Iran War Impacts Airlines' Growth Plans
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 09 2026
0mins
The 10-day war in Iran has major airlines re-examining their growth plans, as carriers consider the implications of the war on travel demand, fuel costs, and their ability to navigate hostile skies, , with plane makers such as Boeing (BA) and Airbus (EADSY) and aircraft leasing firms such as Air Lease (AL) and AerCap (AER) concerned that some of their customers might push back certain deals, Bloomberg's Leen Al-Rashdan, Danny Lee, and Siddharth Philip report, citing people familiar with the matter. Talks on future plane deals and leasing contracts have been put on temporary hold as some airlines in the Gulf and farther afield in Asia face operational challenges, the authors note. Publicly traded companies in the airline space include Alaska Air (ALK), American Airlines (AAL), Delta Air Lines (DAL), Frontier Group (ULCC), JetBlue (JBLU), Southwest (LUV), Sun Country Airlines (SNCY) and United Airlines (UAL).
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 223.380
Low
150.00
Averages
269.14
High
298.00
Current: 223.380
Low
150.00
Averages
269.14
High
298.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Oil Price Warning: The Energy Secretary warned that gas prices could remain above $3 per gallon until next year, which would negatively affect consumers already feeling the pinch of high costs, further impacting economic recovery.
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