-
Mixed Messages
As September approaches, the world’s airlines can’t help but wonder what lies ahead. More of the same demand strength that propelled the industry to strong springtime profit margins — margins…August 21st, 2023
-
Air Canada Strives for More Offpeak Success
The majority of airlines have now reported for the second quarter, and four in particular stand out. Copa, Thai Airways, Philippine Airlines, and IndiGo all achieved operating margins exceeding 20%,…August 14th, 2023
-
The Fantastic Transatlantic
The second-quarter earnings parade keeps marching on. We saw a big winner in India’s IndiGo, an airline with a voracious growth appetite. But we also had some disappointments in Wizz…August 7th, 2023
-
Brazil’s Injured Star
It’s the heart of earnings season now. Major airlines from across the world reported their second-quarter results last week. In Asia, Singapore Airlines enjoyed another fantastic quarter. All Nippon's performance…July 31st, 2023
-
Europe’s Florida
It was United and American’s turn to flaunt dazzling second quarter profit margins, lifted by, one, raging demand; two, much lower fuel costs; and three, frustrating but ultimately yield-enhancing supply-side…July 24th, 2023
-
Delta’s Blue Skies
Delta raised the curtain on second quarter earnings season, pleasing investors with a muscular 17 percent operating margin, excluding special items. Just as importantly, the airline sees clear skies ahead,…July 17th, 2023
-
Qatar Quandary
This is not the news KLM wanted to hear. A Dutch court ruling means flight activity at Amsterdam’s airport will likely be capped at a level well below what it…July 10th, 2023
-
Delhi Vision
“Our future is great.” So said Delta’s executives as they presented their strategic vision to investors. It’s a vision filled with optimism, underpinned by expectations of demand staying strong and…July 3rd, 2023
-
Paris Airshow Shopping
The biannual Paris Airshow was back, two years after Covid caused its cancellation. IndiGo made a splash with another giant Airbus narrowbody order. Its re-energized rival Air India confirmed an…June 26th, 2023
-
Can Kenya Airways Survive on Its Own?
Another month or so now before the start of second quarter earnings season. But first, the Paris Airshow. Airlines and others in the aviation world will gather in the French…June 20th, 2023