1st Q Numbers look great!

WorldTraveler said:
and that would indeed help bring WN's costs down.What was WN's guidance regarding growth for later in the year?
We expect roughly flat 2014 available seat miles, year-over-year, and intend to expand the network in a disciplined manner. For 2015, we currently expect our available seat miles to increase, year-over-year, largely driven by a two to three percent growth in seats from the upgauging of our fleet, along with a higher percentage of our fleet in revenue service post-integration.

http://www.twst.com/update/70569-southwest-airlines-co-southwest-airlines-reports-record-quarterly-profit
 
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  • #92
Fantastic numbers.  My hat off to all the SWA employees that continue to make these numbers.  5th Q in a row for record profits at SWA.  Keep up the good work folks...
 
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  • #93
Noticed in this article that nearly all numbers more than doubled from prior year as well as all record breakers, looking good.  And let's not forget, none of these numbers include international flts that started July 1 and after, as well as the soon to gone W/A going bye bye.  3Q will be more record breakers ( I will predict over 500 mil)  and 4 will follow suit as well with the W/A numbers included:
 
Southwest Airlines Reports Record Quarterly Profit
 
they are great numbers but remember that WN is a significantly larger airline and increased its RASM as much as it did because of a very Strong domestic revenue performance.

Every one of the big 4 had domestic RASM growth above 7.5%... that is an unheard of amount of RASM growth compared to the past.

and, yes, as I have noted, WN has alot of revenue upside on the horizon with DAL and DCA specifically this year and Latin América shortly thereafter.

and all of WN's growth will come in AA strength markets.
 
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  • #95
Which cements what I have been saying.  Yes me too, very happy to see all airlines reporting great % increases.  Now think about what you just said above.  Yes most all of the big increases came from domestic for all the airlines.  This leaves nothing but future growth for SWA as they continue to add international spots.  Remember SWA will eventually add 50 new cities over a matter of time.  Plus all of SWA's numbers do not include post 10-13-14 flying in Dallas, which our CEO has already commented on the above 20% increase in revenue post W/A.  Add in the international growth and added flts at LGA and DCA as well as the added new cities by end of 2014 and completion of AT integration and reaping the 100% synergies from that will bring more record setting Q's in the future. I also see more growth coming as WNMECH has brought to light for us, due to us hitting and exceeding the RIOC goals.  
 
airlines don't report future RASM, so no, swamt, no one's results reflect what will have after Wright.

I know you would prefer to argue but I have said for years that the fall of Wright will be a huge win for WN.

Int'l growth will be a big thing for WN but other carriers are adding tons of capacity to Latin America.

As for Canada, the legacies all fly there too and transborder taxes are a huge deterrent to the tourism business... thus the amount of traffic that drives to US gateways.
 
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  • #98
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  • #99
WorldTraveler said:
airlines don't report future RASM, so no, swamt, no one's results reflect what will have after Wright.

I know you would prefer to argue but I have said for years that the fall of Wright will be a huge win for WN.

Int'l growth will be a big thing for WN but other carriers are adding tons of capacity to Latin America.

As for Canada, the legacies all fly there too and transborder taxes are a huge deterrent to the tourism business... thus the amount of traffic that drives to US gateways.
SWA has already seen a 21+%  increase in revenue post W/A bookings.  I never said SWA was throwing a future RASM report out there.  Simply a statement by our company that was in writing.
 
swamt said:
Fantastic numbers.  My hat off to all the SWA employees that continue to make these numbers.  5th Q in a row for record profits at SWA.  Keep up the good work folks...
 
Congratulations to all Southwest employees for everyone's hard work…  :)
 
SWA has already seen a 21+%  increase in revenue post W/A bookings.  I never said SWA was throwing a future RASM report out there.  Simply a statement by our company that was in writing.
which, again, shows you strong the DAL market is and why DL aggressively pursued it.

The Metroplex market isn't going to grow by nearly as much as there will be a huge wealth transfer from DFW to DAL.

Thus, AA has no choice but to either aggressively match WN or watch its revenues at DFW decrease dramatically - just as they have in every other market that WN serves from DAL that AA also serves from DFW.

And the side event will be that as AA's pricing in N. Texas is driven by WN, other carriers will find it easier to expand even from DFW.

WN's expansion at DAL is all good for everybody but AA but including N. Texas travelers.
 
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  • #102
WT, I have no clue where abouts you live or reside.  However there have been articles out (in DFW area) where all 3 of the biggest competitors AA, DL, and well as VA have all lowered their prices to match SWA out of LF DAL north TX market (includes DFW).  These all came out back when the sales of tickets for the post W/A came out.  Our CEO put it out there that the post W/A revenue has increased over 21% already, I would be willing to bet a possible 50% increase for the DAL area as this was a "major" factor in the past why alot of folks didn't use SWA out of DAL, too many stops.  Now that they will eliminate some of these stops,  it will increase passenger traffic, load factor, and at the same time, as stated before, lower fares and matched by other carriers.  Sort of like the SW effect when entering new cities and markets, only this one was already served, but SWA is treating it like a new city.    The Dal market is very big, huge, matter fact.  Plenty of room for other airlines.  There will be even more room now with the W/A going away, I honestly think more and more will move from DFW to DAL, that they live closure to, as long as those pesky stops are removed... 
 
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  • #103
Didn't want to start another thread so stuck it here, it talk about the Q numbers though.  Could this be a mis-print and was suppose to be 31.00 not 41.00.  Hope like crazy it's not a mistake,  but, I don't ever see SWA stock going to 41.00, they always seem to have splits in the 32.00 range...
 
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  • #104
"Southwest's CEO recently said it is eyeing Canada, along with Hawaii, Alaska, Central America and northern South America as possible destinations for its international expansion. Canada Jetlines Ltd. of Vancouver and Jet Naked of Calgary are also musing about launching their own low-cost airline services."
 
I am hearing that the first 3 listed will be huge.  WNMECH, you were right about growth expansion after RIOC is accomplished this year.  I can only hope we can get a hold of some more A/C quick enough.  Have you heard anything on our used A/C search?  Been very quiet on my end...
 
I only know that Gary K. said that there are a lot of opportunities in the used aircraft market.
 

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