Issues

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…

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…

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,…

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…

Delhi Vision

“Our future is great.” So said Delta’s executives as they presented their strategic vision to investors. It’s a vision filled with optimism, underpinned by expectations of demand staying strong and…

Paris Airshow Shopping

The biannual Paris Airshow was back, two years after Covid caused its cancellation. IndiGo made a splash with another giant Airbus narrowbody order. Its re-energized rival Air India confirmed an…

The IATA Issue

At IATA’s annual gathering in Istanbul last week, airlines made it clear that demand has rarely been better. Fuel costs are down too. But how long can the party last?

AirAsia X's Turnaround

It’s a triple tailwind for airlines. Demand has rarely been this good. Supply is greatly constrained. And fuel prices are down sharply (about 40 percent!) from a year ago.

Transcon Trouble

It was a week of disappointment for American and JetBlue, who spent the time digesting the ramifications of a judicial order to end their northeast alliance. By all accounts, it…