🇺🇸 SECSouthwest Airlines Co.Codex · 实盘不做把握 5/10
北京时间·🕒 发布 04:05:41时区推断·待核·⟳ 抓取 07-22 20:24:44·⚡ 决策 07-23 23:46:38 +1d03h·95.8 天前
西南航空披露二季度业绩：调整后EPS大幅超预期，但三季度指引低于预期且全年指引区间下修
二季度调整后EPS为0.94美元，明显高于市场预期约0.51美元，收入创纪录但略低于预期。
📄 原文Southwest Airlines Co.↗ 原文
Directory List of /Archives/edgar/data/92380/000009238026000074 Search Options Skip to Main Content About What We Do Co…
不做 西南航空（LUV.US）
财报好坏交织，EPS超预期但收入和三季度指引弱，且披露后已过盘后和开盘反应窗口；不做追多或追空。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 西南航空提交8-K，披露二季度业绩新闻稿作为附件99.1。
- 公司新闻稿披露二季度调整后EPS、收入、燃油成本和全年指引。
- 媒体报道EPS超预期、收入低于预期、三季度EPS指引低于共识。
- 媒体强调公司因燃油压力下调全年展望，但全年区间仍高于部分分析师预期。
关键理由
- 二季度调整后EPS为0.94美元，明显高于市场预期约0.51美元，收入创纪录但略低于预期。
- 公司将全年调整后EPS指引更新为3.25-4.25美元，替代此前至少4.00美元的表述；三季度EPS指引0.50-0.75美元低于市场预期约0.80美元。
- 这是财报类事件，发布时间距当前已近20小时且美股已开盘交易，正式披露后的可交易窗口已被市场消化。
主要风险
- 燃油成本同比增加8.89亿美元，仍是利润弹性和后续指引的核心约束。
- 财报好坏交织且已进入盘中反应阶段，追多或追空都缺少清晰正期望。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-23 · 影响 weakens
反向证据是三季度EPS指引低于共识、收入低于预期，削弱追多逻辑。
检索:Southwest Airlines Q2 2026 earnings guidance consensus EPS revenue miss 原文 ↗ - 做空前查反向 · 来源 web · 日期 2026-07-23 · 影响 weakens
全年指引区间虽替代此前至少4美元表述，但区间上沿和部分共识仍有支撑，空头催化不够强。
检索:Southwest Airlines cuts full year outlook fuel expenses Q2 2026 原文 ↗
原文全文
展开原文 · 1,702 字
Directory List of /Archives/edgar/data/92380/000009238026000074
Search Options
Skip to Main Content
About
What We Do
Commissioners
Securities Laws
Reports
Careers
Contact
Divisions
Corporation Finance
Enforcement
Investment Management
Risk, Strategy and Innovation
Trading and Markets
National Exam Program
All Divisions and Offices
Litigation Releases
Administrative Proceedings
Opinions and Adjudicatory Orders
Accounting and Auditing
Trading Suspensions
How Investigations Work
Administrative Law Judges
Regulation
Proposed Rules
Final Rules
Interim Final Temporary Rules
Other Orders and Notices
Self-Regulatory Organizations
Staff Interpretations
Education
Investor.gov
Check Out a Broker or Adviser
Investor Alerts and Bulletins
Fast Answers
File a Tip or Complaint
Publications
Filings
Quick EDGAR Tutorial
Company Filings Search
Descriptions of SEC Forms
Requesting Public Documents
News
Press Releases
What's New
Upcoming Events
News Digest
Webcasts
Special Studies
Speeches and Public Statements
Testimony
Directory Listing /Archives/edgar/data/92380/000009238026000074
Parent Directory
Name
Size
Last Modified
0000092380-26-000074-index-headers.html
2026-07-22 16:05:41
0000092380-26-000074-index.html
0000092380-26-000074.txt
0000092380-26-000074-xbrl.zip
137301
er-6302026xerdoc.htm
652840
FilingSummary.xml
1777
luv-20260722.htm
29048
luv-20260722.xsd
2149
luv-20260722_g1.jpg
158833
luv-20260722_htm.xml
2698
luv-20260722_lab.xml
22350
luv-20260722_pre.xml
13058
MetaLinks.json
17860
R1.htm
38196
report.css
2767
Show.js
1085
swalogo-smallermaybea.jpg
8831
Site Map
Accessibility
Contracts
Privacy
Inspector General
FOIA
No FEAR Act & EEO Data
Open Government
Plain Writing
Links
USA.gov
Search Options
Skip to Main Content
About
What We Do
Commissioners
Securities Laws
Reports
Careers
Contact
Divisions
Corporation Finance
Enforcement
Investment Management
Risk, Strategy and Innovation
Trading and Markets
National Exam Program
All Divisions and Offices
Litigation Releases
Administrative Proceedings
Opinions and Adjudicatory Orders
Accounting and Auditing
Trading Suspensions
How Investigations Work
Administrative Law Judges
Regulation
Proposed Rules
Final Rules
Interim Final Temporary Rules
Other Orders and Notices
Self-Regulatory Organizations
Staff Interpretations
Education
Investor.gov
Check Out a Broker or Adviser
Investor Alerts and Bulletins
Fast Answers
File a Tip or Complaint
Publications
Filings
Quick EDGAR Tutorial
Company Filings Search
Descriptions of SEC Forms
Requesting Public Documents
News
Press Releases
What's New
Upcoming Events
News Digest
Webcasts
Special Studies
Speeches and Public Statements
Testimony
Directory Listing /Archives/edgar/data/92380/000009238026000074
Parent Directory
Name
Size
Last Modified
0000092380-26-000074-index-headers.html
2026-07-22 16:05:41
0000092380-26-000074-index.html
0000092380-26-000074.txt
0000092380-26-000074-xbrl.zip
137301
er-6302026xerdoc.htm
652840
FilingSummary.xml
1777
luv-20260722.htm
29048
luv-20260722.xsd
2149
luv-20260722_g1.jpg
158833
luv-20260722_htm.xml
2698
luv-20260722_lab.xml
22350
luv-20260722_pre.xml
13058
MetaLinks.json
17860
R1.htm
38196
report.css
2767
Show.js
1085
swalogo-smallermaybea.jpg
8831
Site Map
Accessibility
Contracts
Privacy
Inspector General
FOIA
No FEAR Act & EEO Data
Open Government
Plain Writing
Links
USA.gov
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。