Record Airport Traffic in the US on Sunday Post-Thanksgiving: Are Airline Stocks Poised for Growth Through 2026?
Record Airport Traffic: TSA set a new record by screening 3,133,924 passengers on November 30, 2025, surpassing the previous record of 3,096,797 set in June 2025, with all top 10 busiest days occurring in 2024 or 2025.
Impact on Airline Stocks: The surge in passenger traffic is seen as potentially beneficial for major U.S. airlines like American Airlines, Delta, United, and Southwest, especially following a recent government shutdown that affected operations.
Overall Passenger Screening: From November 25 to December 1, over 18 million passengers were screened, indicating a strong travel trend during the Thanksgiving holiday.
ETF Performance: The US Global Jets ETF, which includes major airline stocks, experienced a 1.71% increase, nearing a 52-week high, reflecting positive sentiment in the airline sector due to the record traffic.
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- Complete Exit: Kiltearn Partners LLP sold 335,500 shares of Sealed Air in Q4, fully exiting its position, which previously accounted for 2.4% of its AUM, indicating a cautious outlook on the company's future prospects.
- Concentrated Investment Strategy: Kiltearn now holds only 28 positions valued at $461.7 million, with its top five holdings representing over 44% of AUM, reflecting a highly concentrated portfolio that may increase investment risk.
- Performance Analysis: Sealed Air's stock performed well over the past year, returning 26.3%, nearly double the S&P 500's 13.2%, despite a 1% drop in Q3 sales after excluding foreign currency effects.
- Future Outlook: Management expects sales to decline by 2% to 3% for the year and will report Q4 results on March 2, prompting investors to watch for signs of a turnaround in sales trends.
- Shareholding Change: Kiltearn Partners LLP sold 335,500 shares of Sealed Air in the fourth quarter, fully exiting its position, which previously accounted for 2.4% of its AUM, indicating a loss of confidence in the stock.
- Concentrated Investment Strategy: Kiltearn now holds only 28 positions valued at $461.7 million, with its five largest holdings representing over 44% of its AUM, suggesting a highly concentrated portfolio that may face increased risk.
- Market Performance: Although Sealed Air's stock performed well over the past year with a 26.3% return, nearly double the S&P 500's 13.2%, the company reported a 1% decline in third-quarter sales and expects a 2% to 3% drop for the year, reflecting weak market demand.
- Investment Advice: Before investing in Sealed Air, potential investors should note that The Motley Fool's analyst team did not include it in their current list of the 10 best stocks, suggesting a cautious outlook on its future growth.
- Position Change: Kiltearn Partners LLP fully exited its position in Sealed Air Corporation by selling 335,500 shares in Q4, previously accounting for 2.4% of its AUM, indicating a loss of confidence in the stock.
- Portfolio Concentration: Kiltearn now holds only 28 positions valued at $461.7 million, with its top five holdings representing over 44% of its AUM, reflecting a highly concentrated investment strategy.
- Performance Overview: Sealed Air's stock performed well over the past year, returning 26.3%, nearly double the S&P 500's 13.2%, despite a 1% drop in Q3 sales after adjusting for foreign currency effects.
- Future Outlook: Management expects sales to decline by 2% to 3% for the year, and investors should watch for the upcoming Q4 earnings report on March 2 to see if the company can reverse its current downward trend.
- Share Acquisition: Kiltearn Partners LLP purchased an additional 264,600 shares of LKQ in Q4 2025, with an estimated transaction value of $7.98 million, indicating confidence in the auto parts sector.
- Increased Stake: This acquisition raised Kiltearn's stake in LKQ to 3.24%, making it the 12th largest holding in their portfolio, which underscores its significance despite not being in the top five.
- Financial Performance: As of February 13, 2026, LKQ shares were priced at $34.10, down 8.6% year-over-year, with net income falling by 39.1% over the past three years, highlighting the challenges the company faces.
- Strategic Review: Following the divestiture of its self-service segment last year, LKQ anticipates a $25 million increase in 2025 operating cash flow, indicating a strategic review aimed at maximizing shareholder value.
- Shareholder Rights Investigation: Halper Sadeh LLC is investigating whether certain officers and directors of Southwest Airlines breached their fiduciary duties to shareholders, which could lead to potential reforms in corporate governance aimed at enhancing transparency and accountability, thereby increasing shareholder value.
- Legal Relief Options: Long-term shareholders of Southwest Airlines may have the opportunity to seek corporate governance reforms, return of funds, or court-approved financial incentive awards, providing greater protection of shareholder rights and potential economic benefits.
- Importance of Participation: Shareholder involvement can improve a company's policies, practices, and oversight mechanisms, promoting effective management and ultimately enhancing overall shareholder value, highlighting the significance of collective action in corporate governance.
- Legal Fee Arrangement: Halper Sadeh LLC will handle this case on a contingent fee basis, meaning shareholders will not be responsible for out-of-pocket legal fees or expenses, reducing the financial burden on shareholders and encouraging more investors to seek legal relief.
- Free Internet Service: Southwest Airlines is providing free Starlink internet connectivity to its Rapid Rewards members, with plans to integrate the service on over 300 aircraft by the end of 2026, significantly enhancing customer travel experience.
- First Aircraft Launch: The first Starlink-equipped aircraft will enter service this summer, a move that not only meets customer expectations for seamless connectivity but also has the potential to boost customer loyalty and brand image.
- Expanded Coverage: Starlink will deliver WiFi across Southwest's network in 11 countries, further enhancing the airline's competitiveness in the global market, especially against the backdrop of increasing customer demand for high-quality internet services.
- Executive Commentary: Southwest's Chief Customer & Brand Officer Tony Roach noted that free WiFi has been a huge hit with Rapid Rewards members, indicating strong customer demand for seamless connectivity while traveling, which suggests further innovations in service offerings in the future.







