
巴西 Azul 航空公司首席财务官安东尼奥·卡洛斯·加西亚(Antonio Carlos Garcia)对路透社表示,由于高昂的航油价格在今年早些时候该航司完成第 11 章破产保护程序后仍继续挤压利润率,该公司预计其复苏所需时间将比此前预期的更长,并将坚持谨慎的增长计划。
Brazilian airline Azul expects its recovery to take longer than previously hoped and is sticking to a cautious growth plan, Chief Financial Officer Antonio Carlos Garcia told Reuters, as high jet fuel prices continue to squeeze margins even after the carrier emerged from Chapter 11 bankruptcy protection earlier this year.
加西亚于周一晚间在拉丁美洲和加勒比航空运输协会(Latin American & Caribbean Air Transport Association)主办的一次会议间隙表示,Azul 仍预计到 2026 年底时,运力将比前一年下降约 5%,这反映了该航司在遭遇最新燃油冲击之前就已经采取的战略。
Azul still expects to finish 2026 with capacity down about 5% from a year earlier, reflecting a strategy the airline had already adopted before the latest fuel shock, Garcia said late Monday on the sidelines of a conference hosted by the Latin American & Caribbean Air Transport Association.
加西亚说:“我们确实看到复苏会比以前推迟到更晚的阶段。”他补充说,如果燃油价格保持高位,这一时间表可能会推迟一年甚至更久。
"We do see a recovery in a later stage than before," Garcia said, adding that the timeline could slip by a year or more if fuel prices remain elevated.
为了应对燃油价格的冲击,Azul 将第二季度运力较前一年同期削减了 10% 以上,预计从第四季度开始恢复适度的运力增长。
Azul cut second-quarter capacity by more than 10% from a year earlier in reaction to the fuel-price shock, with modest capacity growth expected to resume from the fourth quarter.
加西亚表示,Azul 已经恢复了一些航班班次,并让停飞的飞机重新投入运营,但他强调,这不应被视为激进扩张。
Garcia said Azul is already bringing back some frequencies and returning grounded aircraft to service, but stressed that this should not be seen as aggressive expansion.
他补充说,该航司已通过机票价格将 60% 至 65% 的航油价格上涨成本转嫁给了客户。
The airline has been able to pass on 60% to 65% of jet fuel price increases to customers through fares, he added.
Azul 于 2 月重组资产负债表后走出了第 11 章破产保护,并在 8 月表示,总债务已降至 214 雷亚尔(约合 42.5 亿美元)。
Azul emerged from Chapter 11 in February after restructuring its balance sheet, and said in August that total debt had fallen to 21.4 billion reais ($4.25 billion).
加西亚表示,Azul 在运营上的自由现金流正日益接近正值,但由于受到与重组相关的付款(包括第 11 章程序之前和之后的付款)的拖累,现金生成能力依然受到限制。
Garcia said Azul was getting closer to positive free cash flow operationally, but that cash generation was still being held back by payments linked to the restructuring, both from before and after the Chapter 11 process.
加西亚说,Azul 还在更多地依赖客运以外的业务板块,包括其忠诚度计划、旅游服务、货运和维修业务。
Azul is also leaning more heavily on parts of its business beyond passenger flying, including its loyalty program, travel services, cargo and maintenance operations, Garcia said.
*当被问及有关拉丁美洲航空业进一步整合的言论时,加西亚表示,Azul 的重点是“重置”自身的业务,而不是评估交易。
Asked about talk of further consolidation in Latin American aviation, Garcia said Azul was focused on "resetting" its own business rather than evaluating deals.
去年,竞争对手戈尔航空(Gol)的母公司取消了合并两家航司的兼并谈判,不过该公司为未来恢复讨论留下了余地。
Last year, the parent company of competitor Gol pulled the plug on merger talks to combine the two carriers, though it left the door open to resuming discussions in the future.