{"id":2373,"date":"2026-05-02T14:36:20","date_gmt":"2026-05-02T11:36:20","guid":{"rendered":"https:\/\/tabildot.com.tr\/marketrisk\/?p=2373"},"modified":"2026-05-02T14:36:57","modified_gmt":"2026-05-02T11:36:57","slug":"thyao-2026-03-faaliyet-raporu-analizi-trk-hava-yollar","status":"publish","type":"post","link":"https:\/\/tabildot.com.tr\/marketrisk\/2373","title":{"rendered":"\ud83d\udd35 THYAO 2026-03 Faaliyet Raporu Analizi | T\u00fcrk Hava Yollar\u0131"},"content":{"rendered":"<h1>T\u00fcrk Hava Yollar\u0131 A.O. Mart 2026 D\u00f6nemi Faaliyet ve Strateji Bilgilendirme Belgesi<\/h1>\n<p>Bu belge, T\u00fcrk Hava Yollar\u0131 A.O.&#8217;nun (THY) 1 Ocak \u2013 31 Mart 2026 d\u00f6nemine ili\u015fkin Y\u00f6netim Kurulu Faaliyet Raporu\u2019ndan sentezlenen kritik verileri, stratejik geli\u015fmeleri ve operasyonel sonu\u00e7lar\u0131 \u00f6zetlemektedir.<\/p>\n<h2>1. Y\u00f6netici \u00d6zeti<\/h2>\n<p>2026 y\u0131l\u0131n\u0131n ilk \u00e7eyre\u011finde T\u00fcrk Hava Yollar\u0131, k\u00fcresel jeopolitik gerilimler ve u\u00e7ak \u00fcretimindeki darbo\u011fazlara ra\u011fmen operasyonel \u00e7evikli\u011fini koruyarak b\u00fcy\u00fcmesini s\u00fcrd\u00fcrm\u00fc\u015ft\u00fcr.<\/p>\n<ul>\n<li><b>B\u00fcy\u00fcme:<\/b> Yolcu kapasitesi y\u0131ll\u0131k bazda %9, ta\u015f\u0131nan yolcu say\u0131s\u0131 ise %13 artarak 21,3 milyona ula\u015fm\u0131\u015ft\u0131r.<\/li>\n<li><b>Pazar Liderli\u011fi:<\/b> Eurocontrol verilerine g\u00f6re Avrupa&#8217;da en fazla sefer yapan network ta\u015f\u0131y\u0131c\u0131s\u0131 olunmu\u015ftur. Turkish Cargo, %6,9 pazar pay\u0131 ile d\u00fcnyan\u0131n en b\u00fcy\u00fck hava kargo ta\u015f\u0131y\u0131c\u0131s\u0131 konumuna y\u00fckselmi\u015ftir.<\/li>\n<li><b>Finansal \u0130yile\u015fme:<\/b> Ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6neminde (3A&#8217;25) kaydedilen 44 milyon ABD dolar\u0131 net zarardan, 2026&#8217;n\u0131n ilk \u00e7eyre\u011finde 226 milyon ABD dolar\u0131 net k\u00e2ra ge\u00e7ilmi\u015ftir.<\/li>\n<li><b>Stratejik Yat\u0131r\u0131m:<\/b> S\u00fcrd\u00fcr\u00fclebilir Havac\u0131l\u0131k Yak\u0131t\u0131 (SAF) \u00fcretimi i\u00e7in DB Tar\u0131msal Enerji \u015firketine %40 ortakl\u0131k amac\u0131yla 42 milyon ABD dolar\u0131 tutar\u0131nda yat\u0131r\u0131m karar\u0131 al\u0131nm\u0131\u015ft\u0131r.<\/li>\n<li><b>Liderlik De\u011fi\u015fimi:<\/b> Nisan 2026 itibar\u0131yla \u00fcst y\u00f6netimde \u00f6nemli de\u011fi\u015fiklikler yap\u0131lm\u0131\u015f; Ahmet Olmu\u015ftur Genel M\u00fcd\u00fcrl\u00fck g\u00f6revine getirilmi\u015ftir.<\/li>\n<\/ul>\n<h2>2. Operasyonel Performans ve Trafik Sonu\u00e7lar\u0131<\/h2>\n<p>Ortakl\u0131k, 31 Mart 2026 itibar\u0131yla 133 \u00fclkeye ve 358 noktaya u\u00e7u\u015f ger\u00e7ekle\u015ftirmektedir.