Is the ULCC Dead? Scott Kirby is Half Right.
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Year 2026
Frontier Airlines 1Q26 Earnings
Frontier’s Q1 results will draw more attention than usual due to the recent shutdown of Spirit Airlines. The narrative centers on two competing forces: the structural upside from Spirit’s exit and the near-term pressure from spiking fuel prices. Early retirement…
How Big Is the Spirit-Sized Gap?
Spirit Airlines is gone. The amount of digital ink being spent on the subject is amazing – far more than its market share justified. Meanwhile, the US DoT published its January OnTime, and we updated our ‘Padding’ model. The timing…
Embraer adds UAE to growing C390 customer base
The Embraer military transport, the C390 Millennium, has just added the United Arab Emirates (UAE) to its growing customer base. The aircraft and Embraer’s military segment are on a roll, racking up sales to multiple customers in recent months, including…
A Tanker Tango: India, Israel, and Boeing
There is a fascinating story that captures the messy realities of cost, geopolitics, and corporate rivalry for India’s new aerial tanker fleet. For over two decades, the Indian Air Force struggled with aging Russian Il-78MKI tankers. Multiple attempts to buy…
Oberpfaffenhofen’s mini aero cluster
About 30 kilometers west of Munich, a quiet airfield is emerging as another European hub for commercial aircraft development and production. Once the birthplace of Dornier’s legendary designs, Special Airport Oberpfaffenhofen (EDMO) and its surrounding Airtech Campus have become home…