AirAsia X and Capital A have met all conditions for the proposed disposal of AirAsia Aviation Group, paving the way for the consolidation of all AirAsia-branded airlines. All conditions precedent to the share sale and purchase agreement have been fulfilled or waived as of 29 October, according to their respective filings to Bursa Malaysia. With the fulfilment of conditions, Capital A says it "will determine and announce the Entitlement Date for the Proposed Distribution in due course." Under the restructuring, AirAsia X is also expected to raise MYR1 billion ($238 billion) through a private equity placement. Capital A had said earlier this month that the disposal of its aviation unit is expected to be done by December after multiple rounds of delays.

US president Donald Trump has cited several existing orders and commitments from Vietnam Airlines, Thai Airways International and Malaysia Airlines for Boeing aircraft in a flurry of statements on trade deals reached with Southeast Asian nations following meetings in Kuala Lumpur. White House statements released on 26 October specifically cited Vietnam Airlines' commitment to "purchase 50 aircraft from Boeing which is worth over $8 billion", seemingly referencing a commitment to order 50 737 Max 8s from September 2023. In a separate statement on agreement reached with Thailand, the office cited the "procurement of 80 US aircraft, totalling $18.8 billion", which appears to reference Thai's January order for 45 Boeing 787-9s with an option for 35 more. A joint statement with Malaysia refers to the "procurement of 30 aircraft plus a purchase option for 30 additional aircraft", seemingly referencing Malaysia Airlines' March announcement of an order for additional 737 Max jets. While a joint statement with Cambodia did not cite a specific commitment for jets from the US manufacturer, it says that "Air Cambodia commits to working jointly with Boeing in support of Cambodia’s aviation ecosystem development and Air Cambodia’s growth." The Cambodian carrier is not currently a Boeing operator, and Cirium fleets data shows that it has letters of intent to order up to 20 Comac C909s, while its only firm-order aircraft are three ATR 72-600s. Its current fleet is comprised of two Airbus A320ceos and two A319s. More similar announcements are expected in coming days as President Trump attends a Asia-Pacific Economic Cooperation summit in Seoul this week.

Volaris has observed an "inflection point" in transborder travel between the USA and Mexico, according to executives who spoke on the Mexican carrier's earnings call on 28 October. "We believe we have reached an inflection point in the US-Mexico transborder market, with booking trends showing sustained improvement compared to last year," says Holger Blankenstein, EVP airline, commercial and operations. "Since mid-August, our sales in the US-Mexico transborder market are above last year's level and that clearly demonstrates our ability to fine-tune our capacity, manage demand and capture the market momentum that we're seeing." Blankenstein adds: "If you look into the fourth quarter, the US-Mexico transborder booking trends are also showing a sustained improvement compared to last year and that's why we are quite optimistic about the fourth-quarter traffic evolution both in the domestic but also in the transborder market." Volaris's international load factor for the third quarter was 77% "as we actively prioritised yield over loads to optimise profitability", Blankenstein says. He notes that for the fourth quarter, as Volaris heads into the "holiday high season", international traffic is "tracking stronger with historical seasonality, setting the stage for improved profitability as we close the year". Chief executive Enrique Beltranena adds that this improvement came "notwithstanding the geopolitical disruptions observed throughout the year". He says: "In the international market, we are seeing a steady recovery in cross-border demand, with traffic improving month over month and holiday bookings already trending ahead of last year." In an analyst note about Volaris released ahead of the earnings call, TD Cowen notes that international traffic is "heavily exposed to VFR demand uncertainty around policy, possibly a lingering headwind for the duration of the current US administration". Tom Fitzgerald, an analyst at TD Cowen and the author of that note, adds: "Despite the uncertainty around policy and demand, we believe Volaris has an attractive set-up going into 2026. "The months of June and July should see a boost to demand around the World Cup. Volaris has direct service to 10 of the 16 host cities and feed to an additional three cities via its relationship with Frontier." Volaris's operating income and net profit fell 46% and 84%, respectively, in the third quarter, but the Mexican low-cost carrier expects a "solid start" to 2026 amid growing demand. Operating profit came in at $68 million, compared with $126 million in the same period last year, while net profit declined to $6 million from $37 million. Revenue dropped 3.6% to $784 million, while operating expenses grew 4.2% to $716 million. Capacity was lifted 4.6%, outstripping a 1% rise in traffic. This resulted in a three-percentage-point dip in load factor, to 84.4%.