US airlines face turbulence as uncertainty clouds 2025 outlook: Bernstein
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US airlines are facing challenges as they adjust their 2025 outlook due to guidance downgrades and policy uncertainty, according to Bernstein. Delta Airlines reported a disappointing outlook, while American Airlines' guidance fell short. In contrast, Southwest Airlines raised its EBIT guidance. Despite current turbulence, Bernstein remains optimistic about the market's potential recovery, citing disciplined capacity management and lower fuel costs as positive factors for airline stocks.
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