US DOT released its July 2026 On-Time data, and we updated our fleet KPI model. One clear message pops right out: American Airlines is way off compared to its peers. Most specifically, when compared to United Airlines.
Indeed, the results show that, on a YTD basis, United is the #1 performer among the Big Three. When you factor in operating costs per minute, the gap is huge. Expect some interesting earnings results and creative answers during the analyst calls.
US DOT released its July 2026 On-Time data, and we updated our fleet KPI model. One clear message pops right out: American Airlines is way off compared to its peers. Most specifically, when compared to United Airlines. Indeed, the results show that, on a YTD basis, United is the #1 performer among the Big Three. When you factor in operating costs per minute, the gap is huge. Expect some interesting earnings results and creative answers during the analyst calls.
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