Analysis and KPIs
Analysis using our proprietary KPIs uncovering unique aspects of the industry
Industry News
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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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MAX 10 vs A321neo: Airbus’ Battle Ahead
Boeing’s MAX 10 certification was a long, drawn-out saga. No need to rehash that here. The key issue: Boeing has its aircraft certified, and now it’s time to deliver. As we reviewed our MOM models, something caught our attention. Fuel burn among the MOM-class single-aisles shows the MAX 9…
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Rolls-Royce is Returning to the Narrow-Body Engine Market
Rolls-Royce will receive £2.5 billion ($3.3 billion) in U.K. government support to develop a new engine for narrow-body airliners. That R&D funding enables the UK-based engine manufacturer to return to the market’s most lucrative segment. The company left the narrow-body engine market in 2011, after selling its joint venture…
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How Fragile is Boeing’s Supply Chain?
The aviation supply chain can be fragile. Just one missing component can stop aircraft production. As a result, major OEMs take their supply chains seriously. OEMs utilize dual sourcing and carefully manage outsourced work. An exclusive Reuters report last week indicated a production halt at Boeing. Boeing halted production…
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