🇺🇸 SECLATAM AIRLINES GROUP S.A.Doubao · 实盘不做把握 7/10不做原因:无增量信息
北京时间·🕒 发布 04:54:21·⟳ 抓取 04:54:40 +19s·⚡ 决策 10-09 04:56:32 +1m52s·18.9 天前
LATAM航空公布2026年9月运营数据：载客760万人次同比+3.7%，客座率同比降1.2个百分点
这是发行人每月例行披露的运营统计，数据喜忧参半（量增但客座率降），不含财务业绩、指引调整或重大合同，相对市场难以形成明确增量预期差，盘后发布亦无可执行edge。
📄 原文LATAM AIRLINES GROUP S.A.↗ 原文
----- latamairlinesgroupoperatin.htm ----- EX-99.1 2 latamairlinesgroupoperatin.htm EX-99.1 Document LATAM group transp…
不做 LATAM Airlines Group S.A.（LTM.US）
常规月度运营统计，量增但客座率同比下滑、方向混合，无财务或指引增量与预期差，盘后发布亦无可执行edge。
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
结论摘要
LATAM 9月客运量+3.7%、RPK+6.2%，但运力增长更快（ASK+7.7%）致客座率同比降1.2pp，货运稳健。属常规月度交通数据、方向混合且无惊喜，不构成交易机会。
🔎 新鲜度:最早出现 2026-10-08 · 扩散 low · price-in 风险 low ↗
关键理由
- 客座率同比下滑反映运力扩张快于需求，单位收入面临压力，难判净利好。
- 数据为例行月度披露，不含盈利或指引增量，市场通常据此重定价幅度极小。
主要风险
- 若市场将运量与货运增长解读为需求强劲，可能短期上行，但缺乏财务口径支撑。
- 客座率走弱若在后续票价/RASM数据中放大，可能转为负面，方向不确定。
反向证据
- 做多前查反向 · 来源 web · 影响 weakens
披露本身显示客座率同比-1.2pp、巴西国内客座率-3.9pp，运力增速快于周转量，对单位收入构成逆风，削弱做多逻辑。
检索:LATAM Airlines September 2026 load factor decline RASM guidance outlook 原文 ↗
先例如何影响了这次决策
对本次决策的影响:未使用先例；事件本身缺乏增量与明确方向，直接判AVOID。
方向:无可供定量参考的高相似先例
涨幅量级:月度运营统计属常规、低波动披露，不足以据此设定tp/sl；不进行外部先例检索也不会改变无edge的结论。
形态:不适用
工具执行结果 · 成功 1 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 13 ms
{"result": "search_processed_events:agent query=`latam 2026年9月运营数据 载客率 货运 | latam airlines group 6-k september monthly traffic rpk ask load factor | latam airlines september 2026 operating statistics passengers 7.6 million`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agent query
原文全文
展开原文 · 6,502 字
----- latamairlinesgroupoperatin.htm -----
EX-99.1
2
latamairlinesgroupoperatin.htm
EX-99.1
Document
LATAM group transported 7.6 million passengers in September
Operating statistics for September 2026
Santiago, October 8, 2026
- During September, LATAM group transported 7.6 million passengers, representing a 3.7% increase compared to the same month of 2025. In line with the above, LATAM group increased its consolidated capacity, measured in available seat-kilometers (ASK), by 7.7% compared to September 2025. This growth was driven by an 11.1% increase in domestic operations of the affiliates in Chile, Colombia, Ecuador and Peru, together with a 7.8% increase in international operations and a 5.8% increase in domestic capacity offered by LATAM Airlines Brazil.
Consolidated traffic, measured in revenue passenger-kilometers (RPK), increased by 6.2% compared to September 2025, reflecting growth across all segments. As a result, the consolidated load factor reached 83.1% in September.
Regarding cargo operations, capacity measured in available ton-kilometers (ATK) increased by 2.2% compared to September of the previous year. As a result, 85 thousand tons of cargo were transported during the month, 4.7% more than in the same period of 2025.
The following table summarizes the main operating statistics for the month, quarter and year-to-date as of September for the main LATAM group business segments:
INVESTOR RELATIONS CONTACT INFORMATION
LATAM Airlines Group S.A.
