Is the ULCC Dead? Scott Kirby is Half Right.
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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.
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…
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…
Air Canada 1Q26: Record Everything, Except Certainty
Air Canada delivered its second consecutive record quarter, but suspended its full-year guidance. That combination tells the Air Canada story precisely: the airline is executing well on everything it can control, and is honest about what it cannot. The Numbers…