Issues

Frontier Confidence

Let’s describe current airline industry conditions in just four words: Demand great, supply constrained. Or perhaps you prefer: Revenues strong, costs rising.

Turkey's Rising Star

It’s Turkey time. Not the bird, the country. Turkish Airlines and its low-cost rival Pegasus are giving thanks for an astounding set of summertime financial and operational achievements, earning monstrously…

Latin Mergers

Is the ultra-low-cost business model dead? Underwhelming earnings at Allegiant and Wizz Air lent firepower to the thesis, argued most prominently by United’s chief Scott Kirby. Both carriers beg to…

Aloha Crunch

The airline earnings reports are flying in fast and furious. Europe’s Big Three all reported last week, revealing robust profits all around. Some things seem to never change, like IAG’s…

From One Crisis to Another?

Third quarter earnings season continues, with a long parade of airlines set to report this week. Lufthansa, Air Canada, and Southwest are just a few of note. Last week, American…

Winter Heat

Third quarter earnings season is underway, with Delta as usual batting leadoff. For the second straight quarter, its earnings were strong, underscored by another double-digit operating margin. That’s thanks to…

Dutch Down

Amid the quiet before earnings season, airlines looked on with unease as oil prices marched upward again. The pronouncement of an OPEC supply cut has Brent crude flirting with the…

Fabulous 5

A mammoth hurricane in Florida. A financial hurricane in the UK. Russia still at war. A global economy showing signs of distress.

Orlando Magic

The third quarter is nearing its end, with demand still humming in most markets, excluding China and Japan. Better yet, fuel costs continue their downward march, albeit from extremely high…

An India Comeback Story

United and Emirates working together? The once unthinkable is now true, though the partnership of the two unveiled last week is limited in scope, at least for now. More significant…