Airbus is holding its 2026 delivery guidance and left the heavy lifting to 4Q26. To get there, it needs 281 deliveries based on our tracking. Also, about €3.0bn of EBIT Adjusted, and about €5.8bn of free cash flow in the…
The headlines are nonstop: high fuel costs are causing airlines all kinds of financial trouble. As we’ve seen among the US airlines that have reported 3Q earnings, revenues are up strongly. But without fuel costs, they’d be gloriously profitable. Fuel…
Boeing moved the finish line. The MAX line is still stabilizing at 47 a month; 52 now waits for 2H27, and the stock fell about 10%. The prior-year loss carried the 777X charge, so the EPS comparison tells you little.…
JetBlue grew revenue 21% and still lost money. 3Q26 revenue was $2.81bn, net loss widened to $257m from $143m, and the full-year margin guide worsened. Everyone else this season showed the same pattern. Of the carriers that have reported, JetBlue…
This is another of our evolving KPIs for tracking US airlines in new ways. Delay Propagation Factor quantifies how an initial downstream or primary delay ripples across subsequent flight legs in an aircraft’s daily rotation. This helps show how resilient…
Another week has passed, and here’s how US airline traffic performed. As always, we use charts to help explain what the data tells us. Looking at the chart at the top of this post, “Shock and uneven recovery (2019–2022)”: Business…