Investor Relations
InvestorRelations@latam.com
ir.latam.com
LATAM GROUP OPERATIONS
September
Third Quarter
Year to Date
2026
2025
% Change
2026
2025
% Change
2026
2025
% Change
LATAM GROUP PASSENGER OPERATIONS
REVENUE PASSENGER KILOMETERS (million)
SYSTEM
12,838
12,086
6.2%
40,128
38,039
5.5%
115,362
106,525
8.3%
DOMESTIC SSC (1)
1,971
1,824
8.1%
5,913
5,737
3.1%
17,545
17,030
3.0%
DOMESTIC BRAZIL (2)
3,830
3,792
1.0%
12,199
11,839
3.0%
34,477
32,362
6.5%
INTERNATIONAL (3)
7,037
6,470
8.8%
22,016
20,463
7.6%
63,340
57,133
10.9%
AVAILABLE SEAT KILOMETERS (million)
SYSTEM
15,457
14,350
7.7%
47,926
44,517
7.7%
137,954
126,637
8.9%
DOMESTIC SSC (1)
2,432
2,190
11.1%
7,171
6,746
6.3%
21,285
20,567
3.5%
DOMESTIC BRAZIL (2)
4,721
4,461
5.8%
14,655
13,751
6.6%
41,964
38,863
8.0%
INTERNATIONAL (3)
8,304
7,699
7.8%
26,101
24,020
8.7%
74,705
67,206
11.2%
PASSENGER LOAD FACTOR
SYSTEM
83.1%
84.2%
-1.2p.p
83.7%
85.4%
-1.7p.p
83.6%
84.1%
-0.5p.p
DOMESTIC SSC (1)
81.0%
83.3%
-2.3p.p
82.5%
85.0%
-2.6p.p
82.4%
82.8%
-0.4p.p
DOMESTIC BRAZIL (2)
81.1%
85.0%
-3.9p.p
83.2%
86.1%
-2.9p.p
82.2%
83.3%
-1.1p.p
INTERNATIONAL (3)
84.7%
84.0%
0.7p.p
84.3%
85.2%
-0.8p.p
84.8%
85.0%
-0.2p.p
PASSENGER BOARDED (thousand)
SYSTEM
7,572
7,303
3.7%
23,528
22,901
2.7%
67,505
64,462
4.7%
DOMESTIC SSC (1)
2,675
2,469
8.3%
8,040
7,811
2.9%
23,361
22,833
2.3%
DOMESTIC BRAZIL (2)
3,349
3,368
-0.6%
10,578
10,391
1.8%
30,000
28,476
5.4%
INTERNATIONAL (3)
1,549
1,465
5.7%
4,910
4,699
4.5%
14,145
13,152
7.5%
LATAM GROUP CARGO OPERATIONS
REVENUE TON KILOMETERS (Cargo) (million)
SYSTEM
382
365
4.7%
1,158
1,101
5.2%
3,401
3,277
3.8%
AVAILABLE TON KILOMETERS (Cargo) (million)
SYSTEM
703
688
2.2%
2,173
2,106
3.2%
6,486
6,175
5.0%
CARGO LOAD FACTOR
SYSTEM
54.3%
53.0%
1.3p.p
53.3%
52.3%
1.0p.p
52.4%
53.1%
-0.6p.p
CARGO TONS TRANSPORTED (thousand)
SYSTEM
85
81
4.7%
256
246
4.4%
768
745
3.1%
(1) Domestic SSC refers to domestic operations of LATAM Airlines Chile, LATAM Airlines Colombia, LATAM Airlines Ecuador and LATAM Airlines Peru.
INVESTOR RELATIONS CONTACT INFORMATION
LATAM Airlines Group S.A.
Investor Relations
InvestorRelations@latam.com
ir.latam.com
(2) Domestic Brazil refers to LATAM Airlines Brazil domestic operations.
(3) International refers to international operations of LATAM Airlines Brazil, LATAM Airlines Chile, LATAM Airlines Colombia, LATAM Airlines Ecuador, LATAM Airlines Peru and LATAM Airlines Paraguay.
ABOUT LATAM GROUP
LATAM Airlines Group S.A. and its affiliates are the principal group of airlines in Latin America present in five domestic markets in the region: Brazil, Chile, Colombia, Ecuador and Peru, in addition to international operations within Latin America and to / from Europe, the United States, Oceania, Africa and the Caribbean.
The group has a fleet of Boeing 767, 777, 787, Airbus A321, A321Neo, A320, A320Neo, and A319 aircraft. Additionally, the Airbus A330, operated under short-term leases, is also part of the current operations.
LATAM Cargo Chile, LATAM Cargo Colombia and LATAM Cargo Brazil are the LATAM group cargo subsidiaries. In addition to having access to the bellies of the passenger affiliate’s aircraft, they have a fleet of 20 freighters. They operate on the LATAM group network as well as international routes that are solely used for freighters. They offer modern infrastructure, a wide variety of services and protection options to meet all customer needs.
