Air China Limited(AIRYY)

$9.30—Stale · unknown oldEarnings today

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Air China Limited(AIRYY)

OTCMARKET • Last print unknown ago

$9.30—Stale · unknown oldEarnings today

Ask SA Chart Studio

AIRYY(AIRYY)

AIRYY

9/18/26

Air China (AIRYY)

Friday

8:15 PM

ThesisImproving load factors and strategic route expansions signal a recovery in demand, enhancing investor sentiment.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$166.8B	$193.7B	$200.0B
Rev. Growth	+0.1%	+16.1%	+3.3%
EPS	$-2.00	$-4.13	$4.34
EPS Growth	-590%	-106%	+205%
P/E (fwd)	—	—	2.2×

★ Analysts see FY2026 revenue reaching $193.7B — +16.1% growth in a single year.

Why Revenue Could Accelerate

01Air China's passenger load factor improved to 82% in Q2 2026, indicating strong demand recovery post-pandemic.
02The company is negotiating new routes to Europe and North America, which could increase international passenger volumes by 15%.
03Fuel hedging strategies have locked in lower prices for 40% of its fuel needs for the next 12 months, mitigating rising costs.
04Recent government policies promoting domestic tourism could boost Air China's domestic passenger revenue by 10%.
05Recovery in global travel demand post-COVID-19
06Increased focus on sustainability in aviation
07Changes in fuel prices, particularly WTI crude oil prices, which directly impact operating costs.
08Passenger load factors and yield management, reflecting demand and pricing power.

FY2025 Snapshot

Revenue: $166.8B
Rev. Growth: +0.1%
Gross Margin: 1.0%
Op. Margin: -3.0%
Net Margin: -1.0%
Net Income: $-1.7B
NI Growth: -633%
EPS: $-2.00
1Y Return: -23.9%

AIRYY Chart

My Notes

"Management noted, 'We are seeing a strong rebound in travel demand, particularly in domestic markets.'"
Moat: Air China's extensive route network and strong brand recognition provide a durable competitive advantage.
value - Investors may be drawn to Air China for its low price-to-sales ratio of 0.6x, indicating potential undervaluation.
Rising interest rates can increase financing costs for Air China’s debt, which is significant given its high debt-to-equity ratio of 5.51.
Watch on earnings: WTI Crude Oil Price, Passenger load factor, Revenue per available seat mile (RASM).

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $193.7B to $200.0B as air china's passenger load factor improved to 82% in q2 2026, indicating strong demand recovery post-pandemic.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

—

2.2×

Why Revenue Could Accelerate

01Air China's passenger load factor improved to 82% in Q2 2026, indicating strong demand recovery post-pandemic.

02The company is negotiating new routes to Europe and North America, which could increase international passenger volumes by 15%.

03Fuel hedging strategies have locked in lower prices for 40% of its fuel needs for the next 12 months, mitigating rising costs.

04Recent government policies promoting domestic tourism could boost Air China's domestic passenger revenue by 10%.

05Recovery in global travel demand post-COVID-19

06Increased focus on sustainability in aviation

07Changes in fuel prices, particularly WTI crude oil prices, which directly impact operating costs.

08Passenger load factors and yield management, reflecting demand and pricing power.

My Notes

"Management noted, 'We are seeing a strong rebound in travel demand, particularly in domestic markets.'"

Moat: Air China's extensive route network and strong brand recognition provide a durable competitive advantage.

value - Investors may be drawn to Air China for its low price-to-sales ratio of 0.6x, indicating potential undervaluation.

Rising interest rates can increase financing costs for Air China’s debt, which is significant given its high debt-to-equity ratio of 5.51.

Watch on earnings: WTI Crude Oil Price, Passenger load factor, Revenue per available seat mile (RASM).