Narrative Update • Jun 24
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U.S. Airlines Industry Analysis
UpdatedJun 25, 2026
DataAggregated Company Financials
Companies16
- 7D9.4%
- 3M33.0%
- 1Y61.5%
- YTD15.8%
Over the last 7 days, the Airlines industry has risen 9.4%, driven by gains in Delta Air Lines and United Airlines Holdings of 10% and 13%, respectively. This takes the industry's 12 month performance to a gain of 62%. Looking forward, earnings are forecast to grow by 19% annually.
Industry Valuation and Performance
Has the U.S. Airlines Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jun 2026 | US$152.8b | US$209.5b | US$8.5b | 11.3x | 18x | 0.7x |
| Sun, 24 May 2026 | US$132.9b | US$209.8b | US$8.5b | 8.9x | 15.7x | 0.6x |
| Tue, 21 Apr 2026 | US$131.2b | US$208.2b | US$8.2b | 10x | 16x | 0.6x |
| Thu, 19 Mar 2026 | US$120.8b | US$209.7b | US$7.4b | 8.7x | 16.3x | 0.6x |
| Sat, 14 Feb 2026 | US$137.9b | US$206.3b | US$7.4b | 9.8x | 18.6x | 0.7x |
| Mon, 12 Jan 2026 | US$143.8b | US$207.8b | US$6.7b | 10.1x | 21.4x | 0.7x |
| Wed, 10 Dec 2025 | US$132.6b | US$207.8b | US$6.7b | 9.7x | 19.8x | 0.6x |
| Fri, 07 Nov 2025 | US$117.6b | US$206.1b | US$6.6b | 9.2x | 17.8x | 0.6x |
| Sun, 05 Oct 2025 | US$120.5b | US$204.5b | US$7.1b | 9.6x | 17.1x | 0.6x |
| Tue, 02 Sep 2025 | US$125.8b | US$204.5b | US$7.1b | 11.1x | 17.8x | 0.6x |
| Thu, 31 Jul 2025 | US$117.2b | US$210.3b | US$6.9b | 11.5x | 17.1x | 0.6x |
| Sat, 28 Jun 2025 | US$102.5b | US$209.4b | US$6.6b | 11.5x | 15.5x | 0.5x |
| Mon, 26 May 2025 | US$97.8b | US$204.4b | US$7.7b | 10.8x | 12.8x | 0.5x |
| Wed, 23 Apr 2025 | US$81.9b | US$203.6b | US$6.7b | 8.4x | 12.2x | 0.4x |
| Fri, 21 Mar 2025 | US$100.3b | US$201.2b | US$6.7b | 11.3x | 14.9x | 0.5x |
| Sun, 16 Feb 2025 | US$125.2b | US$200.2b | US$6.8b | 13.8x | 18.5x | 0.6x |
| Tue, 14 Jan 2025 | US$129.0b | US$197.4b | US$5.8b | 12.5x | 22.3x | 0.7x |
| Thu, 12 Dec 2024 | US$120.8b | US$196.5b | US$7.0b | 11.8x | 17.3x | 0.6x |
| Sat, 09 Nov 2024 | US$110.8b | US$196.9b | US$7.2b | 10.4x | 15.4x | 0.6x |
| Mon, 07 Oct 2024 | US$92.8b | US$182.6b | US$6.4b | 10.5x | 14.5x | 0.5x |
| Wed, 04 Sep 2024 | US$78.6b | US$182.6b | US$6.4b | 11.5x | 12.3x | 0.4x |
| Fri, 02 Aug 2024 | US$79.1b | US$183.0b | US$6.3b | 8.9x | 12.5x | 0.4x |
| Sun, 30 Jun 2024 | US$85.6b | US$180.8b | US$7.1b | 12.5x | 12.1x | 0.5x |
| Tue, 28 May 2024 | US$88.4b | US$180.8b | US$7.0b | 11.2x | 12.6x | 0.5x |
| Thu, 25 Apr 2024 | US$91.2b | US$192.5b | US$7.4b | 9.2x | 12.3x | 0.5x |
| Sat, 23 Mar 2024 | US$86.2b | US$190.7b | US$7.3b | 10.2x | 11.8x | 0.5x |
| Mon, 19 Feb 2024 | US$85.3b | US$190.8b | US$7.2b | 11.4x | 11.8x | 0.4x |
| Wed, 17 Jan 2024 | US$79.9b | US$191.6b | US$7.2b | 9.4x | 11x | 0.4x |
| Fri, 15 Dec 2023 | US$82.6b | US$190.8b | US$6.0b | 10.5x | 13.7x | 0.4x |
| Sun, 12 Nov 2023 | US$67.1b | US$190.7b | US$6.2b | 10.1x | 10.9x | 0.4x |
| Tue, 10 Oct 2023 | US$72.8b | US$186.0b | US$6.5b | 10.4x | 11.2x | 0.4x |
| Thu, 07 Sep 2023 | US$84.6b | US$186.1b | US$6.5b | 11x | 13x | 0.5x |
| Sat, 05 Aug 2023 | US$92.6b | US$188.0b | US$6.2b | 12.1x | 15x | 0.5x |
| Mon, 03 Jul 2023 | US$101.5b | US$183.2b | US$4.0b | 24.1x | 25.4x | 0.6x |
Price to Earnings Ratio
25.4x
Current Industry PE
- Investors are optimistic on the American Airlines industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 18.0x which is higher than its 3-year average PE of 15.1x.
- 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 28% per year over the last three years.
- Revenues for these companies have grown 4.6% 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 | -2.47% | |
| Industrials | 0.24% | |
| Airlines | 9.36% | |
| Airlines | 9.36% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| UAL United Airlines Holdings | US$134.61 | 13.8% +US$5.3b | 73.6% | PE11.9x | |
| DAL Delta Air Lines | US$92.11 | 9.4% +US$5.2b | 88.1% | PE13.4x | |
| LUV Southwest Airlines | US$52.09 | 8.6% +US$2.0b | 65.3% | PE31.2x | |
| AAL American Airlines Group | US$17.57 | 9.9% +US$1.0b | 57.9% | PE57.5x | |
| ALK Alaska Air Group | US$53.29 | 8.2% +US$449.1m | 8.7% | PE81.3x |