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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Consumer Cyclical sector.
Showing calendar 2026 Q1Free· the newest quarter (2026 Q2) is Pro.
Industry Sentiment Index · Calendar 2026 Q1
As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the Travel Services industry is 7/10 across 5 companies.
2024 Q4–2026 Q1. Each earlier point averages the available scores of this quarter’s 5-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q1
What management and analysts said on calls mapped to this calendar quarter.
The Travel Services average sentiment score fell from 7.8 to 7, with four of the five companies moving. Every call in the group named the same March disruption, and the Middle East conflict cost each of the online travel names roughly 2 percentage points of bookings or room night growth. What separated the scores was what management did with the full-year outlook. Airbnb raised it, Expedia Group reiterated, and Booking Holdings, Royal Caribbean and Norwegian Cruise Line each cut.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q1.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| Consumer Demand | 5 | 1121 |
| AI & Tech | 4 | 4 |
| FX | 3 | 21 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.