Stock Movers Deep Dive: US Airlines
12 snips
Jul 20, 2025 
George Ferguson, Senior Aerospace Defense and Airlines Analyst for Bloomberg Intelligence, dives deep into the airline industry’s recent trends. He discusses United Airlines' optimistic outlook as it recovers from a challenging start to the year. Newark Airport's ongoing disruptions are examined, highlighting challenges and hopes for better management. Ferguson also predicts fare stability linked to economic indicators and showcases Boeing's deliveries. The conversation wraps up with a light-hearted debate on aisle versus window seats, adding a touch of humor to serious business discussions.
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Turning Point in Airline Demand
- First half of 2025 was marked by macro uncertainty, suppressing airline bookings and demand.
- Passing of the tax bill and calmer Middle East reduced uncertainty, boosting consumer confidence.
Business Travel Recovery Lags
- Business travel lags behind leisure travel's recovery, roughly around 2019 levels but slower to rebound.
- Airlines now rely more on high-end leisure travelers to drive profitability than on business travel.
Newark Airport Challenges Improving
- Newark Airport remains a challenge due to congestion, weather, and throughput limits.
- FAA and other stakeholders are addressing these issues, and improvements are beginning to take shape.