Guest Post by Timothy O’Neil-Dunne. For thirty years, I have had a nagging suspicion that one of the airline industry’s biggest stories was hiding in plain sight inside the U.S. Department of Transportation’s Form 41 data. Not in the glamorous…
Here’s our latest monthly US air traffic review. You’ve seen the news and read the opinions. Here’s the data to help you form your own view on how the market is doing. This is an update to our previous note…
For much of the post-pandemic recovery, the commercial aviation centered on airlines: booming travel demand, rising fares, and a battle between ultra-low-cost carriers and the legacy giants. The latest results from AerCap Holdings suggest that one of the biggest winners…
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…