Group 1 - Grupo Aeroportuario del Centro Norte (OMAB) is outperforming its peers in the Transportation sector, with a year-to-date gain of approximately 29.6% compared to an average loss of 14% for Transportation stocks [4] - The Zacks Rank for OMAB is currently 2 (Buy), indicating a positive earnings outlook and strong analyst sentiment, with a 4.9% increase in the full-year earnings estimate over the past quarter [3][4] - The Transportation group ranks 16 within the Zacks Sector Rank, while the Transportation - Services industry, which includes OMAB, is ranked 157, having lost an average of 7.2% this year [2][6] Group 2 - Ryanair (RYAAY) is another Transportation stock that has outperformed the sector, with a year-to-date increase of 9.8% and a Zacks Rank of 1 (Strong Buy) [5] - The Transportation - Airline industry, which includes Ryanair, is ranked 170 and has experienced a decline of 26.1% since the beginning of the year [6] - Both Grupo Aeroportuario del Centro Norte and Ryanair are expected to continue their solid performance, making them noteworthy for investors interested in Transportation stocks [7]

Group 1 - US lawmakers have warned Ryanair against purchasing Chinese-made aircraft due to alleged security concerns, specifically regarding the C919 aircraft from COMAC [1][2] - Congressman Raja Krishnamoorthi, a leader in the US House "China Committee," expressed that US and European airlines should not consider buying planes from China [1] - Ryanair's CEO Michael O'Leary previously indicated interest in purchasing the C919 if the price is right, signaling a potential shift in sourcing aircraft beyond Boeing and Airbus [1][2] Group 2 - Ryanair, established in 1985, is the largest low-cost airline in Europe, operating over 1,600 routes and having 76 base hubs globally [2] - The US Department of Defense has previously placed COMAC and eight other Chinese companies on a blacklist for alleged ties to the Chinese military [2] - The Chinese Ministry of Commerce criticized the US actions as lacking a basis in rules and fairness, arguing that such measures disrupt international financial market order [2]

Allegiant Travel Company (ALGT) Summary - Scheduled traffic increased by 15.9% in March 2025 compared to March 2024, while capacity rose by 20.7% year over year [1] - The load factor decreased to 82.4% in March 2025 from 85.9% in the previous year due to capacity expansion outpacing traffic growth [1] - Total departures for scheduled services rose by 21.1% year over year in March 2025, with an average stage length increase of 1.1% [2] - Allegiant carried 14.2% more passengers system-wide in March 2025 compared to the same month last year, with system-wide capacity improving by 20.2% [2] - The estimated fuel price per gallon was $2.52 in March 2025 and $2.61 for the first quarter of 2025 [3] Competitor Analysis - Copa Holdings reported a year-over-year increase in revenue passenger miles in March 2025, with available seat miles rising by 5.5% [6][7] - LATAM Airlines experienced a 7.2% increase in consolidated capacity and a 5.6% rise in revenue passenger kilometers, despite the impact of the Carnival holidays [9][10] - Ryanair Holdings transported 15 million passengers in March 2025, reflecting a 10% year-over-year increase, with a stable load factor of 93% [12][13] - Ryanair operated over 84,000 flights in March 2025, a significant increase from previous months, and achieved a milestone of carrying 200 million passengers in its fiscal year ending March 2025 [14]

Ryanair (RYAAY) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Since a ch ...

Ryanair (RYAAY) shares rallied 10.7% in the last trading session to close at $43.89. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 15.5% loss over the past four weeks.The upside was owing to RYAAY's encouraging update on passenger volumes for fiscal 2025 (ended March 31). Ryanair reportedly carried 200.2 million passengers in its fiscal year ending March 2025, positioning itself as the first European airlin ...

Core Insights - Ryanair Holdings reported strong traffic numbers for March 2025, with 15 million passengers, a 10% year-over-year increase [1] - The airline's load factor for March 2025 was 93%, consistent with the previous year and higher than February and January 2025 [2] - Ryanair operated over 84,000 flights in March 2025, an increase from 71,360 flights in February 2025, despite earlier delays in Boeing deliveries [3] - The airline carried 200.2 million passengers in its fiscal year ending March 2025, becoming the first European airline to achieve this milestone [3] - Ryanair expects to reach nearly 200 million passengers in fiscal 2025, reflecting a 9% increase from the previous year [4] - The airline continues to benefit from robust traffic growth following the end of the pandemic [5] Company Performance - Ryanair's Zacks Rank is currently 2 (Buy), indicating positive market sentiment [6] - Other stocks in the transportation sector include SkyWest and Frontier Group, both of which have strong growth prospects [7] Other Stocks to Consider - SkyWest has a Zacks Rank 1 (Strong Buy) with an expected earnings growth rate of 16% for the current year and a 9.1% increase in shares over the past six months [8] - Frontier Group also holds a Zacks Rank of 1, with an expected earnings growth rate exceeding 300% for the current year and a 43% surge in shares over the past six months [9]

European carrier Ryanair Holdings (RYAAY) looks highly unattractive from a valuation standpoint. Considering the forward 12-month price-to-sales ratio (P/S-F12M), RYAAY has a forward 12-month P/S-F12M of 1.56X compared with 1.16X for the industry. Image Source: Zacks Investment Research RYAAY P/S Ratio (Forward 12 Months) Vs. Industry RYAAY has a Value Score of C. Despite facing multiple Boeing delivery delays, RYAAY's traffic grew 9% year over year during the first nine months of fiscal 2025. Given this ba ...

Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years. DLAKY currently has a forward P/E ratio of 6.60, while RYAAY has a forward P/E of 14.06. We also note that DLAKY has a PEG ratio of 0.59. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ...

Core Viewpoint - Ryanair Holdings (RYAAY) reported strong passenger traffic numbers for February 2025, driven by increased air-travel demand, with a year-over-year increase of 14% in passengers transported [1][3]. Traffic and Performance - In February 2025, Ryanair transported 12.6 million passengers, up from 12.4 million in January 2025 [1][2]. - The load factor for February 2025 was 92%, consistent year-over-year and an increase from 91% in January 2025 [2]. - Ryanair operated over 71,360 flights in February 2025, an improvement from the previous month, which faced delays due to 38 Boeing deliveries [2]. Growth Outlook - Following the pandemic, Ryanair has seen robust passenger volume growth, with a 9% increase in traffic for fiscal 2024 and a similar growth rate in the first nine months of fiscal 2025 despite Boeing delivery delays [3]. - Ryanair anticipates fiscal 2025 traffic to reach nearly 200 million passengers, a 9% increase, up from a previous estimate of 198-200 million passengers [4]. Stock Performance - Ryanair currently holds a Zacks Rank 3 (Hold) and has seen its shares increase by 10.8% year-to-date, outperforming the airline transportation industry's growth of 9.1% [5].

Core Insights - The article introduces Arav Kacker as a new contributing analyst for Seeking Alpha, highlighting his background in finance and investment banking [2] - Kacker's experience includes internships in various sectors, particularly in Venture Capital and Asset Management, with a focus on the Industrials sector during his time at HSBC [2] - The analyst aims to combine academic knowledge with professional experience to provide original and insightful analysis on the platform [2] Company and Industry Focus - Kacker expresses a specific interest in covering the Airlines, Aerospace, and Defense sectors, indicating a targeted approach to industry analysis [2] - The article mentions Kacker's preparation for a career in long-only Asset Management or pursuing an MSc in Finance, suggesting a commitment to furthering expertise in financial analysis [2] - The analyst is preparing for the CFA Level 1 exam, which underscores a dedication to professional development in equity analysis [2]