International Consolidated Airlines reported strong H1 2025 results with a significant rise in revenues and operating profit, up 8% and 43.5% respectively. Analysts forecast a modest upside based on current price targets. Contrasting valuations highlight potential pricing discrepancies with GF Value, which estimates a fair value of $6.09, indicating a potential downside of 38.55% from the current price.
International Consolidated Airlines Group (IAG) reported robust financial results for the first half of 2025, showcasing significant growth in revenues and operating profit. The company's second quarter (Q2) 2025 net profit reached €1.13 billion, marking a 6.8% year-over-year increase in revenue to €8.86 billion [1]. For the first half (H1) of the year, IAG reported a net profit of €1.3 billion or €0.273 per share, with an 8.0% increase in revenue compared to H1 2024 to €15.9 billion [2].
Luis Gallego, IAG's CEO, attributed the strong performance to the resilience of travel demand and the company's ongoing transformation. The Group's liquidity stood at €12.0 billion at June 30, 2025, including cash, cash equivalents, and interest-bearing deposits, as well as committed and undrawn financing facilities [1].
During H1 2025, IAG took delivery of 13 new aircraft, including eight A320neo Family aircraft for British Airways and Aer Lingus, and four A321 XLR aircraft for Iberia and Aer Lingus. Additionally, British Airways received one Boeing 787-10 Dreamliner to rebuild its long-haul fleet after the retirement of the 747 fleet during the global COVID-19 pandemic [1].
Analysts have forecast a modest upside based on current price targets. However, contrasting valuations highlight potential pricing discrepancies. GF Value estimates a fair value of $6.09, indicating a potential downside of 38.55% from the current price [3].
References:
[1] https://www.breitflyte.com/post/iag-reports-h1-2025-net-profit-of-1-3-billion-or-0-273-per-share
[2] https://seekingalpha.com/news/4476833-international-consolidated-airlines-reports-1h-results
[3] https://www.aircargonews.net/finance/schenker-lifts-dsvs-air-volumes-in-q2/1080461.article
Comments
No comments yet