Analysis and KPIs
Analysis using our proprietary KPIs uncovering unique aspects of the industry
Industry News
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United has lots of work before it’s #1
United CEO Scott Kirby has been in the news again. From a media viewpoint, that’s great. The industry needs mavericks to keep it interesting. We’ve previously opined, based on the data, that United is about to eclipse, or has eclipsed, Delta at the top of the US industry. But…
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Is Scott Kirby Right About an Airbus-Boeing Collusion?
United Airlines CEO Scott Kirby spoke on an aviation podcast last week. He suggested that Airbus and Boeing had an agreement not to develop a new aircraft to replace the Boeing 757. The duopoly offers the Airbus A321neo and the Boeing 737 MAX 10. Neither aircraft, however, has the…
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Ryanair’s H1 profit -15%; FY28 fuel is the real hit
Ryanair’s H1 profit after tax fell 15% to €2.15bn on fares down 4% and unit costs up 5%. The bigger number is in FY28, when Ryanair expects a fuel bill about €2bn higher. Ancillary revenue was €3.08bn, up 6%. Second-quarter profit after tax was €1.61bn, down 6% from €…
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That was a pretty good October; Signals are still saying to be wary
October is done, and here’s the data. It was a surprisingly good month. For some time, we have been wondering about softening traffic, yet the month came through better than any other October since the pandemic. We have a two-page model summarizing how the market has performed since the…
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Greece acquires 3+3 Embraer KC-390
PR: The Hellenic Ministry of National Defense today signed a contract to acquire three KC-390 Millennium with options for an additional three aircraft, produced by Embraer (NYSE: EMBJ/B3: EMBJ3) through a government-to-government agreement between Greece and Portugal. As part of this landmark agreement, the Hellenic Air Force will receive…
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SkyWest’s EPS +10% on buybacks and a depreciation change
SkyWest earned $120m in 3Q26, with prorated fuel up 50% per gallon and a depreciation change that helped. Management cut the 2026 EPS guidance. 3Q25 comes from SkyWest’s 8-K. 3Q26 comes from a call summary, so the change column is ours. Pre-tax income was up 15% from 2Q26. GuruFocus’s…
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