AUS
NZ
UK
CA
USA
IND
_06_16_2026_04_54_27_535266.jpg)
Highlights:
Macquarie maintains a positive stance on Flight Centre Travel Group, citing growth in corporate and leisure segments
Travel tech company Serko noted for improved revenue trajectory driven by strategic acquisitions and increased volumes
Corporate Travel Management recognised for global scale and integrated service offerings
The travel sector on the ASX remains under observation amid shifting macroeconomic conditions. A major financial institution has outlined its top preferences within this segment, with emphasis on companies showing resilience and consistent operational progress.
Flight Centre Travel Group Ltd (ASX:FLT)
A leading global travel agency network, Flight Centre has been identified as the top selection in the travel sector. The company recently issued earnings guidance for its current financial year, indicating a profit before tax range that has drawn attention. Although performance in the initial half of the year appeared subdued, historical patterns suggest stronger outcomes in the latter half, aligning with management expectations.
Flight Centre's corporate travel business continues to expand globally. The FCM division, catering to larger business clients, is gaining ground across international markets. In parallel, the SME-focused Corporate Traveller unit maintains strong momentum. The company has also seen an uptick in several key divisions, including its global and Australian leisure travel operations, as well as U.S.-based Corporate Traveller and Scott Dunn, its luxury travel brand.
Despite near-term uncertainty influenced by global economic indicators and airline sector softness in the United States, Flight Centre’s multi-segment strategy provides diversified exposure across customer bases and geographies.
Serko Ltd (ASX:SKO)
Serko, a New Zealand-based travel technology enterprise, occupies the second position in the selection. Known for its corporate booking tools, the company is currently in a loss-making phase but is expected to show a marked improvement in revenue-related metrics during the current financial year.
Key drivers include the integration of the GetThere platform, a product designed to enhance booking efficiency and reach. Alongside this, growth in total bookings and an improvement in average revenue per transaction are contributing to better performance expectations.
Serko's strategy includes leveraging strategic partnerships and enhancing its technology stack to support scalability. The focus remains on building a stronger presence in North America while continuing to serve the Australia and New Zealand corporate travel markets.
Corporate Travel Management Ltd (ASX:CTD)
Rounding out the list is Corporate Travel Management, a global provider of integrated travel solutions. The company operates across multiple regions including North America, Europe, Asia, and Australasia.
Its decentralised business model enables local expertise with global capability. Despite macroeconomic pressures, the company continues to report strong transaction volumes and a growing client base. Its services are tailored to meet the complex needs of government, corporate, and not-for-profit sectors.
Corporate Travel Management has also been active in improving its proprietary technology offering. Enhancements in automation and real-time reporting tools are designed to improve user experience and operational efficiency across markets.
With operations spanning several key geographies and a focus on personalised service, the company remains an integral player within the ASX-listed travel segment.
