Analysis and KPIs
Analysis using our proprietary KPIs uncovering unique aspects of the industry
Industry News
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JetBlue’s revenue +21%, and its loss widened
JetBlue grew revenue 21% and still lost money. 3Q26 revenue was $2.81bn, net loss widened to $257m from $143m, and the full-year margin guide worsened. Everyone else this season showed the same pattern. Of the carriers that have reported, JetBlue has the thinnest cushion to take it. So the…
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Tracking US Airlines’ Delay Propagation Factor
This is another of our evolving KPIs for tracking US airlines in new ways. Delay Propagation Factor quantifies how an initial downstream or primary delay ripples across subsequent flight legs in an aircraft’s daily rotation. This helps show how resilient airline schedules are. Does an early hiccup keep going?…
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US Airlines are adjusting; capacity discipline is improving
Another week has passed, and here’s how US airline traffic performed. As always, we use charts to help explain what the data tells us. Looking at the chart at the top of this post, “Shock and uneven recovery (2019–2022)”: Business travel collapsed far more severely than leisure in 2020.…
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Trump Reverses Threat to Block Bombardier Aircraft
In September, Donald Trump threatened to block sales of Canada-based business aircraft manufacturer Bombardier in the United States. This came just before Trump escalated tariffs in his on-going trade war with Canada. Apparently, Trump and his staff failed to research the corporation. He did not realize that Bombardier has…
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Five US airlines, five fuel bills, one margin gain in 3Q26
Five US airlines, five fuel bills, one story. Revenue is up 14% to 21% at every carrier that has reported, and of the carriers we can measure, only Southwest turned it into a better margin. Delta opened the season, followed by Alaska and United on October 20, Southwest on…
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How a French crash disrupts Airbus and supply chains
France faces a meaningful risk of a sovereign-debt and political crisis. As of October 22, 2026, the warning signs are more serious than an ordinary period of weak growth. France’s debt stress leaves Airbus demand intact but puts its Toulouse supply chain at risk. What the latest indicators tell…
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