Verified call record已核验电话会记录 ·
LUV · Southwest Airlines Q2 FY2026 earnings call record财报电话会记录
Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。
12 exact excerpts 条原文摘录
12 numeric receipts 个数值回执
B governed source tier 治理来源层级
Transcript present电话会文本已具备
Call language, kept intact.电话会表述，保持原貌。
The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。
“The results demonstrate that the transformation is working with a 9% after-tax return on invested capital and an adjusted operating margin of 6.7%, or a 3.3-point improvement year-over-year, despite nearly $900 million year-over-year increase in second quarter fuel expense.”
Bob Jordan · CEO
claim_05cde10410cc3a36e357238f94b88926Exact numeric spans精确数值片段
9%6.7%3.3900 million“Adjusted unit revenues increased 20.1% year-over-year to an all-time quarterly record, exceeding the high end of our prior guidance range.”
Bob Jordan · CEO
claim_15da508d2bbe7af1e1ac55fbf3020e6bExact numeric spans精确数值片段
20.1%“While adjusted operating revenues increased 20.3% on capacity growth of only 0.2%.”
Bob Jordan · CEO
claim_28ca0d9ec1ee4058f7cb47e304ad0472Exact numeric spans精确数值片段
20.3%0.2“We continue to evolve the product that we offer to our customers.”
Bob Jordan · CEO
claim_e3563f54de836bc3dbf1fb180642f6d5“We will continue to drive enhancements that broaden our product offering and further deepen customer engagement.”
Bob Jordan · CEO
claim_56fc6a8afd311dbd7b6577c74d7f45c2“Forward bookings are robust and we are optimistic the strong demand and pricing environment will be sustained.”
Bob Jordan · CEO
claim_93a98d293b959d314ab8e0a450daafaa“It also reflects the idiosyncratic benefits of our own initiatives, which are improving revenue quality, strengthening customer acquisition and engagement, broadening the earnings power of the business, and creating earnings durability regardless of the macro environment.”
Bob Jordan · CEO
claim_88ed616e1df514d602fee2b1f6cbf368“Even with an estimated year-to-date fuel headwind of approximately $1.33 per share, Southwest remains positioned to generate earnings that are broadly in line with our guidance at the beginning of the year and represent significant earnings growth and margin expansion, underscoring the resiliency of our business model.”
Bob Jordan · CEO
claim_d74e4ee4287a809a2cc3fa78550d8816Exact numeric spans精确数值片段
1.33“We have built a more durable and diversified business with greater earnings power, our focus is now on unlocking Southwest's full potential, further expanding margins and creating additional long-term value for our customers, our employees, and our shareholders.”
Bob Jordan · CEO
claim_27e6f42834071115a86c3a3c20122a46“Looking ahead, we expect third quarter unit revenue growth of 17.5%-19.5% year-over-year with a strong exit rate from Q2.”
Justin Jones · COO
claim_2d2b7d741b5cf1a005f0fe2e06248444Exact numeric spans精确数值片段
17.5%-19.5%“I'm incredibly proud of our team for the continued focus on spending smartly as we've invested in our product, customers, operations, and employees while expanding margins year-over-year despite significantly higher fuel costs in the quarter.”
Tom Doxey · CFO
claim_26b18a4ae4d05fcc6a183521801b814c“We mentioned this, but 35% increase in new member record tiering qualification, 28% increase in co-brand card acquisition.”
Bob Jordan · CEO
claim_cff564ace7dc1d74aecabf366ed1b04dExact numeric spans精确数值片段
35%28%Inspect the source receipts检查来源回执24 bound spans个已绑定片段
Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。
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|---|---|---|---|---|
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claim_15da508d2bbe7af1e1ac55fbf3020e6b | quote | 3 | 148–286 | a683890eea262d… |
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