Tag

Travel Demand

All articles tagged with #travel demand

United Sees Record 2026 as Premium and Discount Travel Fuels Profit
business1 month ago

United Sees Record 2026 as Premium and Discount Travel Fuels Profit

United Airlines reported a strong Q4 2025: net income $1.04B ($3.19 per share) on $15.4B revenue, with premium revenue up 9% in Q4 and 11% for the year. The company projects 2026 adjusted EPS of $12–$14 (aligned with $13.16 consensus) and Q1 guidance of $1.00–$1.50 per share, signaling potential record earnings driven by robust travel demand, premium and basic-economy ticket sales. The quarter was affected by a $250M pretax hit from the government shutdown and related air-traffic controller shortages, but demand trends remain strong alongside Delta as industry profit leaders.

Delta Loses $200 Million from Shutdown but Projects Strong Travel Demand into 2026
business2 months ago

Delta Loses $200 Million from Shutdown but Projects Strong Travel Demand into 2026

Delta Airlines reported that the recent U.S. government shutdown cost it about $200 million in pretax profit, mainly due to softened bookings, but the airline remains optimistic about strong travel demand into 2026. Despite the shutdown's impact, Delta and other airlines continue to advocate for better pay and conditions for air traffic controllers and other essential workers to prevent future disruptions.

Airbnb Surpasses Expectations Amid Evolving Market and Political Challenges
business6 months ago

Airbnb Surpasses Expectations Amid Evolving Market and Political Challenges

Airbnb's Q2 earnings beat estimates with a 13% revenue increase to $3.1bn, but the company warns of challenging months ahead due to tariffs and economic uncertainties, leading to a 6.5% drop in shares. Despite strong summer bookings, future growth is expected to slow, and the company is investing in new services and a $6bn share buyback program.

United Airlines Boosts 2025 Outlook Amid Mixed Quarterly Results
business7 months ago

United Airlines Boosts 2025 Outlook Amid Mixed Quarterly Results

United Airlines reported a strong second quarter with earnings beating estimates and expressed optimism about 2025, citing reduced global uncertainty and improving travel demand, especially from premium customers, despite some revenue declines and operational challenges at Newark. The CEO anticipates a robust finish to the year and projects 2025 earnings within analyst expectations.

Airline Stocks Soar as American and Southwest Boost Profit Outlooks
business1 year ago

Airline Stocks Soar as American and Southwest Boost Profit Outlooks

American Airlines' stock rose over 7% after the company increased its adjusted profit guidance for the fourth quarter, citing strong travel demand and improved pricing power. The airline now expects adjusted earnings per share to be between 55 and 75 cents, up from the previous range of 25 to 50 cents. Additionally, it anticipates fourth-quarter revenue per available seat mile to be flat or up 1% compared to the same period in 2023, with adjusted costs per available seat mile expected to rise between 5% and 6%.

Airlines Boost Profit Forecast for 2024 Amid Rising Travel Demand
business1 year ago

Airlines Boost Profit Forecast for 2024 Amid Rising Travel Demand

Global airlines have raised their 2024 profit forecast to nearly $1 trillion in revenue, driven by a surge in travel demand. The International Air Transport Association (IATA) projects a $30.5 billion profit for 2023, up from $27.4 billion, despite supply chain disruptions and maintenance issues. Passenger yields are expected to rise by 3.2%, while cargo yields are set to decline by 17.5%. North America remains the most profitable region, and Asia's profit forecast has significantly improved. However, the industry's profit margins remain thin at just over 3%.