Airbus Friction: 2026 is a Two-Program Story
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Month June 2026
KKR’s $1.4 Billion Bet Confirms PE’s Bet
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MAX 7 & 10 – The End of FAA Bilateral Hegemony?
Reuters put out some very interesting news about the MAX 7 and MAX 10. Let’s go deeper than this good news. MAX 7 and MAX 10: The FAA-EASA Relationship Is the Real Story Boeing’s two pending narrowbody certifications are finally…
Qantas ULH Business Case Looking Bright
Prefer immediate full access? Subscribe for complete analysis + ongoing updates Want this applied to your fleet or portfolio? We can run a focused 15–20 minute walkthrough on the implications for your specific programs or risk exposure — or put…
US Airlines and Schedule Padding
Airlines around the world pad their schedules, and US carriers are no exception. Scheduled flight times have a curious habit of lengthening over time, even as aircraft technology, navigation systems, and operational tools continue to improve. A rational observer might…
US Airlines – Traffic & Load Factor Outlook
With the T-100 sources updated, here’s our look at the history through 1Q26 and a five-year outlook. Note the impact of the COVID pandemic and the near V recovery – remember how everyone hoped for a ‘swoosh’ recovery? Turns out…