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Research, Fundamental

Airlines: Unit Costs have Airlines Screaming Mayday

Jonnathan Handshoe, Equity Analyst

30 October 2023

Summary

Airlines continue to struggle as rising unit costs (fuel, labor, and maintenance) impact the sector’s ability to see meaningful margin expansion. Despite recovering from pre-pandemic levels, airlines could face multiple headwinds as we head into 2024.

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Gain a comprehensive view of global themes, industries, and companies.

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