DAL

Seanergy Maritime Holdings Corp (SHIP) is scheduled to report its first-quarter 2026 results on May 28, before market open. The Zacks Consensus Estimate for SHIP’s first-quarter 2026 earnings has been revised upward by 5.41% to 39 cents per share over the past 60 days. The consensus mark for earnings implies more than 100% increase from the first quarter of 2025 actuals. Meanwhile, the Zacks Consensus Estimate for revenues is pegged at $41.88 million, indicating 72.97% growth from first-quarter 2025 actuals. Image Source: Zacks Investment Research Seanergy Maritime has an encouraging earnings surprise history. The company’s earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 76.43%. Image Source: Zacks Investment Research Let’s see how things have shaped up for SHIP this earnings season. We expect SHIP’s performance in the to-be-reported quarter to have been significantly affected by rising operating expenses. Ongoing geopolitical tensions in the Middle East and supply-chain disruptions are likely to have negatively impacted the company’s results in the March-end quarter. On the contrary, the company’s top-line performance in the March-end quarter is expected to have benefitted from the positive sentiment surrounding the Capesize market, further supported by its proactive fleet optimization strategy. Our proven model predicts an earnings beat for Seanergy Maritime this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. SHIP has an Earnings ESP of +15.39% and a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here. Seanergy Maritime Holdings Corp price-eps-surprise | Seanergy Maritime Holdings Corp Quote Seanergy Maritime reported quarterly earnings of 68 cents per share, beating the Zacks Consensus Estimate of 56 cents. This compares to earnings of 34 cents a year ago. These figures are adjusted for non-recurring items. The company posted revenues of $49.4 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.17%. This compares to year-ago revenues of $41.7 million. Delta Air Lines (DAL) reported first-quarter 2026 earnings (...

ZTO ExpressZTO reported first-quarter 2026 earnings of 43 cents per share, which improved from the year-ago quarter. Total revenues of $1.92 billion also improved from the year-ago reported quarter. ZTO Express (Cayman) Inc. price-consensus-eps-surprise-chart | ZTO Express (Cayman) Inc. Quote Mr. Meisong Lai, founder, chairman and chief executive officer of ZTO, stated, "During the first quarter of 2026, ZTO maintained focus on quality of services and customer satisfaction, and well executed our key strategies to improve operating cost efficiencies and strengthening network pricing policy fairness and transparency. Our parcel volume reached 9.7 billion, which grew 13.2%, or 7.4 points above industry average, mainly attributable to strong key accounts growth. Our adjusted net income was 2.4 billion, as the daily average retail volume continued to expand at a faster rate than traditional ecommerce volume resulting in improved revenue structure that not only contributed to volume increase as well as positive contribution to overall margin." Revenues from the core express delivery business increased 22.5% year over year, owing to 13.2% growth in parcel volume and an 8.2% increase in parcel unit price. Key account revenue, generated by direct sales organizations, grew 92.2% year over year, owing to an increase in e-commerce return parcels. Revenues from freight forwarding services decreased 13% year over year. Revenue from sales of accessories, which largely consisted of sales of thermal paper for digital waybills, rose 3.1% year over year. Other revenues were mainly derived from financing services. Gross profit increased 20.3% from the year-ago reported quarter. Gross margin rate fell to 24.4% from 24.7% in the year-ago period. Total operating expenses were RMB690.0 million ($100.0 million) compared with RMB283.8 million in the same period last year. ZTO Express exited the first quarter of 2026 with cash and cash equivalents of $1.65 billion compared with $1.43 billion at the end of the prior quarter. ZTO’s board has approved a new share repurchase program in March 2026, authorizing the repurchase of up to $1.5 billion of its shares over the next 24 months, effective from March 20, 2026, through March 20, 2028. ZTO Express anticipates funding these repurchases utilizing its existing cash balance. Based on current market and operating conditions, ZTO Express reaf...

