Frontier’s Q1 results will draw more attention than usual due to the recent shutdown of Spirit Airlines. The narrative centers on two competing forces: the structural upside from Spirit’s exit and the near-term pressure from spiking fuel prices. Early retirement…
Spirit Airlines is gone. The amount of digital ink being spent on the subject is amazing – far more than its market share justified. Meanwhile, the US DoT published its January OnTime, and we updated our ‘Padding’ model. The timing…
Spirit Airlines, already on shaky financial grounds, has become the first airline victim of the Netanyahu/Trump war with Iran. The dramatic increase in fuel costs after the war began became too much for Spirit to profitably operate given its existing…
Turkish Airlines has greatly benefited from the Middle East war and the massive capacity reductions of the Gulf carriers. Transit traffic via the Istanbul hub was up by 10 percent in the first quarter, passenger traffic to Asia by even…
Air Canada delivered its second consecutive record quarter, but suspended its full-year guidance. That combination tells the Air Canada story precisely: the airline is executing well on everything it can control, and is honest about what it cannot. The Numbers…
Biman Bangladesh Airlines ordered 14 Boeing aircraft, consisting of 10 787s and four 737 MAXs, in a deal valued at approximately $3.7 billion at list prices. The airline’s board approved the purchase in early January 2026, and the formal signing…