<\/p>\n<h3>Trafik Verileri Kar\u015f\u0131la\u015ft\u0131rmas\u0131 (Ocak &#8211; Mart)<\/h3>\n<table border=\"1\">\n<tbody>\n<tr>\n<td>Parametre<\/td>\n<td>3A 2025<\/td>\n<td>3A 2026<\/td>\n<td>De\u011fi\u015fim (%)<\/td>\n<\/tr>\n<tr>\n<td>Yolcu Say\u0131s\u0131 (Milyon)<\/td>\n<td>19<\/td>\n<td>21,3<\/td>\n<td>%12,7<\/td>\n<\/tr>\n<tr>\n<td>Yolcu Doluluk Oran\u0131 (%)<\/td>\n<td>%80,5<\/td>\n<td>%83,5<\/td>\n<td>3,0 pt<\/td>\n<\/tr>\n<tr>\n<td>Arzedilen Koltuk Km (Milyar)<\/td>\n<td>61<\/td>\n<td>67<\/td>\n<td>%9,4<\/td>\n<\/tr>\n<tr>\n<td>Kargo + Posta (Bin Ton)<\/td>\n<td>481<\/td>\n<td>552<\/td>\n<td>%14,8<\/td>\n<\/tr>\n<tr>\n<td>Konma Say\u0131s\u0131<\/td>\n<td>122.246<\/td>\n<td>132.589<\/td>\n<td>%8,5<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Alt Markalar ve \u00d6zel Seferler<\/h3>\n<ul>\n<li><b>AJet:<\/b> 2026 Mart sonu itibar\u0131yla 85 aktif u\u00e7akl\u0131k filosu ile 5,7 milyon yolcu ta\u015f\u0131m\u0131\u015ft\u0131r. Doluluk oran\u0131 %85,4&#8217;e ula\u015farak ge\u00e7en y\u0131la g\u00f6re 6,8 puanl\u0131k bir art\u0131\u015f g\u00f6stermi\u015ftir.<\/li>\n<li><b>\u0130lave ve Charter Seferler:<\/b> \u0130lave sefer say\u0131s\u0131 %54 art\u0131\u015fla 1.416&#8217;ya, bu seferlerdeki yolcu say\u0131s\u0131 ise %89 art\u0131\u015fla 157.148&#8217;e y\u00fckselmi\u015ftir.<\/li>\n<\/ul>\n<h2>3. Finansal Durum Analizi<\/h2>\n<p>Ortakl\u0131\u011f\u0131n fonksiyonel para birimi ABD Dolar\u0131 olup, finansal tablolar bu birim \u00fczerinden takip edilmektedir.<\/p>\n<h3>\u00d6zet Gelir Tablosu (Milyon ABD Dolar\u0131)<\/h3>\n<table border=\"1\">\n<tbody>\n<tr>\n<td>Kalem<\/td>\n<td>1 Oca &#8211; 31 Mar 2025<\/td>\n<td>1 Oca &#8211; 31 Mar 2026<\/td>\n<\/tr>\n<tr>\n<td><b>Has\u0131lat (Net)<\/b><\/td>\n<td>4.887<\/td>\n<td>5.917<\/td>\n<\/tr>\n<tr>\n<td><b>Br\u00fct K\u00e2r<\/b><\/td>\n<td>329<\/td>\n<td>494<\/td>\n<\/tr>\n<tr>\n<td><b>Esas Faaliyet K\u00e2r\u0131\/Zarar\u0131<\/b><\/td>\n<td>(76)<\/td>\n<td>(57)<\/td>\n<\/tr>\n<tr>\n<td><b>Net D\u00f6nem K\u00e2r\u0131\/Zarar\u0131<\/b><\/td>\n<td>(44)<\/td>\n<td>226<\/td>\n<\/tr>\n<tr>\n<td><b>EBITDAR Marj\u0131<\/b><\/td>\n<td>%13,6<\/td>\n<td>%13,0<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Akaryak\u0131t Maliyet Analizi<\/h3>\n<p>Havac\u0131l\u0131k sekt\u00f6r\u00fcn\u00fcn en b\u00fcy\u00fck maliyet kalemi olan akaryak\u0131tta birim maliyetler %3 art\u0131\u015f g\u00f6stererek ton ba\u015f\u0131na 843 ABD dolar\u0131na y\u00fckselmi\u015ftir. Ancak, operasyonel verimlilik sayesinde akaryak\u0131t\u0131n toplam faaliyet giderleri i\u00e7indeki pay\u0131 %26&#8217;dan %25&#8217;e gerilemi\u015ftir.<\/p>\n<h2>4. Filo Yap\u0131s\u0131 ve Yat\u0131r\u0131mlar<\/h2>\n<p>31 Mart 2026 itibar\u0131yla THY filosu toplam <b>528<\/b> u\u00e7aktan olu\u015fmaktad\u0131r.<\/p>\n<ul>\n<li><b>Geni\u015f G\u00f6vde:<\/b> 144 adet (A330, B777, A350, B787)<\/li>\n<li><b>Dar G\u00f6vde:<\/b> 356 adet (B737, A321, A320, A319)<\/li>\n<li><b>Kargo:<\/b> 28 adet (A330-200F, B777F ve Wet Lease kargo u\u00e7aklar\u0131)<\/li>\n<li><b>Yeni Teslimatlar:<\/b> 2026&#8217;n\u0131n ilk \u00e7eyre\u011finde 5 adet A321-Neo, 1 adet A320-Neo ve 8 adet B737-8 Max filoya kat\u0131lm\u0131\u015ft\u0131r.