May 2026 - travel company results

Transcript

1. quotes that sum up recent trading in the travel sector swipe >>
2. We’ve examined all the latest travel business announcements. Here are eight quotes we found interesting. swipe >>
3. “easyJet holidays saw continued strong demand, with customer numbers increasing by 22% in the first half… The conflict in the Middle East has introduced near-term uncertainty around fuel costs and customer demand. As expected, the booking curve has shortened in recent weeks, resulting in lower-than-normal forward visibility.” swipe >> easyjet Holidays Six-month trading update - April 2026
4. swipe >> “Recent booking patterns for 2026 confirm a sustained positive trajectory, underpinned by robust demand for all- inclusive stays. The launch of sales for the 2026/2027 winter season aligns with this momentum, showing a solid start driven by the dynamic performance of mountain resorts.” Club Med FY2025 Results - April 2026
5. swipe >> “The ongoing conflict in the Middle East and the uncertainty surrounding its duration continue to limit near-term visibility and drive consumer caution… Booked revenue for Summer 2026 is -7% below the prior year.” TUI Press release - April 2026
6. swipe >> Royal Caribbean Q1 FY26 Results - April 2026 “The overall demand environment remains strong, and during April, bookings continued to exceed the same period last year, including continued strength in close-in bookings… In recent weeks, bookings for Mediterranean itineraries have been rebounding for the limited remaining inventory.”
7. swipe >> “On sale capacity for Summer 2026 is currently 7.7% higher than Summer 2025, at 19.9m seats. Booked to date passengers are up by 6.2% with both package holidays and flight-only showing positive growth. Since commencement of the conflict in the Middle East, the booking profile has become increasingly close to departure.” Jet2 FY25 Results - April 2026
8. swipe >> IHG Q1 trading update - May 2026 “We delivered a very strong Q1 trading performance, benefiting from our diverse global footprint and better than expected demand in most regions around the world... Looking ahead, our comparable on-the-books global revenue for Q2 indicates continued growth, with the impact of the Middle East conflict and some wider disruption to international travel flows expected to be more than offset by increases in demand elsewhere."
9. swipe >> "Revenue grew 18% year-over-year to $2.7 billion, exceeding the high end of our guidance... Gross Booking Value grew 19% year-over-year, driven by strong demand and continued pricing strength, aided by an FX tailwind... Our 2026 outlook is underpinned by continued momentum in our core business—particularly strong nights booked growth in North America and Latin America, our fastest- growing region—and sustained ADR growth." Airbnb Q1 2026 Results - May 2026
10. swipe >> Expedia Group Q1 2026 earnings call - May 2026 “We grew bookings 13%, revenue 15%, and expanded EBITDA margin by nearly 6 points, momentum from late 2025 carried through February, delivering our best first quarter start in three years. In March, we hit a more challenging macroenvironment, with the conflict in the Middle East and travel advisories in Mexico.”
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