US airlines have announced record profits – load factors are at all time highs. Fares are higher than you would think necessary with fuel prices down considerably. Consolidation has been excellent news for the US airline industry. But what has…
With the US airline industry consolidated, we would expect at least a short term discipline as the oligopoly finds its “natural” equilibrium. As we have said before over the long term, there is always going to be a breakdown because…
Mitsubishi Heavy Industry announced a first flight delay for the MRJ, and that it has launched a new management structure to facilitate the transition of the MRJ program from the development phase to manufacturing phase of development. In addition to…
The recent drop in oil prices has not resulted in an equivalent drop in air fares, as airlines are attempting to keep additional profitability from lower costs whenever they can. Perhaps the most egregious indication of this trend is Qantas,…
The US airline industry has rebounded solidly, showing its best profit margins since 1999. With fuel prices dropping, the potential for even better airline financial performance appears on the horizon, positively impacting airline equities. Historically, there has always been either…
Embraer delivered the first E175 to SkyWest. The aircraft is part of the firm order signed by the airline last year, for 40 E175s. SkyWest will operate the aircraft as United Express for United Airlines. These E175s are configured in…