Fuel swings turn US airline earnings forecasts into moving targets

A rapid rise in jet fuel prices is forcing U.S. airlines to rewrite earnings expectations, exposing how quickly higher fuel costs can outpace revenue gains from strong travel demand.

Reuters • Jul 24, 2026

US targets $2.2 billion in rebates to airlines that retrofit planes over wireless interference

Major U.S. airlines will need to retrofit planes by the end of 2030 to address potential wireless ​interference after a new auction of wireless spectrum, but the carriers will be ‌eligible for as much as $2.2 billion in government rebates to cover the costs, the Federal Aviation Administration said on Friday.

Reuters • Jul 24, 2026

Billionaire Investor Paul Singer's Top 5 Picks: Are They a Buy Now?

Paul Singer's Elliott Investment Management just handed retail investors a cheat sheet.

24/7 Wall Street • Jul 24, 2026

Southwest Airlines put Texas jet fuel on a boat to LA for the first time amid supply worries

Southwest Airlines sent a barge with 12.6 million gallons of jet fuel through the Panama Canal to Los Angeles this spring in case of fuel shortages. This year's jump in fuel costs has eaten into airline earnings.

CNBC • Jul 23, 2026

Southwest Airlines shares fall as weak Q3 outlook overshadows earnings beat

Southwest Airlines Co (NYSE:LUV) shares fell about 5% in early trading Thursday after the airline reported stronger-than-expected second-quarter results but issued a third-quarter earnings outlook that fell below Wall Street expectations. The company reported adjusted earnings per share of $0.94 for the second quarter, ahead of consensus estimates of $0.51.

Proactive Investors • Jul 23, 2026

Southwest Airlines Q2 Earnings Call Highlights

Southwest Airlines NYSE: LUV reported sharply higher second-quarter 2026 earnings and record revenue, with executives saying the carrier's recent commercial transformation contributed across the full quarter for the first time.

MarketBeat • Jul 23, 2026

Southwest Airlines Q2 Earnings Beat Estimates on Record Revenue Growth

LUV's Q2 earnings surge as record revenues, higher fares and commercial gains outweigh an $889 million fuel-cost increase.

Zacks Investment Research • Jul 23, 2026

Southwest Airlines Co. (LUV) Q2 2026 Earnings Call Transcript

Southwest Airlines Co. (LUV) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 23, 2026

Southwest (LUV) Upgraded to Buy: What Does It Mean for the Stock?

Southwest (LUV) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Zacks Investment Research • Jul 23, 2026

Are Investors Undervaluing LATAM Airlines Group (LTM) Right Now?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Zacks Investment Research • Jul 23, 2026