IndiGo looks to Embraer?
The news is eye-popping, but it shouldn’t be. India’s need for regional jets is something we’ve been talking about for years. The idea that every Indian city pair needs an A320 is clearly as inefficient as it is for any…
Category AIR
United has lots of work before it’s #1
United CEO Scott Kirby has been in the news again. From a media viewpoint, that’s great. The industry needs mavericks to keep it interesting. We’ve previously opined, based on the data, that United is about to eclipse, or has eclipsed,…
Ryanair’s H1 profit -15%; FY28 fuel is the real hit
Ryanair’s H1 profit after tax fell 15% to €2.15bn on fares down 4% and unit costs up 5%. The bigger number is in FY28, when Ryanair expects a fuel bill about €2bn higher. Ancillary revenue was €3.08bn, up 6%. Second-quarter…
That was a pretty good October; Signals are still saying to be wary
October is done, and here’s the data. It was a surprisingly good month. For some time, we have been wondering about softening traffic, yet the month came through better than any other October since the pandemic. We have a two-page…
SkyWest’s EPS +10% on buybacks and a depreciation change
SkyWest earned $120m in 3Q26, with prorated fuel up 50% per gallon and a depreciation change that helped. Management cut the 2026 EPS guidance. 3Q25 comes from SkyWest’s 8-K. 3Q26 comes from a call summary, so the change column is…
MAX 10 vs A321neo: Airbus’ Battle Ahead
Boeing’s MAX 10 certification was a long, drawn-out saga. No need to rehash that here. The key issue: Boeing has its aircraft certified, and now it’s time to deliver. As we reviewed our MOM models, something caught our attention. Fuel…