European Airlines Reducing Capacity Could Support Ryanair's Margins -- Market Talk

Dow Jones06-15 16:41

0841 GMT - European airlines could look to widespread capacity reductions if fuel prices stay high, which in turn could drive ticket prices higher, Bernstein analysts Alex Irving and Antoine Madre say in a note. These higher ticket prices could support Ryanair's margins and earnings potential, the analysts say. The Irish budget carrier's strong balance sheet and low-cost model allow it to keep aircraft flying while competitors cut services or exit markets, which helps it gain market share, they add. While investors currently appear concerned about the combination of high fuel prices and continued capacity growth, they overlook the relationship between fuel costs, industry capacity and fares, Bernstein adds. Ryanair shares trade 5.2% higher at 26.40 euros. (nina.kienle@wsj.com)

(END) Dow Jones Newswires

June 15, 2026 04:41 ET (08:41 GMT)

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The Irish budget carrier's strong balance sheet and low-cost model allow it to keep aircraft flying while competitors cut services or exit markets, which helps it gain market share, they add. While investors currently appear concerned about the combination of high fuel prices and continued capacity growth, they overlook the relationship between fuel costs, industry capacity and fares, Bernstein adds. Ryanair shares trade 5.2% higher at 26.40 euros. 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