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Month August 2026

Airbus July Orders & Deliveries

Airbus logo 3D Blue

Airbus’s July O&D numbers are in, and the gap over 2025 keeps widening. Orders: 204 gross, but 66 cancellations brought net to 138. The headline commitment was SMBC Aviation Capital’s 100-jet single-aisle order (35 A320neo / 65 A321neo), followed by…

Schedule Padding Is How Airlines Grade Airports

ORD

Airports don’t build buffers—airlines do. When we look at US airline schedule padding, we aren’t looking at a metric designed or controlled by airport operators. Instead, we are looking at an airline’s reaction to real-world friction. Schedule padding is essentially a…

Apollo Wins easyJet. Now There’s a Model.

Apollo Global Management won easyJet. Castlelake withdrew from the bidding on August 6, without giving a specific reason, clearing the way for Apollo’s £5.7 billion (£7.15-a-share) cash offer — unanimously recommended by easyJet’s board, an 81% premium to where the…