Imagine running a business as complex as an airline. There are so many exogenous factors to consider – the weather is an obvious one and, of course, the regular contagions like wars, SARS, COVID, and financial meltdowns. Then you have…
Remember, back in the mists of time, before the Virus? It feels like so long ago. Back then the world seemed so “normal”. Here is how our model was forecasting future operating margins for the big US airlines based on…
Typically the airlines don’t pay much for their engines using “Power-By-Hour” contracts instead. From industry sources, we understand more than half the airlines utilize these contracts. On the lower side, we might see GE and CFM in high-sixties percent and…
The US airline industry has followed a path previously walked by the auto industry – cap in hand to Washington for help. This does make sense, given the massive disruption that hit within the past three weeks. So what are…
With the Covid-19 pandemic in full swing, global airlines are cutting back mercilessly with a downstream impact being felt throughout the commercial aerospace supply chain. On Friday Delta Air Lines, arguably the world’s best-run airline, announced it was grounding 300…
Over the past year, we built a series of data models to highlight points about the US airline industry. Today we sharing another of these to illustrate how US airline fleets have been operating in terms of on-time performance. The…