Solid Start to Earnings Season: Airline Weekly Lounge Episode 83

Seth Kaplan
October 17th, 2017 at 7:03 PM EDT

Despite being dinged by rising costs, Delta opened the third-quarter earnings season with its customary show of strength. Revenues rose 6% on just 2% growth, and it posted a 16% operating profit margin. While things aren’t quite as good in Europe, airlines there have much to look forward to, namely the elimination—one way or another—of Monarch, Air Berlin, Czech Airlines and possibly Alitalia. Is that enough to lift other European carriers? Lufthansa seems especially confident. It’s looking to not only lose a competitor in Air Berlin but also gain planes for its Eurowings unit—and it’s placed a bid for parts of Alitalia.

Meanwhile, Bombardier might have found a solution to its Boeing problem by—wait for it—partnering with Airbus. Lastly, Southwest appears to be at last headed for Hawaii. No doubt the mai tais will be nice, but can the LCC compete there?

Subscribe: Apple Podcasts | Spotify | Overcast | Pocket Casts | Google Podcasts | Amazon | RSS
Seth Kaplan
October 17th, 2017 at 7:03 PM EDT

Tags: American, Delta, North America, Southwest, United

Up Next


Why is Korean Air so Profitable? 

In part one, Gordon Smith and Jay Shabat discuss the factors delivering consistently strong results for Korean Air. In part two, we reveal the global airlines that were the most…
North America

What’s Going on at Southwest Airlines?

In part one, Gordon Smith and Jay Shabat discuss a fascinating week at Southwest, as the low-cost carrier navigates the challenges of a very vocal new activist investor. In part…

Captain Theresa Claiborne Interview

Captain Theresa Claiborne was the first black female pilot in the United States Air Force and joined United Airlines as its second-ever black female pilot. Last month, she retired from…

American Airlines and Southeast Asia

In part one of this week's specially extended episode, Gordon Smith and Jay Shabat discuss a dramatic few days at American Airlines. In part two, attention turns to Southeast Asia…
Low-Cost Airlines

Ryanair and U.S. Summer Trends

In part one of this Airline Weekly Lounge podcast, Gordon Smith and Jay Shabat discuss the latest earnings from low-cost giant Ryanair. In part two, our focus turns to the…