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HA updated guidance Wed morning, and in it provided positive commentary on demand trends in 2Q, lower fuel guidance than we had in our model, but also higher non-fuel costs due to unanticipated engine overhauls. The net impact is a $0.04 benefit to our 2Q12 EPS estimate, which we actually just updated and published about an hour before this 8-K was filed.
We lower fuel price assumptions across the board for our airline coverage given the continuing decline in spot prices. At the same time, we lower our PRASM growth estimates for our coverage universe, with the net impact of higher margins, EPS, and (when appropriate) target prices.
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