Issues

It’s a triple tailwind for airlines. Demand has rarely been this good. Supply is greatly constrained. And fuel prices are down sharply (about 40 percent!) from a year ago.

It was a week of disappointment for American and JetBlue, who spent the time digesting the ramifications of a judicial order to end their northeast alliance. By all accounts, it…

We’ve now reached the point where most major airlines have published their first-quarter results. Singapore Airlines was among the carriers reporting last week, joining several other East Asian airlines near…

Ryanair is buying planes again. A lot of planes. The Irish LCC opted for Boeing’s largest narrowbodies on offer, its 737-10s. Ryanair ordered 150 of them, with options for another…

There’s lots of nervous talk about the trajectory of the global economy, perhaps with some justification given rising interest rates, banking stress, lingering inflation, ongoing geopolitical tensions, weak freight markets,…

Most U.S. airlines have now reported their first quarter results and frankly, they’re not pretty. Frontier and Allegiant have yet to announce. But among the country’s other nine publicly-traded non-regional…

First quarter earnings season picks up this week, but not before two major U.S. airlines reported their results last week. United delivered the disappointing first quarter loss it forewarned investors…

The Delta results are in. As expected, the Atlanta-based giant posted solid, if unspectacular, first quarter operating profits, underpinned by ongoing demand strength. Executives appeared as bullish as ever, with…

Just a few more days to go. On Thursday, Delta will take the stage in the opening act of first quarter earnings season. Recall that in mid-March, Delta said it…

Welcome to the second quarter of 2023. The first quarter is now in the books, with the stronger spring and summer seasons approaching in most major geographies. First quarter earnings…