Articles tagged “Global Analysis”

After a sensational run of impressive profits in the 2010s, what can Japan Airlines do to restore its weakened commercial cut-through?

In this week’s episode, Gordon Smith and Jay Shabat turn their attention to the year ahead. Going region-by-region, the pair share the emerging stories that are on their radar for 2025 and beyond.

In this week’s episode, Gordon Smith and Jay Shabat are back for the second half of their 2024 trends countdown. Hot topics include the impact of a strong U.S. Dollar and chronic supply chain issues.

In this week’s episode, Gordon Smith and Jay Shabat discuss the biggest trends to have shaped the airline sector in 2024. From continued consolidation to a horror show for U.S. LCCs, we reflect on a fascinating year for the industry.

Was 2024 a good year for the global airline industry? Yes. Demand was strong, supply was constrained, and fuel prices dropped as the year progressed. In this, our last issue of Airline Weekly before the new year, we look at the top trends and themes of the past year, one that many airlines will remember fondly.

Welcome to the final quarter of 2024. Believe it or not, airlines will begin reporting their third quarter results this week, beginning as usual with Delta on Thursday (October 10).…

In this week's episode, Gordon Smith and Jay Shabat discuss the final results from Airline Weekly's Earnings Scoreboard for Q2 2024. From household names to niche regional players, we examine…

Cost pressures. Cooling demand. Geopolitical turbulence. Despite all of this, the second quarter of 2024 was a good one for the global passenger airline industry. Collectively, major airlines that disclose their quarterly financial results (most of them do) earned an 8% Q2 operating margin adjusted for special items. Airline Weekly crunches the big numbers for our flagship quarterly review.

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,…