Analysis and KPIs
Analysis using our proprietary KPIs uncovering unique aspects of the industry
Industry News
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Air France-KLM’s 3Q26 profit +10%; fuel +25%
Air France-KLM grew 3Q26 adjusted operating profit by 10% to €1,346m, while fuel and CO2 costs rose 25%. Premium fares and cargo paid the bill. The 3Q25 margin in the table is our math. Group capacity rose only 1.3%. Revenue rose about €700m, based on the 7.6% increase. Fuel…
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Emirates 1H27: $1.9B Fuel Hedge Masks a $900M Op Loss
Emirates earned $1.0bn before tax in the first half of FY27, down 68%. Without its fuel hedge, the airline would have lost money. Emirates Group reported on November 5. The comparison is the record first half of FY26, when profit grew 17%. Emirates carried 21.8m passengers, down 22%. dnata’s…
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Avolon Firms Order for 140 737 MAX 10
Irish aircraft lessor Avolon has firmed an order with Boeing for 140 737 MAX 10 aircraft. The firming comes two weeks after the FAA certified the MAX 10, enabling customer deliveries. This is the largest 737 MAX order from a leasing company. The MAX 10 competes at the top…
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IndiGo looks to Embraer?
The news is eye-popping, but it shouldn’t be. India’s need for regional jets is something we’ve been talking about for years. The idea that every Indian city pair needs an A320 is clearly as inefficient as it is for any other market. Given India’s continued rapid growth in air…
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Delta May Sue London Heathrow Over Terminal Move
London’s Heathrow Airport has reallocated several airlines to different terminals beginning in 2028. Delta Air Lines, which has a joint venture partnership with Virgin Atlantic, would be separated from Virgin into different terminals under a new proposal. Delta would be forced to move from Terminal 3 to Terminal 4,…
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European Airline Bomb Threats Continue for Second Day
The madness that is impacting Europe now includes bomb threats against airlines. Yesterday and today, several threats were received, causing flight disruptions. Some aircraft were diverted to other airports while others landed safely. No bombs have been found, and the bomb threats appear to be a hoax. Nonetheless, disruptions…
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