Is Singapore Airlines Still A Profit Superstar?
In part one, Gordon and Jay review the latest numbers from Singapore Airlines and explain why context is key when determining success. In part two, we preview the annual results…
Jay Shabat
Where Will UAE Carriers Go Next?
Dubai built Emirates to drive economic growth — and succeeded beyond imagination. Now a new chapter is unfolding. Emirates is expanding cautiously, while FlyDubai and Etihad push aggressively into new markets and Air Arabia carries low-cost flying further afield. With hundreds of aircraft on order, new hubs taking shape, and regional competition intensifying, the Gulf aviation story is evolving quickly. We explore what might come next in this week’s feature story.
American Airlines Is Falling Behind. Here’s Why
Delta and United are dominating airline profits while American falls behind, and Frontier struggles to recover. Jay Shabat and Meghna Maharishi break down airline earnings, American’s leadership pressure, and Frontier’s…
Icelandair's Despair
Icelandair is still in the red. Despite strong transatlantic demand and the collapse of local rival Play, it posted a loss for the second straight year. Yet traffic trends are improving, partnerships are expanding, and a more efficient fleet is on the way. Is Icelandair truly on the right track, or stuck in a structurally unforgiving market? We explore the outlook in this week’s feature story.
Icelandair: Moving in the Right Direction?
In part one of this week's show, Gordon and Jay crunch the latest financials from Icelandair and discuss how it plans to become sustainably profitable. In part two, the conversation…
Japan-tastic: ANA and JAL Flying High
Japan Airlines is back in the lead, at least for now. After losing its profit crown to All Nippon in the early post-Covid years, JAL outperformed its rival again in 2025. More importantly, both carriers are thriving despite a complex landscape of shrinking Chinese traffic, U.S. tariffs, and stiff competition. In this week’s feature story, we explain how Japan’s two airline giants are staying ahead.
Japan Airlines vs. ANA: Who's On Top?
In this week's show, Gordon and Jay discuss the latest results from Japan's two mega-airline groups. With inbound visitor numbers soaring, but domestic air travel down, we analyze the key…
Ryanair: Steady As She Goes
“Steady as she goes.” That’s Michael O’Leary’s latest assessment of Ryanair’s business – a phrase that feels almost understated coming from one of aviation’s most outspoken CEOs. But beneath the familiar bluster, the numbers tell a quietly impressive tale. In this week’s feature story, we look past the theatrics to examine why Europe’s largest low-cost carrier remains one of the industry’s steadiest performers.
U.S. Earnings Season: Half-Time Report
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…
United's Got Swagger
United Airlines is feeling good. After another strong earnings report last week, CEO Scott Kirby took aim at rivals with unmistakable confidence. United, he insists, now belongs in an exclusive club at the very top of the U.S. airline industry. But how durable is that swagger? In this week’s feature story, we dig into United’s success and discover how it’s closing the margin gap with Delta despite clear structural disadvantages.