Earnings call transcript: Ryanair Q2 2025 profit soars, stock rises 2% By Investing.com

Contributing sentiments towards policy:

58% : Company Performance Ryanair has demonstrated strong financial health in Q2 2025, with profit after tax reaching £1,720 million, marking a 20% increase compared to the same period last year.
58% : EU airline consolidation accelerates.
57% : Key Takeaways * Ryanair's Q2 profit after tax increased by 20% year-over-year.
57% : As you will have noted this morning, we reported a strong Q2 profit after tax of GBP 1,720,000,000.00, that's up 20% on the prior year.
56% : And I think when you put that together with the strong cost control in the business, we're looking at reasonable profit after tax growth in the current financial year.
55% : European airlines are absolutely united in calling for a level playing field in enviro taxes that can be delivered reasonably quickly by bringing e t Europe's ETS rates into line with CORSIA, which is the ICAO system, which all the international long haul airlines are are are paying.
54% : Interviewer/Moderator: What was Ryanair's EU ownership position at quarter end? Michael O'Leary, Group CEO, Ryanair:
53% : Profit after tax: £1,720 million (+20% YoY) *
52% : We're also adding over 90 new routes next summer to those airports and to those countries and regions where they're abolishing taxation on air travel.
52% : But however, as at the September 30, EU ownership was at 33%, which is significantly above the 20% threshold for potential reintroduction of purchase restrictions.
51% : So it's too early at this stage to provide meaningful profit after tax guidance.
50% : Europe's airlines have called for a level playing field on enviro taxes that can be delivered easily by bringing ETS rates into line with Corsia, which is what the long haul IATA airlines pay, and by delivering urgent ATC reform supported by all the A four E airlines, which has called for protecting overflights during national strikes and demanding and mandating that Europe's ATC providers are fully staffed, particularly France, Germany and Spain for the first wave of daily departures.
50% : We're now pretty confident that we're going to recover all of last year's 7% fare declines, but it's still too early for full year 2026 profit after tax guidance.
48% : Accordingly, it remains too early to provide any meaningful full year profit after tax guidance.
47% : It is to try to convince these governments at these airports, you must reduce or abolish your environmental taxation on air travel and reduce your high costs if you want to grow.
39% : Constrained capacity, however, means we're allocating aircraft and that spare growth capacity to those airports and regions who are causing taxes to grow.
37% : And as a result of that, you've seen Us churn flights routes away from high cost, uncompetitive markets like Germany, Austria and regional Spain and into lower cost markets in such as Sweden, Slovakia, Italy, Albania and Morocco, where governments are abolishing environmental taxes on aviation and airports are incentivizing growth.
37% : We're reallocating that capacity where people don't pick up as we're reallocating that capacity to those regions or countries who abolished environmental taxation and airports who are reducing fees or at least incentivizing growth.
34% : Some of those will be given back though as environmental taxes or ETS taxes rise.
29% : This winter, we continue to allocate Ryanair scarce capacity to those regions and airports who are reducing airport fees to identify growth or who are abolishing environmental taxes or aviation taxes.
19% : While the commission stands idly by, the EU parliament is proposing even more stupid regulations, such as further increasing free carry on luggage limits even though there's no room in the aircraft cabin for these increased cabin bags.
15% : Yet again, the European Parliament shoots itself in the foot with stupid regulations at a time which will increase cost for consumers at a time when the Draghi report has urgently called for Europe to be more competitive by pushing back these stupid regulations.

*Our bias meter rating uses data science including sentiment analysis, machine learning and our proprietary algorithm for determining biases in news articles. Bias scores are on a scale of -100% to 100% with higher negative scores being more liberal and higher positive scores being more conservative, and 0% being neutral. The rating is an independent analysis and is not affiliated nor sponsored by the news source or any other organization.