Analysis and KPIs
Analysis using our proprietary KPIs uncovering unique aspects of the industry
Industry News
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Lufthansa Group wins bid for TAP Air Portugal
Lufthansa Group has outbid Air France-KLM to win the battle for a minority share in TAP Air Portugal, paying €1.2 billion for a 44.9% stake. The Portuguese government will retain 50.1% ownership in the carrier. Both proposals also included a provision for a future majority share position and full…
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Asymmetrical Warfare Increasing Danger for Airlines
As we’ve seen in Ukraine, Iran, and now Saudi Arabia, asymmetrical warfare has dramatically changed military capabilities, with adverse impacts for airlines. The reason is that low cost drones and drones that resemble cruise missiles, can overwhelm existing defenses and do considerable damage, without the loss of troops, at…
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Mexico and Canada: Essential Markets for US Airlines
The US DOT T-100 International Segment data was refreshed through July. Two charts offer an interesting view of market movement. The data includes some surprises; for example, Canada and Mexico’s market impact is so significant that it drives the average number of passengers/flight down to 150.
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Proven 737 MAX Fuel Burn Data Highlights US Airlines
Fuel costs are once again in the headlines, especially for airlines. As the highest-cost external input, it is one of the most closely monitored data points. We looked at the latest data on US airlines and their fuel burn, by airline and by aircraft model. While there are no…
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Delta 3Q Earnings: Canary in the Coal Mine?
Delta opens US airline earnings season on Friday with a quarter that says more about the industry. Demand was strong, pricing held. Revenue grew 16%, and Delta Air Lines holds a distinct position in the industry. Pre-tax profit grew only 1% because fuel took almost all of the added…
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