The aviation industry will become the market focus in the coming weeks, and updated industry guidance may trigger fluctuations in investor sentiment.

In the coming weeks, the aviation industry will be the focus of the market's attention, with several important conferences expected to release industry guidance updates in March. If aviation demand and ticket price trends remain stable, these updates could exacerbate some investors' concerns or reverse the current situation. Evercore ISI believes that after a significant sell-off in the aviation industry at the beginning of 2025, these guidance updates may bring some relief. Analyst Duane Pfennigwerth noted, "Overall, we believe changes in investor sentiment far outweigh potential leisure or business demand fundamentals." He added, "We will be watching for signs of capacity adjustments to address softening demand trends in the first quarter." Additionally, he pointed out that the entire industry is highly focused on government revenue exposure. Looking ahead, Evercore ISI has listed Copa Holdings, S.A. Class A (CPA.US), Delta Air Lines, Inc. (DAL.US), Alaska Air Group, Inc. (ALK.US), Sun Country Airlines (SNCY.US), and United Airlines (UAL.US) as its top airline picks. The company also stated that it is considering investing in SkyWest, Inc. (SKYW.US), Allegiant Travel (ALGT.US), and American Airlines Group Inc. (AAL.US). According to Seeking Alpha Quant Ratings, Frontier Group (ULCC.US), International Consolidated Airlines Group SA, and Alaska Air Group, Inc. are the top-rated three airline stocks. Meanwhile, Copa Holdings, S.A. Class A and Deutsche Lufthansas AG have the highest dividend yields. International Consolidated Airlines Group SA, United Airlines, and Qantas Airways Limited are the top-performing companies in the industry over the past 52 weeks.