Keeping It Simple

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Earnings updated 1-26-23

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Alaska Air Group (ALK) reported 4th Quarter December 2022 earnings of $0.92 per share on revenue of $2.5 billion. The consensus earnings estimate was $0.90 per share on revenue of $2.5 billion. The Earnings Whisper number was $0.92 per share. Revenue grew 30.5% on a year-over-year basis.

Southwest Airlines (LUV) reported a 4th Quarter December 2022 loss of $0.38 per share on revenue of $6.2 billion. The consensus estimate was a loss of $0.03 per share on revenue of $6.2 billion. Revenue grew 22.2% on a year-over-year basis.The company said it expects first quarter revenue of $5.633 billion to $5.820 billion. The current consensus revenue estimate is $5.88 billion for the quarter ending March 31, 2023.

American Airlines Gp (AAL) reported 4th Quarter December 2022 earnings of $1.17 per share on revenue of $13.2 billion. The consensus earnings estimate was $1.14 per share on revenue of $12.7 billion. The Earnings Whisper number was $1.17 per share. Revenue grew 39.9% on a year-over-year basis.The company said it expects first quarter results of approximately breakeven and 2023 earnings of $2.50 to $3.50 per share. The current consensus estimate is for breakeven results for the quarter ending March 31, 2023 and earnings of $1.93 per share for the year ending December 31, 2023

Tesla (TSLA) reported 4th Quarter December 2022 earnings of $1.19 per share on revenue of $24.3 billion. The consensus earnings estimate was $1.13 per share on revenue of $26.2 billion. The Earnings Whisper number was $1.04 per share. Revenue grew 37.2% on a year-over-year basis.

AT&T (T) reported 4th Quarter December 2022 earnings of $0.61 per share on revenue of $31.3 billion. The consensus earnings estimate was $0.59 per share on revenue of $31.5 billion. The Earnings Whisper number was $0.60 per share. Revenue fell 23.5% compared to the same quarter a year ago.The company said it expects 2023 earnings of $2.35 to $2.45 per share, including $0.25 per share of items. The current consensus earnings estimate is $2.56 per share for the year ending December 31, 2023

3M (MMM) reported 4th Quarter December 2022 earnings of $2.28 per share on revenue of $8.1 billion. The consensus earnings estimate was $2.34 per share on revenue of $8.1 billion. The Earnings Whisper number was $2.41 per share. Revenue fell 6.2% compared to the same quarter a year ago.

Netflix (NFLX) reported 4th Quarter December 2022 earnings of $0.12 per share. The consensus earnings estimate was $0.46 per share on revenue of $7.8 billion. The Earnings Whisper number was $0.67 per share.

United Airlines Holdings (UAL) reported 4th Quarter December 2022 earnings of $2.46 per share on revenue of $12.4 billion. The consensus earnings estimate was $2.07 per share on revenue of $12.3 billion. The Earnings Whisper number was $2.31 per share. Revenue grew 51.4% on a year-over-year basis. The company said in its earnings presentation it expects first quarter earnings of $0.50 to $1.00 per share on revenue of approximately $11.34 billion. The current consensus earnings estimate is $0.10 per share on revenue of $11.21 billion for the quarter ending March 31, 2023. The company said it expects 2023 earnings of $10.00 to $12.00 per share on revenue of approximately $52.85 billion. The current consensus earnings estimate is $6.92 per share on revenue of $50.54 billion for the year ending December 31, 2023.

Delta Air Lines (DAL) reported 4th Quarter December 2022 earnings of $1.48 per share on revenue of $13.4 billion. The consensus earnings estimate was $1.31 per share on revenue of $12.4 billion. The Earnings Whisper number was $1.40 per share. Revenue grew 41.9% on a year-over-year basis. The company said it expects first quarter earnings of $0.15 to $0.40 per share on revenue of $11.94 billion to $12.25 billion and 2023 earnings of $5.00 to $6.00 per share on revenue of $58.17 billion to $60.70 billion. The current consensus estimate is earnings of $0.45 per share on revenue of $11.35 billion for the quarter ending March 31, 2023 and earnings of $5.25 per share on revenue of $52.22 billion for the year ending December 31, 2023. The company also said it is on track to achieve 2024 earnings of more than $7.00 per share. The current consensus estimate is earnings of $6.57 per share for the year ending December 31, 2024.

Bed Bath & Beyond (BBBY) reported a 3rd Quarter November 2022 loss of $3.65 per share on revenue of $1.3 billion. The consensus estimate was a loss of $2.36 per share on revenue of $1.4 billion. The Earnings Whisper number was for a loss of $2.97 per share. Revenue fell 33.0% compared to the same quarter a year ago.

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