Issues

Uh oh. Domestic overcapacity. Fares down. Unit revenues worse than expected.

Air France/KLM is sick and tired of winning bronze medals. IAG always takes the gold. Lufthansa always takes the silver. And that's unlikely to change this summer, with the Olympic…

Well, that was awkward. With Elliott Management breathing down its neck, Southwest’s management told investors that its earlier forecasts were (whoops) way off. Unit revenues for the second quarter, alas,…

We’re now just a week away from the end of 2024’s second quarter. It’s been a good one for airlines broadly speaking, with demand holding firm across most of the…

Suddenly, Southwest Airlines is under attack, not by a competitor, but by an activist investor demanding big changes. Elliott Management, best known for a years-long bond battle with Argentina’s government,…

It’s shaping up to be a great summer for U.S. airlines. Strong demand. Constrained supply. Moderate fuel prices. Yet struggles are rife—from American’s distribution missteps to Southwest’s costs concerns, to…

Better late than never. East Asia’s airline markets were slow to reopen and slow to recover post-Covid. But in Southeast Asia, or more specifically the ASEAN region, a demand revival…

Three of the world’s most exciting, ambitious, and successful airlines reported earnings last week. Ireland’s Ryanair, Turkish Airlines, and India’s IndiGo are all playing at the top of their game,…

Yes, information is limited. But there’s more than sufficient evidence to declare Emirates a thriving airline. In fact, it’s earning stronger profits than it ever did in the 2010s, thanks…

It was once a champion. Now it’s in critical condition. Spirit Airlines is losing dangerous amounts of money, prompting concerns about its future. The airline itself says it’s a long…