 비교된다.
이번 급증은 프리미엄 여행에 대한 강력한 수요, 전략적 운영 변화, 그리고 폭발적인 연휴 교통량을 반영한다.
<h3 class="wp-block-heading">여행 열풍이 항공사 ETF를 끌어올리다</h3>
올해 추수감사절은 항공사 주식에 중요한 전환점을 마련했다. 6일간의 여행 기간 동안 TSA가 약 1,830만 명의 승객을 검색하여 2023년 대비 6% 증가한 수치를 기록했다. 이는 JETS ETF를 11월 동안 거의 6% 상승시키는 원인이 되었다.
&#8220;순수 소비자 플레이로서 JETS는 투자자들이 연휴 여행 성수기를 활용할 수 있는 방법이다. 올해는 기록적인 수치를 예상하고 있다,&#8221;고 최근 켄트 툰(Kent Thune), ETF.com 연구원이 말했다.
전문가는 최근 ETF의 상승을 연료비 하락과 강한 계절적 수요 덕분으로 분석했다. 8월 이후, JETS ETF는 기술주 중심의 Invesco QQQ Trust, Series 1(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)를 31% 포인트 격차로 제쳤다.
JETS의 포트폴리오는 미국 항공사들에 중점을 두고 있으며, 70%를 차지한다. 여기에는 아메리칸 항공 그룹(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>)에 10%, 저가 항공사 사우스웨스트 항공(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>)에 8.5%가 포함된다. 또한, 보잉(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), 익스피디아 그룹(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXPE#NASDAQ">EXPE</a>) 그리고 트립어드바이저(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TRIP#NASDAQ">TRIP</a>)와 같은 소규모 포지션도 포함되어 있다.
<h3 class="wp-block-heading">프리미엄 수요가 산업을 재정의하다</h3>
델타 항공(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>)과 유나이티드 에어라인 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>)는 각각 시장 점유율 기준으로 두 번째와 네 번째로 큰 미국 항공사로, 올해 각각 53%와 140% 상승하는 뛰어난 성과를 보였다. 이들은 JETS 보유 종목의 26% 이상을 차지한다.
파일럿 급여 인상과 유지비 증가라는 비용 압박에도 불구하고, 항공사들은 프리미엄 여행 옵션에 대한 수요가 급증하면서 번창했다. 델타는 최근 고급 서비스 확대 계획을 발표하고, 프리미엄 항공권 수익이 일반석 판매를 초과할 것으로 예상하여 산업의 수익 구조를 재편하고 있다.
&#8220;프리미엄 수익 추세는 지난 몇 년 동안 일반석보다 우세하게 나타났다&#8221;고 캐서린 오브라이언(Catharine O&#8217;Brien), 골드만삭스 애널리스트가 말했다.
&#8220;항공사들은 프리미엄 수요를 분리하여 일반석 프리미엄 이코노미 좌석에서 평면 비즈니스 클래스, 국제 프리미엄 이코노미 및 국내 퍼스트 클래스로 더 많은 프리미엄 수요 세그먼트를 제공하고 있다&#8221;고 그녀가 덧붙였다.
애널리스트는 프리미엄 여행에 노출되고 전략적 용량 개선이 이루어진 항공사들, 즉 델타, 알래스카 에어 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) 그리고 유나이티드가 내년에도 우수한 성과를 낼 것으로 예상했다.
<h3 class="wp-block-heading">차트: 항공사 주식이 대형 기술주를 제치다</h3>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-709443" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/27105255/image-221-1024x557.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/27105255/image-221-1024x557.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/27105255/image-221-300x163.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/27105255/image-221-768x418.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/27105255/image-221-1536x835.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/27105255/image-221.png 1920w" alt="" width="1024" height="557" /></figure>
<h3 class="wp-block-heading">리스 시장의 호재</h3>
에어캡 홀딩스 N.V.(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>)와 에어 리스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AL#NYSE">AL</a>)와 같은 항공기 임대업체들도 공급 부족과 강한 수요로 혜택을 보고 있다.
골드만삭스에 따르면, 높은 리스 연장률과 판매 이익이 수익성을 높이고 있으며, 애널리스트들은 2025년 리스업체들의 자기자본 수익률이 개선될 것으로 예상하고 있다.
&#8220;2025년을 바라보면, 많은 동일한 주제가 지속될 것으로 예상되며, 항공기 가용성의 변동성과 단위 비용 인플레이션이 계속되지만 둔화될 것이다&#8221;라고 오브라이언이 말했다.
지금 읽기: 
<ul>
<li><a href="https://www.benzinga.com/news/large-cap/24/12/42668623/american-airlines-resolves-nationwide-flight-grounding-on-christmas-eve-shares-rebound-after-brief-selloff">아메리칸 항공 크리스마스 이브 항공편 지연 해제, 주가 잠시 하락 후 반등</a></li>
</ul>
이미지: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

