Germany · Delayed Price · Currency is EUR TUI AG Earnings Call Transcripts
Fiscal Year 2026
-
The meeting highlighted record financial results for 2025, a new dividend policy, and strategic expansion into new markets. Board changes, sustainability achievements, and investments in technology and AI were emphasized, alongside ongoing challenges from regulatory and geopolitical factors.
-
Q1 delivered record underlying EBIT and reduced net debt, despite one-off impacts from Jamaica. Guidance for 7%-10% EBIT growth and 2%-4% revenue growth is reaffirmed, with resumed dividends and strong segment performance, especially in cruises and hotels.
Fiscal Year 2025
-
Record 2025 results with double-digit EBIT and EPS growth, strong cash flow, and a new dividend policy. Hotels, Cruises, and Musement segments outperformed, while Markets & Airlines is set for recovery through cost reductions and digital transformation.
-
Record Q3 results with revenue up 7% and EBIT at €321 million, driven by Hotels & Resorts and Cruises. FY 2025 EBIT guidance raised to 9%-11% growth, with transformation and product differentiation supporting long-term ambitions. Margin pressure persists in Markets & Airlines, but operational improvements and financing optimization continue.
-
Strong H1 results with 8% revenue growth and improved EBIT, driven by robust demand and dynamic packaging expansion. Guidance for 7%-10% EBIT growth reaffirmed, with margin protection and cost discipline as key priorities.
-
The group is accelerating its transformation into a global curated leisure marketplace, expanding digital and dynamic offerings, and targeting 7%-10% EBIT growth with a focus on cost efficiency and global expansion. Hotel and cruise segments show strong growth and resilience, while technology integration and app-first strategies are set to drive further margin improvements.
-
Q1 delivered strong EBIT and revenue growth, led by Hotels, Cruises, and Musement, while Markets & Airlines faced investment-driven declines. Guidance for 2025 is reaffirmed, with dynamic packaging and digital channels expected to drive future growth.
Fiscal Year 2024
-
Delivered strong revenue and EBIT growth, achieving all targets and improving leverage to 0.8x. Outlook remains positive with 7%-10% EBIT growth expected, supported by robust bookings, ongoing transformation, and expansion into new markets.
-
Record Q3 revenue and EBIT growth driven by strong demand, successful transformation, and market share gains from FTI's exit. Guidance for at least 25% EBIT growth is reaffirmed, with robust bookings and pricing for summer and winter.