ʻO AMR Corp., nona ka American Airlines ka mea lawe moku nui loa ma ka honua, e hoʻopuka ana paha i ka lua o ka hapaha lua i ka lā ʻapōpō, e hōʻike ana i nā poho o ka ʻoihana ma kahi o $910 miliona ma ka piʻi ʻana o nā kumukūʻai jet-fuel.

"He ʻino ka lua o ka hapaha, me ke kapikala 'ugh," wahi a Henry Harteveldt, he mea loiloi Forrester Research Inc. ma Kapalakiko.

ʻO ka piʻi ʻana o ka wahie mokulele he 80 pakeneka i ka makahiki i hala i hōʻemi i ka hoʻonui maʻamau o nā mokulele mai ka hoʻomaka ʻana o ke kau huakaʻi kauwela. Ke hoʻokuʻu nei nā mea lawe ʻAmelika i nā mokulele 433 a ʻoki ʻia ma kahi o 22,000 mau hana e hoʻopaʻa i nā poho 2008 i manaʻo ʻia e ka Air Transport Association e hiki i kahi moʻolelo $13 biliona.

ʻO Delta Air Lines Inc. a me Southwest Airlines Co. wale nō paha nā mea lawe waiwai, ma muli o ka manaʻo o ka poʻe loiloi. ʻO nā poho ma nā mokulele mokulele ʻewalu nui loa o ʻAmelika Hui Pū ʻIa he $910 miliona ma mua o nā mea kūikawā, ʻo Merrill Lynch & Co. analyst Michael Linenberg ma New York i kuhi ʻia ma Iulai 8.

E ʻōlelo paha ʻo AMR ua nalowale ʻo ia he $319 miliona, ʻo ke kolu o kāna hapa hapaha hapaha a me ka hapa nui o nā mea lawe US no ka manawa, e pili ana i ka awelika o ʻeono mau manaʻo loiloi i hōʻuluʻulu ʻia e Bloomberg.

ʻO $328 miliona ka hapa hapaha mua o ka poho nui loa no Fort Worth, Texas-based AMR mai nā mahina ʻekolu i hala o 2005. Hōʻike pū ʻo Delta i ka lā ʻapōpō.

Nā Manaʻo Hou

Ua ʻōlelo ʻo William Greene, kahi loiloi Morgan Stanley ma New York, ua manaʻo ʻo ia e hoʻopaʻa i nā mokulele ʻewalu e hoʻopaʻa i nā poho i hui ʻia ma kahi o $ 785 miliona, ʻoiai ʻo ka awelika o nā mea loiloi i noiʻi ʻia e Bloomberg he $787 miliona. Ua ʻokoʻa ka helu o nā kuhi no kēlā me kēia mokulele.

Ua hōʻiliʻili nā mea lawe i ka loaʻa kālā o $1.9 biliona i ka makahiki ma mua, ʻo ka hapaha maikaʻi loa mai ka makahiki 2000. ʻO nā poho hana o ka hui he $ 1.62 biliona i nā mahina mua ʻekolu.

ʻO nā mokulele "ʻo ka pīhoihoi wale nō," wahi a Michael Derchin, kahi mea loiloi ma FTN Midwest Research Securities Corp. ma New York. "ʻAʻole loa lākou i loko o kā lākou mau moeʻuhane a i ʻole nā hiʻohiʻona i moeʻuhane e like me kēia ʻaila no kēia lōʻihi. ʻO nā hoʻolālā contingency āpau ʻaʻole lākou i manaʻo e pono ai lākou i hoʻokō ʻia.

E ʻimi ana ka poʻe loiloi i nā hōʻailona e pili ana i nā puke ma waho o ke kau huakaʻi kauwela. Ke hāʻule maʻamau nei ka noi i nā mahina ʻehā i hala iho nei, kahi hāʻule i ʻoi aku ka ʻoi aku o ka ʻoi aku o kēia makahiki ʻoiai ke piʻi nei ka hilinaʻi o nā mea kūʻai aku ma US kokoke i kona pae haʻahaʻa mai 1980.

"ʻO ka ʻike koʻikoʻi e pili ana i ke kumukūʻai a me ka ʻike kālā," wahi a Philip Baggaley, kahi loiloi hōʻaiʻē Standard & Poor ma New York.

Manaʻo no ke kālā?

