Air New Zealand (ASX:AIZ) Provides Half Year Earnings Guidance

Earnings Guidance Overview

Air New Zealand (ASX:AIZ) expects earnings before taxation for the first half of the 2025 financial year to range between $120 million and $160 million. This guidance includes one-off items such as approximately $10 million from unused travel credit breakage, $30 million in compensation from engine manufacturers, and a $20 million gain from the sale and leaseback of four A320 aircraft.

Operational Challenges

The airline has faced significant challenges due to global engine maintenance delays affecting aircraft availability. As many as six Airbus neo and four Boeing 787 aircraft have been out of service, resulting in over 16 percent of its jet fleet being unavailable. Air New Zealand anticipates these issues will persist until early 2026. The airline is exploring options to enhance capacity, including additional aircraft leases.

Market Observations

There have been early signs of recovery in corporate travel, though government travel demand continues to remain low. The airline has noted targeted reductions in competitive capacity on the North American route during the peak Northern Winter season. However, caution is advised as the airline does not expect to extrapolate first half guidance into the full year due to ongoing uncertainties in the trading and operational environment.

CEO Comments

“The proactive steps we are taking, including innovations and customer initiatives, aim to bolster operational efficiencies and profitability amid these challenges,” said Air New Zealand’s CEO, Jennifer Page. “We remain committed to providing clear guidance once we have sufficient certainty about our full year performance.”

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Motley Fool contributor Abbie Stokes has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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