U.S. airlines are poised for a profitability upswing, with fresh long-term forecasts pointing to accelerating international demand, wider margins, and a sharper divide between legacy carriers gaining strength and low-cost rivals still struggling to regain footing.
JP Morgan analyst Jamie Baker has rolled out new 2027 estimates and set fresh December 2026 price forecasts across the U.S. airline sector. His forecasts anticipate industry revenue climbing about 8% in 2026 and 5.5% in 2027, with growth largely driven by international travel and increased aircraft deliveries.
