SF Gate: ALL BUSINESS: Airlines' stock buybacks weren't best use of cash

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Tuesday, April 8, 2003 (AP)
ALL BUSINESS: Airlines' stock buybacks weren't best use of cash
RACHEL BECK, AP Business Writer


   (04-08) 10:37 PDT NEW YORK (AP) --
   The nation's financially strapped airlines sure could use now the spare
cash that they squandered in the late 1990s.
   Sure, the fallout from terrorism and war, the weak economy and higher
labor costs have hurt their businesses in recent years, but they've made
some mistakes of their own, namely how they used billions of dollars in
excess cash during the late 1990s.
   Instead of covering debts or putting it toward other costs, they launched
massive stock buybacks that were intended to boost share prices and please
investors. As long as the stock market surged and their businesses
thrived, it looked like money well spent.
   But today, in the midst of a crippling financial mess across the industr=
y,
the way the cash was used has been deemed a critical error with a
lingering effect.
   Of course, no one knew what the future would hold for the industry. When
carriers were launching their buyback programs, it was the booming 1990s.
   Airlines' revenues kept rising, thanks to a surge in both business and
leisure travel and higher ticket prices, and that more than compensated
for the continued jumps in labor and other costs.
   As a result, the airlines were able to build up big cash reserves, but
they felt like they had to put the money to work.
   Wall Street analysts, along with executives who were getting some
compensation in stock options, liked the idea of spending it on buybacks,
which have long been considered a way for companies to boost undervalued
share prices.
   In a buyback, a company repurchases its stock and by doing so reduces the
numbers of shares outstanding and gives remaining shareholders a greater
percentage of ownership in the company.
   They also can offset the effect of stock options by negating the excess =
of
stock in the market that results when options get exercised.
   So many airlines, like many other industries at the time, started massive
buyback programs. American Airlines spent more than $2.5 billion in the
late 1990s, US Airways' total topped $1.9 billion and other carriers
engaged in similar plans.
   "It was the atmosphere of the times. If you were not doing share
repurchases, you were not rewarding shareholders," said Philip Baggaley,
airline credit analyst at Standard & Poor's who points out that airlines
were spending nearly half their net income on buybacks in the late 1990s.
   The repurchases did give airline stocks some lift, which not only was a
boon to average investors but also to airline executives flush with stock
options.
   But the stock gains didn't hold for long. By early 2000, the stock market
began what has turned into a three-year retreat and airlines were left
with stock holdings far below what they paid for them.
   Look at American Airlines, for instance. During its stock buyback progra=
m,
its shares rose above $160 a share before announcing a two-for-one stock
split in June 1998. It now trades around $4 a share.
   And American was left in a difficult financial position when other
troubles surfaced.
   The terrorist attacks in New York and Washington in 2001 dramatically
curbed airline travel, which was already under pressure from a downturn in
the economy. The pullback in demand has only intensified in recent months
as the war with Iraq neared and then got under way.
   At the same time, their costs have just kept rising, with new expenses f=
or
upgraded security, underfunded pensions and higher fuel costs adding to
already bloated labor costs.
   Their debts have also grown significantly. Carriers have had to borrow
money just to meet their payrolls and pay their bills.
   Things have gotten so bad that some airlines, including United and US
Airways, have filed for bankruptcy protection, and the industry is asking
the government for $9 billion in aid on top of the $15 billion bailout
that came after the 2001 terrorist attacks.
   Even American Airlines chairman and CEO Donald Carty has said in hindsig=
ht
that the stock buybacks limited the carrier's financial flexibility.
   "The repurchase of stock, the bad use of their money, contributed to an
already bad situation with their cost structure that they needed to
address, but didn't," said Frank Werner, associate professor of finance at
Fordham University's Business School.
   It's not that having the extra cash would have changed everything for the
airlines. But it might have given them a little cushion for the fall.

Rachel Beck is the national business columnist for The Associated Press.
Write to her at rbeck(at)ap.org

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Copyright 2003 AP

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