It has been about a month since the last earnings report for United Airlines (UAL). Shares have added about 6.9% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is United due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. United Airlines' first-quarter 2026 adjusted earnings per share (excluding 95 cents from non-recurring items) of $1.19 surpassed the Zacks Consensus Estimate of $1.08 and increased 30.8% on a year-over-year basis. The reported figure lies within the guided range of $1.00-$1.50.Operating revenues of $14.6 billion outpaced the Zacks Consensus Estimate of $14.3 billion and increased 10.5% year over year. Passenger revenues (which accounted for 90.1% of the top line) increased 11% year over year to $13.1 billion. UAL flights transported 42,486 passengers in the first quarter, up 4.1% year over year.Cargo revenues fell 1.6% year over year to $422 million. Revenues from other sources rose 10.5% year over year to $1.02 billion.Despite challenges such as the $340 million increase in fuel expense from the year-ago reported quarter, UAL’s diverse revenue sources contributed to its first-quarter results. These include premium revenues, which increased 14% year over year, loyalty revenues, which rose 13% year over year and revenue from Basic Economy, which increased 7% year over year. Business revenue also remained strong, up 14% year over year for the first quarter. The first quarter was United Airlines' highest-revenue first quarter ever, with positive PRASM growth in every region.Below, we present all comparisons (in % terms) with the first quarter of 2025 figures unless otherwise stated.Airline traffic, measured in revenue passenger miles, grew 6.5%. Capacity, measured in available seat miles, expanded 3.4%. Since traffic outpaced capacity expansion, the consolidated load factor (percentage of seats filled by passengers) rose 2.4 points on a year-over-year basis to 81.6%. Consolidated passenger revenue per available seat mile (a key measure of unit revenues) inched up 7.4% year over year. Total revenue per available seat mile increased 6.9% year over year. The average yield...

Warren Buffett’s conglomerate bought $16 billion of stocks and sold $24 billion in the first quarter, a regulatory filing reveals.

Investing.com -- Berkshire Hathaway (NYSE:BRKa) disclosed new positions in Delta Air Lines (NYSE:DAL) and Macy’s (NYSE:M) during the first quarter under Chief Executive Greg Abel, according to a regulatory filing Friday afternoon. Shares rallied 3% and 5%, respectively, after hours on Friday amid the news. The Omaha, Nebraska-based company acquired nearly 40 million shares of Delta Air Lines and around 4 million shares of Macy's, the filing showed. Berkshire exited positions in Aon PLC, Amazon.com, Domino's Pizza, Mastercard, Visa, and UnitedHealth Group during the March quarter. The departed holdings, which represented smaller positions in Berkshire's stock portfolio, may have been managed by former investment manager Todd Combs, who left for JPMorgan Chase in April. UnitedHealth fell 2.4% after-hours on the news. The other exited postions were little changed. Abel, who took over as CEO in January after legendary investor Warren Buffett stepped down, identified Apple, American Express, Coca-Cola, and Moody's as core positions and stated Berkshire would maintain its concentrated approach to stock investing. The firm also continued to own large positions in Bank of America, Chevron, and Occidental Petroleum, among other stocks. Related articles Berkshire adds Delta and Macy’s stakes in first quarter Nvidia's new Alpamayo project: What it means for Tesla? As Claude disrupts stock market, Anthropic researcher warns ’world is in peril’

Berkshire Hathaway purchased new stakes in Delta and Macy's during Greg Abel's first quarter as CEO of the conglomerate, a filing Friday showed. The company also cut its stakes in Amazon, Mastercard, UnitedHealth, Visa and several others. Berkshire Hathaway is shaking up its portfolio after getting a new CEO. The conglomerate added new stakes in Delta Air Lines (DAL) and Macy's (M) during Greg Abel's first quarter as CEO, a regulatory filing Friday showed. Warren Buffett stepped down as CEO at the end of last year after six decades at the helm, though he has said he is still involved in investment decisions. Shares of Delta added 3% in extended trading Friday following the news, after losing 2% during the regular session on a down day for broader markets. Macy's stock jumped more than 5% in the after-hours session. Investors have been eager to see how Berkshire's investment strategy could change under CEO Greg Abel, who replaced legendary investor Warren Buffett in the position earlier this year. Berkshire's (BRK.A, BRK.B) new stake in Delta totaled 39.8 million shares at the end of the first quarter, while it held roughly 3 million shares of Macy's, making both far smaller stakes than Berkshire's largest holdings. Shares of Delta, which have taken a hit recently amid worries about rising fuel prices as the war in Iran drags on, have added just 1% since the start of the year, while Macy's stock has lost nearly 17%. Meanwhile, Berkshire more than tripled its stake in Google parent Alphabet (GOOGL) to close to 58 million shares from 17.8 million in the fourth quarter. Apple remained its largest holding, with close to 228 million shares—unchanged from the previous quarter, after three straight quarters of cuts. The company also eliminated its stakes in Amazon (AMZN), Mastercard (MA), UnitedHealth (UNH) and Visa (V), among others. UnitedHealth shares dropped more than 4% in after-hours trading, while shares of the other three companies were little-changed. The choices to exit those stocks could potentially point to changes Abel's made to offload the picks of Todd Combs, who left Berkshire for JPMorgan at the end of 2025. Shares of Berkshire Hathaway have lost about 4% since the start of the year, compared to the S&P 500's roughly 8% gain, amid some uncertainty about Abel's leadership and the loss of a "Buffett premium." Read the original article on Investopedia

Berkshire Hathaway bought a sizable stake in Delta Air Lines in Greg Abel’s first quarter at the helm since succeeding Warren Buffett, returning to a stock the conglomerate previously invested in several years ago. Abel took over as CEO in January. In his first letter to shareholders in February, Abel made clear there are positions he considers “core,” such as Apple, American Express, Coca-Cola and Moody’s, and wrote that Berkshire would continue its “concentrated approach” to stock investing.

