Group 1: Ryanair's Position on Tariffs - Ryanair's CEO Michael O'Leary indicated that if U.S. tariffs significantly impact the price of Boeing aircraft, the airline will consider alternative suppliers, including COMAC from China [1][3] - Ryanair is set to receive the last 29 of its 210 Boeing 737 MAX aircraft by March next year, with additional orders for 150 MAX10 aircraft and an option for another 150, with first deliveries expected in 2027 [3] - O'Leary warned that if tariffs lead to increased prices for Boeing aircraft, the airline may delay aircraft deliveries [3] Group 2: Response to U.S. Tariff Policy - O'Leary's comments were a response to U.S. Congressman Raja Krishnamoorthi's warning against purchasing Chinese-made aircraft, despite O'Leary's previous indication that he would consider them if prices were competitive [3] - O'Leary stated that Ryanair has not engaged in discussions with COMAC regarding aircraft purchases but would consider them if prices were 10% to 20% lower than those of Airbus, Boeing's main competitor [3] - Delta Airlines' CEO also noted that U.S. tariff policies have created significant operational challenges for American airlines, suggesting broader industry implications [4]

报道指出，取消订单的威胁标志着奥利里态度的强硬升级，他曾在4月威胁要推迟波音飞机交付。3月时 他还表示，波音公司高管曾私下表示有信心飞机将被豁免于特朗普的关税政策之外。 路透社分析表示，瑞安航空发出的这一威胁是一个最新迹象，表明如果特朗普不将航空航天行业排除在 其关税计划之外，全球航空航天产业可能会面临重新洗牌。 中国商飞装配车间 新加坡《航空周刊》 该信件是对美国伊利诺伊州民主党众议员拉贾・克里希纳莫西（Raja Krishnamoorthi）此前言论的回 应。当地时间4月29日，克里希纳莫西因所谓"安全担忧"，警告瑞安航空不要购买中国制造的飞机，并 妄言中国飞机制造商中国商飞与军方"关系密切"且"盗取知识产权"。 上个月，奥利里曾表示，如果价格合适，他会从中国订购C919飞机。这与瑞安航空此前发出的信号相 呼应，即将在波音和空客之外寻找飞机供应商。 瑞安航空1985年成立于爱尔兰，现全球拥有76个基地枢纽，运营超过1600条航线，是欧洲最大的廉价航 空公司，也是波音在欧洲的最大客户之一。 【文/观察者网 林琛力】据路透社报道，当地时间5月1日，爱尔兰航空公司瑞安航空表示，如果美国主 导的关税战导致飞机价格 ...

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 ...