TUI AG (TUIFF) Q4 2025 Earnings Call Transcript
Demand remained high, with 34.7 million people booking with TUI in fiscal 2025, up 5%, and revenue growing 4.4%.
TUI Group AG is the world's largest fully integrated tourism group. Shares have experienced significant volatility and overall decline from 2018 until now due to a confluence of major external shocks and the resulting financial challenges. TUI still carries a relatively high debt, but is now consistently growing top and bottom line.
TUI AG (OTCPK:TUIFF) Q3 2025 Earnings Conference Call August 13, 2025 3:00 AM ET Company Participants Mathias Kiep - Member of Executive Board & CFO Nicola Gehrt - Group Director of Investor Relations Sebastian Ebel - CEO & Chairman of Executive Board Conference Call Participants Andre Juillard - Deutsche Bank AG Andrew Lobbenberg - Barclays Bank PLC Cristian Nedelcu - UBS Investment Bank Jaina Mistry - Jefferies LLC Jamie David William Rollo - Morgan Stanley Jurgen Kolb - Kepler Cheuvreux Karan Puri - JPMorgan Chase & Co Muneeba Kayani - BofA Securities Richard J. Clarke - Sanford C.
I rate TUI AG a buy, as it is well-positioned to benefit from strong secular travel demand and a clear three-pronged growth strategy. TUI's asset-light Hotels & Resorts, fleet expansion in Cruises, and high-margin TUI Musement segments drive structural growth and superior profitability. Margin recovery in the Markets & Airlines segment is underway, with direct-to-consumer app adoption set to boost profitability and EBIT growth.
TUI AG (OTCPK:TUIFF) Q2 2025 Earnings Conference Call May 14, 2025 3:00 AM ET Company Participants Nicola Gehrt - Group Director, Investor Relations Sebastian Ebel - Chief Executive Officer Mathias Kiep - Chief Financial Officer Conference Call Participants Othmane Bricha - Bank of America Andrew Lobbenberg - Barclays Richard Clarke - Bernstein Cristian Nedelcu - UBS Jaina Mistry - Jefferies Conroy Gaynor - Bloomberg Intelligence Nicola Gehrt Good morning, ladies and gentlemen, a very warm welcome here in Nanova from our TUI Compass for our second quarter 2025 results presentation. My name is Nicola and I'm Group Director of Investor Relations and I'm here with our CEO, Sebastian Ebel; and our CFO, Mathias Kiep.
TUI is a promising turnaround story with a solid growth trajectory, despite past challenges and current high debt, making it a compelling investment opportunity. The company's integrated model and rising travel demand position it well for future growth, with a projected CAGR of 5.1% until 2029. TUI's valuation remains attractive at a 6x P/E, with a potential upside to €14/share, supported by strong financial performance and market trends.
Europe's largest tour operator TUI is aiming to expand its profit margin for its markets and airline unit to over 3% in the medium term, it said on Tuesday ahead of a capital markets day in Madrid.
Europe's largest tour operator TUI could look to buy smaller, specialist travel firms in the coming years to expand its global brand, Chief Executive Sebastian Ebel told Reuters on Friday.
The boss of Europe's largest tour operator, TUI, said on Friday it would use partner airlines like Ryanair to carry passengers when it is facing strong demand, enabling it to remain conservative on its own airline schedule.
TUI has shown significant recovery post-COVID-19, with a 22% return over the past year and strong 1Q25 results, including a 13% revenue increase. Despite no current dividend, TUI's fundamentals are improving, with a B+ rating (BB by Fitch as of 1Q25) and potential for dividend reinstatement by 2027, offering future yield. The company is undervalued at a P/E of 7x, with a price target of €14/share, suggesting a 92% is the possible upside in 3 years.
TUI AG (OTCPK:TUIFF) Q1 2025 Earnings Call February 11, 2025 3:00 AM ET Company Participants Nicola Gehrt - Investor Relations Sebastian Ebel - Chief Executive Officer Mathias Kiep - Chief Financial Officer Conference Call Participants Jamie Rollo - Morgan Stanley Muneeba Kayani - Bank of America Richard Clarke - Bernstein Chandni Hirani - Barclays Cristian Nedelcu - UBS Andre Juillard - Deutsche Bank Operator Good morning, everyone and welcome to the TUI AG Full Year ‘25 Q1 Results Webcast. My name is Drew and I'll be the coordinator for today's call.