Analysis and KPIs
Analysis using our proprietary KPIs uncovering unique aspects of the industry
Industry News
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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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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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