Keeping It Simple

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Earnings updated 7-21-23

ALK 7-25 B
HA 7-25 A
GOOGL 7-25 A

T 7-26 B

KDP 7-27 B
ROKU 7-27 A
ULCC 7-27 A

RIG 7-31 A

BP 8-1 B
ALGM 8-1 B
SBUX 8-1 A
PINS 8-1 A

SHOP 8-2 A
PYPL 8-2 A

PTLO 8-3 B
SQ 8-3 A
AAPL 8-3 A
SWN 8-3 A
ABNB 8-3 A
AMZN 8-3 A
RKT 8-3 A

PLTR 8-7 A
RNG 8-7 A

UA 8-8 B
UPST 8-8 A
TWLO 8-8 A

RBLX 8-9 B

HIMX 8-10 B
SIX 8-10 B
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American Airlines Group (AAL) reported earnings of $1.92 per share on revenue of $14.06 billion for the second quarter ended June 2023. The consensus earnings estimate was $1.58 per share on revenue of $13.71 billion. The Earnings Whisper number was $1.84 per share. The company beat expectations by 4.35% while revenue grew 4.72% on a year-over-year basis.The company said it expects third-quarter earnings of $0.85 to $0.95 per share and now expects 2023 earnings of $3.00 to $3.75 per share. The company's previous guidance was 2023 earnings of $2.50 to $3.50 per share. The current consensus estimate is earnings of $0.84 per share for the quarter ending September 30, 2023, and earnings of $3.03 per share for the year ending December 31, 2023.

Delta Air Lines (DAL) reported 2nd Quarter June 2023 earnings of $2.68 per share on revenue of $15.6 billion. The consensus earnings estimate was $2.42 per share on revenue of $14.4 billion. The Earnings Whisper number was $2.46 per share. Revenue grew 12.7% on a year-over-year basis.The company said it expects third-quarter earnings of $2.20 to $2.50 per share on revenue of $14.29 billion to $14.67 billion and now expects 2023 earnings of $6.00 to $7.00 per share on revenue of $53.35billion to $54.72 billion. The company's previous guidance was 2023 earnings of $5.00 to $6.00 per share on revenue of $52.44 billion to $54.72 billion. The current consensus estimate is earnings of $2.11 per share on revenue of $14.38 billion for the quarter ending September 30, 2023, and earnings of $6.21 per share on revenue of $54.02 billion for the year ending December 31, 2023.

United Airlines (UAL) reported earnings of $5.03 per share on revenue of $14.18 billion for the second quarter ended June 2023. The consensus earnings estimate was $3.99 per share on revenue of $13.93 billion. The Earnings Whisper number was $4.26 per share. The company beat expectations by 18.08% while revenue grew 17.06% on a year-over-year basis.The company said it expects 2023 earnings of $11.00 to $12.00 per share. The company's previous guidance was earnings of $10.00 to $10.12 per share, and the current consensus earnings estimate is $9.79 per share for the year ending December 31, 2023.

Netflix (NFLX) reported earnings of $3.29 per share on revenue of $8.19 billion for the second quarter ended June 2023. The consensus earnings estimate was $2.83 per share on revenue of $8.27 billion. The Earnings Whisper number was $2.89 per share. The company beat expectations by 13.84% while revenue grew 2.72% on a year-over-year basis.
The company said it expects third quarter earnings of approximately $3.52 per share on revenue of approximately $8.52 billion. The current consensus earnings estimate is $3.14 per share on revenue of $8.65 billion for the quarter ending September 30, 2023.

Tesla (TSLA) reported earnings of $0.91 per share on revenue of $24.93 billion for the second quarter ended June 2023. The consensus earnings estimate was $0.82 per share on revenue of $24.53 billion. The Earnings Whisper number was $0.89 per share. The company beat expectations by 2.25% while revenue grew 47.20% on a year-over-year basis.

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