美国航空(AAL)今日盘中大幅下挫7.76%，引发市场高度关注。
消息面上，公司于盘前发布第二季度财报，尽管营收达167亿美元创历史新高且超出市场预期，但燃油成本的急剧攀升严重侵蚀了盈利能力。第二季度燃油费用同比激增83%，增加超过22亿美元；基于远期燃料价格曲线，第三季度燃油支出预计将同比增加17亿美元。受此影响，公司预计第三季度调整后每股亏损介于10美分至70美分之间，远逊于市场预期的盈利28美分。
公司同时再度下调全年盈利指引，调整后每股收益预期区间从先前的亏损40美分至盈利1.10美元，大幅下修至亏损65美分至盈利65美分。首席执行官罗伯特·伊索姆坦言，公司正面临油价剧烈波动带来的巨大挑战，中东地缘冲突再度升级进一步加剧了燃油成本的上行压力。尽管出行需求依然强劲且票价上涨抵消了近半数燃油成本涨幅，但高企的能源成本令市场对美国航空利润修复的信心受挫，导致股价在盘中交易时段出现显著下跌。
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