IAG’s Midas Touch
To our American readers still digesting their turkeys, happy belated Thanksgiving. It’s the busiest holiday of the year for U.S. airports. And this year was the busiest one ever, with…
Issues
Dubai Airshow Shopping
It’s been a strange year for Boeing. Lots of good. Lots of bad. Everyone wants 737 Maxes and 787s. But oh, the headaches trying to build them. Two versions of…
The Latest on U.S. Airlines
Two legends of the airline business — Singapore Airlines and Emirates — are both thriving in the post-pandemic aftermath. Though many corporate travelers are still missing, there’s more than enough…
A Latam Turnaround Story
Not enough excitement in your life? Try following the airline business. Last week featured a frenzy of activity, from the start of JetBlue's merger trial to Virgin Atlantic's retreat from…
The Changing Face of U.S. Airline Demand
When Taylor Swift sings her song “Cruel Summer,” she’s most certainly not referring to European airlines. IAG, Air France-KLM, and TAP Air Portugal all reported spectacular third-quarter financial results, powered…
The Airline/Airport Growth Challenge
Four major U.S. airlines have now reported their third-quarter results, including United, American, and Alaska Airlines last week. Together with Delta’s results the week before, the latest disclosures make several…
Delta’s Cost Conundrum
Third quarter earnings season is now underway, with Delta as usual hosting the opening ceremonies. Its results were again good, though somewhat disappointing given just how strong demand was this…
Air France-KLM’s Scandinavian Gambit
Air France-KLM isn’t kidding. It wants to participate in industry consolidation, as it’s emphasized repeatedly in recent earnings calls. Now it’s putting some money where its mouth is, striking a…
Air New Zealand’s Brewing Troubles
It’s so hard to say goodbye. The third quarter of 2023 is coming to an end, leaving mostly good memories for the global airline industry. It wasn’t all fun and…
The Good and the Bad of Mexico’s Airline Market
Time to try again. Selling TAP Air Portugal is hardly new and novel for the Portuguese government. It once sold a stake to the old Swissair. It more recently sold…