Seth Kaplan

Air New Zealand

Airline Weekly Lounge Episode 105: Satisfaction in Sydney

Qantas continues to romp. In the first half of 2018, the flying kangaroo posted a 9% profit margin—one point better than in the same period last year. And with that,…

Seth Kaplan | 6 years ago

Airlines Seek Greater Riches From Their Loyalty Plans

Breaking news: Loyalty plans can be big money-makers for airlines!

Seth Kaplan | 6 years ago

Cathay Pacific

Airline Weekly Lounge Episode 104: Better, But Not Good

Revenues and margins improved for Cathay Pacific in the first half of 2018, and the second half is usually better for Cathay. Still, will it be enough to lift the…

Seth Kaplan | 6 years ago

Aer Lingus

Airline Weekly Lounge Episode 103: Canadian Conundrum

Thanks to rising costs, it’s no surprise profits have declined at Air Canada and WestJet. But rising costs alone don’t explain how these Canadian carriers continue to consistently underperform their…

Seth Kaplan | 6 years ago

Air China

Air China Is a Champion. But for How long?

Among America’s Big Three airlines, there’s a clear profit champion. It’s Delta. Among Europe’s Big Three, there’s a clear profit champion: It’s IAG. And among China’s Big Three? The champion…

Seth Kaplan | 6 years ago

Air France

The Emergence of Convergence: Europe’s airline sector approaching U.S.-like levels of profitability

Most of Europe’s publicly traded airlines have now reported their second-quarter results. A few like Aegean and SAS will report later this month. Others like Virgin Atlantic, Alitalia, TAP Air…

Seth Kaplan | 6 years ago

Allegiant

Airline Weekly Lounge Episode 102: U.S. Airlines Sing the Blues

So far all U.S. carriers have reported shrinking year-over-year profits in the second quarter. But nobody’s margin decline was worse than that of JetBlue, which posted a 9% operating margin,…

Seth Kaplan | 6 years ago

Delta

Boiled by Oil: For U.S. airlines, profits are falling even at a time of epic demand strength

It takes a long time to descend from a high mountain. But U.S. airline profitability is indeed descending, still strong relative to the global average but getting further away from…

Seth Kaplan | 6 years ago

American

Beaches, Theme Parks and Runways: Florida is now America’s third most populous state—and an airline supermarket

In 1980, just as the U.S. airline industry was deregulating, Florida was the country’s seventh most populous state, with about 10m people. Today, with 20m people, it ranks No. 3,…

Seth Kaplan | 6 years ago

American

Airline Weekly Lounge Episode 101: Delta Holds Up Well

Rising costs aren’t keeping Delta down. Delta overcame a 33% year-over-year increase in fuel costs to produce more than $1.2b in net profits (excluding special items) and a handsome 16%…

Seth Kaplan | 6 years ago