Issues

A New Old WestJet

First quarter earnings season picks up this week, but not before two major U.S. airlines reported their results last week. United delivered the disappointing first quarter loss it forewarned investors…

The Manila Shake Up

The Delta results are in. As expected, the Atlanta-based giant posted solid, if unspectacular, first quarter operating profits, underpinned by ongoing demand strength. Executives appeared as bullish as ever, with…

China's Pandemic Pain Wanes

Just a few more days to go. On Thursday, Delta will take the stage in the opening act of first quarter earnings season. Recall that in mid-March, Delta said it…

American Plays Catchup

Welcome to the second quarter of 2023. The first quarter is now in the books, with the stronger spring and summer seasons approaching in most major geographies. First quarter earnings…

Three's A Crowd in Taiwan

The first quarter of 2023 will end in just a few days, making way for what’s typically a busier and more financially rewarding period of the year for most airlines.…

The Demand Party: When Will it End?

They said it again: Demand remains exceedingly strong. Nearly all U.S. airlines presented to investors last week, sounding universally bullish about the upcoming spring and summer peaks. They talked about…

Thai Turns to Black

The U.S. Justice Department has removed any doubt about its feelings toward the JetBlue-Spirit merger. It doesn't like the idea and is suing to stop it. That's hardly the end…

Air France's Premium Bet

Lufthansa’s fourth quarter results are in and — once again — IAG’s were better and Air France-KLM’s were worse. Will the Lufthansa Group forever be stuck in the middle? For…

A Year Without Russia

Fourth quarter financial reports continue to roll in. Last week featured some strikingly good performances, led by Singapore Airlines and Qantas. Both carriers have emerged from the pandemic with guns…

Champion of the Americas

Any doubts about Air India’s ambition to become a leading global airline? Not after the massive order for Airbus and Boeing planes it announced last week. In the earnings space,…