Wire · operational-macro
Lufthansa Cargo rides airfreight pricing power to stronger yields
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Fusion42 · 4 November 2026 · Fusion42 review
Lufthansa Cargo increased its base yields by 14% year on year in Q3 2026, driven by strong demand and constrained capacity despite Middle Eastern airlines restoring services. The company’s adjusted EBIT more than tripled, benefiting from higher fuel cost pass-through and strong demand in Asia-Pacific and transpacific flows.
This Wire brief sits within Fusion42's coverage of Logistics Tech.
◆ ◆ The Wire takeaway
You face a tougher pricing environment as Middle Eastern airlines normalize capacity, but tight supply and strong Asian demand keep rates elevated. Start carving out transpacific lanes and high-margin verticals like pharma and semiconductors to protect yields this quarter.
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1 source · 4 Nov 2026
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