NYTimes.com Article: Delta Air Reports Wider Loss and Plans to Cut More Pilots

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Delta Air Reports Wider Loss and Plans to Cut More Pilots

April 18, 2003
By BLOOMBERG NEWS






ATLANTA, April 17 (Bloomberg News) - Delta Air Lines said
today that its first-quarter loss widened to $466 million
as the war in Iraq reduced international travel and
increased fuel costs.

Second-quarter results will be "substantially worse" than
in the period last year, Michele Burns, the chief financial
officer, told analysts in a conference call. Delta said it
would lay off 200 pilots by the end of May because of lower
travel demand.

The first-quarter net loss grew to $3.81 a share from $3.25
a share, or $397 million, a year earlier, Delta said. Sales
rose 1.7 percent, to $3.16 billion, better than some
analysts expected.

Continental Airlines and Northwest Airlines reported wider
losses this week because of the war, which worsened the
two-year slide in business travel and raised fuel costs
because of concern that oil supplies would be disrupted.
The industry is expected to have its worst quarterly losses
ever.

Shares of Delta rose $1.26, or 12 percent, to $11.75.


Delta has had productive talks with its pilots' union about
lowering costs, Leo Mullin, the chief executive, told
analysts in the conference call.

"I think we'll be moving forward with a sense of urgency on
both sides," Mr. Mullin said. The union was not immediately
available to comment.

Excluding $40 million in pension, labor-related and fuel
costs, Delta's first-quarter loss would have been $426
million, or $3.49 a share. On that basis, the company was
expected to have a loss of $3.51, the average estimate of
analysts surveyed by Thomson Financial.

The war trimmed first-quarter revenue by $125 million and
will also hurt this quarter's results, Delta said.

Ticket bookings so far for April are weaker than they were
last year, Ms. Burns said.

Delta cut flight capacity 12 percent last month in response
to lower demand stemming from the war. The airline's
jet-fuel costs rose 51 percent as prices for oil climbed on
concern that the war would disrupt supplies.

Total first-quarter expenses rose 4.3 percent, to $3.7
billion, led by fuel and labor.

Delta said it arranged $900 million in financing this month
to replace credit lines expiring this year. The company had
cash and other short-term assets of $2.5 billion at the end
of the quarter.


http://www.nytimes.com/2003/04/18/business/18DELT.html?ex=1051674341&ei=1&en=cccfd51b0727359d



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