North American optimism extendibility is crucial to achieving the FY outlook
09/05/25 -"IAG’s Q1 figures significantly beat consensus, fuelled by strong pricing, especially in North America, and resilient demand in the premium cabin. Leverage is more than satisfying. Promising ..."
Pages
59
Language
English
Published on
09/05/25
You may also be interested by these reports :
09/02/26
The air is getting thinner. We downgrade our rating to Add (prev.: Buy) but raise our TP to CHF 320 (prev.: CHF 265)
06/02/26
The group delivered FY2025 results in line with guidance, despite a challenging macroeconomic and geopolitical environment. Ocean and Terminals ...
06/02/26
We have downgraded our overall peer-based valuations by applying deeper discounts (P/E from +30% to -5%; EV/EBITDA from -25% to -45%; and P/Book from ...
05/02/26
Incorporating the recent trading figures and outlook revision, our 2025 projections now account for higher D&A and a modest EBIT contraction, ...