<\/li>\n<\/ul>\n<h2>5. Kurumsal Geli\u015fmeler ve Stratejik Yat\u0131r\u0131mlar<\/h2>\n<h3>\u00dcst Y\u00f6netim ve Y\u00f6netim Kurulu De\u011fi\u015fiklikleri (Nisan 2026)<\/h3>\n<p>9 Nisan 2026 tarihinde ger\u00e7ekle\u015fen Genel Kurul ve m\u00fcteakip Y\u00f6netim Kurulu kararlar\u0131yla y\u00f6netim kademesinde bayrak de\u011fi\u015fimi ya\u015fanm\u0131\u015ft\u0131r:<\/p>\n<ul>\n<li><b>Y\u00f6netim Kurulu ve \u0130cra Komitesi Ba\u015fkan\u0131:<\/b> Prof. Dr. Murat \u015eeker<\/li>\n<li><b>Genel M\u00fcd\u00fcr:<\/b> Ahmet Olmu\u015ftur (Bilal Ek\u015fi&#8217;nin emekli olmas\u0131yla atanm\u0131\u015ft\u0131r)<\/li>\n<li><b>Genel M\u00fcd\u00fcr (Mali) Yard\u0131mc\u0131s\u0131:<\/b> Metin G\u00fcl\u015fen<\/li>\n<\/ul>\n<h3>S\u00fcrd\u00fcr\u00fclebilir Havac\u0131l\u0131k Yak\u0131t\u0131 (SAF) Yat\u0131r\u0131m\u0131<\/h3>\n<p>THY, 2050 &#8220;karbon n\u00f6tr&#8221; hedefi do\u011frultusunda T\u00fcrkiye&#8217;nin en b\u00fcy\u00fck biyodizel \u00fcreticisi <b>DB Tar\u0131msal Enerji<\/b> \u015firketine yat\u0131r\u0131m yapma karar\u0131 alm\u0131\u015ft\u0131r.<\/p>\n<ul>\n<li><b>Yat\u0131r\u0131m Tutar\u0131:<\/b> Yakla\u015f\u0131k 42 milyon ABD dolar\u0131.<\/li>\n<li><b>Sahiplik Oran\u0131:<\/b> %40.<\/li>\n<li><b>Hedef:<\/b> 2029 y\u0131l\u0131 itibar\u0131yla y\u0131ll\u0131k 100.000 ton SAF \u00fcretim kapasitesine ula\u015f\u0131lmas\u0131 ve tedarik g\u00fcvenli\u011finin sa\u011flanmas\u0131.<\/li>\n<\/ul>\n<h3>\u0130nsan Kaynaklar\u0131 ve Sendikal \u0130li\u015fkiler<\/h3>\n<ul>\n<li><b>\u00c7al\u0131\u015fan Say\u0131s\u0131:<\/b> Toplam personel say\u0131s\u0131 %3 art\u0131\u015fla 36.593&#8217;e ula\u015fm\u0131\u015ft\u0131r. Pilot ve pilot aday\u0131 say\u0131s\u0131 8.166&#8217;d\u0131r.<\/li>\n<li><b>Toplu \u0130\u015f S\u00f6zle\u015fmesi:<\/b> Hava-\u0130\u015f Sendikas\u0131 ile 2026-2027 y\u0131llar\u0131n\u0131 kapsayan 29. D\u00f6nem Toplu \u0130\u015f S\u00f6zle\u015fmesi imzalanm\u0131\u015ft\u0131r. 2026&#8217;n\u0131n ilk alt\u0131 ay\u0131 i\u00e7in %14 \u00fccret art\u0131\u015f\u0131 karara ba\u011flanm\u0131\u015ft\u0131r.<\/li>\n<\/ul>\n<h2>6. 2033 Stratejisi ve Gelecek \u00d6ng\u00f6r\u00fcleri<\/h2>\n<p>Ortakl\u0131k, Cumhuriyetin 100. y\u0131l\u0131nda duyurdu\u011fu 10 y\u0131ll\u0131k vizyon \u00e7er\u00e7evesinde a\u015fa\u011f\u0131daki hedefleri benimsemi\u015ftir:<\/p>\n<ul>\n<li><b>Filo Hedefi:<\/b> 2033 y\u0131l\u0131nda 800&#8217;den fazla u\u00e7a\u011fa ula\u015fmak.<\/li>\n<li><b>Yolcu Hedefi:<\/b> Y\u0131ll\u0131k 170 milyondan fazla yolcu ta\u015f\u0131mak.<\/li>\n<li><b>Kargo Hedefi:<\/b> Turkish Cargo&#8217;yu d\u00fcnyada ilk \u00fc\u00e7 markadan biri yapmak ve 2033&#8217;te 3,9 milyon ton kargo ta\u015f\u0131mak.<\/li>\n<li><b>Dijitalle\u015fme:<\/b> En iyi dijital deneyimi sunan ilk \u00fc\u00e7 havayolundan biri olmak.