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 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…
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…
The aviation supply chain can be fragile. Just one missing component can stop aircraft production. As a result, major OEMs take their supply chains seriously. OEMs utilize dual sourcing and carefully manage outsourced work. An exclusive Reuters report last week…
Airbus is holding its 2026 delivery guidance and left the heavy lifting to 4Q26. To get there, it needs 281 deliveries based on our tracking. Also, about €3.0bn of EBIT Adjusted, and about €5.8bn of free cash flow in the…
The headlines are nonstop: high fuel costs are causing airlines all kinds of financial trouble. As we’ve seen among the US airlines that have reported 3Q earnings , revenues are up strongly. But without fuel costs, they’d be gloriously profitable.…