Informa, the FTSE 100 events business, has postponed nearly a dozen conferences in the Middle East as companies assess the conflict's cost. On The Beach, the UK travel agent, suspended full-year guidance after a 13% share drop due to the conflict's impact on bookings for destinations like Turkey and Egypt. Chief executive Shaun Morton noted the company's 'asset-light model' with no committed inventory helps withstand travel pattern shifts, unlike 'asset-heavy' operators. Davy Research highlighted On The Beach's profitable cash generation despite volatility.

Informa's chief Stephen Carter moved to the UAE to run the business from a fast-growing region, where it earns over a third of revenue. The company postponed events including health and commercial real estate shows, hoping to 'get to the other side' of disruption. Despite this, Carter stated bookings remain strong with no 'distress at scale'. Informa also maintained 2026 growth targets of 6% revenue growth, with over £2bn already booked.

Both companies saw significant share declines this year, with Informa down 11% and On The Beach over 20%. The conflict's ripple effects extend beyond travel, as European operators like Tui and easyJet also face substantial losses, underscoring the region's critical role in global events and tourism.