Overview
- Boeing, which reported Wednesday, posted a smaller adjusted loss of 20 cents a share on $22.2 billion in revenue, delivered 143 jets, and said it still expects 737 Max 7 and Max 10 certifications in 2026 with first deliveries in 2027.
- United Airlines cut expectations Tuesday to $1–$2 per share for Q2 and $7–$11 for 2026, citing fuel near $4.30 a gallon and saying it can recoup only part of the spike through fares this quarter.
- Alaska Air suspended its full‑year outlook and guided to an approximate $1.00 adjusted loss in Q2, assuming jet fuel at about $4.50 a gallon that would add roughly $600 million in cost on about 297 million gallons.
- GE Aerospace said its strong Q1 puts it on track for the high end of its 2026 profit range, but it warned that higher oil prices, tight fuel supplies, and slower departure growth create near‑term risk for airline customers.
- A jet‑fuel shock linked to disrupted flows through the Strait of Hormuz has lifted U.S. prices to roughly $4.75–$4.88 a gallon from about $2.50 in late February, prompting carriers to trim flying and raise fees as investors turn cautious on aerospace stocks.