Bank of America Securities (BofA) analyst Andrew G.
Didora has adopted a more positive outlook on U.S. airlines ahead of second-quarter earnings, citing strong demand, stable fares, and lower fuel prices as key sector supports.
BofA noted that spring fare increases have mostly persisted, and stable summer capacity is expected to support unit revenue through the third quarter.
The firm raised estimates and price forecasts across its airline coverage, but warned that faster fourth-quarter capacity growth could moderate unit revenue gains later in 2026.
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