Regional airlines on growth track, but fail to reassure investors

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Regional airlines on growth track, but fail to reassure investors

CHICAGO (AP) =97 Shares of regional airlines have tumbled along with the=
 rest=20
of the turbulent sector, but there's reason to think that some of them=20
could continue to fly in clear skies. Holding companies for the leading=20
regional carriers, including Atlantic Coast Airlines Holdings, Mesa Air=20
Group and SkyWest look to be on track for healthy revenue and earnings=20
growth this year, even though the major U.S. airlines are losing money.=20
These regional carriers, and more than 10 other public and private=20
competitors, get most of their income from fees the major airlines pay them=
=20
for each flight. A common code share arrangement would have the regional=20
carrier serve smaller cities with the major carrier paying a flat rate to=20
set schedules and fares and handle ticket sales. Atlantic Coast and SkyWest=
=20
work with UAL's United Airlines, flying United Express. Mesa, which works=20
with US Airways, signed an agreement last week to begin flying for United=20
as well. And Atlantic Coast and SkyWest also fly under the Delta Connection=
=20
flag for Delta Air Lines. Investors have sold off shares of regional=20
carriers out of concern major carriers could change their fee agreements,=20
cutting into regional airlines' margins. Atlantic Coast closed Wednesday at=
=20
$6.19, far from its 52-week high of $29.28 hit in March 2002, SkyWest=20
shares traded at $9.24, way below the 52-week high of $26.45 reached in=20
March 2002, and Mesa traded at $3.35, down from a 52-week high of $11.74=20
reached in April 2002.

Shrinking air traffic has slowed revenue at the major airlines, but=20
regionals, which collect a set fee no matter how full =97 or empty =97 the=
=20
plane is, have fared better. Because they also have lower labor costs, the=
=20
regionals as a group have turned a profit during the biggest air industry=20
slump in history. A majority of analysts polled by Thomson First Call rate=
=20
the three regional airlines a "strong buy" or "buy." Margins at regionals=20
may be lower, "but we see new agreements with majors maintaining=20
satisfactory returns," analyst Glenn Engel at Goldman Sachs wrote in a=20
recent report. If even profit growth slows, regional airline stocks are=20
"woefully underpriced," he said. Engel has "outperform" ratings on Atlantic=
=20
Coast and SkyWest. Two of the nation's biggest airlines =97 United and US=20
Airways =97 are in Chapter 11 bankruptcy. With the court's help, they are=20
leading the way toward a broad cost restructuring by all the major=20
airlines. Fees to regional airlines will likely be trimmed, and regional=20
airlines will need to cut costs to maintain profit margins. But regional=20
airlines will nevertheless play a strong part in industry restructuring,=20
bringing growth opportunities, said analyst Susan Donofrio at Deutsche Bank=
=20
Securities. She has a "buy" rating on Atlantic Coast. "We continue to think=
=20
that United is going to use Atlantic Coast as part of its recovery=20
solution," Donofrio wrote in a report on Jan. 29. A spokesman for United=20
Airlines said the company doesn't comment on its fee contracts with=20
regional airlines. United is now in negotiations with its regional partners.


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