Record Airport Traffic in the US on Sunday Post-Thanksgiving: Are Airline Stocks Poised for Growth Through 2026?
Record Airport Traffic: TSA set a new record by screening 3,133,924 passengers on November 30, 2025, surpassing the previous record of 3,096,797 set in June 2025, with all top 10 busiest days occurring in 2024 or 2025.
Impact on Airline Stocks: The surge in passenger traffic is seen as potentially beneficial for major U.S. airlines like American Airlines, Delta, United, and Southwest, especially following a recent government shutdown that affected operations.
Overall Passenger Screening: From November 25 to December 1, over 18 million passengers were screened, indicating a strong travel trend during the Thanksgiving holiday.
ETF Performance: The US Global Jets ETF, which includes major airline stocks, experienced a 1.71% increase, nearing a 52-week high, reflecting positive sentiment in the airline sector due to the record traffic.
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- Share Acquisition: Kiltearn Partners LLP purchased an additional 264,600 shares of LKQ in Q4 2025, with an estimated transaction value of $7.98 million, indicating confidence in the auto parts sector.
- Increased Stake: This acquisition raised Kiltearn's stake in LKQ to 3.24%, making it the 12th largest holding in their portfolio, which underscores its significance despite not being in the top five.
- Financial Performance: As of February 13, 2026, LKQ shares were priced at $34.10, down 8.6% year-over-year, with net income falling by 39.1% over the past three years, highlighting the challenges the company faces.
- Strategic Review: Following the divestiture of its self-service segment last year, LKQ anticipates a $25 million increase in 2025 operating cash flow, indicating a strategic review aimed at maximizing shareholder value.
- Shareholder Rights Investigation: Halper Sadeh LLC is investigating whether certain officers and directors of Southwest Airlines breached their fiduciary duties to shareholders, which could lead to potential reforms in corporate governance aimed at enhancing transparency and accountability, thereby increasing shareholder value.
- Legal Relief Options: Long-term shareholders of Southwest Airlines may have the opportunity to seek corporate governance reforms, return of funds, or court-approved financial incentive awards, providing greater protection of shareholder rights and potential economic benefits.
- Importance of Participation: Shareholder involvement can improve a company's policies, practices, and oversight mechanisms, promoting effective management and ultimately enhancing overall shareholder value, highlighting the significance of collective action in corporate governance.
- Legal Fee Arrangement: Halper Sadeh LLC will handle this case on a contingent fee basis, meaning shareholders will not be responsible for out-of-pocket legal fees or expenses, reducing the financial burden on shareholders and encouraging more investors to seek legal relief.
- Free Internet Service: Southwest Airlines is providing free Starlink internet connectivity to its Rapid Rewards members, with plans to integrate the service on over 300 aircraft by the end of 2026, significantly enhancing customer travel experience.
- First Aircraft Launch: The first Starlink-equipped aircraft will enter service this summer, a move that not only meets customer expectations for seamless connectivity but also has the potential to boost customer loyalty and brand image.
- Expanded Coverage: Starlink will deliver WiFi across Southwest's network in 11 countries, further enhancing the airline's competitiveness in the global market, especially against the backdrop of increasing customer demand for high-quality internet services.
- Executive Commentary: Southwest's Chief Customer & Brand Officer Tony Roach noted that free WiFi has been a huge hit with Rapid Rewards members, indicating strong customer demand for seamless connectivity while traveling, which suggests further innovations in service offerings in the future.
- Inflight Connectivity Upgrade: Southwest Airlines partners with SpaceX to deploy Starlink on over 300 aircraft by the end of 2026, enabling high-speed WiFi that allows customers to stream videos and communicate in real-time during flights, thereby enhancing customer satisfaction and loyalty.
- Significant Technological Advantage: The Starlink satellite network consists of over 9,000 low-Earth orbit satellites, capable of supporting HD streaming and online gaming, greatly improving the inflight entertainment experience and likely attracting more customers to choose Southwest, enhancing its market competitiveness.
- Enhanced Customer Experience: As the largest U.S. airline offering free WiFi fleetwide, Southwest's integration of Starlink, supported by T-Mobile, will further elevate the flying experience, meeting customer expectations for seamless connectivity and promoting increased customer loyalty.
- Strategic Investment Outlook: This technological integration not only upgrades existing services but also reflects Southwest's commitment to the future of air travel, with expectations to attract more passengers through improved service, driving long-term growth for the company.
- Flight Suspension: The FAA temporarily halted all flights within an 11-mile radius of El Paso International Airport due to suspected cartel-operated drones entering U.S. airspace, highlighting significant security concerns.
- Military Response: The U.S. military took action to neutralize the drones using various counter-drone tools, including electronic disruption systems and directed energy weapons, indicating a robust defense against aerial threats.
- Flight Resumption: Hours later, the FAA lifted the restrictions, confirming that commercial aviation was not at risk and normal operations could resume, demonstrating a quick assessment and response to aviation safety.
- Increased Drone Activity: Criminal groups have increasingly deployed drones along the southern border for monitoring and smuggling, with U.S. Northern Command reporting over 1,000 drone incursions monthly, underscoring the growing severity of this emerging threat.
- Flight Resumption: The FAA lifted temporary flight restrictions over El Paso, Texas, on Wednesday, stating that there is no threat to commercial aviation, allowing all flights to resume normal operations and ensuring stability in air transport.
- Background of Restrictions: The FAA had imposed restrictions on Tuesday night, barring flights within an 11-mile radius of El Paso International Airport and below 18,000 feet for up to 10 days, indicating a serious concern for security issues.
- Local Reaction: Local leaders expressed shock at the sudden decision, with El Paso City Rep. Chris Canales noting that neither local government nor military bases received advance notice, highlighting a lack of transparency in government security management.
- Impact on Airlines: According to aviation data firm Cirium, Southwest Airlines, American Airlines, and United Airlines have hundreds of flights scheduled through El Paso this month, and the lifting of restrictions will help restore normal operations for these airlines, mitigating potential economic losses.