More financial information at
ir.latam.com /
www.latam.com
INVESTOR RELATIONS CONTACT INFORMATION
LATAM Airlines Group S.A.
Investor Relations
InvestorRelations@latam.com
ir.latam.com
----- latamairlinesgroupsa6-kxop.htm -----
6-K
1
latamairlinesgroupsa6-kxop.htm
6-K
Document
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
_________________________________________________________________
FORM 6-K
_________________________________________________________________
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
October 2026
Commission File Number 1-14728
_________________________________________________________________
LATAM Airlines Group S.A.
(Translation of Registrant’s Name Into English)
_________________________________________________________________
Presidente Riesco 5711, 20th floor
Las Condes
Santiago, Chile
(Address of principal executive offices)
_________________________________________________________________
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F:
Form 20-F
x
Form 40-F
o
LATAM AIRLINES GROUP S.A.
The following exhibit is attached:
EXHIBIT NO.
DESCRIPTION
99.1
LATAM Airlines Group Operating Statistic
1
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Date: October 8, 2026
LATAM AIRLINES GROUP S.A.
By:
/s/ Ricardo Bottas
Name:
Ricardo Bottas
Title:
Chief Financial Officer
2
EX-99.1
2
latamairlinesgroupoperatin.htm
EX-99.1
Document
LATAM group transported 7.6 million passengers in September
Operating statistics for September 2026
Santiago, October 8, 2026
- During September, LATAM group transported 7.6 million passengers, representing a 3.7% increase compared to the same month of 2025. In line with the above, LATAM group increased its consolidated capacity, measured in available seat-kilometers (ASK), by 7.7% compared to September 2025. This growth was driven by an 11.1% increase in domestic operations of the affiliates in Chile, Colombia, Ecuador and Peru, together with a 7.8% increase in international operations and a 5.8% increase in domestic capacity offered by LATAM Airlines Brazil.
Consolidated traffic, measured in revenue passenger-kilometers (RPK), increased by 6.2% compared to September 2025, reflecting growth across all segments. As a result, the consolidated load factor reached 83.1% in September.
Regarding cargo operations, capacity measured in available ton-kilometers (ATK) increased by 2.2% compared to September of the previous year. As a result, 85 thousand tons of cargo were transported during the month, 4.7% more than in the same period of 2025.
The following table summarizes the main operating statistics for the month, quarter and year-to-date as of September for the main LATAM group business segments:
INVESTOR RELATIONS CONTACT INFORMATION
LATAM Airlines Group S.A.
Investor Relations
InvestorRelations@latam.com
ir.latam.com
LATAM GROUP OPERATIONS
September
Third Quarter
Year to Date
2026
2025
% Change
2026
2025
% Change
2026
2025
% Change
LATAM GROUP PASSENGER OPERATIONS
REVENUE PASSENGER KILOMETERS (million)
SYSTEM
12,838
12,086
6.2%
40,128
38,039
5.5%
115,362
106,525
8.3%
DOMESTIC SSC (1)
1,971
1,824
8.1%
5,913
5,737
3.1%
17,545
17,030
3.0%
DOMESTIC BRAZIL (2)
3,830
3,792
1.0%
12,199
11,839
3.0%
34,477
32,362
6.5%
INTERNATIONAL (3)
7,037
6,470
8.8%
22,016
20,463
7.6%
63,340
57,133
10.9%
AVAILABLE SEAT KILOMETERS (million)
SYSTEM
15,457
14,350
7.7%
47,926
44,517
7.7%
137,954
126,637
8.9%
DOMESTIC SSC (1)
2,432
2,190
11.1%
7,171
6,746
6.3%
21,285
20,567
3.5%
DOMESTIC BRAZIL (2)
4,721
4,461
5.8%
14,655
13,751
6.6%
41,964
38,863
8.0%
INTERNATIONAL (3)
8,304
7,699
7.8%
26,101
24,020
8.7%
74,705
67,206
11.2%
PASSENGER LOAD FACTOR
SYSTEM
83.1%
84.2%
-1.2p.p
83.7%
85.4%
-1.7p.p
83.6%
84.1%
-0.5p.p
DOMESTIC SSC (1)
81.0%
83.3%
-2.3p.p
82.5%
85.0%
-2.6p.p
82.4%
82.8%
-0.4p.p
DOMESTIC BRAZIL (2)
81.1%
85.0%
-3.9p.p
