1Q24 Financial implications for the duopoly
Addison Schonland
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.
The A321neo’s fulcrum role for Airbus
This model aircraft has, arguably, become the most important in commercial aviation. Airbus gained market share and power because Boeing’s competitive model to the A321neo is the MAX 9. The MAX 9 is not competitive, and the better competitor, the…
Another airline switch up from A321neo to A321LR
Aegean Airlines announced it has decided to “invest into an extended range and upgraded cabin quality version of the A321neo to create a “special purpose” sub fleet of initially four A321neo aircraft able to reach further and best serve non-EU…
United’s good 1Q24 but it’s early days for 2024
Airline reporting: United Airlines reported first-quarter 2024 financial results. The company had a pre-tax loss of $164 million, a $92 million improvement over the same quarter last year; adjusted pre-tax loss1 of $79 million, a $187 million improvement on an adjusted…
US On-time January – interesting cancellation impacts
The January data that was published provides some interesting data points. We are updating the models. The following charts examine the percentage of flights canceled for selected US airlines that show obvious signs of disruptive cancellations. The industry average for…
U.S. Air Carrier Traffic And Capacity Summary
The US DoT updated its T-1 dataset through January 2024, so we updated our model and decided this might be a neat item to share. There are six pages to go through. Remember to click the double-headed arrow at the…