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…
Southwest’s 2Q26 was a solid beat on profitability but a mixed print overall: adjusted EPS came in at $0.94 versus $0.51 expected, while revenue of about $8.4 billion missed consensus by a small amount. The bigger issue for the airline…
Prefer immediate full access? Subscribe for complete analysis + ongoing updates Want this applied to your fleet or portfolio? We can run a focused 15–20 minute walkthrough on the implications for your specific programs or risk exposure — or put…
Looking for a tailored view? If this analysis relates to fleet planning, portfolio risk, or specific programs you’re tracking, we can set up a short **online site walkthrough** (15–20 minutes) and/or create a custom subscription focused on the areas that…
PR: BermudAir, Bermuda’s hometown airline, is set to become the newest operator of the Airbus A220, following an order placed by affiliated company Odyssey for 10 firm and 10 options for the A220-300. The firm order, booked in March 2026,…
Prefer immediate full access? Subscribe for complete analysis + ongoing updates Want this applied to your fleet or portfolio? We can run a focused 15–20 minute walkthrough on the implications for your specific programs or risk exposure — or put…