Southwest Airlines

LUVintermediary

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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產品與營收

產品營收佔比

營收結構 ($26.1B)

靜態數據（加載即時財務…）

Passenger (85%)

Rapid Rewards & Other (10%)

Freight & Other (5%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

競爭對手

Delta Air Lines

Domestic air travel

影響: Major domestic competitor

American Airlines Group

Domestic air travel

影響: Domestic competitor

主要客戶

GE Aerospace

CFM LEAP engines for 737 MAX

影響: $1B+ in engine orders

宏觀與市場背景

산업재行業新聞

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

近期催化劑

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

AI 分析

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企業資訊

總部

Dallas, Texas, USA

成立時間

1967

員工人數

73,000+

官網

southwest.com

行業概況 — 산업재

行業新聞