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mba-560FinancialProjectRubric.pdf
projectFINANCIALSTATEMENTANALYSIS.docx

mba-560FinancialProjectRubric.pdf

MBA 560 - FINANCIAL STATEMENT ANALYSIS RUBRIC

Name:

Date Completed:

Students will complete the assignment with attention to the criteria below.

GRADE:

Exceptional Proficient Basic Insufficient

/Missing/Late

Company Selection

Minus 10 points if late

Financial Statements

Minus 10 points if late

Company/Industry

Section

Horizontal Analysis

3 accounts/line items for each

company

Vertical (Common Size) Analysis

3 accounts/line items for each

company

Ratio Analysis

3 ratios for each company

Calculations

Analysis

Conclusion

Writing

Referencing

Balance Sheet and Income Statement

for both companies included as

appendix

Exceptional corresponds to a grade of A- to A (90-100). Performance is outstanding;

significantly above the usual expectations.

Proficient corresponds to a grade of B- to B+ (80-89%). Skills and standards are at the level of expectation.

Basic corresponds to a grade of C (75-79%). Skills and standards are acceptable but

improvements are needed to meet expectations well.

Insufficient/Missing corresponds to a grade of F (below 75%). Performance is weak; the skills or standards are not sufficiently demonstrated at this time.

projectFINANCIALSTATEMENTANALYSIS.docx

FINANCIAL STATEMENT ANALYSIS (Approximately 2 pages) – Provide an analysis of the horizontal, common size, and ratio data. Delta and Frontier Air Line and Industry Averages. Examine recommendations of other investment websites (buy/sell/hold). Use the references below too!

1A: For Section 3, the rubric specifically asks for analysis of three types of financial data: Delta and Frontier Air Line

· Horizontal analysis (e.g., year-over-year $ and % changes)

· Common-size (vertical) analysis (e.g., expenses or profit shown as a % of sales)

· Financial ratios (e.g., current ratio, profit margin)

1B. C ompare Delta to Frontier using these metrics directly and, ideally, mention how they stack up to industry averages if we can find them.

1C: A nalyze the numbers from the tables and show what they mean by investing. We need to add those side-by-side comparisons and calculated insights to align with the rubric.

Table 1 Delta:

FINANCIAL STATEMENT LINE ITEM	$	% CHANGE
Operating Revenue 2024-2025	$13,748M to $14,040M	2.1%
Net Income 2024-2025	$37M to $240M	548.6%
Fuel Expense 2024-2025	$2,598M to $2,410M	-7.2%

FINANCIAL STATEMENT LINE ITEM	$	% of SALES
Fuel Expense as % of Revenue (2025)	$2,410M / $14,040M	17.2%
Net Income as % of Revenue (2025)	$240M / $14,040M	1.7%
Operating Expense as % of Revenue (2025)	$13,471M / $14,040M	95.9%

RATIO	$	RESULT
Current Ratio	$11,236M / $29,699M	0.38
Debt-to-Equity Ratio	$15,823M / $15,447M	1.02
Net Profit Margin	$240M / $14,040M	1.7%

Table 2 Frontier:

FINANCIAL STATEMENT LINE ITEM	$	% CHANGE
Operating Revenue 2024-2025	$865M to $912M	5.4%
Net Income 2024-2025	-$26M to -$43M	-65.4%
Fuel Expense 2024-2025	$263M to $238M	-9.5%

FINANCIAL STATEMENT LINE ITEM	$	% of SALES
Fuel Expense as % of Revenue (2025)	$238M / $912M	26.1%
Net Income as % of Revenue (2025)	-$43M / $912M	-4.7%
Operating Expense as % of Revenue (2025)	$958M / $912M	105.0%

RATIO	$	RESULT
Current Ratio	$889M / [estimated current liabilities]	est. <1.0
Net Profit Margin	-$43M / $912M	-4.7%
Operating Margin	-$46M / $912M	-5.0%

References:

Delta Air Lines. (2025). Delta Air Lines announces March quarter 2025 financial results [PDF]. https://investor.delta.com

Frontier Airlines. (2025). Frontier Airlines reports first quarter 2025 financial results [PDF]. https://ir.flyfrontier.com

Reuters. (2025, May 21). Airline CEOs say U.S. air traffic control system is failing Americans. https://www.reuters.com

Williams, J., Bettner, M., & Smith, K. (2023). Financial & managerial accounting (eBook with Connect access). McGraw-Hill Education.

projectFINANCIALSTATEMENTANALYSIS.docx

1A: For Section 3, the rubric specifically asks for analysis of three types of financial data: Delta and Frontier Air Line

· Horizontal analysis (e.g., year-over-year $ and % changes)

· Common-size (vertical) analysis (e.g., expenses or profit shown as a % of sales)

· Financial ratios (e.g., current ratio, profit margin)

1B. C ompare Delta to Frontier using these metrics directly and, ideally, mention how they stack up to industry averages if we can find them.

1C: A nalyze the numbers from the tables and show what they mean by investing. We need to add those side-by-side comparisons and calculated insights to align with the rubric.

