{"id":155031,"date":"2026-09-23T11:30:14","date_gmt":"2026-09-23T08:30:14","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/23\/havacilik-sektorunde-yolcu-trafiginde-sinirli-toparlanma-izlendi"},"modified":"2026-09-23T11:30:14","modified_gmt":"2026-09-23T08:30:14","slug":"havacilik-sektorunde-yolcu-trafiginde-sinirli-toparlanma-izlendi","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2026\/09\/23\/havacilik-sektorunde-yolcu-trafiginde-sinirli-toparlanma-izlendi\/","title":{"rendered":"Havac\u0131l\u0131k sekt\u00f6r\u00fcnde yolcu trafi\u011finde s\u0131n\u0131rl\u0131 toparlanma izlendi"},"content":{"rendered":"<p>Halk Yat\u0131r\u0131m, 2026 y\u0131l\u0131 A\u011fustos ay\u0131na ili\u015fkin havac\u0131l\u0131k sekt\u00f6r\u00fc verilerini de\u011ferlendirdi. Devlet Hava Meydanlar\u0131 \u0130\u015fletmesi (DHM\u0130) verilerine g\u00f6re, iki kere say\u0131lan i\u00e7 hat yolcu say\u0131s\u0131na g\u00f6re d\u00fczeltilen verilere g\u00f6re hizmet alan toplam yolcu say\u0131s\u0131 A\u011fustos ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 3,6 artarak 23,2 milyon oldu.<\/p>\n<p>Rapora g\u00f6re d\u0131\u015f hat yolcu say\u0131s\u0131 y\u00fczde 2,7 art\u0131\u015fla 17,6 milyona, i\u00e7 hat yolcu say\u0131s\u0131 ise y\u00fczde 6,8 art\u0131\u015fla 5,6 milyona y\u00fckseldi. Ta\u015f\u0131nan toplam y\u00fck tonaj\u0131 da y\u00fczde 0,9 art\u0131\u015fla 567,5 bin tona ula\u015ft\u0131.<\/p>\n<p>Ocak-A\u011fustos d\u00f6neminde toplam yolcu say\u0131s\u0131 y\u0131ll\u0131k bazda y\u00fczde 2 art\u0131\u015fla 131,7 milyon olarak ger\u00e7ekle\u015fti. Bu d\u00f6nemde d\u0131\u015f hat yolcu say\u0131s\u0131 y\u00fczde 0,3 artarak 95,9 milyona y\u00fckselirken, i\u00e7 hat yolcu say\u0131s\u0131 y\u00fczde 6,8 art\u0131\u015fla 35,8 milyon oldu.<\/p>\n<p>Havalimanlar\u0131 baz\u0131nda A\u011fustos ay\u0131nda \u0130stanbul Havaliman\u0131 y\u0131ll\u0131k y\u00fczde 3,3 art\u0131\u015fla 7,6 milyon yolcuya hizmet verdi. Sabiha G\u00f6k\u00e7en Havaliman\u0131\u2019nda yolcu say\u0131s\u0131 y\u00fczde 9,3 art\u0131\u015fla 4 milyona, Esenbo\u011fa Havaliman\u0131\u2019nda ise y\u00fczde 14,9 art\u0131\u015fla 1 milyonun \u00fczerine \u00e7\u0131kt\u0131. Antalya Havaliman\u0131\u2019nda yolcu trafi\u011fi y\u00fczde 1,3 azal\u0131rken, \u0130zmir\u2019de y\u00fczde 1,4 artt\u0131.<\/p>\n<p>Halk Yat\u0131r\u0131m, d\u0131\u015f hatlarda Temmuz ay\u0131n\u0131n ard\u0131ndan A\u011fustos ay\u0131nda da toparlanma g\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc belirterek, Eyl\u00fcl ay\u0131nda mevcut seyrin korunmas\u0131 halinde \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte s\u0131n\u0131rl\u0131 b\u00fcy\u00fcme \u00f6ng\u00f6rd\u00fc. \u0130\u00e7 hatlarda ise orta-tek haneli b\u00fcy\u00fcme e\u011filiminin s\u00fcrd\u00fc\u011f\u00fc de\u011ferlendirildi.