Key Takeaways

  • The House voted to approve a funding bill to end the shutdown.
  • Federal agencies will reopen through January 30, 2026.
  • Airlines and airports expect delays as staffing stabilizes.
  • The aviation system may not return to full strength immediately.
  • Holiday travel pressure increases with the shutdown’s end.

Strategic Implications

This development suggests a potential recovery in US air travel demand after the prolonged shutdown. However, the ongoing impact on airline operations and the risk of another shutdown early next year indicate that the sector may not fully recover until longer-term agreements are reached.