2024년 항공주가 기술주를 능가: '올해 휴일 여행은 기록을 경신할 것으로 예상'

이 10개 중형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?
1. 패터슨(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDCO#NASDAQ">PDCO</a>)의 주식은 회사가 <a href="https://www.benzinga.com//node/42470172" target="_blank" rel="noreferrer noopener">페이션트 스퀘어 캐피털(Patient Square Capital)</a><a href="https://www.benzinga.com//node/42470172" target="_blank" rel="noreferrer noopener">에 의해 약 41억 달러</a>에 인수되기로 최종 합의했다고 발표한 후 35.60% 급등했다.
2. 뉴암스테르담 파마 컴퍼니 N.V.(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NAMS#NASDAQ">NAMS</a>)의 주식은 회사가 오비세트라핍(obicetrapib)의 <a href="https://www.benzinga.com//node/42418025" target="_blank" rel="noreferrer noopener">3상 브로드웨이(BROADWAY) 시험의 주요 데이터를 발표했다고</a> 발표한 후 34.55% 상승했다.
3. 월그린스 부츠 얼라이언스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBA#NASDAQ">WBA</a>) 주식은 <a href="https://www.benzinga.com//node/42489438" target="_blank" rel="noreferrer noopener">스카이 뉴스</a>가 시카모어 파트너스(Sycamore Partners)가 회사의 인수 자금을 조달하기 위해 여러 잠재적 대출자에게 접근했다고 보도한 후 21.38% 상승했다.
4. 노보큐어(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVCR#NASDAQ">NVCR</a>)의 주식은 파이퍼 샌들러가 주식을 비중 확대 등급으로 유지하고 <a href="https://www.benzinga.com/quote/nvcr/analyst-ratings" target="_blank" rel="noreferrer noopener">목표 주가를 42달러로 상향 조정</a>한 후 19.49% 상승했다.
5. RH(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RH#NYSE">RH</a>)의 주식은 회사가 분기 <a href="https://www.benzinga.com//node/42474077" target="_blank" rel="noreferrer noopener">실적을 발표하고 가이던스를 상향 조정했다는 소식과 함께</a> 베어드가 주식을 중립 등급으로 유지하고 목표 주가를 300달러에서 400달러로 상향 조정한 후 18.60% 급등했다.
6. 팩티브 에버그린(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PTVE#NASDAQ">PTVE</a>)의 주식은 회사가 노보렉스(Novolex)와 합병할 것이라고 발표한 후 17.71% 상승했다. 팩티브 <a href="https://www.benzinga.com//node/42387693" target="_blank" rel="noreferrer noopener">주주들은 주당 18.00달러 현금</a>을 받을 수 있다.
7. 컴스톡 리소스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRK#NYSE">CRK</a>)의 주식은 15.70% 상승했다.
8. 리뉴 에너지 글로벌 plc(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RNW#NASDAQ">RNW</a>)의 주식은 회사가 <a href="https://www.benzinga.com//node/42438763" target="_blank" rel="noreferrer noopener">$7.07의 주식 매수 제안을 받았다</a>고 발표한 후 15.47% 상승했다.
9. 알래스카 에어 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>)의 주식은 회사가 수익성을 높이기 위한 &#8220;알래스카 액셀러레이트(Alaska Accelerate)&#8221; 전략을 발표하고 <a href="https://www.benzinga.com//node/42420282" target="_blank" rel="noreferrer noopener">강력한 2025 회계연도 전망을 발표한 후</a> 15.15% 상승했다.
10. 스테바나토 그룹 S.p.A.(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STVN#NYSE">STVN</a>)의 주식은 울프 리서치가 주식을 아웃퍼폼 등급으로 신규 커버리지를 개시하고 <a href="https://www.benzinga.com/quote/stvn/analyst-ratings" target="_blank" rel="noreferrer noopener">가격 예측을 28달러로 제시한 후</a> 13.82% 상승했다.
또한 읽어보세요:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%ED%85%8C%EC%8A%AC%EB%9D%BC-%EC%95%8C%ED%8C%8C%EB%B2%B3-%EB%B0%8F-%EB%B8%8C%EB%A1%9C%EB%93%9C%EC%BB%B4%EC%9D%80-%EC%A7%80%EB%82%9C%EC%A3%BC-%EC%B5%9C%EA%B3%A0-%EC%84%B1%EA%B3%BC%EB%A5%BC-%EB%B3%B4/" target="_blank" rel="noopener">테슬라, 알파벳 및 브로드컴은 지난주 최고 성과를 보여준 12개 대형주 중 일부 (12월 9일-13일)</a></li>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%EC%8A%88%ED%8D%BC-%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%9C-%EC%96%B4%EB%8F%84%EB%B9%84-%EB%B0%8F-%EB%89%B4%EC%BD%94%EB%8A%94-%EC%A7%80%EB%82%9C%EC%A3%BC-%EC%B5%9C%EC%95%85%EC%9D%98-%EC%84%B1%EA%B3%BC/" target="_blank" rel="noopener">슈퍼 마이크로, 어도비 및 뉴코는 지난주 최악의 성과를 보인 11개 대형주 중 일부 (12월 9일-13일)</a></li>
</ul>
이미지 출처: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