<\/p>\n<p>Raporda, havac\u0131l\u0131k sekt\u00f6r\u00fc a\u00e7\u0131s\u0131ndan A\u011fustos ay\u0131 trafik sonu\u00e7lar\u0131 \u201cs\u0131n\u0131rl\u0131 pozitif\u201d olarak de\u011ferlendirildi.<\/p>\n<p>Halk Yat\u0131r\u0131m, \u00f6n\u00fcm\u00fczdeki d\u00f6nemde sekt\u00f6r g\u00f6r\u00fcn\u00fcm\u00fc a\u00e7\u0131s\u0131ndan yak\u0131t fiyatlar\u0131n\u0131n seyrinin kritik fakt\u00f6rlerden biri olaca\u011f\u0131n\u0131 belirtti. Orta Do\u011fu\u2019daki jeopolitik riskler ile Rusya\u2019n\u0131n rafineri altyap\u0131s\u0131nda ya\u015fanan hasarlar\u0131n jet yak\u0131t\u0131 crack marjlar\u0131n\u0131n y\u00fcksek seyretmesine neden oldu\u011fu ifade edildi. Yak\u0131t maliyetlerine y\u00f6nelik yukar\u0131 y\u00f6nl\u00fc risklerin havac\u0131l\u0131k \u015firketlerinin karl\u0131l\u0131k ve marj beklentileri \u00fczerinde bask\u0131 olu\u015fturabilece\u011fi kaydedildi.<\/p>\n<p>IATA verilerine g\u00f6re k\u00fcresel yolcu trafi\u011fi Temmuz ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 0,2 artarak \u00fc\u00e7 ayl\u0131k daralman\u0131n ard\u0131ndan yeniden b\u00fcy\u00fcmeye ge\u00e7ti. Mevsimsellikten ar\u0131nd\u0131r\u0131lm\u0131\u015f yolcu trafi\u011fi ise Haziran ay\u0131na g\u00f6re y\u00fczde 1,3 artt\u0131.<\/p>\n<p>K\u00fcresel hava kargo talebi de Temmuz ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 3,9 y\u00fckseldi. Ancak b\u00fcy\u00fcme, Haziran ay\u0131nda kaydedilen y\u00fczde 8,5\u2019lik art\u0131\u015fa g\u00f6re ivme kaybetti.<\/p>\n<p>Euro Control verilerine g\u00f6re A\u011fustos ay\u0131nda g\u00fcnl\u00fck ortalama u\u00e7u\u015f say\u0131s\u0131 y\u00fczde 2,6 artarak 36 bin 309\u2019a y\u00fckseldi. T\u00fcrk Hava Yollar\u0131\u2019n\u0131n g\u00fcnl\u00fck ortalama u\u00e7u\u015f say\u0131s\u0131 y\u00fczde 6 art\u0131\u015fla 1.875 olurken, Pegasus\u2019un u\u00e7u\u015f say\u0131s\u0131 y\u00fczde 5,3 art\u0131\u015fla 704 olarak ger\u00e7ekle\u015fti.<\/p>\n<p>Halk Yat\u0131r\u0131m\u2019\u0131n de\u011ferlendirmesine g\u00f6re T\u00fcrk Hava Yollar\u0131\u2019n\u0131n toplam yolcu say\u0131s\u0131 A\u011fustos ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 5,6 artarak 10 milyona y\u00fckseldi. Yurt i\u00e7i yolcu say\u0131s\u0131 y\u00fczde 6,8 art\u0131\u015fla 3,6 milyon, yurt d\u0131\u015f\u0131 yolcu say\u0131s\u0131 ise y\u00fczde 5 art\u0131\u015fla 6,4 milyon oldu.<\/p>\n<p>\u015eirketin yolcu doluluk oran\u0131 1,3 puan artarak y\u00fczde 88\u2019e y\u00fckselirken, kapasite y\u00fczde 4,2 art\u0131\u015fla 26,4 milyar AKK seviyesinde ger\u00e7ekle\u015fti. Kargo ve posta miktar\u0131 da Temmuz ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 6,1 artarak 204,3 bin tona ula\u015ft\u0131.<\/p>\n<p>Halk Yat\u0131r\u0131m, THY\u2019nin A\u011fustos ay\u0131 trafik sonu\u00e7lar\u0131n\u0131 \u201cpozitif\u201d olarak de\u011ferlendirdi.