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Category Airlines

Delta’s 2Q results

Delta

When traffic surges and fuel costs decline, the numbers look great.  Delta just reported its highest quarterly revenue and earnings ever. TD Cowen says in a note: “exceeded our better-than-consensus estimate as strong yields and traffic and lower fuel costs…

Summer air traffic surge

We updated our domestic air traffic model, and here are the results.  Some markets, like Nigeria, are over a year behind with their data updates. Even the EU is about a half-year delayed. Tier 1 – The slow EU reporting…