Connect with us

Travel Trends

United Airlines Earnings Will Set the Tone for the Airline Sector

Published

3 days ago

on


UAL’s stock price could move post-earnings because of forward guidance, labor expenses and aircraft delivery schedules

  • United Airlines reports earnings tomorrow, after market close.
  • Delta Air Lines pushed the entire sector higher with a positive earnings report last week.
  • Factors that could move UAL post-earnings include forward guidance, labor expenses and aircraft delivery schedules.


Airlines have been surrounded by primarily negative sentiment in the market for some time. From the COVID downturn to doors blowing off of Alaska Airlines (ALK) flights, coverage has been generally bearish-leaning. But the tide is starting to turn for airlines, spearheaded last week by a positive earnings report from Delta Air Lines (DAL). 


Now, all eyes turn to United Airlines (UAL) as it reports Q2 earnings tomorrow, after market close. If the company can keep the momentum established by DAL, the entire sector could fly; if it can’t, the industry could begin to stall out. 


Can United catch Delta’s updraft?

It would be impossible to discuss United’s earnings call tomorrow without acknowledging Delta Airlines’ Q2 earnings report, which was released July 10. DAL beat expectations for both revenue and earnings per share (EPS), reported that jet fuel costs are easing and issued strong forward guidance for the rest of the fiscal year. 


This sparked a sector-wide rally which extended to UAL, and now the question becomes whether UAL can sustain that momentum with its earnings report tomorrow. UAL moved up 14.3% on DAL’s strong numbers but remains over 20% below its 52-week high of $116. The broader market also continues to make new highs, boosting investor sentiment surrounding UAL’s upcoming report. 


Margins, metrics and momentum: What analysts expect

In Q1, UAL beat EPS estimates by over 20% despite narrowly missing revenue estimates, and its numbers indicated a 5.4% increase in revenue year-over-year. Operating margins also improved, with a pre-tax figure of 3.6% and an adjusted pre-tax income of $391 million. 


Consensus analyst estimates for UAL’s Q2 report include revenue of $15.36 billion (which would be a 2.2% increase year-over-year) and an EPS of $3.81. 


While these numbers are obviously the most critical elements of the call, investors and analysts will also have their eyes on a few other key factors, including fuel costs, labor inflation and delivery delays. Changes in any of these metrics could also spell trouble.


Can UAL keep climbing? Key risks and rewards

The entire airline sector, UAL included, has broken above key 200-day moving averages following the rally caused by DAL’s recent earnings report. With UAL, the market is searching for clarity on its full-year outlook. If it restores guidance, there’s the potential for a further move up. If it does’t, that would be quite the letdown and that sentiment would likely manifest itself in the share price. 


Bullish factors for UAL include strong summer travel trends and continually dropping jet fuel costs. Risk factors include labor-expense pressure, potential aircraft delivery delays and slower consumer demand. Which set of factors prevails in UAL’s earnings call will be the primary determinant of which way the company moves afterward.

Gus Downing is host of the tastylive Network show Risk and Reward. @GainsByGus

For live daily programming, market news and commentary, visit tastylive or the YouTube channels tastylive (for options traders), and tastyliveTrending for stocks, futures, forex & macro.

Trade with a better broker, open a tastytrade account today. tastylive, Inc. and tastytrade, Inc. are separate but affiliated companies.



Source link

Related Topics:
Continue Reading
Click to comment

You must be logged in to post a comment Login

Leave a Reply

Travel Trends

BCD Travel and Oversee partner to implement agentic AI for scalable, traveler-centric service

Published

1 hour ago

on

July 18, 2025

By



UTRECHT, THE NETHERLANDS – BCD Travel, one of the world’s leading corporate travel management companies, and Oversee, a travel technology company specializing in AI-powered spend optimization and agent operations, announced the expansion of their partnership. This move will scale Oversee’s agentic AI technology across BCD’s operational environment, following a successful multi-customer pilot focused on automating email-based service requests.

This partnership positions BCD as a future-ready TMC: blending technology and talent to transform service delivery, increase operational resilience and deliver a consistently high-quality experience for travelers and travel agents.