<\/li>\n<li><b>Yeni Hatlar:<\/b> Pazar ko\u015fullar\u0131na ba\u011fl\u0131 olarak Urum\u00e7i, Aswan, Maha\u00e7kale, La Coruna ve Nantes gibi stratejik noktalara sefer ba\u015flat\u0131lmas\u0131 planlanmaktad\u0131r. 2026 Mart ay\u0131nda Erivan ve Nisan ay\u0131nda Teme\u015fvar hatlar\u0131 a\u00e7\u0131lm\u0131\u015ft\u0131r.<\/li>\n<\/ul>\n<h2>7. \u0130\u015ftirakler ve Ba\u011fl\u0131 Ortakl\u0131klar<\/h2>\n<p>THY, 14 ba\u011fl\u0131 ortakl\u0131k ve 9 m\u00fc\u015fterek y\u00f6netilen i\u015fletme ile geni\u015f bir ekosistemi y\u00f6netmektedir.<\/p>\n<ul>\n<li><b>Turkish Technic:<\/b> 11.594 \u00e7al\u0131\u015fan\u0131 ile d\u00fcnyan\u0131n en b\u00fcy\u00fck bak\u0131m-onar\u0131m merkezlerinden biridir.<\/li>\n<li><b>Turkish Support Services:<\/b> 9.842 personeli ile temizlikten g\u00fcvenli\u011fe geni\u015f bir yelpazede destek hizmeti sunmaktad\u0131r.<\/li>\n<li><b>TGS (Yer Hizmetleri):<\/b> 10 istasyonda 20.796 personel ile faaliyet g\u00f6stermektedir.<\/li>\n<li><b>SunExpress:<\/b> 85 u\u00e7akl\u0131k filosu ve 250 hatt\u0131 ile turizm ta\u015f\u0131mac\u0131l\u0131\u011f\u0131nda pazar liderli\u011fini s\u00fcrd\u00fcrmektedir.<\/li>\n<\/ul>\n<button class=\"simplefavorite-button\" data-postid=\"2373\" data-siteid=\"1\" data-groupid=\"1\" data-favoritecount=\"0\" style=\"\">Favorile <i class=<\/button>","protected":false},"excerpt":{"rendered":"<p>T\u00fcrk Hava Yollar\u0131 (THY), 2026 y\u0131l\u0131n\u0131n ilk \u00e7eyre\u011finde k\u00fcresel havac\u0131l\u0131k sekt\u00f6r\u00fcndeki liderli\u011fini tarihi rekorlarla peki\u015ftirdi. 21,3 milyon yolcu trafi\u011fi ve kargo ta\u015f\u0131mac\u0131l\u0131\u011f\u0131nda elde edilen d\u00fcnya birincili\u011fi ile operasyonel g\u00fcc\u00fcn\u00fc kan\u0131tlayan Ortakl\u0131k, ayn\u0131 zamanda stratejik y\u00f6netim de\u011fi\u015fiklikleri ve s\u00fcrd\u00fcr\u00fclebilir yak\u0131t (SAF) yat\u0131r\u0131mlar\u0131yla 2033 vizyonuna odakland\u0131. THY\u2019nin rekor has\u0131lat verilerinden yeni rota planlar\u0131na kadar t\u00fcm detaylar analizimizde.<\/p>\n","protected":false},"author":7,"featured_media":1297,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[251],"tags":[28],"class_list":["post-2373","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-faaliyetraporuanalizi","tag-thyao"],"_links":{"self":[{"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/posts\/2373","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/comments?post=2373"}],"version-history":[{"count":1,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/posts\/2373\/revisions"}],"predecessor-version":[{"id":2374,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/posts\/2373\/revisions\/2374"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/media\/1297"}],"wp:attachment":[{"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/media?parent=2373"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/categories?post=2373"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tabildot.com.tr\/marketrisk\/wp-json\/wp\/v2\/tags?post=2373"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}