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Atlas Air Worldwide Holdings, Inc. (AAWW)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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78.70-0.74 (-0.93%)
At close: 4:00PM EDT
78.01 -0.69 (-0.88%)
After hours: 07:59PM EDT
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  • T
    Tim
    This thing is taking off lately! Wish I bought more.
  • R
    Robert
    press says pilots not happy with arbitrators ruling. 100s will leave...true????
  • R
    Robert
    why is AAWW so much better investment than ATSG...it is...but based on what metrics. I own both. added a lot if AAWW sub 25
  • T
    Tim
    I think a dividend would make sense for us. Plenty of cash to go around.
  • N
    Nick
    Arbitration announcement coming?
  • J
    Jeff
    With container ships lined up at anchor awaiting their slot to unload containers in ports such as Los Angeles, air freight is being secured by manufacturers willing to pay the premium required to bring goods to market. Indicators such as commercial airlines reconfiguring flights from passenger carrying to freight only find boxed products flying in "first class" to reach their destinations. With holidays approaching, I'm buying and holding AAWW without question.
  • x
    xthestockguy
    have to laugh at the analysts - the ones with neutral ratings are saying last year will end up being peak earnings - peak earnings are something you can't recognize until they are in the rear view mirror. of course, pilot's salaries are going up - but the fleet is expanding, cargo rates are higher, and costs are coming down. if somebody can really predict peak earnings, they should be retired billionaires. but they are sell side analysts.
  • x
    xthestockguy
    Secretary of Defense Lloyd J. Austin III has ordered the Commander of U.S. Transportation Command to activate Stage I of the Civil Reserve Air Fleet (CRAF). CRAF activation provides the Department of Defense access to commercial air mobility resources to augment our support to the Department of State in the evacuation of U.S. citizens and personnel, Special Immigrant Visa applicants, and other at-risk individuals from Afghanistan.

    The current activation is for 18 aircraft: three each from American Airlines, Atlas Air, Delta Air Lines and Omni Air; two from Hawaiian Airlines; and four from United Airlines. The Department does not anticipate a major impact to commercial flights from this activation.
  • x
    xthestockguy
    2 747-400F to FedEx on a long term acmi deal just announced
  • b
    brian c
    I'm speculating that pretty soon we should see resolution to the CARES (?) Act money AAWW took from the Feds. And with that, we should expect a positive announcement about a potentially large stock buyback soon.
  • D
    David
    would not want to be part of the 15% shorted float - business is strong
  • x
    xthestockguy
    Check out this thread in the atlas pilot forum online

    New Atlas CBA = Colossal Union Failure
  • x
    xthestockguy
    The civil reserve fleet work will not impact atlas’s regular business. The stock was down today because of the misperception that it would hurt.
  • B
    Bruh
    What are the shorts thinking??
  • S
    Sam
    Time for the sell-off
  • D
    David
    Earnings look really good ~~
  • x
    xthestockguy
    5 year union deal announced
  • x
    xthestockguy
    Sell on the news I guess. Analysts all got it wrong and also too low for 3Q, 4Q and next year. No problem with a little consolidation after the rise over last few months. Worth $80+, minimum
  • C
    Chatchapon
    Hey guys my understanding is ACMI segment is under contract with long term customers. Given I have never seen T&C and legal details to their contracts, I am unsure who will gain from pricing hike. For example is it DHL or AAWW who will gain from higher freighter pricing?

    That said, multiple sources from supply chain or AirCargo publications have nonetheless observed literally doubling in charter rates so AAWW will benefit there.

    I think what I wonder about as well is flexibility of planes tied to pre existing contracts. Everything also about utilization and deploying right planes at right prices (maximize revenue / block hour). AAWW pulled B737 off the shelves for Project Airbridge in sending PPE... these were not in prior contracts so they are immediately beneficial. But I think it might be correct to assume the other planes previously under contract will have muted gains.