flight ops
Our TSA and flight tracker is updated through the end of February and shows a softening in traffic.
This new model layout is highly interactive. The two pie charts show the consistency of traffic by month and day of the week.
Selecting February in the month pie chart updates the chart to show this month for the tracking periods. The curves show that traffic is consistent with the history. The most notable data point is the number of flights offered.
Using the middle chart with the base periods, February 2025’s rating was 129.5 for flights and 105.1 for passengers. US airlines have been adding capacity faster than traffic demands. This is a surprise because airlines have traffic data history and the computer power to price inventory accurately.
US airlines can point to disrupted new aircraft deliveries, which caused their planning to be out of sync. However, that is probably not enough of a disruption. The chart shows that US airlines are adding back capacity post-pandemic faster than traffic has returned. There are repricing implications. On top of this, the industry is working through a tough news cycle. Fortunately for us, this industry might be mature, but it is constantly evolving.
What is your view on this? How do you read the data?
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