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Air Canada (AC) investor relations material
Air Canada 24th Annual CIBC Eastern Institutional Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.24th Annual CIBC Eastern Institutional Investor Conference summary25 Sep, 2025
Demand and network performance
Estimated $375 million revenue impact from the recent strike, mainly in August, with booking softness attributed to labor disruption rather than consumer weakness.
International network remains strong, with extended transatlantic leisure demand into October and robust Sixth Freedom traffic, especially from U.S. travelers connecting internationally.
Corporate travel is recovering well across Canadian domestic, U.S. transborder, and international segments.
Canadian domestic leisure faces more pressure due to increased capacity, while international routes to China and Hong Kong see competition from Chinese carriers; Japan and Australia perform strongly.
Premium cabin demand is solid, with premium revenue making up about 30% and growing 5% year-over-year in 2024.
Capacity, yield, and cost management
Capacity was redeployed to absorb market changes, with a focus on maintaining premium and corporate travel segments.
Yields have remained stable post-strike, with no need for significant discounting; fuel prices have been steady and are a key factor in yield and cost.
The airline recovered quickly from the strike, restoring normal booking patterns within days.
Committed to $150 million in cost savings for the year, with ongoing focus on productivity and efficiency through 2026.
Updated CASM guidance reflects capacity reductions due to the strike, with cost structure largely unchanged except for variable costs like fuel.
Strategic growth and fleet plans
Growth strategy is anchored on international expansion, demographic trends, and Sixth Freedom traffic, with new routes to Spain, Sicily, and expanded Latin American destinations.
Fleet modernization continues, with significant narrow-body aircraft additions planned for 2026, expected to drive cost efficiency and margin expansion.
Full-year impact of current labor agreements will be seen in 2026, with another major contract due that year.
$10 billion CapEx planned through 2027, with flexibility via sale-leasebacks to manage peak spending and maintain leverage targets.
Fleet additions impact on 2026-27 cost structure?
Dividend potential post-CapEx peak?
Quantify Six Freedom traffic's future growth?
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Next Air Canada earnings date
Q3 20255 Nov, 2025
Next Air Canada earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Air Canada provides air transportation in Canada and around the world. The Company also provides related services in support of its core business. In addition, it sells cargo capacity on its aircraft to third party airlines. Air Canada serves over 33 million customers annually and provides scheduled passenger service directly to 64 Canadian cities, 56 destinations in the United States and 81 cities in Europe, the Middle East, Africa, Asia, Australia and the Caribbean. Air Canada was founded in 1937 and is headquartered in Saint-Laurent, Canada.
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