8 soundbites from the latest travel company results

We’ve listened to the recent travel company announcements and pulled out a few highlights summarising the current trading environment.

Transcript

1. quotes that sum up recent trading in the travel sector swipe >>
2. We’ve gone through all the latest travel business announcements. Here are eight quotes we found interesting. swipe >>
3. “Summer ’25 forward order TTV is currently +14%, and on an upward trajectory since the last trading update (+10% as at 25 Feb).” “Overall market seat supply remains strong heading into the summer, with over 70m seats from UK departure points to European destinations.” swipe >> On the Beach interim results – May 25
4. swipe >> “Booked room nights grew 6% in the first quarter year- over-year amid softened travel demand within and into the U.S.” Expedia Q1 2025 update – May 25
5. swipe >> “As at 4 May 25, the UK market was +0% Year on year, and 64% sold (in line with last year). Average Price is 4% up on prior year. Booking pattern is later.” “TUI has held flat on risk capacity. Any growth will come from lower-risk dynamic packaging.” TUI Q2 trading update – May 25
6. swipe >> Jet2.com trading update – Apr 25 “On sale capacity for Summer 2025 is currently 8.3% higher than Summer 2024 at 18.6m seats”... “To date we are continuing to see a late booking profile which limits forward visibility.”
7. swipe >> “That softness that we saw in February effectively rebounded and recovered in March, such that the full quarter was generally in line with our expectations… I wouldn’t say that April is necessarily below. There has been some week-to-week and month-to-month volatility since the beginning of the year.” Airbnb Q1 earnings webcast – May 25
8. swipe >> “The company took record bookings during WAVE season. Additionally, during April, the company's bookings were greater than the same period last year, including continued strength in close-in bookings. Booked load factors remain in line with prior years and at higher rates.” Royal Caribbean Q1 update – Apr 25
9. “As of 6 May we are around 80% booked for the second quarter, with revenue ahead of last year, and 29% booked for the second half, broadly in line with last year... Capacity increase of c.3% is unchanged.” swipe >> IAG results update – May 25
10. swipe >> “We cautiously expect to recover most, but not all of last years 7% fare decline, which should lead to reasonable net profit growth in FY26” Ryanair FY2025 results – May 25 “Traffic grew +9% for the year to March 2025, but average fares fell -7%.” “To date, Summer 25 demand is strong, with peak fares trending (modestly) ahead of prior year. ”
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