European airline stocks fall amid renewed conflict concerns

Published 19/03/2025, 09:54
© Reuters.

Investing.com -- Shares of major European airlines declined on Monday, with Ryanair (ISE:RYA) down 1%, Wizz Air (LSE:WIZZ) falling 1.9%, International Airlines Group (LON:ICAG) (LSE:IAG) dropping 1.2%, and Lufthansa (ETR:LHA) slipping 1.3%.

The downward movement in stock prices comes as ceasefire talks between the US and Russia failed to yield a lasting peace, leading to renewed conflict in the Russia-Ukraine region and between Israel and Gaza.

The escalation of hostilities has particularly impacted Wizz Air, whose investment thesis is significantly exposed to these regions. Prior to the conflict, Ukraine and Russia combined accounted for 7.0% of the airline’s capacity, with Israel contributing another 4.7%.

The unrest poses a risk to the airline’s operations and potential earnings, as the areas in question are integral to its route network.

Jefferies, a global investment banking firm, expressed concerns regarding the airline’s ambitious expansion plans in light of the current geopolitical situation. In a statement, Jefferies analysts said, "As Wizz adds +20% ASKs in FY26, we see risk of yield and earnings pressure if peace comes later than expected."

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