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[BUSINESS] · China, Macao SAR China · 6 sources

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IATA warns Middle East conflict and aircraft shortages will halve aviation profits by 2026

The International Air Transport Association (IATA) warns that global commercial aviation profits are projected to be halved by 2026. This downturn is attributed to the ongoing conflict in the Middle East and persistent delays in aircraft deliveries.

During a session organized by the France-Macau Chamber of Commerce, IATA regional manager Erik Chan noted that while the industry is expected to see total revenues of $1.17 trillion in 2026—a 9.5% increase—rising operating expenses are expected to outpace this growth. Expenses are projected to climb 13.1% to $1.12 trillion.

Chan highlighted that the current year's projected net profit of $23 billion represents a slim 2% margin. This is significantly lower than previous profitability forecasts, which were nearly double. The decline is further compounded by a drop in passenger growth from 5% to 2% and cargo transport growth falling to near zero. A key factor remains the disruption of energy transit through the Strait of Hormuz, which handles approximately one-fifth of the world's crude oil.

Entities

Erik Chan · France-Macau Chamber of Commerce · International Air Transport Association · Strait of Hormuz

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