“At BCD, we’re continuously evolving to meet the needs of today’s business travelers,” said Yannis Karmis, Senior Vice President of Product Planning & Development at BCD. “Our partnership with Oversee aligns with our strategic focus on digital transformation, allowing us to automate intelligently while maintaining the personal service travelers expect.”

“We’re proud to partner with BCD to bring agentic AI into real-world operations,” said Aviel Siman-Tov, CEO and co-founder of Oversee. “Our agentic AI solution has been purpose-built to support the unique workflows of TMCs. Together with BCD, we’re proving how AI can enhance – not replace – the human side of travel management.”

Aviel Siman-Tov, CEO and co-founder, Oversee

Oversee’s agentic AI technology supports travel agents by automating repetitive tasks – such as booking requests, exchanges and shell PNR creation – enabling agents to focus on more complex service and support requests. Through this solution, BCD has improved agent workflows and increased SLA adherence across pilot markets.

The goal is not just speed, but quality, ensuring travelers receive fast, accurate responses 24/7, globally – without losing human touch.

In today’s rapidly evolving travel environment, BCD is taking bold steps to scale smartly – without compromising traveler care. By investing in AI-powered solutions, BCD is redefining the role of travel agents and building a service model designed for long-term agility and efficiency.

This partnership reflects a shared vision between BCD and Oversee: to build foundational AI capabilities that streamline global operations, empower travel agents, and elevate traveler satisfaction. As BCD continues to scale its service offering, this agentic AI platform will serve as a core enabler – delivering automation that’s fast, accurate, and globally scalable.

The article BCD Travel and Oversee partner to implement agentic AI for scalable, traveler-centric service first appeared in TravelDailyNews International.



Source link

Continue Reading

Travel Trends

FITUR Cruises 2026 reaffirms its commitment to the booming cruise holiday industry

Published

3 hours ago

on

July 18, 2025

By



MADRID – In 2024, the cruise industry reached a record 34.6 million passengers worldwide, 9.3% more than the previous year, and by 2025 this figure is expected to increase to 37.7 million. Furthermore, by 2030, the global cruise market is expected to generate revenues of 18.35 billion dollars with a compound annual growth rate of 12.9%, according to the ‘State of the Cruise Industry 2025’ report published by the Cruise Lines International Association (CLIA).

Faced with this solid expansion of the cruise sector, the International Tourism Trade Fair is responding to this global tourism trend and is offering the strategic opportunity of connecting with a dynamic market with great potential at the fifth edition of FITUR Cruises from 21 to 25 January at IFEMA MADRID.

Organised in collaboration with online magazine Cruceroadicto.com, the event will debut a redesigned space in Hall 4 of the Trade Fair Centre that will combine the exhibition area, the central auditorium and the Cruise Market business area, which in 2026 is gathering together the largest number of cruise lines and auxiliary industry companies.

FITUR Cruises’ dual strategy: B2B and B2C approach for a personalised offer

Over the course of the trade visitor days -Wednesday 21, Thursday 22 and Friday 23 January – FITUR Cruises 2026 will connect the key players that drive the sector’s solid performance and will offer an interesting programme of conferences. This will contribute to boosting cruise sales, reinforcing their public image as a holiday option and promoting awareness among sales agents and travellers.

Cruise Market will be the heart of FITUR Cruises 2026, acting as a meeting, work and business point between cruise lines, destinations, ports and tour operators, as well as between these actors with the trade visitor and the end traveller. For its part, Cruise Campus will continue with its innovative system of 25-minute talks and  mini-courses focused on areas such as marketing for travel agents, who account for approximately 50% of the industry’s turnover, communication and the travel experience from all angles and with a more practical approach.

At the weekend, when FITUR opens its doors to the general public, the Cruises area will reinforce the loyalty of cruise passengers and organise awareness-raising activities on this type of tourism, bringing travellers closer to the diversity of the offer, which includes family cruises with attractions and a wide range of on-board leisure activities to ultra-luxury cruises with helicopters and submarines; premium and upper premium cruises offering fine dining; expedition lines; river cruises, or cruises specialising in a specific geographical area.

In addition, visitors can also take part in the fifth edition of the Cruise Scavenger Hunt, a big treasure hunt among the FITUR stands, as well as the popular Café & Cruises meeting where passengers can share their on-board experiences.

