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…
We analyzed 2026 taxi times at US airports, and an alarming data point immediately stood out. Frontier Airlines has a taxi time problem across the top ten US airports. How big is the problem? These ten airports account for 21%…
Southwest and American, the two Texas-based major airlines, reported 2nd quarter earnings. The picture is somewhat mixed, despite the industry’s resilience during the Iran War and the rise in fuel prices over the last few months. Both carriers reported record…