Delta's Promise
As 2022 nears its end, two giants of the U.S. airline industry are glowing with optimism. United expressed its bullishness with a giant Boeing aircraft order — more 787s and…
Issues
Southwest's Air Jordan
Things are feeling pretty good in airline world. Demand across most markets remains strong, and fares are high. And now, the cost outlook is suddenly looking much, much better. Fuel…
Slot Machine
Last week ended with West Texas Intermediate oil prices roughly at the $80 mark, a reasonably comfortable level for airlines. If the reason for cheaper oil, of course, is a…
Dutch Dilemma
What do airlines and Taylor Swift have in common? Their tickets are exceedingly expensive right now.
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…