Boeing moved the finish line. The MAX line is still stabilizing at 47 a month; 52 now waits for 2H27, and the stock fell about 10%. The prior-year loss carried the 777X charge, so the EPS comparison tells you little.…
JetBlue grew revenue 21% and still lost money. 3Q26 revenue was $2.81bn, net loss widened to $257m from $143m, and the full-year margin guide worsened. Everyone else this season showed the same pattern. Of the carriers that have reported, JetBlue…
This is another of our evolving KPIs for tracking US airlines in new ways. Delay Propagation Factor quantifies how an initial downstream or primary delay ripples across subsequent flight legs in an aircraft’s daily rotation. This helps show how resilient…
Another week has passed, and here’s how US airline traffic performed. As always, we use charts to help explain what the data tells us. Looking at the chart at the top of this post, “Shock and uneven recovery (2019–2022)”: Business…
Five US airlines, five fuel bills, one story. Revenue is up 14% to 21% at every carrier that has reported, and of the carriers we can measure, only Southwest turned it into a better margin. Delta opened the season, followed…
France faces a meaningful risk of a sovereign-debt and political crisis. As of October 22, 2026, the warning signs are more serious than an ordinary period of weak growth. France’s debt stress leaves Airbus demand intact but puts its Toulouse…