A UBS analyst expert call with a North American airline executive confirms strong 2Q demand and positive pricing trends across cabin classes. The executive anticipates potential YoY revenue growth in 3Q, though cautions that 4Q industry capacity plans may need adjustment to preserve margins.
Key Takeaways
- 1.US airline industry demand remains strong through 2Q, with premium cabin RASM up around 30% and no immediate slowdown seen for September.
- 2.Industry concerns exist regarding 4Q capacity growth, where the expert believes plans need to moderate toward GDP growth to maintain pricing power.
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Authors
Atul MaheswariThomas Wadewitz
Themes
Capacity DisciplinePricing Power
Regions
North AmericaUnited States