Berkshire Hathaway boosted its stake in Alphabet to nearly 58 million shares on March 31 from almost 18 million shares at year-end.

Copa Holdings, S.A. (CPA) reported impressive first-quarter 2026 results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate and improved year over year. Quarterly earnings of $5.16 outpaced the Zacks Consensus Estimate of $4.43 and improved 20.5% year over year. Revenues of $1.05 billion beat the Zacks Consensus Estimate of $1.03 billion and inched up 17% year over year, due to a 15.3% increase in onboard passengers. Copa Holdings, S.A. price-consensus-eps-surprise-chart | Copa Holdings, S.A. Quote Passenger revenues (which contributed 95.4% to the top line) grew 16.9% year over year to $1.00 billion. The upside was owing to a 15% increase in revenue passenger miles and 1.6% higher yields. Cargo and mail revenues of $29.76 million grew 15.8% year over year, owing to higher cargo volumes. Other operating revenues of $18.49 million improved 27.8% year over year, owing to an increase in ConnectMiles revenues from non-air partners. Quarterly results reflect a solid and persistent demand environment across the region, constant discipline in lowering unit costs, a passenger-friendly product and its relentless focus on operational excellence. On a consolidated basis, Copa Holdings’ traffic (measured in revenue passenger miles) grew 15%, and capacity (measured in available seat miles) increased 14% from the year-ago quarter. Since traffic growth outpaced capacity expansion, the load factor (percentage of seats filled by passengers) increased 0.8 percentage points to 87.2% in the reported quarter. Passenger revenue per available seat mile rose 2.6% year over year to 11.3 cents. Revenue per available seat mile (RASM) rose 2.7% year over year to 11.8 cents. Cost per available seat mile excluding fuel (CASM ex-fuel) fell 1% year over year to 5.8 cents, reflecting CPA’s continued cost discipline, while CASM rose 1.6% year over year to 8.9 cents in the first quarter owing to higher fuel prices. The average fuel price per gallon increased 7.5% year over year to $2.73. While the average fuel price increase for the reported quarter was moderate, higher prices in the second half of March led to a nearly $20 million year-over-year net impact on the company’s first-quarter results. Operating expenses increased 15.8% year over year to $793.8 million in the first quarter, owing to capacity growth, higher maintenance-related costs and an increase in the ave...

The S&P 500 Index ($SPX) (SPY) on Monday closed up +0.19%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.19%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.29%. June E-mini S&P futures (ESM26) rose +0.18%, and June E-mini Nasdaq futures (NQM26) rose +0.28%. Stock indexes settled higher on Monday, with the S&P 500 and Nasdaq 10 posting new all-time highs amid strong corporate earnings results and resurgent optimism around artificial intelligence. Strength in chipmakers and AI-infrastructure stocks led the broader market higher on Monday. Gains in stocks were limited on Monday amid rising oil prices and bond yields after the US and Iran failed to reach terms to end the war in the Middle East. Global bond yields rose on concern that the continued standoff will keep energy prices elevated and could force the world’s central banks to tighten monetary policy. The 10-year T-note yield rose +5 bp to 4.41%. Dear D-Wave Quantum Stock Fans, Mark Your Calendars for May 12 Berkshire Hathaway Just Upped Its Stake in Sumitomo Stock. Greg Abel Says It’s Holding for the Long Term. This Analyst Just Raised the Price Target on Coherent Stock by 50%. What to Know. Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! In the latest developments in the Middle East, President Trump and Iran rejected each other's latest peace proposals to end the 10-week conflict. Iran offered to transfer some of its stockpile of highly enriched uranium to a third country, but rejected the idea of dismantling its nuclear facilities. Iran also demanded a lifting of the US naval blockade and sanctions relief, while maintaining a degree of control over traffic through the Strait of Hormuz. Despite the ceasefire in place since last month, a drone strike over the weekend set a cargo vessel ablaze off Qatar in the Persian Gulf. Also, the United Arab Emirates and Kuwait both said they intercepted hostile drones. Monday’s US economic news was slightly weaker than expected after Apr existing home sales rose +0.2% m/m to 4.02 million, below expectations of 4.05 million. Chinese trade news was better than expected, a positive factor for global growth. China Apr exports rose +14.1% y/y, stronger than expectations of +8.4% y/y. Apr imports rose +25.3% y/y, stro...

