Seth Kaplan

Lufthansa has a theory about why Europe’s airline industry remains so fragmented, even as the U.S. airline industry has become so consolidated. More interestingly, Lufthansa has a plan to help…

Avianca, Latin America’s second largest airline after LATAM, wants to improve its balance sheet. That’s evident from recent decisions to slow growth, slash capital spending, defer $1.4b worth of aircraft…

If the best you’ve done all decade was a 2% operating margin (in 2012), then you’ve got problems. And if all you could muster during last year’s cheap fuel environment…

There’s nothing new about this phenomenon. Since the star of the decade, China’s airlines have expanded their international flying with double-digit zeal— perhaps no surprise given the Chinese economy’s equally…

Three years into the new decade, America’s most successful airline of all time was no longer—by its own lofty standards, anyway—so successful. In 2012, for the second straight year, Southwest…

Is growing Eurowings a safe bet? Lufthansa’s low-cost unit had a rough first quarter and that might not be the last. Eurowings is growing like gangbusters, propelling itself into the…

Its hub geography is terrible. It has limited scale. It has a small home economy with relatively high labor costs.

Delta’s new CEO Ed Bastian thinks it’s great that the competition is trying to catch up to Delta in terms of operational performance. He also says, without hesitation, that the…

The first quarter of 2016 was another supremely profitable one for U.S. airlines, which walked away with almost $3.4b in net profits, with an unthinkably high 16% operating margin—this during…

While Delta, American and United have all seen both revenues and costs dropping, Southwest and Alaska just experienced the opposite in the first quarter. In fact, Southwest and Alaska rode…