What’s News in Earnings: Airlines Feel the Pain of an Oil Shock

航空业因油价冲击承受痛楚:财报新闻速递

WSJ What’s News

2026-05-01

6 分钟
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Bonus Episode for Apr. 30. A surge in oil prices is weighing on profits from airlines. Financial results from American Airlines, JetBlue, United and Delta give insight into how the industry is passing on those higher fuel costs to consumers. Wall Street Journal airlines reporter Alison Sider discusses whether demand for travel is changing and the divide between budget airlines and the rest of the industry.  WSJ travel reporter Jacob Passy hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Hey listeners, it's Thursday, April 30th.

  • I'm Jacob Passi for The Wall Street Journal.

  • And this is What's News in Earnings, our look at some of the biggest themes standing out this earnings season.

  • It's been a turbulent quarter for airlines.

  • The war with Iran has caused jet fuel prices to soar, and that's putting a damper on airlines' profits.

  • While demand for travel is holding up, airlines are driving fares and fees higher and higher.

  • And that's raising concerns that Americans may change their travel plans for this summer.

  • JetBlue CEO Joanna Garrity told Wall Street analysts this week that it was the most difficult period in years.

  • Sharp increase in the price of fuel and the expectation for elevated prices throughout this year.

  • We are suspending our prior full year guidance as we aggressively adjust evolving macro backdrops.

  • And some airlines are having an even more difficult time than JetBlue.

  • And they're asking the Trump administration for help.