---
title: "U.S. Airline Stocks: Top Picks for 2026 After a Turbulent 2025"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/271329484.md"
description: "U.S. airline stocks rebounded from a challenging 2025, with the Global X U.S. Airline ETF (JETS) rising 11% for the year and 62% from April lows. Analysts predict a positive outlook for 2026, with United Airlines highlighted as a top pick due to its premium traffic and disciplined fleet. Full-service carriers like Delta and American Airlines are expected to outperform low-cost rivals. However, analysts warn of potential market turbulence, making near-term performance and the 2026 outlook critical for investors."
datetime: "2026-01-02T11:52:43.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/271329484.md)
  - [en](https://longbridge.com/en/news/271329484.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/271329484.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/271329484.md) | [繁體中文](https://longbridge.com/zh-HK/news/271329484.md)


# U.S. Airline Stocks: Top Picks for 2026 After a Turbulent 2025

U.S. airline stocks soared back from a rocky 2025, setting the stage for a potentially smoother flight path in 2026.

The sector stumbled early last year as trade tensions and policy shocks weighed on travel, sending shares tumbling in March and April. But a strong rebound, fueled by returning demand after the government shutdown, helped airlines finish in the green. The Global X U.S. Airline ETF (JETS) ended 2025 up about 11% and surged roughly 62% from its April lows.

Analysts see tailwinds heading into 2026. TD Cowen's Tom Fitzgerald called the sector broadly under-owned and highlighted United Airlines Holdings as a top pick, noting its premium traffic exposure and disciplined fleet plan.

Deutsche Bank's Michael Linenberg expects full-service carriers, including Delta Air Lines , United, and American Airlines Group , to outshine low-cost rivals like JetBlue Airways and Southwest Airlines , thanks to higher margins and strong balance sheets.

The optimism after the shutdown is providing a boost to everyone due to solid holiday travel and more clear guidance on what should occur. However, analysts caution that turbulence may re-enter the market again hence near-term performance and the 2026 outlook will be the most crucial signals which should be observed by investors.

### 相关股票

- [United Airlines (UAL.US)](https://longbridge.com/zh-CN/quote/UAL.US.md)
- [American Airlines (AAL.US)](https://longbridge.com/zh-CN/quote/AAL.US.md)

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