The Strait of Hormuz Is Open: Time to Buy Airline Stocks?

Following a U.S.-Iran memorandum of understanding, the Strait of Hormuz has reopened and oil prices have fallen 20% over the past month. While airline stocks have already recovered from conflict-related losses, investors should focus on individual airline fundamentals rather than geopolitical events. Delta Air Lines demonstrates resilience through premium customer focus and an oil refinery hedge, while American Airlines pursues a turnaround strategy despite higher debt levels.