Delta opens US airline earnings season on Friday with a quarter that says more about the industry. Demand was strong, pricing held. Revenue grew 16%, and Delta Air Lines holds a distinct position in the industry. Pre-tax profit grew only…
PR: Avolon, a leading global aviation finance company, has placed a firm order for 110 Airbus aircraft, comprising 35 A330-900 and 75 A320neo Family aircraft. This incremental order takes Avolon’s total for the A330-900 to 114 aircraft and the A320…
Airbus deliveries year-to-date stand at 547 to 84 customers. August’s year-to-date figure was 475, and September was 72. Orders: September gross orders were 17. The data reflect ongoing activity across the quarter. Backlog moves shown below align with manufacturing cadence.…
PR: LATAM Airlines Brazil and Embraer are celebrating the start of the delivery process for the first E195-E2 in the airline’s history. The new aircraft is expected to enter service in the coming days and will bolster LATAM’s connectivity expansion,…
This chart shows aviation performance from 2018 to 2026, tracking daily OTP for US airlines and its smoothed moving average. The implications for US airlines are interesting.
Our latest model update tracking US airlines’ domestic air travel dynamics highlights a clear structural trend: the rebalancing between corporate and leisure demand has reached a definitive baseline. While early post-pandemic years saw dramatic swings, current data confirms the domestic…