모건 스탠리 애널리스트들은 미국 항공사 산업이 2025년에 큰 성공을 거둘 준비를 하고 있다고 말하며, 항공사들이 &#8220;<a href="https://www.benzinga.com/topic/airlines" target="_blank" rel="noopener">산업을 수익성 있게</a> 만드는 완벽한 호재의 폭풍&#8221;의 경계선에 있다고 예측했다.
주식 애널리스트 라비 샹커(Ravi Shanker)는 수요일 메모에서 항공사 산업에 대한 긍정적인 입장을 재확인했다.
올해 U.S. Global Jets ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JETS#NYSE">JETS</a>)는 연초 대비 36% 상승하여, SPDR S&amp;P 500 ETF Trust(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)로 추적되는 더 넓은 주식 시장보다 약 9%포인트 더 높은 성과를 기록했다.
<h3 class="wp-block-heading">프리미엄 항공사들, 또 하나의 뛰어난 해를 예고</h3>
샹커는 &#8220;수요가 회복세를 유지하고 물량 성장이 있을 것으로 예상한다&#8221;고 말했다. 유나이티드 항공 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>)과 델타 항공(NYSE: <a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>)과 같은 전통적인 항공사들은 애널리스트들이 &#8220;프리미엄화 트렌드&#8221;라고 부르는 것의 혜택을 보고 있다.
모건 스탠리에 따르면, 이러한 항공사들은 단순한 항공권 판매뿐만 아니라 로열티 프로그램, 신용 카드 및 브랜드 제휴 등 꾸준한 부가 수익원에서도 혜택을 보고 있다.
2024년에 UAL의 주가는 150% 이상 상승하여 모건 스탠리가 목표 주가를 $88에서 $130으로 상향 조정했다. 그러나 이와 같은 비범한 상승은 추가적인 이익을 위한 높은 장벽을 설정한다.
알래스카 에어 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>)은 최근 투자자 회의에서 &#8220;확대된 시너지 목표&#8221;를 발표한 후 2025년 모건 스탠리의 최우선 추천주로 올라갔으며, 목표 주가가 $90으로 상향 조정되었다.
<h3 class="wp-block-heading">국내 항공사들, 재기 노리다</h3>
