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The Zacks Analyst Blog United Airlines, Delta Air Lines and American Airlines
Read MoreHide Full Article
For Immediate Releases
Chicago, IL – November 26, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog includeUnited Airlines (UAL - Free Report) , Delta Air Lines (DAL - Free Report) and American Airlines (AAL - Free Report) .
Here are highlights from Wednesday’s Analyst Blog:
Record Thanksgiving Travel Expected: 3 U.S. Airline Stocks to Watch
With the government shutdown a thing of the past, U.S. airlines are expected to be extremely busy in the Thanksgiving travel period this year. The 43-day shutdown, which ended earlier this month, caused financial stress for federal workers who went without paychecks, stranded scores of travelers at airports, among other difficulties.
With numerous flight cancellations, airlines were significantly affected by staffing shortages and adverse weather conditions. The extended government shutdown left air traffic controllers unpaid and placed substantial strain on air traffic control operations. It is worth noting that during the shutdown, the Federal Aviation Administration announced plans to reduce flight capacity at 40 major U.S. airports.
With air travel demand stabilizing, U.S. airlines are likely to fly high, with passenger volumes likely to swell during the Thanksgiving holiday travel period. The record projection by the Airlines for America (A4A) — the trade organization for leading U.S. airlines — for the Thanksgiving travel period (Nov. 21-Dec. 1) highlights the bullish scenario concerning passenger revenues. Following the record-setting projection, monitoring airline stocks like United Airlines, Delta Air Lines and American Airlines appears prudent.
Bullish Thanksgiving Period Forecast
A4A expects airline companies to make hay in the Thanksgiving travel period. The trade group predicted that the Thanksgiving of 2025 will be the busiest season for American air travel carriers.
Per A4A’s forecast, more than 31 million passengers will be transported through U.S. airlines during this Thanksgiving travel period, which is an all-time high. This implies that, on average, 2.8 million passengers will fly per day over the said period, suggesting a 1% rise from the 2024 reported level. U.S. carriers attracted nearly 30.6 million passengers during the Thanksgiving holiday period last period.
To cater to the increased demand, U.S. passenger carriers will offer 45,000 more seats daily over the period on a year-over-year basis. U.S. carriers have invested significantly to upgrade travel services, which bodes well for passengers. Despite tariff-related worries continuing, more Americans are taking vacations, which is another positive.
A4A expects more than 3 million passengers to fly each day on Nov. 29 and Dec. 1, which are likely to be the busiest days during the period. Nov. 30 is expected to attract the most traffic, 3.39 million, followed by 3.09 million on Dec. 1 and 3.05 million on Nov. 29.
Expressing optimism, the trade organization’s president and CEO Chris Sununu said “We’re all looking forward to going home for the holidays. Our carriers have been working to fully prepare for what’s expected to be a record-breaking Thanksgiving.”
3 Airline Stocks to Keep a Tab On
Given the encouraging backdrop, we believe investors should keep an eye on airline stocks now. The three selected stocks have outperformed the industry year to date over the past six months in terms of price. All three stocks currently carry a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
United Airlines is based in Chicago. The Zacks Consensus Estimate for current and next-year earnings have been revised 5.9% and 4.6% upwards, respectively, over the past 60 days.
Per a CNBC report, UAL expects 6.6 million passengers to fly between Nov. 20 and Dec. 2. The forecast implies a 4% uptick from year-ago levels. International bookings are at a record for the holiday period, up 10% year over year.
American Airlines is based in Fort Worth, TX. The Zacks Consensus Estimate for the company’s current and next-year earnings has been revised 81.4% and 13.3% upwards, respectively, over the past 60 days.
AAL expects to operate 80,759 scheduled flights from Nov. 20 through Dec. 2, more than any airline. Peak travel days are expected to be Nov. 30, followed by Dec. 1. AAL expects to handle nearly 5.6 million checked bags during the holiday period.
Delta is based in Atlanta, GA. The Zacks Consensus Estimate for the company’s current and next-year earnings has been revised 6.7% and 3.8% upwards, respectively, over the past 60 days.
DAL’s CEO Ed Bastian reassured customers earlier this month, following the end of the government shutdown, that Delta is ready for holiday travel, with all services operating smoothly. Last month, Delta updated its app, thereby offering greater flexibility, enhanced visibility, and new self-service features to simplify the journey.