Pono nā mea hoʻolale kālā e hoʻolohe i nā ʻōlelo a nā luna e pili ana i nā koho no ka hoʻonui kālā, e like me William Warlick, ka luna nui o Fitch Ratings ma Chicago. ʻO nā mea lawe nui a pau o ʻAmelika e loaʻa ka wikiwiki o ke kālā ke emi ka huakaʻi ma hope o ka lā Labor, wahi a Warlick.

"ʻAʻole hiki ke hoʻomau ʻia ke ʻano o ka ʻoihana US i kēia manawa i ka wahi wahie o kēia manawa," i ʻōlelo ai ʻo ia i kēia lā ma kahi hōʻike.

E kōkua nā kumukūʻai a me nā koi e hiki mai ana e hōʻike inā ʻo ka hoʻolālā ʻana o nā mea lawe no ka hōʻemi ʻana i ka nui o nā noho he 9 pakeneka e hoʻopaʻa i ka lele ʻana o ka wahie, ʻo ia ka mea i ʻoi aku ma mua o ka hana ma ke ʻano he nui loa o ka ʻoihana. E hoʻomaka nā mokulele i kā lākou hana a me ka ʻoki ʻana ma hope o ka pau ʻana o ka huakaʻi kauwela.

'Kakali e ʻike'

"Ke kali nei lākou e ʻike i ka mea e hiki mai ana i ka hāʻule, a ua mākaukau lākou e neʻe wikiwiki," wahi a Derchin. "Ua ʻike mua lākou pono lākou e ʻoki hou aku, e pili ana i kahi o ka aila i kēia manawa."

ʻO ka loaʻa kālā ma Southwest, ka mea lawe haʻahaʻa haʻahaʻa nui loa, hiki ke pale ʻia e kāna hoʻolālā o ka laka ʻana i nā kumukūʻai haʻahaʻa haʻahaʻa ma mua, ʻoiai ʻo Delta paha e pōmaikaʻi mai ka neʻe ʻana i kāna banekorupa 2005-07 e hōʻemi i nā kumukūʻai hana, e like me ka manaʻo o ka poʻe loiloi. .

E hahai ʻia nā hōʻike a AMR a me Delta e ka Continental Airlines Inc. ma Iulai 17. ʻO ka makua United Airlines ʻo UAL Corp., US Airways Group Inc. a me JetBlue Airways Corp. e hoʻolaha i nā hopena Iulai 22. E hoʻokuʻu ʻo Northwest Airlines Corp. i nā helu ma Iulai 23 a me ke komohana hema ma Iulai 24.

Ua ʻōlelo ʻo AMR i ka lā 2 Iulai e hoʻokomo ʻia ka hapaha ma kahi o $ 1.27 biliona i kākau ʻia no nā kumukūʻai o ka hemo ʻana o nā limahana a me ka haʻahaʻa haʻahaʻa o nā jet i hoʻomaha ʻia. Ua ʻōlelo ʻo UAL i ka pule i hala aku nei e hoʻopaʻa ʻo ia i nā uku kālā ʻole e like me $2.7 biliona.

ʻO AMR a me UAL kekahi o nā mea hoʻokani maikaʻi loa o ka makahiki ma waena o nā mea lawe 14 ma ka Bloomberg US Airlines Index, e hāʻule ana he 68 pakeneka a he 90 pakeneka. ʻO ka emi ʻana o UAL ka mea nui loa. I nehinei, ua emi iho ka waiwai makeke o nā mokulele mokulele ʻewalu i ka 45 pakeneka i kēia makahiki i lalo o $16 biliona.

Hōʻike ka papa ma lalo nei i nā manaʻo ʻawelike no ka loaʻa kālā (ʻo nā poho ʻupena) a me nā hopena pākahi no nā mokulele mokulele ʻewalu nui loa o US ma ke kaʻa, e pili ana i nā mea loiloi i noiʻi ʻia e Bloomberg.

ʻO ka loaʻa kālā o ka mokulele mokulele/ke pohō i kēlā me kēia mahele
Ma nā miliona hopena
AMR ($319) ($1.39)
UAL ($276) ($1.97)
Delta $45 $0.11
Continental ($46) ($0.47)
Hemahema $73 $0.11
Komohana Akau ($148) ($0.53)
US Airways ($95) ($1.11)
JetBlue ($21) ($0.08)

ʻo bloomberg.com