Q2 2025 TUI AG Earnings Call Transcript
Key Points
- TUI AG (TUIFF) reported a strong set of numbers for Q2 2025, exceeding expectations.
- The company reconfirmed its guidance for 7% to 10% EBIT growth for the year.
- Revenue increased by 1.5% to EUR 3.7 billion, with a strong performance in Holiday Experiences.
- The TUI app saw significant growth, with app sales up 40% and a 10% share in the UK.
- TUI Cruises and Marella showed strong performance, with increased capacity and high occupancy rates.
- The Q2 performance was impacted by the shift of Easter, affecting booking patterns and revenue timing.
- There were revaluation effects due to currency fluctuations, impacting hotel results.
- The company faces geopolitical and macroeconomic uncertainties, focusing on margin protection and cost reduction.
- Risk capacity bookings are slightly down year-on-year, with a focus on dynamic packaging to offset this.
- The company is cautious about the second half of the year due to higher uncertainty and cost inflation.
Good morning, ladies and gentlemen. A very warm welcome here in Hanover from our TUI campus for our second quarter 2025 results presentation. My name is Nicola, and I'm Group Director, Investor Relations. And I'm here with our CEO, Sebastian Ebel; and our CFO, Mathias Kiep. We are very pleased to report a strong set of numbers, which exceed expectations.
And with that, I have the pleasure of handing over to Sebastian and Mathias. And Sebastian, you go first.
Yes. Thank you very much. Happy to present the Q2 and therefore, the H1 results to you.
The agenda is like we do it in the past. I will give the operational and strategic highlights. Mathias will dive into the numbers from my side, the trading, outlook, and a short summary. The Q2 is the weakest in our year's performance. We always say you can't win the year, but you can lose the year. And therefore, we are pleased what we have seen and what we can
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