2024년에 프리미엄 항공사들이 지배적이었던 반면, 여러 국내 중심 항공사들은 재기를 모색하고 있다. 제트블루(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>)와 사우스웨스트 항공(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>)과 같은 저가 및 초저가 항공사들은 운영 문제와 구조조정 노력으로 어려운 한 해를 겪었다.
모건 스탠리는 &#8220;2024년에 몇몇 국내 항공사들이 사업 모델을 근본적으로 변화시켜 비행 횟수를 줄이고, 비행 방식을 변경하며, 요금을 패키지화하고 고급 시장으로 이동했다&#8221;고 강조했다.
이러한 항공사들이 운영을 안정화하고 전년 대비 쉬운 비교를 통해 강한 회복세를 보일 준비를 하고 있다.
모건 스탠리는 JBLU에 대한 커버리지를 &#8216;중립&#8217;으로 재개하고 12개월 목표 주가를 $8로 설정했다.
샹커는 &#8220;제트포워드(JetForward) 계획의 요소들을 긍정적으로 생각하지만, 다른 국내 항공사들보다 경영진의 통제 밖의 요소들이 더 많아 회복은 더딜 가능성이 높다&#8221;고 적었다.
<h3 class="wp-block-heading">산업 지표, 2025년에 긍정적 신호</h3>
모건 스탠리는 2025년이 좌석당 가용 매출(RASM)이 좌석당 가용 비용(CASM)을 초과하는 첫 번째 지속적인 기간이 될 것으로 예상한다.
이러한 역학은 모든 항공사들의 마진을 증가시킬 것으로 예상되며, 이는 이전 팬데믹 해들과는 정반대의 상황이다.
애널리스트들은 산업의 중간 단위 성장(MSD)을 예측하며, 이는 저단위 성장(LSD) 수준의 용량 성장 제한에 의해 지원된다.
항공유 가격이 갤런당 2달러 초반대로 2026년까지 머무를 것으로 예상되면서, 항공사들에게 중요한 비용 안정성을 제공하는 유리한 항공유 환경이 낙관론을 부추긴다.
모건 스탠리는 &#8220;가격이 하락할 경우 이익으로 직접 이어질 수 있는 산업의 달콤한 지점이며, 용량이 합리적으로 유지될 수 있는 추가 인센티브를 제공한다&#8221;고 메모에서 썼다.
<h3 class="wp-block-heading">투자자 심리: 기회와 위험</h3>
2024년의 강력한 성과에도 불구하고 항공사들의 밸류에이션은 여전히 매력적이다. ALK, AAL 그리고 DAL과 같은 주식은 역사적 수익 배수 이하로 거래되고 있어 매력적인 상승 잠재력을 제공한다.
그러나 거시경제적 역풍과 2025년 하반기 소비 지출 둔화 가능성 등 위험이 도사리고 있다.
모건 스탠리는 또한 기관 투자자들의 복귀를 긍정적인 촉매제로 지적했다. &#8220;10년 만에 처음으로 대규모 자본이 돌아오는 가능성은 2025년 주식 상승의 또 다른 발판을 마련할 수 있다&#8221;고 샹커가 말했다.

