IAG Faces Lowest Risk of Long-Haul Overcapacity Among European Airlines -- Market Talk

Dow Jones10-02

0651 GMT - International Consolidated Airlines Group--which houses British Airways and Iberia, among others--faces the lowest risk among European carriers of long-haul overcapacity on its routes into the winter season, J.P. Morgan analysts say. Out of the three European flag carriers--IAG, Air France-KLM and Deutsche Lufthansa--IAG has the most favorable balance between demand and supply, the analysts say. Transatlantic capacity remains constrained, particularly in the U.K.-U.S. market which is IAG's largest profit pool, they say. IAG remains JPM's top pick among European airlines because the group has potential to continue rewarding shareholders thanks to its strong free-cash-flow generation, the analysts say. JPM retains its overweight rating on IAG, neutral for Air France-KLM, and underweight for Lufthansa. (cristina.gallardo@wsj.com)

(END) Dow Jones Newswires

October 02, 2025 02:51 ET (06:51 GMT)

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Transatlantic capacity remains constrained, particularly in the U.<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>.-U.S. market which is IAG's largest profit pool, they say. IAG remains <a href=\"https://laohu8.com/S/JPM\">JPM</a>'s top pick among European airlines because the group has potential to continue rewarding shareholders thanks to its strong free-cash-flow generation, the analysts say. JPM retains its overweight rating on IAG, neutral for Air France-KLM, and underweight for Lufthansa. (cristina.gallardo@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 02, 2025 02:51 ET (06:51 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IAG Faces Lowest Risk of Long-Haul Overcapacity Among European Airlines -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIAG Faces Lowest Risk of Long-Haul Overcapacity Among European Airlines -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-02 14:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0651 GMT - International Consolidated Airlines Group--which houses British Airways and Iberia, among others--faces the lowest risk among European carriers of long-haul overcapacity on its routes into the winter season, J.P. Morgan analysts say. Out of the three European flag carriers--IAG, Air France-KLM and Deutsche Lufthansa--IAG has the most favorable balance between demand and supply, the analysts say. Transatlantic capacity remains constrained, particularly in the U.<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>.-U.S. market which is IAG's largest profit pool, they say. IAG remains <a href=\"https://laohu8.com/S/JPM\">JPM</a>'s top pick among European airlines because the group has potential to continue rewarding shareholders thanks to its strong free-cash-flow generation, the analysts say. JPM retains its overweight rating on IAG, neutral for Air France-KLM, and underweight for Lufthansa. 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