Past Issues

The Good and the Bad of Mexico’s Airline Market

Time to try again. Selling TAP Air Portugal is hardly new and novel for the Portuguese government. It once sold a stake to the old Swissair. It more recently sold…

September 25th, 2023 at 12:36 AM EDT

Air Arabia Crowned as World’s Most Profitable Airline

Can you hear the alarm bells ringing? Spirit and Frontier, two ultra-low cost carriers, delivered shockingly bad news to investors last week. The third quarter has developed far worse than…

September 18th, 2023 at 12:36 AM EDT

Rising Fuel Prices Spook Airline Outlook

The leaves are still green across most of the U.S. But how long will U.S. airlines stay in the black?

September 11th, 2023 at 12:35 AM EDT

Mixed Messages

As September approaches, the world’s airlines can’t help but wonder what lies ahead. More of the same demand strength that propelled the industry to strong springtime profit margins — margins…

August 21st, 2023 at 12:40 AM EDT

Air Canada Strives for More Offpeak Success

The majority of airlines have now reported for the second quarter, and four in particular stand out. Copa, Thai Airways, Philippine Airlines, and IndiGo all achieved operating margins exceeding 20%,…

August 14th, 2023 at 12:37 AM EDT

The Fantastic Transatlantic

The second-quarter earnings parade keeps marching on. We saw a big winner in India’s IndiGo, an airline with a voracious growth appetite. But we also had some disappointments in Wizz…

August 7th, 2023 at 12:35 AM EDT

Brazil’s Injured Star

It’s the heart of earnings season now. Major airlines from across the world reported their second-quarter results last week. In Asia, Singapore Airlines enjoyed another fantastic quarter. All Nippon's performance…

July 31st, 2023 at 12:37 AM EDT

Europe’s Florida

It was United and American’s turn to flaunt dazzling second quarter profit margins, lifted by, one, raging demand; two, much lower fuel costs; and three, frustrating but ultimately yield-enhancing supply-side…

July 24th, 2023 at 12:35 AM EDT

Delta’s Blue Skies

Delta raised the curtain on second quarter earnings season, pleasing investors with a muscular 17 percent operating margin, excluding special items. Just as importantly, the airline sees clear skies ahead,…

July 17th, 2023 at 12:36 AM EDT

Qatar Quandary

This is not the news KLM wanted to hear. A Dutch court ruling means flight activity at Amsterdam’s airport will likely be capped at a level well below what it…

July 10th, 2023 at 12:35 AM EDT