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U.S. Airlines Industry Analysis

UpdatedJun 07, 2026
DataAggregated Company Financials
Companies16
  • 7D-6.4%
  • 3M12.6%
  • 1Y30.2%
  • YTD-0.9%

Over the last 7 days, the Airlines industry has dropped 6.4%, driven by a pullback from United Airlines Holdings of 7.9%. Meanwhile, Volato Group actually outperformed within the industry, gaining 115% in the last week. This takes the industry's 12 month performance to a gain of 30%. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

Has the U.S. Airlines Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 07 Jun 2026US$135.8bUS$209.7bUS$8.5b9.4x16x0.6x
Tue, 05 May 2026US$121.5bUS$210.7bUS$8.8b9x13.9x0.6x
Thu, 02 Apr 2026US$117.8bUS$205.3bUS$8.5b9x13.9x0.6x
Sat, 28 Feb 2026US$142.6bUS$210.0bUS$7.4b10.3x19.3x0.7x
Mon, 26 Jan 2026US$135.4bUS$209.3bUS$7.1b9.4x19.1x0.6x
Wed, 24 Dec 2025US$140.4bUS$208.0bUS$6.7b10.3x20.9x0.7x
Fri, 21 Nov 2025US$113.0bUS$206.1bUS$6.6b8.7x17.1x0.5x
Sun, 19 Oct 2025US$121.9bUS$205.8bUS$7.2b9.8x17x0.6x
Tue, 16 Sep 2025US$123.8bUS$204.5bUS$7.1b10.3x17.5x0.6x
Thu, 14 Aug 2025US$130.8bUS$210.3bUS$6.8b10.7x19.2x0.6x
Sat, 12 Jul 2025US$108.4bUS$209.5bUS$6.6b12.7x16.3x0.5x
Mon, 09 Jun 2025US$106.8bUS$209.0bUS$6.6b11.5x16.1x0.5x
Wed, 07 May 2025US$94.7bUS$204.7bUS$7.3b10.5x13x0.5x
Fri, 04 Apr 2025US$94.1bUS$201.2bUS$6.7b10.3x14x0.5x
Sun, 02 Mar 2025US$116.7bUS$205.5bUS$5.8b12.4x20x0.6x
Tue, 28 Jan 2025US$128.5bUS$199.8bUS$6.3b12.6x20.5x0.6x
Thu, 26 Dec 2024US$123.9bUS$196.3bUS$7.0b12x17.8x0.6x
Sat, 23 Nov 2024US$116.7bUS$196.4bUS$7.1b11.3x16.4x0.6x
Mon, 21 Oct 2024US$103.2bUS$183.1bUS$6.4b13x16.1x0.6x
Wed, 18 Sep 2024US$83.9bUS$182.6bUS$6.4b11.8x13.1x0.5x
Fri, 16 Aug 2024US$71.8bUS$182.6bUS$6.4b10.1x11.2x0.4x
Sun, 14 Jul 2024US$81.7bUS$181.9bUS$6.5b12.4x12.5x0.4x
Tue, 11 Jun 2024US$89.4bUS$180.8bUS$7.0b12.2x12.7x0.5x
Thu, 09 May 2024US$91.5bUS$195.1bUS$7.3b8.6x12.6x0.5x
Sat, 06 Apr 2024US$84.6bUS$190.7bUS$7.5b10.2x11.3x0.4x
Mon, 04 Mar 2024US$86.3bUS$190.9bUS$7.2b11.1x12x0.5x
Wed, 31 Jan 2024US$82.4bUS$193.7bUS$7.1b9.9x11.6x0.4x
Fri, 29 Dec 2023US$86.4bUS$190.8bUS$6.0b10.9x14.3x0.5x
Sun, 26 Nov 2023US$73.9bUS$190.7bUS$6.1b9.6x12.2x0.4x
Tue, 24 Oct 2023US$66.5bUS$189.1bUS$7.2b10.1x9.2x0.4x
Thu, 21 Sep 2023US$78.9bUS$186.1bUS$6.5b10.3x12.1x0.4x
Sat, 19 Aug 2023US$87.1bUS$186.3bUS$6.5b11.6x13.3x0.5x
Mon, 17 Jul 2023US$100.5bUS$185.3bUS$5.1b24.2x19.6x0.5x
Wed, 14 Jun 2023US$92.1bUS$171.6bUS$3.2b26x28.8x0.5x
Price to Earnings Ratio

28.8x


Total Market Cap: US$92.1bTotal Earnings: US$3.2bTotal Revenue: US$171.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Airlines Industry Price to Earnings3Y Average 15.3x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Airlines industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 15.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.52x.
Past Earnings Growth
  • The earnings for companies in the Airlines industry have grown 39% per year over the last three years.
  • Revenues for these companies have grown 6.9% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market-2.79%
Industrials-0.76%
Airlines-6.41%
Airlines-6.41%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SOAR Volato GroupUS$0.36114.7%
+US$6.0m		-82.5%PS0.2x

Latest News

DAL
US$79.42
Delta Air Lines
7D
-3.7%
1Y
55.9%
SOAR
US$0.36
Volato Group
7D
114.7%
1Y
-82.5%
CPA
US$133.59
Copa Holdings
7D
-6.5%
1Y
23.7%
AAL
US$13.50
American Airlines Group
7D
-7.8%
1Y
14.6%
Narrative Update • Jun 04

AAL: Demand Resilience And Revenue Initiatives Are Expected To Withstand Higher Fuel Costs

American Airlines Group's analyst fair value estimate edges up to $22.42 from $22.00, reflecting recent Street price target raises toward $18 to $24 as analysts factor in updated views on earnings durability, fuel costs, and balance sheet repair potential. Analyst Commentary Recent research activity around American Airlines Group shows a mix of caution on fuel costs and earnings risk, alongside a cluster of higher fair value views that support the latest fair value estimate.
JBLU
US$4.85
JetBlue Airways
7D
-11.3%
1Y
-3.2%
JOBY
US$9.55
Joby Aviation
7D
-19.7%
1Y
17.6%
LUV
US$41.54
Southwest Airlines
7D
-3.3%
1Y
24.1%
ALK
US$42.82
Alaska Air Group
7D
-7.0%
1Y
-18.4%
UAL
US$105.73
United Airlines Holdings
7D
-7.9%
1Y
25.5%
Narrative Update • Jun 02

UAL: Premium Demand And Fleet Expansion Will Counter Fuel Headwinds

The analyst price target for United Airlines Holdings has inched higher to $132.08 from $129.83 as analysts incorporate recent target increases from firms that are focusing on potential earnings growth and revised sector assumptions on fuel and revenue. Analyst Commentary Recent research on United Airlines Holdings reflects a mix of optimism on earnings potential and caution around fuel costs and sector wide risks, which feeds directly into the updated price targets.