The US DOT T-100 International Segment data was refreshed through July. Two charts offer an interesting view of market movement. The data includes some surprises; for example, Canada and Mexico’s market impact is so significant that it drives the average…
Fuel costs are once again in the headlines, especially for airlines. As the highest-cost external input, it is one of the most closely monitored data points. We looked at the latest data on US airlines and their fuel burn, by…
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…
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…