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The Latest on U.S. Airlines
Two legends of the airline business — Singapore Airlines and Emirates — are both thriving in the post-pandemic aftermath. Though many corporate travelers are still missing, there’s more than enough…November 13th, 2023
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A Latam Turnaround Story
Not enough excitement in your life? Try following the airline business. Last week featured a frenzy of activity, from the start of JetBlue's merger trial to Virgin Atlantic's retreat from…November 6th, 2023
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The Changing Face of U.S. Airline Demand
When Taylor Swift sings her song “Cruel Summer,” she’s most certainly not referring to European airlines. IAG, Air France-KLM, and TAP Air Portugal all reported spectacular third-quarter financial results, powered…October 30th, 2023
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The Airline/Airport Growth Challenge
Four major U.S. airlines have now reported their third-quarter results, including United, American, and Alaska Airlines last week. Together with Delta’s results the week before, the latest disclosures make several…October 23rd, 2023
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Delta’s Cost Conundrum
Third quarter earnings season is now underway, with Delta as usual hosting the opening ceremonies. Its results were again good, though somewhat disappointing given just how strong demand was this…October 16th, 2023
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Air France-KLM’s Scandinavian Gambit
Air France-KLM isn’t kidding. It wants to participate in industry consolidation, as it’s emphasized repeatedly in recent earnings calls. Now it’s putting some money where its mouth is, striking a…October 9th, 2023
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Air New Zealand’s Brewing Troubles
It’s so hard to say goodbye. The third quarter of 2023 is coming to an end, leaving mostly good memories for the global airline industry. It wasn’t all fun and…October 2nd, 2023
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The Good and the Bad of Mexico’s Airline Market
Time to try again. Selling TAP Air Portugal is hardly new and novel for the Portuguese government. It once sold a stake to the old Swissair. It more recently sold…September 25th, 2023
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Air Arabia Crowned as World’s Most Profitable Airline
Can you hear the alarm bells ringing? Spirit and Frontier, two ultra-low cost carriers, delivered shockingly bad news to investors last week. The third quarter has developed far worse than…September 18th, 2023
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Rising Fuel Prices Spook Airline Outlook
The leaves are still green across most of the U.S. But how long will U.S. airlines stay in the black?September 11th, 2023