No Harm No Foul?
[Guest Editorial by Timothy J. O’Neil-Dunne – The views expressed herein are those of the author and do not necessarily reflect those of AirInsight] Views: 68
Category Southwest Airlines
US airline snapshot – testing the oligopoly
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…
Southwest Airlines fleet orders and swaps; market share implications
There have been many 737 operators, but few with the attachment to the 737 like Southwest Airlines. The following chart shows how attached they have become to each other. The recent bump in growth came with absorbing the 737 fleet…
Premium #158 – Competition, Trust Busters and Barriers to Entry
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,…
Premium #145 – Will Capacity Discipline Hold in the US Airline Market?
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…
CSeries Demonstrations in Dallas and Indianapolis
The CSeries has resumed flight testing, and flight test vehicle 4 has been commandeered by the marketing team to make visits to customers and prospects. This week, FTV4 visited Republic Airways in Indianapolis, as shown in this video. Republic was…