国际航空运输协会（IATA）发布2026年8月全球航空货运数据：以货运吨公里（CTK）计的总需求同比增长4.4%（国际业务增长5.3%）；以可用货运吨公里（ACTK）计的运力同比下降0.1%（国际业务增长0.1%）。所有地区均报告增长，其中北美承运人增幅最高，达6.6%。IATA首席经济学家指出，强劲需求与更高载运率帮助航空公司收回部分高企燃油成本，收益率自4月以来首次环比上升。运营环境方面，7月全球贸易同比增长6.0%，连续33个月扩张；8月航空燃油价格环比上涨8.3%，同比高79.2%。贸易航线表现分化，亚洲—北美增长13.2%，而受中东冲突影响，海湾相关航线持续受扰。
Bureau of Transportation Statistics (BTS) data show the 22 scheduled US passenger airlines reported a Q2 2026 after-tax net gain of $16 million and a pre-tax operating profit of $3.0 billion, versus a $4.0 billion after-tax net gain and $5.0 billion pre-tax operating gain in Q2 2025. Total Q2 2026 operating revenue was $75.6 billion, with fares at $55.9 billion (73.9% of revenue); total operating expenses were $72.6 billion. Domestic operations posted a $484 million after-tax net loss, while international operations posted a $500 million after-tax net gain. Systemwide net margin fell to 0.0% and operating margin to 4.0%.
CATA held its Q2 2026 information meeting, reporting industry performance. Domestic passenger market faced pressure, international passenger showed resilience, and cargo remained strong in off-season. Middle East conflicts pushed up fuel costs, significantly increasing cost pressures. Global flight volumes recovered to 97% of 2019 levels; IATA downgraded 2026 profit forecast to $48 billion, down 37.2%.