美国联合航空预计燃油成本将持续高企至2027年，警示利润率挑战作者：Rajesh Kumar Singh 与 Shivansh Tiwary芝加哥，10月21日——美国联合航空首席执行官斯科特·柯比周三表示，该航空公司预计燃油价格将在2027年全年保持高位。
United Airlines sees elevated fuel costs through 2027, flags margin challenges By Rajesh Kumar Singh and Shivansh Tiwary CHICAGO, Oct 21 - United Airlines CEO Scott Kirby said on Wednesday the carrier expects fuel prices to remain elevated throughout 2027.
柯比称，要实现联合航空明年实现两位数税前利润率的目标，可能需要燃油成本下降、行业运力增长放缓，或航空公司继续将更高票价置于满载客机之上。
Kirby said achieving United's goal of double-digit pretax margins next year would probably require lower fuel costs, slower industry capacity growth or airlines continuing to prioritize higher fares over fuller planes.
伊朗战争已扰乱了来自中东的石油和航空燃油运输，而对能源基础设施的攻击进一步加剧了供应紧张。即使冲突缓和，恢复产量并重建已耗尽的燃油库存也可能需要数月时间。
The Iran war has disrupted oil and jet fuel shipments from the Middle East, while attacks on energy infrastructure have further strained supplies. Restoring production and rebuilding depleted fuel inventories could take months, even if the fighting eases.
柯比的警告发布在联合航空预测第四季度利润远低于华尔街预期的次日，尽管机票价格已大幅上调。
Kirby's warning came a day after United forecast fourth-quarter profit well below Wall Street expectations, despite sharply higher ticket prices.
该航空公司在第三季度仅通过收入增长收回了其额外燃油成本的72%。在公司财报电话会议上，柯比表示，行业运力似乎将在明年加速增长。更多座位可能削弱航空公司的定价能力，使其更难通过提价来弥补成本缺口。更高票价，燃油压力仍存联合航空预计第四季度每加仑燃油成本约为4.80美元。美国航空公司协会发布的Argus美国航空燃油指数显示，周二美国航空燃油现货价格为每加仑4.77美元。
The airline recovered only 72% of its additional fuel costs through revenue gains in the third quarter. On the company's earnings call, Kirby said industry capacity appeared set to accelerate next year. More seats could weaken airlines' pricing power, making it harder to raise fares enough to close that gap. HIGHER FARES, PERSISTENT FUEL PRESSURE United expects to pay about $4.80 a gallon for fuel in the fourth quarter. US jet fuel spot prices stood at $4.77 a gallon on Tuesday, according to the Argus US Jet Fuel Index published by Airlines for America.
联合航空首席财务官迈克·莱斯金恩表示，公司预计在第四季度能够收回的额外燃油成本比例将与第三季度相似，低于此前预期的全部收回。
United Chief Financial Officer Mike Leskinen said the carrier expects to recover a similar proportion of its higher fuel costs in the fourth quarter as in the third, below the full recovery it had previously anticipated.
公司计划在2027年前通过收入增长收回所有额外燃油成本，但高管们承认，票价上涨需要时间才能赶上燃油价格的上升。
The company aims to recover all additional fuel costs through revenue gains in 2027, but executives acknowledged that fare increases take time to catch up with rising fuel prices.
柯比表示，联航在产品和技术方面的投资明年应能提振营收，但仅靠这些收益可能不足以实现两位数的税前利润率。
Kirby said United's investments in products and technology should boost revenue next year, but those gains alone would probably not be enough to achieve double-digit pretax margins.
联航表示，正在审视每个航班和每个市场的运力，并将在制定2027年航班计划时保持灵活性。
United said it was scrutinizing capacity on every flight and in every market and would remain flexible in setting its 2027 schedule.
竞争对手达美航空本月早些时候警告称，航空公司明年可能需要抑制航班增长，以维持较高票价并保护盈利能力。
Rival Delta Air Lines warned earlier this month that airlines may need to restrain flight growth next year to sustain higher fares and protect profitability.