Air Canada (TSX:AC) Tariff Resilience Score: 5/10 (As of Jul. 01, 2026)


TSX:AC Air Canada TSX:AC
86 GF Score
Price C$24.74
GF Value C$24.15
Valuation Fairly Valued
! 5 Warning Signs
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What is Air Canada Tariff Resilience Score?

Air Canada TSX:AC +1.02% 86 Tariff Resilience Score is 5 as of Jul. 01, 2026. GuruFocus rates TSX:AC with a GF Score™ of 86/100 and a GF Value™ of C$24.15 (Fairly Valued). The stock has 5 warning signs investors should review. Among 1,052 Transportation companies, Air Canada ranks better than 89.64% on this metric.

Air Canada has the Tariff Resilience Score of 5, which implies that the company might have Average Resilient.

Air Canada has Air Canada is exposed to tariffs on aircraft parts and fuel, which are significant cost components. Historical impacts from tariffs have been moderate, with some mitigation through hedging and strategic partnerships. However, its international routes are vulnerable to trade tensions.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Air Canada might have Average Resilient.

Air Canada  (TSX:AC) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Air Canada Tariff Resilience Score Related Terms

TSX:AC vs DAL, UAL, LUV: Tariff Resilience Score Comparison

For the Airlines subindustry, Air Canada's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Air Canada Tariff Resilience Score vs Transportation Industry

For the Transportation industry and Industrials sector, Air Canada's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Air Canada's Tariff Resilience Score falls into.


TSX:AC
86GF Score
Air Canada TSX:AC
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 5 mean?
Air Canada (TSX:AC) has a Tariff Resilience Score of 5 as of Jul. 01, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Air Canada ranks #109 out of 1052 companies in the Transportation industry, placing it in the top 10.4%.
Is Air Canada's Tariff Resilience Score too high?
Air Canada's current Tariff Resilience Score is 5. Based on the distribution chart, Air Canada ranks #109 out of 1052 companies in the Transportation industry, which is in the top quartile — a strong position relative to peers. Overall, Air Canada has a GF Score™ of 86/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Air Canada's Tariff Resilience Score compare to DAL and UAL?
According to the Transportation industry distribution chart, Air Canada ranks #109 out of 1052 companies for Tariff Resilience Score. This places Air Canada in the top 10% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Transportation company?
A good Tariff Resilience Score depends on the Transportation industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Air Canada's current Tariff Resilience Score is 5. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Air Canada stock overvalued right now?
Based on GuruFocus' analysis, Air Canada (TSX:AC) is currently considered Fairly Valued. The stock's GF Value™ is C$24.15, compared to a current price of C$24.74 — trading 2.4% above its estimated fair value. The current Tariff Resilience Score is 5. Air Canada's overall GF Score™ is 86/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Air Canada (TSX:AC), the current Tariff Resilience Score is 5 as of Jul. 01, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Air Canada (TSX:AC) Overvalued in 2026?

Based on GuruFocus' analysis, Air Canada stock appears to be overvalued. The current stock price of C$24.74 is trading 2.4% above its estimated GF Value™ of C$24.15. GuruFocus considers Air Canada to be Fairly Valued.

Key valuation signals for TSX:AC:

  • Tariff Resilience Score: 5
  • GF Value™: C$24.15 vs. price of C$24.74 (2.4% above fair value)
  • GF Score™: 86/100 with 5 warning signs

No single metric tells the full story. See the TSX:AC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Air Canada Business Description

Address 7373 Cote Vertu Boulevard West, Air Canada Centre, Saint-Laurent, Montreal, QC, CAN, H4S 1Z3
Air Canada is Canada's largest airline, serving nearly 50 million passengers each year, together with its low-cost subbrand, Rouge, and contracts for regional connection flights into its network. Air Canada is a sixth-freedom airline, which flies many passengers on long-haul trips to and from the US with a layover in Canada.
86GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

C$24.74
Price
C$24.15
GF Value