 Cruceroadicto Awards, the only awards voted by the Spanish-speaking travel community

On Thursday 22 January, FITUR Cruises will be hosting the IV Cruceroadicto Awards ceremony, the only ones voted 100% by the Spanish-speaking travel community and certified by the AENOR mark for their commitment to transparency and impartiality. During the event, the best ship, cruise line and port of 2025 as well as the different sub-categories will be revealed.

The article FITUR Cruises 2026 reaffirms its commitment to the booming cruise holiday industry first appeared in TravelDailyNews International.



Source link

Continue Reading

Travel Trends

Actions for Hoteliers to Leverage Emerging Travel Trends : 4Hoteliers

Published

9 hours ago

on

July 18, 2025

By


Travelers are blending business with leisure, seeking cooler climates, and working from inspiring new locations, but the hotel industry has largely remained unresponsive.

The data may not yet fully reflect the volume of these burgeoning trends, but this signals a crucial opportunity for proactive hoteliers to move beyond generic offerings and capture a growing market of guests seeking higher value and tailored experiences.

The disconnect between trending topics and hotel actions is apparent. Standard hotel offerings leave many travelers in these emerging categories underserved. Hotels have a clear opportunity to differentiate themselves and build guest loyalty.

Instead of waiting for overwhelming statistical evidence, savvy hoteliers should be at the forefront, shaping their services to meet and exceed the expectations of these new traveler personas. Here are three key actions hoteliers should take to interpret and act on the latest trends, ensuring they capture their full impact.

1. Deep Dive into Data and Decipher the “Why”

Understanding a trend’s relevance to your specific property is crucial before taking meaningful action. Acknowledging a new buzzword isn’t enough; investigate how it appears in your market and guest data to gain a deeper understanding of its relevance. Moving beyond guesswork and manual spreadsheet analysis is essential.

To truly unlock these insights, you need a hotel business intelligence (BI) system. A modern BI platform automates the collection and analysis of data from all your key systems—your Property Management System (PMS), point-of-sale (POS), and even online guest reviews. Instead of relying on gut feelings, a BI system provides a comprehensive view of guest behavior.

It can flag patterns, such as increasing lengths of stay that bridge a Thursday to a Monday (a classic bleisure indicator), correlate guest origin with on-site spending, or track booking lead times from specific markets. This technology enables you to identify emerging trends with statistical confidence, allowing you to act decisively while your competitors are still discussing it.

With this powerful analytical foundation, you can begin to dig deeper. Are you seeing longer stays that bridge weekdays and weekends? Are guests inquiring about workspaces or the reliability of high-speed internet? Is there an uptick in visitors from regions experiencing extreme heat during certain times of the year? A BI system will not only help you ask these questions but also give you the clear, data-backed answers you need to build your strategy.

2. Reimagine and Repurpose Your Physical Spaces

Once you have a handle on the trends impacting your business, the next step is to adapt your physical environment. A one-size-fits-all approach to hotel rooms and common areas will no longer suffice.

For the “work-from-anywhere” guest, this means more than just a desk and a chair. Consider creating dedicated, well-equipped workstations that feature ergonomic seating, ample power outlets, and excellent lighting for video calls. Could a lesser-used common area be transformed into a stylish and functional co-working space? Offering day passes to these spaces can also attract local remote workers, creating a new revenue stream.

Attract “bleisure” travelers by ensuring a seamless transition between work and relaxation. Offer packages that bundle a spa treatment or a happy hour credit with a room booking. Create a “Business and Leisure” section on your website to highlight your meeting facilities and proximity to local attractions.

For “coolcationers,” the focus shifts to the experience of the destination. While you can’t change the weather, you can enhance the enjoyment of it. Partner with local tour operators to offer unique excursions that capitalize on the pleasant climate, such as guided hikes, boat trips, or outdoor yoga sessions. In-room, you could provide amenities that encourage exploration, like pre-loaded transit cards or a curated guide to local parks and outdoor cafes.

Continue to read about the third action here



Source link

Continue Reading

Trending

Copyright © 2025 AISTORIZ. For enquiries email at prompt@travelstoriz.com