North American Airline Industry Analysis: Q3 2025
How are passenger volumes trending for top airlines in the US?
As the post-pandemic air travel rebound level off, the airline industry shows signs of returning to "normal.” However, lingering volatility—along with economic factors like consumer sentiment and GDP trends—continues to affect the industry. Larger US airlines have maintained a stable share of passenger volume, though low-cost carriers are making incremental gains.
Is air travel normalizing today for commercial airlines?
Airline stock valuations fluctuated due to tariff shocks and recession fears in early 2025. Looking ahead, airlines' growth is expected to moderate, with the industry trending toward long-term stabilization as competition between legacy and low-cost carriers evolves.
Download the report now to explore more trends shaping the North American airlines industry and discover actionable insights for investment strategies.
