Jaina Mistry's questions to Deutsche Lufthansa AG (DLAKY) leadership • Q1 2025
Question
Jaina Mistry asked for the transatlantic point-of-sale split between Europe and the U.S., inquired if the 10% revenue decline scenario reflects current trends, and requested quantification of Q1 cost efficiencies and the 2025 tax rate guidance.
Answer
CEO Carsten Spohr noted the point-of-sale mix is dynamic but shifting towards the higher-yield U.S. market. CFO Till Streichert clarified the 10% decline was a sensitivity analysis, not a current observation. He highlighted a 40% reduction in irregularity costs as a key Q1 efficiency and guided to a statutory tax rate slightly below 25%.