The Boeing Company

Airbus SE

Despite the collapse after the US and Iran reached a temporary ceasefire agreement, Brent has gained more than 25% since the start of the war in the Middle East.

Incentive to buy airplanes: who in the airline industry will benefit from war-raised oil prices?

AirAsia X Berhad

Ryanair Holdings plc

Deutsche Lufthansa AG

United Airlines Holdings, Inc.

Malaysia's low-cost carrier has raised ticket prices by 40%. In April or May, the shortage of jet fuel already faced by carriers in Asia will spread to Europe, the International Energy Agency has warned

Following Asia, Europe expects a shortage of jet fuel: what will happen to transportation?

Wizz Air Holdings Plc

Air France-KLM SA

Cathay Pacific Airways Limited

Air New Zealand Limited

The blockade of a key transit corridor in the Persian Gulf has driven up prices for flights through Dubai and Doha, forcing carriers to pass costs onto passengers

Airfares from Asia to Europe have risen by more than 500%. What will happen to prices next

Air Canada

Chorus Aviation Inc.

Wall Street has been positive lately about Air Canada and its regional flight operator Jazz

An Air Canada plane crashed into a car on landing in New York. There are fatalities

The value of the largest publicly traded airlines has fallen by more than $50 billion since the war began, the FT has calculated

Airlines are facing their biggest crisis since the pandemic. What will happen to ticket prices?

Delta Air Lines, Inc.

American Airlines Group Inc.

Qantas Airways Limited

Scandinavian airline SAS has announced that it will cut about 1,000 flights in March-April amid a sharp rise in jet fuel prices. SAS emphasized that this is only a small fraction of the more than 5,000 flights the company operates weekly, Swedish business daily Dagens Industri <a href="https://www.di.se/nyheter/sas-vd-staller-in-tusen-avgangar-i-april/">reported</a>.

Europe's first major airline cancels hundreds of flights due to fuel price spike

JetBlue Airways Corporation

Contrary to rising jet fuel costs, Delta Air Lines, American Airlines, JetBlue and Frontier Airlines have all raised their revenue forecasts for the first quarter of 2026

U.S. airlines are recording strong demand despite the war. Their stocks are rising

TD Cowen analysts have lowered earnings forecasts for several major airlines

Airlines in the U.S. have sharply increased prices because of war and oil. Whose business is more protected?

APA Corporation

Devon Energy Corporation

Diamondback Energy, Inc.

ConocoPhillips

Royal Caribbean Cruises Ltd.

Carnival Corporation & plc

Southwest Airlines Co.

AppLovin Corporation

Western Digital Corporation

Vertiv Holdings Co

Lumentum Holdings Inc.

Coherent Corp.

EchoStar Corporation

Napco Security Technologies, Inc.

Alexander & Baldwin Inc

Day One Biopharmaceuticals, Inc.

BlackRock, Inc.

Western Alliance Bancorporation

Guidewire Software, Inc.

Rumble Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: "bears" have come out of hibernation

IMF chief Kristalina Georgieva urged central bankers to "think about and prepare for the unthinkable"


"Markets see no path to retreat": analysts - on the risks of a protracted war in Iran

Iran's possible restrictions on shipping in the Strait of Hormuz could potentially cause oil prices to spike to $84 or even $140 a barrel, analysts have warned

Oil at $140 a barrel: what analysts say about the escalation in the Middle East

Boeing's deliveries of airplanes last year reached the highest since 2018. Against this background, the American aircraft giant <a href="https://investors.boeing.com/investors/news/press-release-details/2026/Boeing-Reports-Fourth-Quarter-Results/default.aspx">reported</a> positive cash flow for the second consecutive quarter and reported a 57% increase in quarterly revenue, <a href="https://www.bloomberg.com/news/articles/2026-01-27/boeing-cash-sales-rise-after-most-jet-deliveries-since-2018">notes</a> Bloomberg. The market's first reaction to the company's report was a sell-off in shares: investors were alarmed by persistent losses in key segments. Nevertheless, then quotes recovered the fall.

Boeing reported its best sales since 2018. How did the stock react? 