Analysis and KPIs
Analysis using our proprietary KPIs uncovering unique aspects of the industry
Industry News
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War-risk cover is now a Gulf competitive edge for Emirates
War-risk insurance is now a competitive advantage in the Gulf. Emirates reportedly pays about $100,000 a week to cover its whole fleet. Foreign rivals were quoted $70,000 to $150,000 per flight. Both figures date from March, per the Financial Times. We have seen no updates. What the Market Is…
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Fuel costs outpace IAG revenue, profits plunge 16%
IAG’s 3Q26 operating profit fell 16% to €1,726m, and fuel rose €570m on €416m of new revenue. The 17.7% margin still beat Lufthansa at 11.5% and Air France-KLM at 13.6%, though definitions differ. The Quarter IAG reported on November 6. Operating profit is before exceptional items. Company-compiled consensus was…
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Lufthansa’s EBIT +6% on hedging; core brand lags
Lufthansa grew 3Q26 adjusted EBIT by 6% to €1.41bn, and a fuel hedge did the heavy lifting. Lufthansa Airlines, the core brand, is still €180m in the red over nine months. Lufthansa reported on November 3. Reuters had the consensus at €1.38bn, so EBIT beat. Revenue missed, per Investing.com.…
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Bombardier Reports Strong Third Quarter and Outlook
Canadian business aircraft manufacturer Bombardier reported a strong third quarter. The company generated $2.37 billion in revenue and delivered 33 aircraft . The company raised its full-year free cash flow forecast to more than $1.3 billion. The services segment generated a record $701 million in quarterly revenue. Bombardier remained…
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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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