Aeromexico - International Strength Accelerating Progress but Delta JCA Termination a Speed Bump

Aeromexico – Another Record Year in Prospect in 2024

Global Airlines: Mexico's Volaris Shows GTF Groundings Can Drive Higher Pricing

Founder & Managing Director, AIR Control Tower, AIR Control Tower

Neil Glynn

Founder & Managing Director, AIR Control Tower

AIR Control Tower

AIR Control Tower is an independent research and analysis platform. Its mission is to provide impactful insight and analysis across the global airline industry at a company and market level via detailed financial models to aid decision making for key stake holders at a time when risks have seldom, if ever, been higher and the global sector grapples with the imperative of funding de-carbonisation. Unique analysis forecasting global carrier-level earnings/cash flows, and restructuring/de-leveraging prospects, is designed to dynamically assess the health of the industry, predict surprises and identify potential requirements for third party support.

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Equity Capital Markets

Grupo Aeromexico / Equity Capital Markets

<ul>
<li>We update forecasts for Mexican carriers Aeromexico, Viva Aerobus and Volaris following extremely strong 1Q results, driven by capacity management.</li>
<li>We expect each carrier to produce record performances in 2024 as pricing gains continue through the year.</li>
<li>However, we expect market conditions to normalise beyond 2024 and see further gains as a lot more difficult, particularly given drag from higher aircraft ownership costs.</li>
</ul>


We update forecasts for Mexican carriers Aeromexico, Viva Aerobus and Volaris following extremely strong 1Q results, driven by capacity management.
We expect each carrier to produce record performances in 2024 as pricing gains continue through the year.
However, we expect market conditions to normalise beyond 2024 and see further gains as a lot more difficult, particularly given drag from higher aircraft ownership costs.


メキシコ航空 - キャパシティ管理が2024年の好調を牽引、困難を乗り越えて利益獲得