IAG (International Airlines Group)

Fuel update and buyback modelling

06/11/26 -"We have updated the model for the Q3 print and the revised FY26 guidance: Q4 revenue and unit costs rebuilt on the company’s assumptions, the fuel bill raised to €8.9bn, and the buyback programme ..."

PDF page sample
Pages
69
Language
English
Published on
06/11/26
Download
You may also be interested by these reports :
06/11/26
We have updated the model for the Q3 print and the revised FY26 guidance: Q4 revenue and unit costs rebuilt on the company’s assumptions, the fuel ...
06/11/26
Europe’s three legacy carriers have now all reported Q3 and we see a clear trend emerging ahead of a Q4.
06/11/26
IAG’s Q3 missed consensus, with operating profit before exceptional items of €1,726m (-16% yoy) against a median of €1,810m for consensus. The top ...
19/10/26
We lower our TP to €4.50 and maintain our Reduce rating. The market continues to price a mild scenario on airlines: most companies are passing ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO