The release of the US DOT’s July On-Time performance dataset allows us to update our operational models. This update reveals a fascinating evolution in our Airport Performance Index, highlighting major operational turnarounds and persistent bottlenecks across the US network. The…
The Boeing 737-800 is the main workhorse among US airlines. There are, by recent count, as of July, 784 in service with US airlines. The next largest fleet among these airlines is the E175 at 717. The nearest Airbus is…
Airports don’t build buffers—airlines do. When we look at US airline schedule padding, we aren’t looking at a metric designed or controlled by airport operators. Instead, we are looking at an airline’s reaction to real-world friction. Schedule padding is essentially a…
American Airlines is falling behind United and Delta—approximately $3 billion behind United and $5 billion behind Delta in annual profits. Speaking with CNBC, company CEO Robert Isom emphasized that American and its nearly 140,000 employees want “to be best at…
JetBlue posted a $247 million net loss for 2Q26, wider than a year ago, on revenue of $2.7 billion, up 14.5%. That result moved the stock — shares jumped as much as 9% — because the loss itself beat expectations:…
Commercial aviation is a long game. Orders placed today might not be delivered for several years. Airbus and Boeing have a single-aisle backlog for over a decade into the future. It is well-documented that the industry does not face a…