Airline Weekly Lounge Episode 67: Rare Aer

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With its fourth quarter results and a standout 2016, IAG, the airline group that includes British Airways, Iberia, Aer Lingus and Vueling, continues to separate itself from the other two members of Europe’s Big Three airline groups. And leading the way was IAG’s still rather new acquisition, Aer Lingus, which had the highest annual operating […]

Airline Weekly Lounge Episode 66: Searching for Positives

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Air France/KLM had some good news in 2016. For one thing, its Transavia unit broke even. Also, KLM made a decent profit. But the story is rather disappointing from there, with the group posting a mere 4% operating margin for the year. Could some positive revenue trends turn 2017 around? Air Canada and WestJet together […]

Airline Weekly Lounge Episode 49: Delta Does it Again

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Delta Airlines gets a lot of play in this episode, but it’s not because we’re obsessed with Delta. (Though, we did write a book about it.) Rather, there are two practical reasons: First, Delta is the the earliest of the big airlines to report. Secondly, with Delta’s global reach, you can learn a lot about […]

Airline Weekly Lounge – Episode 27: Where profits are cool

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Finnair, Norwegian and Icelandair all had rather forgettable off-peak fourth quarters, but not because of the chilly weather they are all enduring. Rather, each has a unique set of challenges and opportunities. Finnair’s challenges include exposure to Asia and transatlantic competition, but there’s hope in seat densification. Norwegian is painfully exposed to Norway’s struggling oil […]

Airline Weekly Lounge – Episode 13: Great American

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Well that didn’t last long. American Airlines, the biggest carrier in the world, set a new quarterly profit record, with a $1.9b net profit in the third quarter. Of course, there are some technicalities at play here, but it broke Delta’s two-week old record. Maybe even more astonishing was United’s $1.7b figure. Has United finally […]