1548 ET - United Airlines and Delta Air Lines are at less risk of a travel downturn thanks to tariff relief and market stabilization, UBS analysts Thomas Wadewitz and Atul Maheswari say, upgrading both stocks to buy from neutral. Since the stock market rallied from lows in April, wealthier consumers are feeling more confident, reducing the risk that they might pull back on travel spending, the analysts say. That bolsters United and Delta, which rely on premium and international travel demand to drive sales (less than half of Delta's revenue comes from the main cabin, the analysts point out). Year-over-year fare growth both internationally and domestically are showing signs of recovery in April. (katherine.hamilton@wsj.com)
(END) Dow Jones Newswires
May 19, 2025 15:48 ET (19:48 GMT)
Copyright (c) 2025 Dow Jones & Company, Inc.
免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。