Southwest Airlines

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Southwest Airlines is the largest domestic airline in the US by passengers carried, operating an all-Boeing 737 fleet with a point-to-point, low-cost model. It is known for no baggage fees and no change fees.

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产品与营收

产品营收占比

营收构成 ($26.1B)

静态数据（加载实时财务…）

Passenger (85%)

Rapid Rewards & Other (10%)

Freight & Other (5%)

业务板块构成与主要客户

产品详情

Passenger Revenue85%

Domestic point-to-point low-cost air service

Rapid Rewards & Ancillary10%

Loyalty program, EarlyBird, and upgraded boarding

Cargo & Other5%

Freight transportation and charter services

供应链关系

竞争对手

Delta Air Lines

Domestic air travel

影响: Major domestic competitor

American Airlines Group

Domestic air travel

影响: Domestic competitor

主要客户

GE Aerospace

CFM LEAP engines for 737 MAX

影响: $1B+ in engine orders

宏观与市场背景

산업재行业新闻

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

近期催化剂

◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)◆보잉 737 MAX 생산 재개 일정◆미국 인프라 2차 집행 예산 확정

AI 分析

点击「获取 AI 分析」以获得 Southwest Airlines 的 AI 供应链分析。

企业信息

总部

Dallas, Texas, USA

成立时间

1967

员工人数

73,000+

官网

southwest.com

行业概况 — 산업재

行业新闻