Ryanair Flies Back To Profit Lane In FY23, Says Boeing Delivery Delays May Hurt FY24 Traffic Expectations
Portfolio Pulse from Lekha Gupta
Ryanair reported FY23 revenue growth of 124% Y/Y to €10.78 billion and a net profit of €1.43 billion, compared to a net loss of €355 million a year ago. The company's fuel needs are 85% hedged for FY24 and 25% of H1 FY25. Ryanair recently signed deals with Repsol, OMV, Neste, and Shell for sustainable aviation fuel. However, Boeing's delivery delays may impact FY24 traffic expectations.

May 22, 2023 | 10:40 am
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NEGATIVE IMPACT
Boeing's delivery delays may impact Ryanair's FY24 traffic expectations.
Boeing's delivery delays may negatively impact Ryanair's growth target for FY24, which could lead to a short-term negative impact on Boeing's stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 60
POSITIVE IMPACT
Neste signed a deal with Ryanair for sustainable aviation fuel.
Neste's deal with Ryanair for sustainable aviation fuel is a positive development for the company, potentially leading to a short-term positive impact on its stock price.
CONFIDENCE 80
IMPORTANCE 40
RELEVANCE 40
POSITIVE IMPACT
OMV signed a deal with Ryanair for sustainable aviation fuel.
OMV's deal with Ryanair for sustainable aviation fuel is a positive development for the company, potentially leading to a short-term positive impact on its stock price.
CONFIDENCE 80
IMPORTANCE 40
RELEVANCE 40
POSITIVE IMPACT
Repsol signed a deal with Ryanair for sustainable aviation fuel.
Repsol's deal with Ryanair for sustainable aviation fuel is a positive development for the company, potentially leading to a short-term positive impact on its stock price.
CONFIDENCE 80
IMPORTANCE 40
RELEVANCE 40
POSITIVE IMPACT
Ryanair reported strong FY23 results and signed deals for sustainable aviation fuel, but faces potential impact from Boeing delivery delays.
Ryanair's strong financial performance and commitment to sustainable aviation fuel are positive factors for the company. However, the potential impact of Boeing's delivery delays on FY24 traffic expectations may create short-term uncertainty.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Shell signed a deal with Ryanair for sustainable aviation fuel.
Shell's deal with Ryanair for sustainable aviation fuel is a positive development for the company, potentially leading to a short-term positive impact on its stock price.
CONFIDENCE 80
IMPORTANCE 40
RELEVANCE 40