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Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers display
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The Zacks Analyst Blog United Airlines, Delta Air Lines and American Airlines
For Immediate Releases
Chicago, IL – November 26, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog includeUnited Airlines (UAL - Free Report) , Delta Air Lines (DAL - Free Report) and American Airlines (AAL - Free Report) .
Here are highlights from Wednesday’s Analyst Blog:
Record Thanksgiving Travel Expected: 3 U.S. Airline Stocks to Watch
With the government shutdown a thing of the past, U.S. airlines are expected to be extremely busy in the Thanksgiving travel period this year. The 43-day shutdown, which ended earlier this month, caused financial stress for federal workers who went without paychecks, stranded scores of travelers at airports, among other difficulties.
With numerous flight cancellations, airlines were significantly affected by staffing shortages and adverse weather conditions. The extended government shutdown left air traffic controllers unpaid and placed substantial strain on air traffic control operations. It is worth noting that during the shutdown, the Federal Aviation Administration announced plans to reduce flight capacity at 40 major U.S. airports.
With air travel demand stabilizing, U.S. airlines are likely to fly high, with passenger volumes likely to swell during the Thanksgiving holiday travel period. The record projection by the Airlines for America (A4A) — the trade organization for leading U.S. airlines — for the Thanksgiving travel period (Nov. 21-Dec. 1) highlights the bullish scenario concerning passenger revenues. Following the record-setting projection, monitoring airline stocks like United Airlines, Delta Air Lines and American Airlines appears prudent.
Bullish Thanksgiving Period Forecast
A4A expects airline companies to make hay in the Thanksgiving travel period. The trade group predicted that the Thanksgiving of 2025 will be the busiest season for American air travel carriers.
Per A4A’s forecast, more than 31 million passengers will be transported through U.S. airlines during this Thanksgiving travel period, which is an all-time high. This implies that, on average, 2.8 million passengers will fly per day over the said period, suggesting a 1% rise from the 2024 reported level. U.S. carriers attracted nearly 30.6 million passengers during the Thanksgiving holiday period last period.
To cater to the increased demand, U.S. passenger carriers will offer 45,000 more seats daily over the period on a year-over-year basis. U.S. carriers have invested significantly to upgrade travel services, which bodes well for passengers. Despite tariff-related worries continuing, more Americans are taking vacations, which is another positive.
A4A expects more than 3 million passengers to fly each day on Nov. 29 and Dec. 1, which are likely to be the busiest days during the period. Nov. 30 is expected to attract the most traffic, 3.39 million, followed by 3.09 million on Dec. 1 and 3.05 million on Nov. 29.
Expressing optimism, the trade organization’s president and CEO Chris Sununu said “We’re all looking forward to going home for the holidays. Our carriers have been working to fully prepare for what’s expected to be a record-breaking Thanksgiving.”
3 Airline Stocks to Keep a Tab On
Given the encouraging backdrop, we believe investors should keep an eye on airline stocks now. The three selected stocks have outperformed the industry year to date over the past six months in terms of price. All three stocks currently carry a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
United Airlines is based in Chicago. The Zacks Consensus Estimate for current and next-year earnings have been revised 5.9% and 4.6% upwards, respectively, over the past 60 days.
Per a CNBC report, UAL expects 6.6 million passengers to fly between Nov. 20 and Dec. 2. The forecast implies a 4% uptick from year-ago levels. International bookings are at a record for the holiday period, up 10% year over year.
American Airlines is based in Fort Worth, TX. The Zacks Consensus Estimate for the company’s current and next-year earnings has been revised 81.4% and 13.3% upwards, respectively, over the past 60 days.
AAL expects to operate 80,759 scheduled flights from Nov. 20 through Dec. 2, more than any airline. Peak travel days are expected to be Nov. 30, followed by Dec. 1. AAL expects to handle nearly 5.6 million checked bags during the holiday period.
Delta is based in Atlanta, GA. The Zacks Consensus Estimate for the company’s current and next-year earnings has been revised 6.7% and 3.8% upwards, respectively, over the past 60 days.
DAL’s CEO Ed Bastian reassured customers earlier this month, following the end of the government shutdown, that Delta is ready for holiday travel, with all services operating smoothly. Last month, Delta updated its app, thereby offering greater flexibility, enhanced visibility, and new self-service features to simplify the journey.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details here >>
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers display