U.S. and International Airlines at a Strategic Crossroads


Skift Take

The 2025 Skift Global Forum in New York heard from Frontier's Barry Biffle and AirAsia's Tony Fernandes. Despite being an ocean apart, the parallels were abundant.

In this week’s Airline Weekly Lounge, Jay Shabat and guest-host Meghna Maharishi unpack the biggest takeaways from Skift Global Forum in New York.

The discussion spans airline labor challenges easing in the post-pandemic years, the impact of delayed aircraft deliveries on capacity and growth, and shifting demand patterns across the United States of America, Asia, and international markets.

They also explore how network strategies are evolving, where low-cost carriers are pressing for expansion, and what global growth signals mean for legacy airlines.

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Airlines Sector Stock Index Performance Year-to-Date

What am I looking at? The performance of cruise and tours sector stocks within the ST200. The index includes companies publicly traded across global markets including network carriers, low-cost carriers, and other related companies.

The Skift Travel 200 (ST200) combines the financial performance of nearly 200 travel companies worth more than a trillion dollars into a single number. See more airlines sector financial performance

Read the full methodology behind the Skift Travel 200.