Travel Industry Earnings Coverage

Today's podcast looks at cautious optimism in U.S. hospitality, Airbnb's new-and-improved co-host network, and United's third quarter boost.

After reporting better-than-expected third-quarter earnings, United executives discussed topics ranging from business travel to Boeing.

The most intriguing of Premier Inn's plans is to replace many of Whitbread's restaurants with mini-hotels. While this tactic is only a small part of the brand's overall growth plan, it highlights how hotels are outperforming restaurants.

United’s third-quarter earnings showed an uptick in business travel and sustained demand for international travel.

Truist expects hurricanes to boost midscale hotel RevPARs but raise insurance costs, while labor pressures and union demands challenge hotel profitability despite occupancy growth and M&A opportunities.

It wasn’t Delta’s greatest summer. Enough went wrong (the CrowdStrike disruption, lost business during the Olympics) to spoil all that went right (strong demand, cheaper fuel). Fortunately, almost everything’s coming up roses this fall, including heavy capacity cuts by domestic rivals. Will United finally beat Delta in the margin fight? We’ll find out later this week, when Scott Kirby and company report for Q3.

Delta has been riding high despite a major summer meltdown. While third-quarter earnings fell slightly below Wall Street expectations, it’s expecting more growth in the fourth quarter. Election Day may cause a brief dip in travel demand.

Alaska's success for Carnival, the world's largest cruise company, points to the ongoing popularity of the cruise industry.

The implementation of the Marriott partnership can't come soon enough for Sonder, and it won't kick in until 2025.

From household names to niche regional players, we examine the carriers that had the strongest performance in the all-important second quarter.