TUI AG (CH:TUI1)
:TUI1
Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.18Last Year’s EPS
0.33Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a cautiously optimistic tone: the company reported a very strong H1 with continued underlying EBIT growth, improved group result, tangible benefits from transformation, digital and AI initiatives, and strong cruise demand. However, significant short-term headwinds — notably the Iran war-related disruptions, Jamaica hurricane effects, a ~7% shortfall in booked summer revenue for Markets & Airlines, reduced customer prepayments (working capital impact), and a wider-than-desired guidance range — temper near-term outlook and visibility. Management emphasized these impacts are largely non-structural and highlighted multiple levers (cost efficiencies, hedging, capacity management, digital/l loyalty rollouts, and commercialization of airlines) to navigate the challenging second half.Company Guidance
Strong H1 and Continued EBIT Momentum
Strong H1 described as the strongest H1 to date; underlying EBIT up ~EUR 40m year-on-year and this marks the 14th consecutive quarter of underlying EBIT growth.
Improved Group Result and Cost Discipline
Group result after minorities improved by ~EUR 70m versus prior year, driven by operational improvement and continued cost discipline across P&L line items.
Revenue Stability
Group revenue broadly in line with prior year and slightly up on a constant currency basis (benefitting from EUR/GBP conversion); defended top-line despite disruptions.
Cruise Outperformance and Strong Demand
Cruise segment described as 'outstandingly strong' with demand outstripping capacity; occupancy only ~2% below prior year due to short-term service outages and expected to recover; new capacity additions supportive of growth.
Markets & Airlines Operational Improvement
Markets & Airlines delivered a significant improvement in results, with executives citing stronger margins driven by transformation, operational efficiencies and commercialization initiatives.
Digital & AI Gains Driving Efficiency
AI-driven initiatives yielded meaningful productivity gains (example: AI-based transfer planning increased bus load factors by ~5% and reduced staffing/costs); One app/OneWeb rollouts progressing and digital channels growing.
Direct Distribution Growth
App penetration increased to ~25% of direct bookings (almost +5 percentage points versus prior year), supporting lower distribution costs and improved unit economics.
Strong Hedging and Lower Interest Outlook
Fuel/energy hedging position strong for summer (some airlines ~85%; group averages reported ~63%) and interest expenses guided toward the lower end (~EUR 325m) reflecting better winter results.
New Products and Loyalty Initiatives
TUI Tours product rollouts and early-stage loyalty program launched (Nordics first) with early positive uptake; TUI Musement showing mid-single-digit growth in ancillaries and new customer acquisition.
Net Debt Position Stable (Non-structural Working Capital)
Net debt roughly flat versus prior year; management attributes deterioration in cash to temporary working capital (lower customer prepayments) rather than structural weakness and expects recovery when bookings normalize.
CH:TUI1 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CH:TUI1 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | CHF5.87 | CHF5.87 | 0.00% |
Feb 10, 2026 | CHF8.26 | CHF8.26 | 0.00% |
Dec 10, 2025 | CHF5.10 | CHF5.10 | 0.00% |
Aug 13, 2025 | CHF5.10 | CHF5.10 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does TUI AG (CH:TUI1) report earnings?
TUI AG (CH:TUI1) is schdueled to report earning on Aug 12, 2026, Before Open (Confirmed).
What is TUI AG (CH:TUI1) earnings time?
TUI AG (CH:TUI1) earnings time is at Aug 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of TUI AG stock?
The P/E ratio of TUI AG is N/A.
What is CH:TUI1 EPS forecast?
CH:TUI1 EPS forecast for the fiscal quarter 2026 (Q3) is 0.18.