Issues

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…

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…

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…

Can you hear the alarm bells ringing? Spirit and Frontier, two ultra-low cost carriers, delivered shockingly bad news to investors last week. The third quarter has developed far worse than…

The leaves are still green across most of the U.S. But how long will U.S. airlines stay in the black?

As September approaches, the world’s airlines can’t help but wonder what lies ahead. More of the same demand strength that propelled the industry to strong springtime profit margins — margins…

The majority of airlines have now reported for the second quarter, and four in particular stand out. Copa, Thai Airways, Philippine Airlines, and IndiGo all achieved operating margins exceeding 20%,…

The second-quarter earnings parade keeps marching on. We saw a big winner in India’s IndiGo, an airline with a voracious growth appetite. But we also had some disappointments in Wizz…

It’s the heart of earnings season now. Major airlines from across the world reported their second-quarter results last week. In Asia, Singapore Airlines enjoyed another fantastic quarter. All Nippon's performance…

It was United and American’s turn to flaunt dazzling second quarter profit margins, lifted by, one, raging demand; two, much lower fuel costs; and three, frustrating but ultimately yield-enhancing supply-side…