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    Alex Irving

    Senior Analyst at Bernstein

    Alex Irving is a Senior Analyst at Bernstein Research specializing in European Transport, with a focus on leading public companies in aviation, rail, and logistics. Since joining Bernstein in 2021, he has covered major firms across the sector, leveraging deep industry experience to provide actionable investment insights and recommendations. Irving's analyst performance is tracked by independent platforms, supporting a transparent record of call history and success rates, though specific aggregate rankings or return metrics are not widely published. He holds the CFA designation and is recognized for his comprehensive research approach and sector expertise.

    Alex Irving's questions to Sabre (SABR) leadership

    Alex Irving's questions to Sabre (SABR) leadership • Q2 2025

    Question

    Alex Irving asked for the basis of management's confidence that the current booking weakness is transitory and not structural. He also inquired about how much of the 9% underlying decline from the GDS market and Sabre's mix might be expected to reverse in 2026.

    Answer

    President & CEO Kurt Ekert stated that while no 2026 guidance is being offered, the weakness is considered transitory because it's driven by a temporary mix shift, with corporate and government travel being disproportionately down. He believes these sectors are fundamentally healthy and will recover, and that unfavorable geographic mix is not a permanent headwind. He emphasized strong visibility into new business wins driving future growth.

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    Alex Irving's questions to AIR FRANCE-KLM /FI (AFLYY) leadership

    Alex Irving's questions to AIR FRANCE-KLM /FI (AFLYY) leadership • Q3 2023

    Question

    Asked about the union reaction to the domestic France restructuring, the extent of changes required at SAS for profitability and Air France-KLM's influence, and the reasons for economy yields outperforming premium yields compared to 2019 levels.

    Answer

    The company believes the union situation regarding the domestic restructuring is manageable due to a long notice period and no forced job losses. The investment in SAS is justified by its strategic plans and the benefits of it switching to SkyTeam. The difference in yield performance is partly due to changes in cabin configuration, with larger premium cabins affecting the average yield growth rate, while premium economy continues to perform very well.

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