United, Delta Show Recovery as Wealthy Travelers Breathe Easy -- Market Talk

Dow Jones

May 20, 2025

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)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2536632774"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2536632774\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2536632774?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-05-20 03:48","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2536632774","market":"hk","top_or_hot":-1,"title":"United, Delta Show Recovery as Wealthy Travelers Breathe Easy -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     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) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 19, 2025 15:48 ET (19:48 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>United, Delta Show Recovery as Wealthy Travelers Breathe Easy -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUnited, Delta Show Recovery as Wealthy Travelers Breathe Easy -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-05-20 03:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     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) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 19, 2025 15:48 ET (19:48 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4008","symbol_name":"航空公司","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2536632774","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2536632774","pubTimestamp":1747684080,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"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 . Year-over-year fare growth both internationally and domestically are showing signs of recovery in April. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4008":"航空公司","TRV":"旅行者财产险集团","BK4588":"碎股","BK4500":"航空公司","BK4585":"ETF&股票定投概念","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","DAL":"达美航空","UBCP":"联合合众银行","UAL":"联合大陆航空","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4107":"财产与意外伤害保险","BK4211":"区域性银行"},"translate_title":"美联航和达美航空呈现复苏，富裕旅客松了一口气——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DAL":0.9,"TRV":1,"UBCP":1,"UAL":0.9},"content_text":"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) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 19, 2025 15:48 ET (19:48 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}