1056 ET - Airlines might be forced to contract their supply for peak spring and summer travel seasons, even though they've held off doing so at this point, Melius Research says. Airlines have held supply firm because the decline in air-travel demand happened quickly, the cost of fuel is still low and they were heading into peak travel seasons where they didn't want to miss out on revenue, the analysts say. They see industry supply growth of 2.5% in 2Q, up from 1% in 1Q into a much more challenging macro backdrop. Now that tariffs are here, United and Delta would be prudent to slow supply, the analysts say, which would likely prompt peers to follow suit. (katherine.hamilton@wsj.com)
(END) Dow Jones Newswires
April 07, 2025 10:56 ET (14:56 GMT)
Copyright (c) 2025 Dow Jones & Company, Inc.
免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。