U.S. airlines are poised to lower their 2025 outlooks as they begin reporting earnings this week. Analysts have noted a softening in travel demand. Delta Air Lines recently reduced its first-quarter forecast due to weaker corporate and leisure bookings. American Airlines and Southwest Airlines followed suit, cutting their outlooks for the first half of the year. Airline stocks have seen significant declines, with Delta dropping over 38%, American more than 45%, and United over 40% in 2025. Bookings between the U.S. and Europe for June through August are down about 13% compared to last year as of March 31, according to aviation data firm Cirium. Government travel, though a small percentage of airline business, has also decreased due to mass layoffs. Wall Street has responded by slashing price targets and downgrading ratings on U.S. airlines. Despite these challenges, premium travel demand remains strong, though questions linger about overall yield performance.
Luke Gromen
@LukeGromen
·
Apr 4 Yup. This weekend, companies all over the US will likely begin sending out “Immediate corporate travel freeze on all non-essential travel” emails.
That translates to “Cut back on all discretionary personal spending immediately, b/c layoffs are coming” to workers receiving them.
Aaron Rupar
@atrupar
·
Mar 7 Charles Payne: “A couple days ago Bank of America came out with their credit card data, and it was scary. I mean, shocking declines in restaurants, airlines, lodging. Just look at the most recent poll on people who said they’re gonna go traveling in the next few months. It has
Alan Fisher
@AlanFis35856849
·
13h Air Travel Between the US and Canada Is Set To Plunge 75% and Domestic Tourism Has Also Slowed — How To Plan Your Trips As Trump’s Policies Hit Travel Demand | Moneywise
Screaming Into the Abyss
@PaulPari6
·
Apr 5 bookings for Canada-U.S. flights are down over 70% compared to this time last year
“This sharp drop suggests that travelers are holding off on making reservations
Just a 10% drop in Canadian travel could lead to $2.1 billion in lost spending and 14,000 jobs cut,
hahahahahaha
EurAsian Times
@THEEURASIATIMES
·
20h The commercial impact has been immediate. Major carriers like Delta & American Airlines are already feeling heat, with downfall in bookings. Flights between the U.S. and Canada saw advance reservations drop by as much as 75%, as travelers question aviation safety standards.
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
