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U.S. Airlines Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies16
  • 7D3.2%
  • 3M-16.7%
  • 1Y54.1%
  • YTD-13.5%

All of the companies in the Airlines industry have been up over the last week, with the industry up 3.2%. This takes the industry's 12 month performance to a gain of 54%. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$118.5bUS$205.3bUS$8.5b8.8x13.9x0.6x
Tue, 03 Mar 2026US$134.0bUS$210.0bUS$7.4b10.3x18.1x0.6x
Thu, 29 Jan 2026US$132.0bUS$209.4bUS$7.0b9x19x0.6x
Sat, 27 Dec 2025US$138.9bUS$208.0bUS$6.7b9.9x20.7x0.7x
Mon, 24 Nov 2025US$114.2bUS$206.0bUS$6.6b8.9x17.3x0.6x
Wed, 22 Oct 2025US$126.5bUS$205.7bUS$7.2b9.9x17.6x0.6x
Fri, 19 Sep 2025US$122.4bUS$204.6bUS$7.1b10.3x17.3x0.6x
Sun, 17 Aug 2025US$123.8bUS$204.4bUS$7.1b10.5x17.5x0.6x
Tue, 15 Jul 2025US$117.1bUS$209.4bUS$7.5b12.6x15.7x0.6x
Thu, 12 Jun 2025US$108.5bUS$209.1bUS$6.6b11.1x16.4x0.5x
Sat, 10 May 2025US$100.0bUS$204.6bUS$7.6b11.1x13.2x0.5x
Mon, 07 Apr 2025US$79.4bUS$201.1bUS$6.7b9.3x11.8x0.4x
Wed, 05 Mar 2025US$113.6bUS$200.7bUS$6.7b11.4x17x0.6x
Fri, 31 Jan 2025US$129.4bUS$199.8bUS$6.8b16x19x0.6x
Sun, 29 Dec 2024US$122.6bUS$196.4bUS$7.0b11.9x17.6x0.6x
Tue, 26 Nov 2024US$117.4bUS$196.4bUS$7.1b11.5x16.5x0.6x
Thu, 24 Oct 2024US$102.5bUS$183.1bUS$6.4b13.3x16x0.6x
Sat, 21 Sep 2024US$85.5bUS$182.6bUS$6.4b11.9x13.4x0.5x
Mon, 19 Aug 2024US$74.3bUS$182.6bUS$6.4b10.2x11.6x0.4x
Wed, 17 Jul 2024US$81.6bUS$181.9bUS$6.5b13x12.5x0.4x
Fri, 14 Jun 2024US$88.0bUS$180.8bUS$7.0b12.3x12.5x0.5x
Sun, 12 May 2024US$90.4bUS$180.9bUS$7.0b12.9x12.9x0.5x
Tue, 09 Apr 2024US$85.1bUS$190.7bUS$7.5b10.3x11.4x0.4x
Thu, 07 Mar 2024US$85.9bUS$190.9bUS$7.2b11x11.9x0.5x
Sat, 03 Feb 2024US$81.2bUS$190.9bUS$7.2b10.4x11.3x0.4x
Mon, 01 Jan 2024US$83.8bUS$190.8bUS$6.0b11.2x13.9x0.4x
Wed, 29 Nov 2023US$72.8bUS$190.7bUS$6.1b9.5x12x0.4x
Fri, 27 Oct 2023US$64.9bUS$189.3bUS$7.0b9.5x9.3x0.3x
Sun, 24 Sep 2023US$76.8bUS$186.1bUS$6.5b10.6x11.8x0.4x
Tue, 22 Aug 2023US$86.6bUS$186.3bUS$6.5b11.5x13.2x0.5x
Thu, 20 Jul 2023US$103.1bUS$185.3bUS$5.1b24.8x20.1x0.6x
Sat, 17 Jun 2023US$93.9bUS$171.6bUS$3.2b25.7x29.4x0.5x
Mon, 15 May 2023US$76.3bUS$171.6bUS$3.2b21.7x23.8x0.4x
Wed, 12 Apr 2023US$79.1bUS$160.9bUS$920.3m19.7x86x0.5x
Price to Earnings Ratio

86x


Total Market Cap: US$79.1bTotal Earnings: US$920.3mTotal Revenue: US$160.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Airlines Industry Price to Earnings3Y Average 16.5x202420252026
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 13.9x which is lower than its 3-year average PE of 16.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.51x.
Past Earnings Growth
  • The earnings for companies in the Airlines industry have grown 110% per year over the last three years.
  • Revenues for these companies have grown 8.5% 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 Market3.46%
Industrials2.97%
Airlines3.15%
Airlines3.15%
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
DAL Delta Air LinesUS$66.763.0%
+US$1.3b		79.2%PE8.7x
UAL United Airlines HoldingsUS$92.214.3%
+US$1.2b		59.9%PE8.9x
JOBY Joby AviationUS$8.504.9%
+US$391.7m		58.6%PS155.8x
AAL American Airlines GroupUS$10.845.2%
+US$356.6m		14.6%PE64.5x
CPA Copa HoldingsUS$114.593.3%
+US$151.8m		31.7%PE7x

Latest News

CPA
US$114.59
Copa Holdings
7D
3.3%
1Y
31.7%
JBLU
US$4.52
JetBlue Airways
7D
7.1%
1Y
14.7%
AAL
US$10.84
American Airlines Group
7D
5.2%
1Y
14.6%

AAL: Fuel Cost Headwinds Will Test Rebounding Demand And Margin Execution

Analysts have trimmed the fair value estimate for American Airlines Group to $15.40 from $16.40. This reflects a reset in price targets as higher fuel cost assumptions temper P/E expectations, even as revenue growth and profit margin forecasts are revised modestly upward.
DAL
US$66.76
Delta Air Lines
7D
3.0%
1Y
79.2%

Delta Air Q1 Earnings Preview: A High Bar To Fly Over, Shares Fairly Valued

Apr 02
UAL
US$92.21
United Airlines Holdings
7D
4.3%
1Y
59.9%

UAL: Premium Demand And Capacity Cuts Will Support Future Upside

United Airlines Holdings' updated analyst price target has been trimmed by about $3 to roughly $133, as analysts factor in higher fuel costs and slightly lower profit margin expectations, partly offset by firm demand trends and modestly higher assumed revenue growth and future P/E multiples. Analyst Commentary Recent Street research around United Airlines Holdings has become more mixed, with several bullish analysts still assigning targets north of US$140 while a growing group of cautious analysts trim targets into the US$110 to US$135 range on fuel and margin concerns.
ALK
US$37.33
Alaska Air Group
7D
3.2%
1Y
-16.0%
LUV
US$37.60
Southwest Airlines
7D
0.6%
1Y
45.3%
JOBY
US$8.50
Joby Aviation
7D
4.9%
1Y
58.6%