Issues

As Mick Jagger made clear, you can’t always get what you want. IAG wanted Spain’s Air Europa and had a deal to buy it. But it’s walking away because, ahem,…

A man on the moon? The fall of the Soviet Union? The Chicago Cubs winning a World Series? Nobody thought these things would happen. Until they did. Now, Southwest is…

It wants oh so badly to beat Delta. But it will have to try again in Q3. In Q2, United delivered solid profits. But Delta’s margins were still a bit…

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…