Andrew D'Dora
Analyst
Bank of America
Equibles does not estimate personal net worth.
About Andrew D'Dora
Andrew D'Dora is recorded as Analyst at Bank of America. Andrew D'Dora has spoken on 7 earnings calls across 6 companies, most recently for American Airlines Group Inc. on October 22, 2026. Those appearances were for Delta Air Lines, Inc. (DAL), American Airlines Group Inc. (AAL), Harley-Davidson, Inc. (HOG), Camping World Holdings, Inc. (CWH), United Airlines Holdings, Inc. (UAL) and 1 other company. The companies whose calls Andrew D'Dora spoke on are classified in the Industrials and Consumer Cyclical sectors.
Andrew D'Dora on recent calls
“Maybe first one for Devin or if Robert wants to chime in just on kind of capital spend, capital allocation in this environment. And are we at the point, just given where fuel prices are, where you maybe begin to think about CapEx differently?”
“Jonathan, the $125 million to $150 million op income target, I guess, you know, what kind of, I know the business has changed here, I guess, what kind of receivables balance do you kind of anticipate growing to, you know, over, you know, through that time frame?”
“Matt, just kind of wanted to dig in maybe a little bit more on SG&A. You clearly got off on the right foot here to start the year. The way we look at it, it's been running just over $1.5 billion for each of the past five years or so, I guess when we exclude stock comp.”
“Maybe changing gears a little bit, throw this one out for Mike. Just, I mean, to cost a little bit, you know, more on the maintenance side, just trying to think about how this kind of trends.”
“So the 40% to 50% fuel recapture in 2Q was pretty similar to how we were thinking about it. But I guess what we've debated here is, you know, how this trends into the back half of the year if we're in a higher for longer fuel environment, you know, accelerate, you know, in that scenario.”
Affiliation history
-
Bank of America
Analyst
Transcript header (unverified)
Current
Company network
Recreational Vehicles · Consumer Cyclical
1 appearance
Latest appearance 2026-05-05
View calls and events
Auto & Truck Dealerships · Consumer Cyclical
1 appearance
Latest appearance 2026-04-30
View calls and events
Jetblue Airways Corp
JBLU
Airlines · Industrials
1 appearance
Latest appearance 2024-07-30
View calls and events