Latest Travel Demand News

Qantas says resilient travel demand is keeping FY27 trading in line with its August outlook, despite a sharply higher fuel burden. The airline has maintained its revenue growth guidance while trimming planned capital expenditure to the lower end of its range.

Airbnb delivered a stronger third quarter, with revenue, bookings and profitability all accelerating, while lifting its full-year 2026 outlook and authorising a further US$12 billion share repurchase program. The company is also positioning AI, hotels and travel services as the next leg of growth.

Booking Holdings delivered strong third-quarter booking and adjusted earnings growth, but a US$900 million revenue reduction linked to an FTC matter pushed reported revenue and net income lower. Its fourth-quarter guidance also points to softer travel demand and continuing disruption from the Middle East conflict.

Camplify Holdings generated $1.438 million in operating cash flow in the first quarter of FY27 and ended September with $11.333 million in cash and no debt. But GTV fell 27% year on year and forward bookings remained 17% below the prior corresponding period, leaving the summer booking cycle as the key test.

Helloworld Travel expects FY27 Underlying EBITDA of $78 million to $84 million, including a $14 million contribution from its Crown Currency Exchange acquisition. Forward bookings are running about 10% ahead, although first-quarter trading was broadly flat and the guidance remains partly unaudited.

FlexiRoam has delivered its first full-year statutory profit and positive operating cash flow since listing, despite a 25% revenue decline. The ASX-listed connectivity company enters FY27 with more cash, a recurring revenue-heavy mix and a collection of recently signed agreements still to deploy.

FlexiRoam Limited (ASX:FRX) reported a statutory net profit after tax of $0.7 million for FY26, reversing a $2.0 million loss in FY25, driven by a pivot to higher-quality recurring revenue and operational discipline.

Ingenia Communities Group (ASX: INA) reported an 18% rise in FY26 EBIT to $193.4 million, beating guidance, while underlying EPS grew 16% to 35.8 cents. The group also extended its land lease development pipeline to 8,800 sites, underpinning future growth.

SiteMinder Limited (ASX:SDR) nearly doubled its adjusted EBITDA to $28.1 million in FY26, driven by a 22% revenue increase and strong adoption of its AI-powered Smart Platform. The company narrowed its net loss by more than half amid ongoing investments in growth and operational efficiency.

Helloworld Travel has downgraded its FY26 Underlying EBITDA forecast to $57-$62 million, citing the impact of the ongoing Middle East conflict on airline capacity and travel bookings. Despite near-term setbacks, forward bookings from July show signs of recovery.

Millennium & Copthorne Hotels New Zealand (MCK) posted robust 2025 revenue gains driven by acquisitions and refurbishments, yet signals a cautious outlook for 2026 as geopolitical tensions and rising costs cloud the horizon.

Webjet Group reported a 1% revenue rise to $136.4 million for FY26 but saw underlying EBITDA drop 20% to $28.1 million due to increased investment and softer trading. The company completed its Locomote acquisition, announced a fully franked 4 cents per share dividend, and revealed CEO Katrina Barry’s resignation.