지금 읽기: 
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42444498/bank-of-america-raises-bullish-outlook-on-us-brokers-exchanges-alternative-investments-3-top-picks-for-2025">뱅크 오브 아메리카, 미국 중개업체, 거래소, 대체 투자에 대한 긍정적 전망을 높이다: 2025년 3대 추천주</a></li>
</ul>
이미지: 2024년 최고의 공항 &#x7C; Dall-E를 사용하여 생성된 이미지
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

Price Target

Reiteration

Econ #s

Analyst Ratings

미국 항공사들은 2025년에 이륙 준비 중, 분석가는 '호재의 폭풍이 산업 성장을 촉진할 것'

엘리엇 인베스트먼트 매니지먼트(Elliott Investment Management)는 3분기에 분주했다. 미 증권거래위원회(SEC)에 새로 제출한 13-F에 따르면 이 행동주의 투자자는 <a href="https://www.benzinga.com/news/24/10/41417317/southwest-airlines-in-settlement-talks-with-activist-investor-elliott-management-to-avoid-proxy-figh">여행 및 숙박</a>에 초점을 맞춘 여러 가지 새로운 포지션을 포함하여 여러 가지 포트폴리오 전환을 수행했다.
여기 3분기에 엘리엇이 새로 취득한 모든 포지션이 있다:
<ul>
<li>Utilities Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>)</li>
</ul>
<ul>
<li>Arm 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) 콜 옵션</li>
</ul>
<ul>
<li>텍사스 인스트루먼트 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>) 콜 옵션</li>
</ul>
<ul>
<li>Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) 콜 옵션</li>
</ul>
<ul>
<li>Energy Select Sector SPDR Fund Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) 콜 옵션</li>
</ul>
<ul>
<li>알래스카 에어 그룹 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) 콜 옵션</li>
</ul>
<ul>
<li>아메리칸 항공 그룹 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) 콜 옵션</li>
</ul>
<ul>
<li>아이콘 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICLR#NASDAQ">ICLR</a>) 콜 옵션</li>
</ul>
<ul>
<li>아이큐비아 홀딩스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IQV#NYSE">IQV</a>) 콜 옵션</li>
</ul>
<ul>
<li>메리어트 인터내셔널 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAR#NASDAQ">MAR</a>) 풋 옵션</li>
</ul>
<ul>
<li>힐튼 월드와이드 홀딩스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HLT#NYSE">HLT</a>) 풋 옵션</li>
</ul>
<ul>
<li>에퀴닉스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EQX#NASDAQ">EQX</a>) 풋 옵션</li>
</ul>
<ul>
<li>하얏트 호텔 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>) 풋 옵션</li>
</ul>
<ul>
<li>Materials Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLB#NYSE">XLB</a>) 풋 옵션</li>
</ul>
3분기 동안 엘리엇이 늘린 모든 포지션을 살펴보겠다:
<ul>
<li>사우스웨스트 항공 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>) 919% 증가</li>
</ul>
<ul>
<li>웨스턴 디지털 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>) 90% 증가</li>
</ul>
<ul>
<li>엣시 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETSY#NASDAQ">ETSY</a>) 11% 증가</li>
</ul>
<ul>
<li>매치 그룹 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTCH#NASDAQ">MTCH</a>) 3% 증가</li>
</ul>
이번 분기에 엘리엇이 줄인 모든 포지션은 다음과 같다:
<ul>
<li>빌 홀딩스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BILL#NYSE">BILL</a>) 24% 감소</li>
</ul>
<ul>
<li>블랙라인 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BL#NASDAQ">BL</a>) 20% 감소</li>
</ul>
<ul>
<li>씨드릴 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SDRL#NYSE">SDRL</a>) 9% 감소</li>
</ul>
<ul>
<li>NRG 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) 7% 감소</li>
</ul>
위의 정보는 분기 동안 증가하거나 줄어들거나 완전히 매도된 콜 또는 풋 옵션을 포함하지 않았다.
이 정보는 <a href="https://13f.info/13f/000101359424000968/compare/000101359424000660">13f.info</a>의 비교 도구를 사용하여 수집되었습니다.
다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/hedge-funds/24/11/41995340/nelson-peltzs-trian-fund-management-reshaped-portfolio-ahead-of-presidential-election">넬슨 펠츠의 트라이언 펀드 매니지먼트가 대선 전 포트폴리오를 재편성</a></li>
</ul>
사진: Pixabay.

