Airbus Friction: 2026 is a Two-Program Story
Month June 2026
KKR’s $1.4 Billion Bet Confirms PE’s Bet
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
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…