Affected by weak demand and economic uncertainty, several airlines in the United States have lowered their guidance.

In the first quarter, the demand softened for Southwest Airlines Co. (LUV.US), especially in the domestic leisure travel market, leading the company to join other airline peers in suspending the release of new financial guidance. It is worth noting that Southwest Airlines Co. did not reiterate its EBIT forecast for 2025-2026 released last month, citing heightened uncertainty in the current macroeconomic outlook. Additionally, the company's latest outlook for second-quarter unit revenue is below market expectations. Bank of America Corp analyst Andrew Didora pointed out that Southwest Airlines Co. is facing additional risks, especially during a period of brand strategy adjustment, which could lead to further market share erosion. Meanwhile, Alaska Air Group, Inc. (ALK.US) withdrew its full-year financial forecast due to macroeconomic uncertainties and lowered its profit outlook for the second quarter. American Airlines Group Inc. (AAL.US) stated that due to growing concerns about consumer disposable income, especially with the ongoing impact of trade war-related news, the company decided to lower its profit forecast for 2025. As a result of the above news, the airline sector stocks are under pressure. In the context of a rising overall stock market, Southwest Airlines Co. rose slightly by 0.18%, American Airlines Group Inc. rose by 1.3%, while Alaska Air Group, Inc. dropped by over 10%. Delta Air Lines, Inc. (DAL) rose by 0.86%, and United Airlines (UAL.US) rose by 0.9%. Currently, American Airlines Group Inc. is facing multiple challenges, including fluctuating fuel costs, weak macroeconomic conditions, and declining consumer travel willingness. In the face of unprecedented uncertainty, several companies are choosing to manage market expectations and capital expenditures more cautiously.