Stock Markets February 25, 2026

Air New Zealand Sees First-Half Loss, Launches Strategic Review Amid Maintenance and Demand Headwinds

Engine maintenance setbacks, sluggish travel recovery and rising costs push the flag carrier to a half-year loss and prompt a company-wide review

By Hana Yamamoto AIR
Air New Zealand Sees First-Half Loss, Launches Strategic Review Amid Maintenance and Demand Headwinds
AIR

Air New Zealand reported a first-half loss driven by ongoing engine maintenance delays, softer-than-expected travel demand and elevated costs, prompting management to initiate a comprehensive strategic review aimed at restoring sustained profitability. The carrier posted a NZ$59 million loss before tax for the six months to December 31, wider than consensus, and did not declare an interim dividend while warning of continued pressure in the second half.

Key Points

  • Air New Zealand reported a NZ$59 million loss before tax for the six months ended December 31, missing Visible Alpha consensus of a NZ$21 million loss and reversing a NZ$144 million profit from the prior year.
  • Management has launched a comprehensive strategic review to restore sustained profitability, with CEO Nikhil Ravishankar delivering his first results commentary since becoming CEO in October.
  • The airline did not declare an interim dividend and forecast second-half earnings to be flat or weaker, citing continued pressure from aviation system and supply chain costs.

Feb 26 - Air New Zealand said on Thursday it has begun a strategic review of its operations after reporting a worse-than-expected loss for the first half of its financial year, attributing the result to engine maintenance delays, weaker travel demand and higher operating costs.

The carrier reported a loss before tax of NZ$59 million for the six months ended December 31, compared with a profit of NZ$144 million in the same period a year earlier. The result was materially larger than the Visible Alpha consensus estimate of a NZ$21 million loss.

In explaining the deterioration, the airline cited sustaining earnings pressure over recent years as global engine maintenance issues have left some aircraft grounded. Management linked that operational disruption with a slower recovery in passenger demand and increased cost pressures as key drivers of the half-year deficit.

"We are undertaking a comprehensive review of all aspects of the business, with the objective of returning the airline to sustained profitability," said Chief Executive Officer Nikhil Ravishankar in his first results statement since taking the top role in October.

The company did not declare an interim dividend for the period. Looking ahead, Air New Zealand warned that it expects second-half earnings to be flat or weaker than the first half, and it flagged ongoing pressure stemming from aviation system and supply chain costs.

Financially, the NZ$59 million loss before tax equates to US$35.38 million using the company-provided conversion of $1 = 1.6675 New Zealand dollars.

The combination of grounded aircraft due to engine maintenance and a softer travel recovery contributed to a rare half-year loss - the first such result in four years for the carrier. Management has initiated a strategic review intended to assess the full business and identify paths back to durable profitability, though the company also cautioned that cost pressures from the aviation system and supply chain are likely to persist into the remainder of the year.


Summary

Air New Zealand posted a NZ$59 million pre-tax loss for the six months to December 31, missing consensus and reversing a prior-year NZ$144 million profit. Engine maintenance delays, weaker travel demand and higher costs prompted management to start a comprehensive strategic review, and the airline did not declare an interim dividend while forecasting second-half earnings to be flat or weaker.

Risks

  • Continued engine maintenance delays that keep aircraft grounded - impacts the airline and broader aviation maintenance sectors.
  • A weaker-than-expected recovery in travel demand that reduces revenue for carriers and the travel industry more widely - impacts airlines and tourism-related markets.
  • Sustained or rising aviation system and supply chain costs that erode margins and constrain recovery in earnings - impacts airline operating costs and suppliers in aviation logistics.

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