![]() ![]() In September, booked revenue for the fourth quarter was “comfortably ahead of 2019” at American and United, analyst Jamie Baker wrote Thursday. “It appears there is greater demand recovery among large corporates and in the northeast in particular, which along with gradual reopening of long-haul international markets likely places and in a relatively stronger position in terms of revenue recovery,” Raymond James analyst Savanthi Syth wrote. airlines, including American Airlines and Southwest Airlines, but more because Delta and United are more exposed to markets where the recovery has been slow but accelerated in recent months as more people return to offices and international markets reopen. This is not to say that revenues will weaken at other U.S. Demand is forecast to remain robust as corporate travel continues to recover, and consumers shift spending back to services - like air travel - after a pandemic switch to goods.ĭelta Air Lines and United Airlines could benefit the most from these trends in the fourth quarter, according to a recent report from Raymond James. through the end of the year, Wall Street analysts warn. ![]() DELTA DLIGHT FULLFull flights and busy airports are likely to continue in the U.S. ![]()
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