US Industry Earnings Intelligence

Airlines earnings map

Forward reporting exposure, estimate delivery, earnings growth and company-level event concentration.

Forward window12 Aug to 10 Nov 20269 matched companies

Group read

The earnings tape is mixed beneath the calendar load

56% of companies with measured latest results beat estimates, while 50% show positive year-on-year EPS growth. Industrials carries the largest forward market-cap exposure.

Forward events9next 90 days
Market-cap exposure$164.7Bmatched companies
Latest beat breadth56%latest measured quarter
Positive EPS growth50%year on year

Forward exposure

Airlines reporting load by date

Count and matched market cap

Delivery

Latest result breadth

56%beat breadth

Timing

Session certainty

100%estimate coverage

Growth breadth

Positive versus contracting

Company size

Capital at risk by tier

Company attention queue

Most consequential upcoming reports

Ordered by market capitalisation so the largest potential peer and index read-through appears first.

9 shown
DALDelta Air Lines IncAirlines
8 Oct57 days
Event risk21/100Contained
Market cap$53.7BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth-11.9%year on year
Open earnings dossier
UALUnited Airlines Holdings IncAirlines
21 Oct70 days
Event risk21/100Contained
Market cap$36.6BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth5.7%year on year
Open earnings dossier
RYAAYRyanair Holdings PLC ADRAirlines
2 Nov82 days
Event risk38/100Moderate
Market cap$31.8BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth-9.0%year on year
Open earnings dossier
LUVSouthwest Airlines CompanyAirlines
21 Oct70 days
Event risk38/100Moderate
Market cap$21.0BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth113.5%year on year
Open earnings dossier
AALAmerican Airlines GroupAirlines
22 Oct71 days
Event risk38/100Moderate
Market cap$9.7BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth-year on year
Open earnings dossier
ALKAlaska Air Group IncAirlines
22 Oct71 days
Event risk38/100Moderate
Market cap$5.1BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth-year on year
Open earnings dossier
SKYWSkyWest IncAirlines
29 Oct78 days
Event risk26/100Moderate
Market cap$3.4BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth0.5%year on year
Open earnings dossier
AEROGrupo Aeroméxico, S.A.B. de C.V.Airlines
20 Oct69 days
Event risk38/100Moderate
Market cap$2.6BTime unconfirmed
Beat rate67%up to 8 quarters
EPS growth-40.4%year on year
Open earnings dossier
VLRSVolarisAirlines
26 Oct75 days
Event risk38/100Moderate
Market cap$866.0MTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth-year on year
Open earnings dossier

Forward company tape

Airlines upcoming earnings reports

9 shown

Interpretation

How to read group earnings intelligence

Calendar concentration

Counts show operational density. Market-cap exposure identifies dates with greater potential for peer and index read-through.

Delivery breadth

Only the latest measured result per matched company enters the breadth split, preventing long-history companies from dominating.

Growth breadth

Positive year-on-year EPS growth is kept separate from estimate surprise because growth and expectations answer different questions.

Decision use

The page helps prioritise research and event risk. It does not determine whether to buy, sell or expect a directional reaction.

Evidence context