83.2%
86.1%
-2.9p.p
82.2%
83.3%
-1.1p.p
INTERNATIONAL (3)
84.7%
84.0%
0.7p.p
84.3%
85.2%
-0.8p.p
84.8%
85.0%
-0.2p.p
PASSENGER BOARDED (thousand)
SYSTEM
7,572
7,303
3.7%
23,528
22,901
2.7%
67,505
64,462
4.7%
DOMESTIC SSC (1)
2,675
2,469
8.3%
8,040
7,811
2.9%
23,361
22,833
2.3%
DOMESTIC BRAZIL (2)
3,349
3,368
-0.6%
10,578
10,391
1.8%
30,000
28,476
5.4%
INTERNATIONAL (3)
1,549
1,465
5.7%
4,910
4,699
4.5%
14,145
13,152
7.5%
LATAM GROUP CARGO OPERATIONS
REVENUE TON KILOMETERS (Cargo) (million)
SYSTEM
382
365
4.7%
1,158
1,101
5.2%
3,401
3,277
3.8%
AVAILABLE TON KILOMETERS (Cargo) (million)
SYSTEM
703
688
2.2%
2,173
2,106
3.2%
6,486
6,175
5.0%
CARGO LOAD FACTOR
SYSTEM
54.3%
53.0%
1.3p.p
53.3%
52.3%
1.0p.p
52.4%
53.1%
-0.6p.p
CARGO TONS TRANSPORTED (thousand)
SYSTEM
85
81
4.7%
256
246
4.4%
768
745
3.1%
(1) Domestic SSC refers to domestic operations of LATAM Airlines Chile, LATAM Airlines Colombia, LATAM Airlines Ecuador and LATAM Airlines Peru.
INVESTOR RELATIONS CONTACT INFORMATION
LATAM Airlines Group S.A.
Investor Relations
InvestorRelations@latam.com
ir.latam.com
(2) Domestic Brazil refers to LATAM Airlines Brazil domestic operations.
(3) International refers to international operations of LATAM Airlines Brazil, LATAM Airlines Chile, LATAM Airlines Colombia, LATAM Airlines Ecuador, LATAM Airlines Peru and LATAM Airlines Paraguay.
ABOUT LATAM GROUP
LATAM Airlines Group S.A. and its affiliates are the principal group of airlines in Latin America present in five domestic markets in the region: Brazil, Chile, Colombia, Ecuador and Peru, in addition to international operations within Latin America and to / from Europe, the United States, Oceania, Africa and the Caribbean.
The group has a fleet of Boeing 767, 777, 787, Airbus A321, A321Neo, A320, A320Neo, and A319 aircraft. Additionally, the Airbus A330, operated under short-term leases, is also part of the current operations.
LATAM Cargo Chile, LATAM Cargo Colombia and LATAM Cargo Brazil are the LATAM group cargo subsidiaries. In addition to having access to the bellies of the passenger affiliate’s aircraft, they have a fleet of 20 freighters. They operate on the LATAM group network as well as international routes that are solely used for freighters. They offer modern infrastructure, a wide variety of services and protection options to meet all customer needs.
More financial information at
ir.latam.com /
www.latam.com
INVESTOR RELATIONS CONTACT INFORMATION
LATAM Airlines Group S.A.
Investor Relations
InvestorRelations@latam.com
ir.latam.com
----- latamairlinesgroupsa6-kxop.htm -----
6-K
1
latamairlinesgroupsa6-kxop.htm
6-K
Document
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
_________________________________________________________________
FORM 6-K
_________________________________________________________________
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
October 2026
Commission File Number 1-14728
_________________________________________________________________
LATAM Airlines Group S.A.
(Translation of Registrant’s Name Into English)
_________________________________________________________________
Presidente Riesco 5711, 20th floor
Las Condes
Santiago, Chile
(Address of principal executive offices)
_________________________________________________________________
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F:
Form 20-F
x
Form 40-F
o
LATAM AIRLINES GROUP S.A.
The following exhibit is attached:
EXHIBIT NO.
DESCRIPTION
99.1
LATAM Airlines Group Operating Statistic
1
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Date: October 8, 2026
LATAM AIRLINES GROUP S.A.
By:
/s/ Ricardo Bottas
Name:
Ricardo Bottas
Title:
Chief Financial Officer
2
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9aff259e52· 2026-10-09 04:56 · doubao / doubao-seed-evolving-latest-version · 策略包d5018cb8913f当前