Lufthansa Group: Solid Execution, Buy Confirmed

2025-08-05 07:55:58 ET

Among the airlines we track and report on easyJet , Ryanair , Wizz, and International Airlines Group - management commentary has been mixed, although sector share prices have generally increased. Overall, we note: 1) demand remains resilient, but the competitive backdrop has intensified, 2) Q3 fare trends are showing some softening versus earlier expectations, 3) fuel costs in £/€ still provide a tailwind, but Ex-fuel cost inflation continues to be a factor, and 4) OEM supply pressures appear to be gradually easing. We resume coverage with a review of Lufthansa Group ( OTCQX:DLAKF , OTCQX:DLAKY ) after last week's results....

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