2025-10-29
6 分钟Hey listeners, it's October 28th.
I'm Jacob Passi for The Wall Street Journal, and this is What's News in Earnings,
our look at the big themes that are standing out this earnings season.
This year, the airline industry has been on less than solid ground.
Many Americans were skipping vacations because of concerns about the state of the economy.
This quarter, though,
things are beginning to look up and airlines are getting ready for the holiday travel season.
Plus, they're implementing new pricing models, allowing them to charge more for airfare.
So which carriers are poised for liftoff?
We're joined by Wall Street Journal reporter Dean Seal, who's been tracking airlines for us.
So Dean, how has travel demand been shaping up lately?
Are people still postponing their travel plans like they were earlier in the year?
No, so demand has actually definitely been on an upswing right now.
You're right that earlier this year there was a few different things that impacted demand and that definitely weighed on airline revenues.
We had the fatal crash in January and that was cited by a lot of airlines as impacting their volumes.
And then in April,
we had President Trump's tariff campaign that also weighed on consumer confidence and in turn fell on travel demand.
But most of the airlines are saying now that demand is picked up.
It started to happen later in the summer.
Some carriers are saying in July, others saw it more in August,