An update to our US airline industry snapshots. Here’s a quick four-pager that gives you a perspective on how the big US airlines have been doing through 1Q25. It’s not current data, but as current as the US DOT enables.…
“Green Travel” is a much bigger theme in Europe than in the US. No matter where you stand on Net Zero (we are skeptical of Net Zero) or other broad-brush environmental polemics, the idea of a cleaner environment should not…
Another helpful way to use the US DOT T2 data is to create a snapshot of the US airline industry. The recent data is current through year-end 2024. Below is our public snapshot. A more detailed, 23-page version is available…
We get lots of questions about the US airline industry’s performance. Here’s a model that summarises the performance of the US airlines (excluding regional brands). The model uses the DoT’s T2 dataset and essentially a snapshot at the end of…
United’s CEO said Frontier is “going out of business.” This comment caused a lot of industry chatter. After all, the model espoused by ULCCs has worked very well. Ryanair is doing a roaring business in Europe. Why can’t that work…
Yesterday’s news about a joint venture between Canada’s Air Transat and Porter Airlines percolated overnight. The idea they put forward looks smarter the more we think about it. The strength, as we see it, is their combined fleet capabilities. Neither…