TUI AG (TUIFF)
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TUI: Right Strategy In Place To Capture Demand
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 (TUIFF) Q2 2025 Earnings Call Transcript
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: 2025 CMD Results As Expected, Upside In 2025E
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.
TUI aims for 3% profit margin for its airline business in mid-term
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.
TUI could look to buy specialist tourist businesses in coming years
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.
TUI boss: we will use partner airlines when facing strong demand
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: Further Upside Is Likely, Sees Rerating
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 (TUIFF) Q1 2025 Earnings Call Transcript
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.
TUI AG (TUIFF) Q4 2024 Earnings Call Transcript
TUI AG (OTCPK:TUIFF) Q4 2024 Earnings Conference Call December 11, 2024 4:30 AM ET Company Participants Nicola Gehrt - IR Sebastian Ebel - CEO Mathias Kiep - CFO Conference Call Participants Jamie Rollo - Morgan Stanley Cristian Nedelcu - UBS Othmane Bricha - Bank of America Nicola Gehrt Good morning, ladies and gentlemen. A very warm welcome to TUI's 2024 Results Presentation.
TUI profits jump by a third but sees pace slowing
TUI AG (LSE:TUI), the Germany-based travel group, saw underlying earnings surge by a third as all its business arms saw a healthy improvement over the past twelve months. Now Frankfurt-listed after scrapping its London quote, TUI said revenues rose by 12% to €23.2 billion in the year to September 2024 though it added it won't be able to maintain this pace.
TUI has wind at its back, analysts suggest
TUI AG's (LSE:TUI) full-year results next week with trends in travel and holidays still encouraging according to rivals and analysts. Matt Britzman, senior equity analyst, at Hargreaves Lansdown notes: “TUI has already offered a sunny outlook ahead of its fourth-quarter results next week, thanks to its upbeat trading statement in late September.
TUI: Plenty To Like About The Turnaround - I'm Adding
TUI's share price has significantly improved, outperforming the S&P500, driven by 8 consecutive quarters of double-digit operating income growth and strong revenue performance. The company is executing its turnaround strategy effectively, with expectations of a 10% revenue increase and at least 25% EBIT growth in FY24. TUI's fundamentals have strengthened, with reduced net debt and improved credit ratings, positioning it for potential dividend payments by 2025.
