Airline Weekly Lounge Episode 63: All Smiles

The Airline Weekly Lounge Cover 150

While the revenue story has improved for U.S. carriers, the cost story has become a headwind. Still, as American Airlines demonstrated in its fourth quarter results, costs are a headwind that can be overcome. With that, AA joined Delta and United in delivering solid fourth quarters and downright strong full-year results. And things only got […]

Airline Weekly Lounge Episode 62: United on Top

The Airline Weekly Lounge Cover 150

By just a tenth of a percent, United’s fourth quarter operating profit margin bested that of Delta—and likely that of American, who reports later—making United, for the quarter, No.1 among the Big Three U.S. carriers. So, has the natural order shifted from United being a perennial laggard to leader? We’ll see. But, make no mistake, […]

Airline Weekly Lounge Episode 61: Worse, but still good

The Airline Weekly Lounge Cover 150

Rising labor costs at Delta dented its fourth quarter results significantly—but not enough to prevent the airline from posting a terrific profit for 2016. And the big story within the story is that revenues have stopped falling. All in all, Delta remains bullish, which is a nice way to kick off earnings season. Also in […]

Airline Weekly Lounge Episode 60: Around and Around

The Airline Weekly Lounge Cover 150

SAS has tried and tried to turn itself around, but to no avail—at least judging by its recent earnings report. In fact, on profits alone, the airline’s third quarter was a step backward. What’s going wrong, and can it be fixed? Meanwhile, Frontier Airlines posted a tremendous profit in the third quarter, with an operating […]

Airline Weekly Lounge Episode 59: Forward-looking Statement

The Airline Weekly Lounge Cover 150

Call it our year-in-preview show. In this first episode of 2017, we look at some of the more interesting stories that are ushering in the airline industry’s new year. Of course, 2017 doesn’t promise answers to all our questions. But we can hope, can’t we? Some of those questions: Leisure demand was one of the […]