Issues

American Plays Catchup

Welcome to the second quarter of 2023. The first quarter is now in the books, with the stronger spring and summer seasons approaching in most major geographies. First quarter earnings…

Three's A Crowd in Taiwan

The first quarter of 2023 will end in just a few days, making way for what’s typically a busier and more financially rewarding period of the year for most airlines.…

The Demand Party: When Will it End?

They said it again: Demand remains exceedingly strong. Nearly all U.S. airlines presented to investors last week, sounding universally bullish about the upcoming spring and summer peaks. They talked about…

Thai Turns to Black

The U.S. Justice Department has removed any doubt about its feelings toward the JetBlue-Spirit merger. It doesn't like the idea and is suing to stop it. That's hardly the end…

Air France's Premium Bet

Lufthansa’s fourth quarter results are in and — once again — IAG’s were better and Air France-KLM’s were worse. Will the Lufthansa Group forever be stuck in the middle? For…

A Year Without Russia

Fourth quarter financial reports continue to roll in. Last week featured some strikingly good performances, led by Singapore Airlines and Qantas. Both carriers have emerged from the pandemic with guns…

Champion of the Americas

Any doubts about Air India’s ambition to become a leading global airline? Not after the massive order for Airbus and Boeing planes it announced last week. In the earnings space,…

U.S. Earnings Highlights

Reliving bad memories is never pleasant. But Southwest Airlines didn’t have much of a choice as it faced a barrage of hostile questions about its holiday fiasco. How did it…

Mideast Goes Low Cost

The earnings parade marches on. More airlines reported their calendar fourth results last week, including Japan’s two major airlines. In a break with pre-Covid norms, ANA is now outperforming its…

Wizz Air Stumbles

With earnings season in full swing, we now have a clear picture of airline trends in the U.S. The Big Three — American, Delta, and United — all performed admirably…