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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.
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. 
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