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U.S. Airlines Industry Analysis

UpdatedAug 25, 2025
DataAggregated Company Financials
Companies18
  • 7D0.3%
  • 3M25.3%
  • 1Y67.1%
  • YTD7.7%

Last week, the Airlines industry hasn't moved much but Southwest Airlines is up 3.8% in that time. As for the the longer term, the industry is up 67% over the past 12 months. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 26 Aug 2025US$125.1bUS$204.5bUS$7.1b10.8x17.7x0.6x
Thu, 24 Jul 2025US$121.4bUS$209.8bUS$7.1b12.4x17.1x0.6x
Sat, 21 Jun 2025US$98.9bUS$209.2bUS$6.6b10.5x14.9x0.5x
Mon, 19 May 2025US$103.1bUS$204.4bUS$7.6b11.4x13.6x0.5x
Wed, 16 Apr 2025US$84.5bUS$202.6bUS$6.2b8.6x13.6x0.4x
Fri, 14 Mar 2025US$94.9bUS$201.1bUS$6.7b10.5x14.1x0.5x
Sun, 09 Feb 2025US$129.3bUS$200.0bUS$6.8b14.6x19.1x0.6x
Tue, 07 Jan 2025US$120.0bUS$196.3bUS$7.0b11.7x17.2x0.6x
Thu, 05 Dec 2024US$118.4bUS$196.5bUS$7.0b11.8x16.9x0.6x
Sat, 02 Nov 2024US$104.2bUS$183.9bUS$6.6b13.1x15.8x0.6x
Mon, 30 Sep 2024US$92.0bUS$182.6bUS$6.4b11.9x14.4x0.5x
Wed, 28 Aug 2024US$76.6bUS$182.6bUS$6.4b11.3x12x0.4x
Fri, 26 Jul 2024US$80.1bUS$182.8bUS$6.8b12.7x11.8x0.4x
Sun, 23 Jun 2024US$86.5bUS$180.8bUS$7.1b12.7x12.2x0.5x
Tue, 21 May 2024US$91.7bUS$180.8bUS$7.1b11.7x13x0.5x
Thu, 18 Apr 2024US$87.9bUS$192.6bUS$7.9b9.5x11.1x0.5x
Sat, 16 Mar 2024US$82.7bUS$190.8bUS$7.3b10x11.3x0.4x
Mon, 12 Feb 2024US$84.2bUS$190.8bUS$7.2b11.2x11.6x0.4x
Wed, 10 Jan 2024US$85.7bUS$190.8bUS$6.0b10.4x14.2x0.4x
Fri, 08 Dec 2023US$79.0bUS$190.7bUS$6.1b10x13x0.4x
Sun, 05 Nov 2023US$68.0bUS$189.2bUS$6.8b10.4x10x0.4x
Tue, 03 Oct 2023US$75.8bUS$186.0bUS$6.5b10.5x11.6x0.4x
Thu, 31 Aug 2023US$87.8bUS$186.3bUS$6.5b11.2x13.4x0.5x
Sat, 29 Jul 2023US$95.1bUS$187.6bUS$5.9b16.7x16.2x0.5x
Mon, 26 Jun 2023US$92.3bUS$183.2bUS$4.0b21.5x23.1x0.5x
Wed, 24 May 2023US$80.6bUS$171.6bUS$3.2b21.6x25.2x0.5x
Fri, 21 Apr 2023US$79.2bUS$168.7bUS$2.7b16.2x29.5x0.5x
Sun, 19 Mar 2023US$74.3bUS$160.9bUS$972.1m19.1x76.5x0.5x
Tue, 14 Feb 2023US$86.8bUS$160.5bUS$1.3b20.3x67.1x0.5x
Thu, 12 Jan 2023US$85.3bUS$149.1b-US$1,261,567,000.0017.4x-67.6x0.6x
Sat, 10 Dec 2022US$81.4bUS$149.1b-US$1,153,426,000.0019.7x-70.5x0.5x
Mon, 07 Nov 2022US$81.0bUS$148.6b-US$1,204,453,000.0018.9x-67.2x0.5x
Wed, 05 Oct 2022US$73.6bUS$134.5b-US$612,797,000.0019.6x-120x0.5x
Fri, 02 Sep 2022US$78.1bUS$134.5b-US$612,797,000.0021.6x-127.5x0.6x
Price to Earnings Ratio

-127.5x


Total Market Cap: US$78.1bTotal Earnings: -US$612,797,000.00Total Revenue: US$134.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Airlines Industry Price to Earnings3Y Average -13.5x202320242025
Current Industry PE
  • Investors are pessimistic on the American Airlines industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 17.7x which is higher than its 3-year average PE of -13.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.50x.
Past Earnings Growth
  • Total earnings for the Airlines industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 15% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

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

US Market0.47%
Industrials1.49%
Airlines0.30%
Airlines0.30%
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
LUV Southwest AirlinesUS$32.513.8%
+US$630.2m		15.3%PE43.6x
UP Wheels Up ExperienceUS$2.3932.0%
+US$405.3m		20.7%PS2.2x
ALK Alaska Air GroupUS$59.994.5%
+US$298.1m		70.0%PE22.1x
SKYW SkyWestUS$121.383.4%
+US$159.1m		60.4%PE12x
ALGT Allegiant TravelUS$59.603.9%
+US$39.7m		39.9%PS0.4x

Latest News

CPA
US$116.35
Copa Holdings
7D
-0.08%
1Y
27.2%
LUV
US$32.51
Southwest Airlines
7D
3.8%
1Y
15.3%
UP
US$2.39
Wheels Up Experience
7D
32.0%
1Y
20.7%

There's Reason For Concern Over Wheels Up Experience Inc.'s (NYSE:UP) Price

Aug 17
There's Reason For Concern Over Wheels Up Experience Inc.'s (NYSE:UP) Price
JOBY
US$14.30
Joby Aviation
7D
-11.0%
1Y
174.5%
SKYW
US$121.38
SkyWest
7D
3.4%
1Y
60.4%
JBLU
US$5.25
JetBlue Airways
7D
1.4%
1Y
8.2%
ALGT
US$59.60
Allegiant Travel
7D
3.9%
1Y
39.9%
SNCY
US$12.45
Sun Country Airlines Holdings
7D
1.9%
1Y
20.1%
UAL
US$102.34
United Airlines Holdings
7D
-0.03%
1Y
139.2%
ULCC
US$4.37
Frontier Group Holdings
7D
-8.4%
1Y
27.0%
FLYY
US$1.41
Spirit Aviation Holdings
7D
-24.2%
1Y
n/a
AAL
US$13.00
American Airlines Group
7D
-1.3%
1Y
27.3%
BLDE
US$4.45
Blade Air Mobility
7D
6.7%
1Y
39.9%

Critical Organ Transport And Joby Aviation Will Expand Healthcare Reach

The consensus analyst price target for Blade Air Mobility has increased, primarily driven by higher revenue growth forecasts and a rising future P/E, bringing the fair value estimate up from $7.20 to $7.75. What's in the News Joby Aviation is exploring an acquisition of Blade Air Mobility to access a ready customer base for electric air taxis; no final decision has been made.
DAL
US$60.48
Delta Air Lines
7D
-1.0%
1Y
47.6%
ALK
US$59.99
Alaska Air Group
7D
4.5%
1Y
70.0%