BILL

ETSY

ICLR

MTCH

SDRL

엘리엇이 3분기에 웨스턴 디지털, 엣시는 추가; 씨드릴, 블랙라인, NRG 에너지는 축소

유가 하락으로 인해 월요일 몇몇 항공사 주식이 상승세를 보였습니다. <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41575181/crude-oil-faces-steepest-one-day-drop-in-over-two-years-energy-stocks-plunge-prices" target="_blank" rel="noopener" data-google-interstitial="false">가장 큰 움직임</a>을 보이는 몇 가지를 살펴보겠다.
<ul>
<li>아메리칸 항공 그룹 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>)</li>
</ul>
<ul>
<li>유나이티드 항공 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>)</li>
</ul>
<ul>
<li>델타 항공 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>)</li>
</ul>
<ul>
<li>사우스웨스트 항공 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>)</li>
</ul>
<ul>
<li>스피릿 항공 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAVE#NYSE">SAVE</a>)</li>
</ul>
<ul>
<li>알래스카 에어 그룹 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>)</li>
</ul>
<ul>
<li>제트블루 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>)</li>
</ul>
<ul>
<li>프론티어 그룹 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULCC#NASDAQ">ULCC</a>),</li>
</ul>
상세 내용: 월요일에 원유 가격이 2022년 이후 가장 큰 하루 하락폭을 기록했다. 서부 텍사스 중질유(WTI) 선물 가격이 6% 하락하여 배럴당 약 67달러에 거래되었다. 이 하락은 <a href="https://www.benzinga.com/news/24/10/41567809/oil-etfs-plunge-premarket-after-israels-strikes-on-iran">이스라엘의 이란 공습</a>이 군사 목표에만 집중하고 석유 인프라를 피한 후 즉각적인 공급 중단에 대한 우려를 줄였기 때문이다.
원유 시장은 이달 초 중동 긴장 사태에 처음 반응하여 이란 석유 시설에 대한 공습이 공급을 차단할 수 있다는 우려가 있었다. 그러나 최근 공습의 제한된 범위는 분석가들로 하여금 유가가 계속 압박을 받을 것으로 예상하게 했다.
분석가들은 OPEC+가 공급을 늘릴 계획을 진행하고 중국을 중심으로 수요가 계속 감소하면 가격이 2025년까지 하락할 수 있다고 언급했다.
중국의 석유 수요는 5월 이후로 둔화되었으며, 에너지 부문의 구조적 변화와 새로운 전기차 등록 비율의 증가가 석유 소비 감소에 기여했다.
유가가 하락하면 항공사에게 긍정적이다. 유가가 항공사들의 가장 큰 비용 중 하나이기 때문이다. <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>에 따르면, 위에 언급된 모든 주식은 월요일에 각각 1%에서 4% 사이로 상승했다.
다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41575181/crude-oil-faces-steepest-one-day-drop-in-over-two-years-energy-stocks-plunge-prices">원유, 2년 만에 가장 큰 하루 하락폭 기록: 에너지 주식 급락, 가격은 &#8216;압박을 받을 가능성 높음&#8217; 분석가 의견</a></li>
</ul>
이미지 출처: Shutterstock.
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<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