<\/p>\n<p>Pegasus Hava Ta\u015f\u0131mac\u0131l\u0131\u011f\u0131\u2019n\u0131n toplam yolcu say\u0131s\u0131 A\u011fustos ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 5 artarak 4,51 milyona y\u00fckseldi. Yurt i\u00e7i yolcu say\u0131s\u0131 y\u00fczde 5 art\u0131\u015fla 1,61 milyon, yurt d\u0131\u015f\u0131 yolcu say\u0131s\u0131 da y\u00fczde 5 art\u0131\u015fla 2,90 milyon oldu.<\/p>\n<p>Toplam doluluk oran\u0131 1,4 puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 89,5 seviyesine gerilerken, kapasite y\u00fczde 6 art\u0131\u015fla 8,1 milyar AKK\u2019ye ula\u015ft\u0131.<\/p>\n<p>Halk Yat\u0131r\u0131m, Pegasus\u2019un A\u011fustos ay\u0131 trafik sonu\u00e7lar\u0131n\u0131 \u201cs\u0131n\u0131rl\u0131 pozitif\u201d olarak de\u011ferlendirdi.<\/p>\n<p>TAV Havalimanlar\u0131\u2019n\u0131n toplam yolcu say\u0131s\u0131 A\u011fustos ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 5 artarak 14,7 milyona y\u00fckseldi. Yurt i\u00e7i yolcu say\u0131s\u0131 y\u00fczde 8 art\u0131\u015fla 4,2 milyon, yurt d\u0131\u015f\u0131 yolcu say\u0131s\u0131 ise y\u00fczde 4 art\u0131\u015fla 10,5 milyon oldu.<\/p>\n<p>\u015eirketin ticari u\u00e7u\u015f say\u0131s\u0131 da y\u00fczde 4 art\u0131\u015fla 91,4 bine y\u00fckseldi. Halk Yat\u0131r\u0131m, TAV Havalimanlar\u0131\u2019n\u0131n A\u011fustos ay\u0131 trafik sonu\u00e7lar\u0131n\u0131 \u201cpozitif\u201d olarak de\u011ferlendirdi.<\/p>\n<p>Raporda ayr\u0131ca THYAO i\u00e7in 409 TL, PGSUS i\u00e7in 218,10 TL 12 ayl\u0131k hedef fiyat verilirken, her iki hisse i\u00e7in de \u201cAL\u201d tavsiyesi yer ald\u0131. TAVHL i\u00e7in ise tavsiye ve hedef fiyat belirtilmedi.<\/p>\n<p> <strong><\/strong><br \/>\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 23 Eyl\u00fcl (Hibya) \u2013 Halk Yat\u0131r\u0131m, 2026 y\u0131l\u0131 A\u011fustos ay\u0131na ili\u015fkin havac\u0131l\u0131k sekt\u00f6r\u00fc verilerini de\u011ferlendirdi. Devlet Hava Meydanlar\u0131 \u0130\u015fletmesi (DHM\u0130) verilerine g\u00f6re, iki kere say\u0131lan i\u00e7 hat yolcu say\u0131s\u0131na g\u00f6re d\u00fczeltilen verilere g\u00f6re hizmet alan toplam yolcu say\u0131s\u0131 A\u011fustos ay\u0131nda y\u0131ll\u0131k bazda y\u00fczde 3,6 artarak 23,2 milyon oldu.<\/p>\n","protected":false},"author":1,"featured_media":155032,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-155031","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/155031","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=155031"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/155031\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/155032"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=155031"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=155031"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=155031"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}