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The consumer in the USA is tapped. I dont see how bookings stay strong with the unsure jet fuel issue and USA drama.

May 8th is the 1st quarter release

A lot of issues going on that should be on iag investors radar. 1) jet fuel cost 2) future shortages 3) people like me that will cancel upcoming europe trip due to issues with clarity. (Renting car / gas prices etc) 4) Europeans that will skip usa due to Trump. We probably will get more clarity in 3-6 months but things are getting screwed up fast (and im usually a bullish person)

Going to be huge for BA... more teams, more fans travelling etc. Record ticket sales etc

I think Iag would want a larger % of the company otherwise its not worth it to them. They like control ...

Pretty bullish for future travel / Per Financial Times "Starmer and Reeves ditch plan to increase income tax rates in the Budget"

Per BA "The situation has since improved, Mr Gallego said, with revenue generation ahead of last year in markets including the North Atlantic and bookings up for the first few months of 2026."

Like him or dislike him, all this press is great ad for traveling to the UK

I see this as a huge positive ... usa investment in a/I by tech (more business travel from USA) + the coverage will spark more travel from USA- uk. Pretty bullish here imo...

And since covid, I think most of us will no longer sacrifice our yearly family vacations.

I've been flying usa - uk every year (excluding covid) for 15+ years. Was just at heathrow in mid August and we couldn't even find seats for our 4 hour layover. BA has something like 60% of the flights... earnings are going to be spectacular imo. The amount of people walking in the terminal was also like a sports game let out...so so busy

Exciting "The biggest terminal, T5, reached a new single-day record on 22 August with more than 112,000 travellers flying in or out. Terminal 5 is the main base for British Airways."

The transatlantic route is key for global airlines, underpinning the results of players such as IAG-owned British Airways (ICAG.L), opens new tab.

Lufthansa said demand in the U.S. sales region was continuing to rise. In March, the airline group carried around 25% more passengers from the U.S. to Europe than a year earlier.

Still, the company said it had set up "a task force to closely monitor current developments and, if necessary, respond quickly and flexibly to any weakening in demand, for example by adjusting capacity".

United Airlines Adds 2nd Unusual Daytime Flight On Newark-London Heathrow Route

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Vyte Klisauskaite

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A United Airline Boeing 767 taking offPhoto: Michael Derrer Fuchs | Shutterstock

United Airlines reportedly plans to schedule a second daytime flight on the transatlantic corridor between Newark International Airport (EWR) and London Heathrow Airport (LHR) in the United Kingdom. According to a report by AeroRoutes, the changes to the flight schedule will take place during the winter season, specifically on October 25, 2025.

International bookings and premium cabin demand contributed to a 0.7% increase in unit revenue for the quarter, a positive contrast to weaker domestic leisure travel.

However, American noted challenges in foreign-originated travel to the U.S., with softer demand from regions like Europe and Canada, echoing trends reported by competitors like United and Delta. Despite these headwinds, the airline is expanding its transatlantic network for summer 2025, adding routes such as Charlotte to Athens, Chicago to Madrid, Philadelphia to Edinburgh and Milan, and Miami to Rome, signaling confidence in long-term international demand.

Bookings for the peak summer period are holding up well, driven largely by Baby Boomers (average age in the 60s), who continue to prioritize international trips despite broader economic concerns. However, demand for flights to the U.S. from foreign markets, including Canada and Western Europe, is weakening, with a noticeable decline in bookings from these regions.

Delta reported that international passenger revenue was a bright spot, contributing to a 6% year-over-year revenue increase to $13.7 billion for Q1 2025. The airline expects international demand to remain robust for U.S. travelers,

CEO Scott Kirby emphasized the strength of international demand, particularly for premium offerings, as a key factor in their resilience against potential economic downturns, such as those driven by trade policies or tariffs. The airline reported that international travel demand remains a high-margin segment, contributing significantly to their $387 million Q1 profit. United expects this trend to continue,

Per United "The international environment is also strong for United, and we believe it looks good for Q2 as of now. The makeup of our international traffic skews heavily towards U.S. point of origin business. While most of our international travel demand is U.S. based, we are seeing modest declines in non-U.S. origin passenger volumes."

Any disruption will be short... plus I think Delta and United mentioned no slowdown in transatlantic. Markets are forward looking anyways... imo. Remember during covid the survey showing people would trade their husband/wife to travel again? People just waiting for the tariffs to settle.

The problem is now the instability of the usa consumer regarding recession / no recession etc. Future bookings have to see some backtrack or slowness on bookings at least in my opinion. Guess we see