Table 1 Delta:

FINANCIAL STATEMENT LINE ITEM	$	% CHANGE
Operating Revenue 2024-2025	$13,748M to $14,040M	2.1%
Net Income 2024-2025	$37M to $240M	548.6%
Fuel Expense 2024-2025	$2,598M to $2,410M	-7.2%

FINANCIAL STATEMENT LINE ITEM	$	% of SALES
Fuel Expense as % of Revenue (2025)	$2,410M / $14,040M	17.2%
Net Income as % of Revenue (2025)	$240M / $14,040M	1.7%
Operating Expense as % of Revenue (2025)	$13,471M / $14,040M	95.9%

RATIO	$	RESULT
Current Ratio	$11,236M / $29,699M	0.38
Debt-to-Equity Ratio	$15,823M / $15,447M	1.02
Net Profit Margin	$240M / $14,040M	1.7%

Table 2 Frontier:

FINANCIAL STATEMENT LINE ITEM	$	% CHANGE
Operating Revenue 2024-2025	$865M to $912M	5.4%
Net Income 2024-2025	-$26M to -$43M	-65.4%
Fuel Expense 2024-2025	$263M to $238M	-9.5%

FINANCIAL STATEMENT LINE ITEM	$	% of SALES
Fuel Expense as % of Revenue (2025)	$238M / $912M	26.1%
Net Income as % of Revenue (2025)	-$43M / $912M	-4.7%
Operating Expense as % of Revenue (2025)	$958M / $912M	105.0%

RATIO	$	RESULT
Current Ratio	$889M / [estimated current liabilities]	est. <1.0
Net Profit Margin	-$43M / $912M	-4.7%
Operating Margin	-$46M / $912M	-5.0%

References:

Delta Air Lines. (2025). Delta Air Lines announces March quarter 2025 financial results [PDF]. https://investor.delta.com

Frontier Airlines. (2025). Frontier Airlines reports first quarter 2025 financial results [PDF]. https://ir.flyfrontier.com

Reuters. (2025, May 21). Airline CEOs say U.S. air traffic control system is failing Americans. https://www.reuters.com

Williams, J., Bettner, M., & Smith, K. (2023). Financial & managerial accounting (eBook with Connect access). McGraw-Hill Education.

mba-560FinancialProjectRubric.pdf

MBA 560 - FINANCIAL STATEMENT ANALYSIS RUBRIC

Name:

Date Completed:

Students will complete the assignment with attention to the criteria below.

GRADE:

Exceptional Proficient Basic Insufficient

/Missing/Late

Company Selection

Minus 10 points if late

Financial Statements

Minus 10 points if late

Company/Industry

Section

Horizontal Analysis

3 accounts/line items for each

company

Vertical (Common Size) Analysis

3 accounts/line items for each

company

Ratio Analysis

3 ratios for each company

Calculations

Analysis

Conclusion

Writing

Referencing

Balance Sheet and Income Statement

for both companies included as

appendix

Exceptional corresponds to a grade of A- to A (90-100). Performance is outstanding;

significantly above the usual expectations.

Proficient corresponds to a grade of B- to B+ (80-89%). Skills and standards are at the level of expectation.

Basic corresponds to a grade of C (75-79%). Skills and standards are acceptable but

improvements are needed to meet expectations well.

Insufficient/Missing corresponds to a grade of F (below 75%). Performance is weak; the skills or standards are not sufficiently demonstrated at this time.

projectFINANCIALSTATEMENTANALYSIS.docx

1A: For Section 3, the rubric specifically asks for analysis of three types of financial data: Delta and Frontier Air Line

· Horizontal analysis (e.g., year-over-year $ and % changes)

· Common-size (vertical) analysis (e.g., expenses or profit shown as a % of sales)

· Financial ratios (e.g., current ratio, profit margin)

1B. C ompare Delta to Frontier using these metrics directly and, ideally, mention how they stack up to industry averages if we can find them.

1C: A nalyze the numbers from the tables and show what they mean by investing. We need to add those side-by-side comparisons and calculated insights to align with the rubric.

Table 1 Delta:

FINANCIAL STATEMENT LINE ITEM	$	% CHANGE
Operating Revenue 2024-2025	$13,748M to $14,040M	2.1%
Net Income 2024-2025	$37M to $240M	548.6%
Fuel Expense 2024-2025	$2,598M to $2,410M	-7.2%

FINANCIAL STATEMENT LINE ITEM	$	% of SALES
Fuel Expense as % of Revenue (2025)	$2,410M / $14,040M	17.2%
Net Income as % of Revenue (2025)	$240M / $14,040M	1.7%
Operating Expense as % of Revenue (2025)	$13,471M / $14,040M	95.9%

RATIO	$	RESULT
Current Ratio	$11,236M / $29,699M	0.38
Debt-to-Equity Ratio	$15,823M / $15,447M	1.02
Net Profit Margin	$240M / $14,040M	1.7%

Table 2 Frontier:

FINANCIAL STATEMENT LINE ITEM	$	% CHANGE
Operating Revenue 2024-2025	$865M to $912M	5.4%
Net Income 2024-2025	-$26M to -$43M	-65.4%
Fuel Expense 2024-2025	$263M to $238M	-9.5%

FINANCIAL STATEMENT LINE ITEM	$	% of SALES
Fuel Expense as % of Revenue (2025)	$238M / $912M	26.1%
Net Income as % of Revenue (2025)	-$43M / $912M	-4.7%
Operating Expense as % of Revenue (2025)	$958M / $912M	105.0%

RATIO	$	RESULT
Current Ratio	$889M / [estimated current liabilities]	est. <1.0
Net Profit Margin	-$43M / $912M	-4.7%
Operating Margin	-$46M / $912M	-5.0%

References:

Delta Air Lines. (2025). Delta Air Lines announces March quarter 2025 financial results [PDF]. https://investor.delta.com

Frontier Airlines. (2025). Frontier Airlines reports first quarter 2025 financial results [PDF]. https://ir.flyfrontier.com

Reuters. (2025, May 21). Airline CEOs say U.S. air traffic control system is failing Americans. https://www.reuters.com

Williams, J., Bettner, M., & Smith, K. (2023). Financial & managerial accounting (eBook with Connect access). McGraw-Hill Education.

mba-560FinancialProjectRubric.pdf

MBA 560 - FINANCIAL STATEMENT ANALYSIS RUBRIC

Name:

Date Completed:

Students will complete the assignment with attention to the criteria below.

GRADE:

Exceptional Proficient Basic Insufficient

/Missing/Late

Company Selection

Minus 10 points if late

Financial Statements

Minus 10 points if late

Company/Industry

Section

Horizontal Analysis

3 accounts/line items for each

company

Vertical (Common Size) Analysis

3 accounts/line items for each

company

Ratio Analysis

3 ratios for each company

Calculations

Analysis

Conclusion

Writing

Referencing

Balance Sheet and Income Statement

for both companies included as

appendix

Exceptional corresponds to a grade of A- to A (90-100). Performance is outstanding;

significantly above the usual expectations.

Proficient corresponds to a grade of B- to B+ (80-89%). Skills and standards are at the level of expectation.

Basic corresponds to a grade of C (75-79%). Skills and standards are acceptable but

improvements are needed to meet expectations well.

Insufficient/Missing corresponds to a grade of F (below 75%). Performance is weak; the skills or standards are not sufficiently demonstrated at this time.

projectFINANCIALSTATEMENTANALYSIS.docx

1A: For Section 3, the rubric specifically asks for analysis of three types of financial data: Delta and Frontier Air Line

· Horizontal analysis (e.g., year-over-year $ and % changes)

· Common-size (vertical) analysis (e.g., expenses or profit shown as a % of sales)

· Financial ratios (e.g., current ratio, profit margin)

1B. C ompare Delta to Frontier using these metrics directly and, ideally, mention how they stack up to industry averages if we can find them.

1C: A nalyze the numbers from the tables and show what they mean by investing. We need to add those side-by-side comparisons and calculated insights to align with the rubric.

Table 1 Delta:

FINANCIAL STATEMENT LINE ITEM	$	% CHANGE
Operating Revenue 2024-2025	$13,748M to $14,040M	2.1%
Net Income 2024-2025	$37M to $240M	548.6%
Fuel Expense 2024-2025	$2,598M to $2,410M	-7.2%

FINANCIAL STATEMENT LINE ITEM	$	% of SALES
Fuel Expense as % of Revenue (2025)	$2,410M / $14,040M	17.2%
Net Income as % of Revenue (2025)	$240M / $14,040M	1.7%
Operating Expense as % of Revenue (2025)	$13,471M / $14,040M	95.9%

RATIO	$	RESULT
Current Ratio	$11,236M / $29,699M	0.38
Debt-to-Equity Ratio	$15,823M / $15,447M	1.02
Net Profit Margin	$240M / $14,040M	1.7%

Table 2 Frontier:

FINANCIAL STATEMENT LINE ITEM	$	% CHANGE
Operating Revenue 2024-2025	$865M to $912M	5.4%
Net Income 2024-2025	-$26M to -$43M	-65.4%
Fuel Expense 2024-2025	$263M to $238M	-9.5%

FINANCIAL STATEMENT LINE ITEM	$	% of SALES
Fuel Expense as % of Revenue (2025)	$238M / $912M	26.1%
Net Income as % of Revenue (2025)	-$43M / $912M	-4.7%
Operating Expense as % of Revenue (2025)	$958M / $912M	105.0%

RATIO	$	RESULT
Current Ratio	$889M / [estimated current liabilities]	est. <1.0
Net Profit Margin	-$43M / $912M	-4.7%
Operating Margin	-$46M / $912M	-5.0%

References:

Delta Air Lines. (2025). Delta Air Lines announces March quarter 2025 financial results [PDF]. https://investor.delta.com

Frontier Airlines. (2025). Frontier Airlines reports first quarter 2025 financial results [PDF]. https://ir.flyfrontier.com

Reuters. (2025, May 21). Airline CEOs say U.S. air traffic control system is failing Americans. https://www.reuters.com

Williams, J., Bettner, M., & Smith, K. (2023). Financial & managerial accounting (eBook with Connect access). McGraw-Hill Education.

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