Aeroméxico's fuel spending totaled 469 million dollars between July and September 2026, a 57.6% increase over the same period the previous year, and the response from the country's three largest airlines was similar: reassign supply, adjust frequencies and contain operating costs, according to Expansión.

In their third-quarter 2026 reports, Aeroméxico, Viva Aerobus and Volaris described the same pattern: jet fuel made their operations more expensive in a quarter of firm demand. For Mexico the adjustment matters because commercial aviation sustains much of tourism and mobility between regions, and because the capacity decisions of these three companies define connectivity for mid-sized cities. Volaris reported revenues 32% higher, 7% above the consensus forecast, and liquidity of 823 million dollars, according to El Economista, and its EBITDA held steady against the 24% decline analysts had anticipated.

Aeroméxico took in 1,600 million dollars, 13.6% more, and closed with a net profit of 40.6 million; its chief executive, Andrés Conesa, attributed the result to commercial initiatives and prudent capacity management. The company also reassigned part of its supply toward more profitable international destinations and adjusted the number of frequencies. Viva Aerobus posted revenues of 696 million, a 6.1% increase, but a net loss of 27 million: its fuel cost per seat and mile rose from 2.69 to 3.99 dollar cents, an increase of 48.6%, and its capacity fell 4.4% due to unscheduled Pratt & Whitney engine inspections. Juan Carlos Zuazua, Viva's chief executive, described an environment of high costs, a weaker macroeconomic context and a cautious consumer.

For the fourth quarter Volaris expects capacity, measured in available seat-miles, to rise close to 4%, and an EBITDA margin of 20%, according to El Economista. The year-end close and the high season will show whether the reshuffling of routes is enough to absorb the fuel cost without passing it on entirely to fares.

This article was written with the assistance of artificial intelligence from verified sources and reviewed by a human editor before publication.