Shares of LATAM Airlines Group (LTM have gained 8.1% since its first-quarter 2026 earnings release on May 5, 2026. LATAM Airlines reported solid first-quarter 2026 results, wherein the company’s earnings and revenues surpassed the Zacks Consensus Estimate and improved on a year-over-year basis. Quarterly earnings of $2.01 per share beat the Zacks Consensus Estimate of $1.35 and improved 70.7% year over year. Total revenues of $4.15 billion beat the Zacks Consensus Estimate of $3.87 billion and grew 21.7% year over year, owing to a 24.4% increase in passenger revenues and a 3.4% increase in cargo revenues. For the first quarter of 2026, passenger and cargo revenues accounted for 88.2% and 10.1% of total operating revenues, respectively. LATAM Airlines Group S.A. price-consensus-eps-surprise-chart | LATAM Airlines Group S.A. Quote Total adjusted operating expenses grew 17.3% year over year, owing to the 10.4% capacity expansion and the appreciation of local currencies, mainly the Brazilian real (BRL), which strengthened by almost 10%, and the Chilean peso (CLP), which rose by 8%, versus the U.S. dollar. LATAM Airlines’ consolidated capacity (measured in available seat-kilometers or ASKs) grew 10.4% year over year, with a 13% year-over-year increase in revenue passenger-kilometers (RPK: a measure of air traffic). Since traffic growth outpaced capacity expansion, the load factor (percentage of seats filled by passengers) rose 2 percentage points to 85.3% in the reported quarter. The carrier transported 22.9 million passengers during the reported quarter, up 9.1% year over year, owing to the performance of the international segment and LATAM Airlines Brazil's domestic market. As of March 31, 2026, LATAM’s fleet had 375 aircraft, which includes 295 Airbus narrow-body aircraft, three Airbus wide-body aircraft under short-term leases, 57 Boeing wide-body aircraft and 20 Boeing cargo freighters. During the first quarter, LTM received three A321Neo and one A320 CEO, and anticipates the delivery of 37 aircraft through the remainder of the year. LTM exited the first quarter of 2026 with cash and cash equivalents of $2.54 billion compared with $2.15 billion at the end of the prior quarter. Given the ongoing conflict in the Middle East and its impact on the macroeconomic and geopolitical global scenario, the current situation remains uncertain/volatile and difficult to es...

The S&P 500 Index ($SPX) (SPY) today is up +0.17%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.10%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.06%. June E-mini S&P futures (ESM26) are up +0.19%, and June E-mini Nasdaq futures (NQM26) are up +0.05%. Stock indexes are moving higher today, with the S&P 500 and Nasdaq 10 posting new all-time highs amid strong corporate earnings results and resurgent optimism around artificial intelligence. Gains in stocks are limited today amid rising oil prices and bond yields after the US and Iran failed to reach terms to end the war in the Middle East. Global bond yields rose on concern that the continued standoff will keep energy prices elevated and could force the world’s central banks to tighten monetary policy. The 10-year T-note yield is up +3 bp to 4.39%. Broadcom Hits a Bottleneck as OpenAI Revenue Concerns Claim Their First Casualty Palantir Stock Has a ‘High-Class Problem’: Demand for Its Software Is Far Outpacing Supply Dan Ives Can’t Make It Any Clearer: Palantir Stock Is Still a ‘Golden Goose’ Despite Q1 Earnings Fears Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. In the latest developments in the Middle East, President Trump and Iran rejected each other's latest peace proposals to end the 10-week conflict. Iran offered to transfer some of its stockpile of highly enriched uranium to a third country but rejected the idea of dismantling its nuclear facilities. Iran also demanded a lifting of the US naval blockade and sanctions relief, while maintaining a degree of control over traffic through the Strait of Hormuz. Despite the ceasefire in place since last month, a drone strike over the weekend set a cargo vessel ablaze off Qatar in the Persian Gulf. Also, the United Arab Emirates and Kuwait both said they intercepted hostile drones. Chinese trade news was better than expected, a positive factor for global growth. China Apr exports rose +14.1% y/y, stronger than expectations of +8.4% y/y. Apr imports rose +25.3% y/y, stronger than expectations of 20.0% y/y. WTI crude oil prices (CLM26) are up by more than 2% today, as optimism that the US and Iran would reopen the Strait of Hormuz was dashed after President Trump said Iran's latest peace proposals were "totally unacceptable." The strait remains essentially closed, as abo...