Hotel Earnings Preview: Best Quarter in a Year After a Weak 2025
Expect analysts to quiz executives about the energy shock impact, World Cup pacing, and AI-driven cost efficiencies. Plus, four other things to watch.
Travel Industry Earnings Coverage
Don’t miss out on Skift’s in-depth coverage of earnings reported by public travel companies, including online travel agencies, hotel brands, airlines, and technology companies. Our earnings stories cut through the numbers to explain what’s really happening at companies and within the industry as a whole.
American and Alaska in Talks Over a Revenue-Sharing Partnership
Such a partnership could give both American and Alaska a revenue boost as they struggle with surging fuel costs.
Southwest Holds Off on Changing Profit Outlook, Says It ‘Would Not Be Productive’
Major U.S. airlines are each responding differently to surging fuel costs, with some like Southwest and Delta opting not to change their profit outlooks for the year. United and Alaska, on the other hand, have either revised or pulled back guidance.
United Airlines Cuts 2026 Profit Outlook Due to Rising Fuel Costs
United is the first U.S. carrier to lower its 2026 outlook as a result of surging fuel prices. Alaska Airlines, which reported first-quarter earnings on Monday, suspended guidance for the year.
LVMH’s Bumpy Quarter: What War Impact Signals About Luxury Travel
The travel industry can glean signals from LVMH's quarterly results on how the Middle East conflict is reshaping demand for high-end travel and hospitality.
Turkish Airlines Brings on New Chairman and CEO in Latest Exec Shakeup
The new appointments at Turkish Airlines are the latest in a set of executive shuffles that have taken place across the airline industry.
Delta’s 2012 Gamble on an Oil Refinery Is Paying Off — $300 Million Boost
When Delta purchased a refinery in 2012, industry experts were skeptical. But Delta is reaping the rewards from its refinery just south of Philadelphia.
Fuel Crisis Impact: Expect Airline Consolidation — or Elimination, Delta CEO says
Delta is now grappling with elevated fuel costs, causing the carrier to cut capacity and raise fares. Delta CEO Ed Bastian said the oil crisis is different from past crises due to the speed at which fuel prices have increased.
Airlines Say Demand Is Still Strong. Is That Enough to Offset Billions in Added Fuel Costs?
As Delta is set to report first-quarter earnings on Wednesday, concerns about high fuel prices have taken center stage. With the current pace of the fuel price increases, it appears that most airlines might not be able to eke out a profit this year.
Delta to Raise Bag Fees as Airlines Pass Cost of Surging Fuel Prices Onto Passengers
Delta is joining United and JetBlue in increasing baggage fees as high fuel costs are starting to eat into airlines’ profits.