- Earnings estimates for United Airlines are looking for growth, but those estimates may not be realistic in this political and economic environment.
- Delta Airlines has lowered its estimates for increased passenger travel. This may be an indication that industry growth is topping out for the foreseeable future.
- One bright spot for the industry is the American Airlines/US Airways merger, which is furthering airline consolidation. This is a positive for ticket prices and revenue growth.
- The airlines sector may be overvalued given current political instability, but United is the place to be until the next industry turbulence.