SAVE

항공사 주식이 월요일 상승한 이유: 원유 가격 하락으로 인한 영향

제트기 동체의 주요 공급업체인 스피릿 에어로시스템즈 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPR#NYSE">SPR</a>)는 캔자스주 <a href="https://www.spiritaero.com/pages/release/spirit-statement-on-wichita-reduction-in-force/" target="_blank" rel="noreferrer noopener">위치타 공장에서 직원</a>을 400~450명 감원한다고 밝혔다.
이번 감원은 스피릿의 최대 고객인 보잉(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)의 생산 감소에 대한 대응이다.
스피릿은 "최근 상용 프로그램의 배송 속도가 느려지면서 위치타의 인력을 감축하게 되었다"라고 말했다.
원래 보잉의 일부였던 스피릿 에어로시스템즈는 현재 어려움의 핵심이었던 737 맥스(MAX) 제트기와 관련하여 심각한 품질 문제에 직면해 있다.
<a href="https://www.wsj.com/business/airlines/boeing-supplier-spirit-aerosystems-to-lay-off-hundreds-c032aac8?mod=hp_listb_pos3" target="_blank" rel="noreferrer noopener">월스트리트 저널</a>의 보고서에 따르면 약 13,000명의 직원을 고용하고 있는 위치타 시설은 이러한 문제의 진원지이다.
이번 해고는 <a href="https://www.benzinga.com/markets/equities/24/05/38610474/airbus-demands-compensation-to-acquire-spirit-operations-report" target="_blank" rel="noreferrer noopener">에어버스</a> SE(OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSY#OTC">EADSY</a>) 항공기용 부품을 제조하는 스피릿의 공장 통제와 관련하여 스피릿과 에어버스 간의 <a href="https://www.benzinga.com/markets/equities/24/05/38610474/airbus-demands-compensation-to-acquire-spirit-operations-report" target="_blank" rel="noreferrer noopener">진행 중인 협상</a>으로 인해 보잉의 스피릿 인수 노력이 지연되는 것과 일치한다.
관련 기사: <a href="https://www.benzinga.com/news/24/05/38878486/united-airlines-set-to-expand-as-faa-lifts-safety-limits" target="_blank" rel="noreferrer noopener">FAA가 안전 규제를 완화하면서 유나이티드 항공의 사업 확장 가능성 증가</a>
보잉 경영진은 품질 문제를 해결하려면 스피릿을 인수하는 것이 중요하다고 믿고 있다. 특히 위치타 공장은 지난 1월 알래스카항공(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) 사고와 관련된 동체를 생산해 결함 관리에 있어 오랜 문제가 부각됐다.
지난달, 보잉은 4억 2천 5백만 달러의 선지급금을 지불하여 스피릿이 품질 개선 비용을 부담할 수 있도록 돕기로 했다.
그럼에도 불구하고 스피릿은 <a href="https://www.benzinga.com/news/earnings/24/05/38672413/spirit-aerosystems-encounters-headwinds-in-q1-as-boeing-737-issues-take-toll" target="_blank" rel="noreferrer noopener">1분기에 상당한 손실을 기록</a>했으며 추가 자금 조달을 위해 잠재적인 금융 시장 개입을 암시했다.
팻 섀너핸 CEO는 회사가 현재 에어버스의 A350 및 A220 제트기 부품 생산에서 손실을 입고 있으며 에어버스와의 가격 인상 협상이 교착 상태에 있다고 언급했다.
보잉은 규제 조사와 품질 문제 해결 노력으로 생산 속도를 줄였고, 이로 인해 과잉 재고 관리를 위해 부품 주문이 감소했다.
보잉은 올해 후반기에 월 38대의 737을 생산하는 것을 목표로 하고 있지만, 현재 생산 속도는 여전히 낮다. 반면에 스피릿은 매월 42대의 737 동체를 제조할 수 있는 장비를 갖추고 있다.
스피릿 에어로시스템의 주식은 지난 12개월 동안 24% 이상 상승했다. 투자자들은 SPDR S&amp;P Aerospace &amp; Defense ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XAR#NYSE">XAR</a>) 및 IShares U.S. Aerospace &amp; Defense ETF(BATS:<a class="ticker" href="https://www.benzinga.com/stock/ITA#BATS">ITA</a>)를 통해 이 주식에 노출될 수 있다.
주가 움직임: 금요일 스피릿 주가는 1.55% 하락한 30.51달러에 마감했다.
면책 조항: 이 콘텐츠는 인공지능 도구를 활용하여 일부 제작되었으며, Benzinga 편집인들이 검토하고 발행되었다.
계속 읽기: <a href="https://www.benzinga.com/news/24/05/38845748/justice-department-accuses-boeing-of-2021-settlement-breach" target="_blank" rel="noreferrer noopener">정의부, 보잉에 2021 결의 위반 혐의</a>
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