United on Top: Airline Weekly Lounge Episode 62


By just a tenth of a percent, United’s fourth quarter operating profit margin bested that of Delta—and likely that of American, which 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, United is performing well.

Not performing well is Cathay Pacific, an airline that has in recent years been stymied by intense competition. Some job cuts notwithstanding, investors are waiting for a comprehensive turnaround plan at Cathay. Meanwhile, we introduce a new segment and pose some interesting questions such as: Why is Emirates flying Athens-Newark? Will JetBlue catch Spirit in terms of profitability? And if the U.K. follows through with a so-called “hard Brexit,” will Ryanair abandon its domestic service there?

Apple Podcasts | Spotify | YouTubeRSS

Up Next

The Airline Weekly Lounge Podcast

Breeze Airways' Big Break: A ULCC Finally Profits

As earnings season gathers pace, Jay Shabat and Meghna Maharishi take stock and share their insights on the latest numbers from Breeze Airways and American Airlines.
The Airline Weekly Lounge Podcast

Why Egypt Is an Airline Market Worth Watching

In this episode, Gordon and Jay discuss the current state of the Egyptian aviation scene, highlighting the booming tourism sector despite regional unrest. They explore the factors contributing to Egypt's…
The Airline Weekly Lounge Podcast

The U.S. Airlines Growing and Shrinking in 2025

Gordon Smith and Jay Shabat crunch the big numbers to reveal which U.S. carriers are in expansion mode in the first quarter of 2025 and which operators are shrinking year-on-year.
The Airline Weekly Lounge Podcast

What Does 2025 Mean for the Airline Industry?

In this week’s episode, Gordon Smith and Jay Shabat turn their attention to the year ahead. Going region-by-region, the pair share the emerging stories that are on their radar for 2025 and beyond.