Articles tagged “Global Analysis”

The latest Airline Weekly global earnings scoreboard is in and the airline on top may not be the one you'd expect. Jay joins Gordon and Meghna to sort the winners…

A key IATA AGM takeaway? The engine makers are winning. Airlines are paying more, waiting longer, and flying fewer aircraft than planned — and there's not much they can do about it.

Gordon joins Jay from Rio as the IATA AGM wraps. The two then turn to Brazil itself: one of the world's largest aviation markets, and one of its most consolidated…

The aviation industry is navigating a turbulent stretch of leadership upheaval, fuel cost pressures, and strategic overreach, with Willie Walsh's surprise move to IndiGo and Alaska Airlines' Hawaii-Mexico drag serving as the clearest signals of an industry in flux.

Jet fuel has doubled, demand hasn't blinked — welcome to the aviation crisis where only half the industry is suffering.

Jet fuel has surged past $4 per gallon, pushing Q1 costs sharply higher for U.S. airlines. Yet demand remains strong, fares are rising, and new revenue streams – from loyalty programs to premium seating – are helping carriers offset the spike. As we explain in this week’s feature story, airlines are running a high-stakes race: can revenues keep pace with soaring fuel costs, or will the balance tip as we head into Q2?

Fuel accounts for roughly 20–30% of an airline’s operating costs—so when prices surge, the impact can be immediate and significant.

At the start of 2026, airlines were broadly optimistic. Demand looked strong, fuel prices were manageable, and last year’s tariff worries eased. Then the global outlook shifted again. The Iran war has shuttered Gulf hubs, pushed oil prices sharply higher, and raised fresh questions about the global economy. The result could be a troubling convergence of risks for the airline industry. In this week’s feature story, we examine four shocks the sector may now be facing.

In part one of this week's show, Gordon and Jay discuss the latest quarterly earnings from American Airlines and JetBlue. In part two, the discussion turns to Ryanair, with a…

The global airline industry navigated another turbulent year, marked by geopolitical shocks, shifting demand, and big strategic bets — yet it emerged highly profitable. From the softening of U.S. markets to the wave of post-bankruptcy success stories, 2025 delivered no shortage of plot twists. In this week’s feature story, we break down the most important industry trends and developments shaping the year just ended and ask the critical questions airlines face heading into 2026.