When traffic surges and fuel costs decline, the numbers look great. Delta just reported its highest quarterly revenue and earnings ever. TD Cowen says in a note: “exceeded our better-than-consensus estimate as strong yields and traffic and lower fuel costs…
Boeing’s June order list included an interesting one from Emirates. The airline reportedly placed on order for 16 777X, some ten years after the original order at the 2013 Dubai Airshow. Reading the fine print of Boeing’s background sheet, it…
India caught the aviation industry’s attention at the Paris show. Here is our updated model of India’s domestic air traffic. Please use the airline selector on the left to monitor each airline’s performance. The market is still growing, but that…
Here’s the updated model. The air show was good for Boeing, with significant orders from India. There’s an interesting Emirates “order” for 777X – it is not new. 16 aircraft were de-booked, and now 16 are re-booked. #1 customer Southwest…
Boeing has delivered 266 aircraft in the first half year of 2023 and booked net orders for 567 airplanes, the airframer reported on July 11. Like Airbus, Boeing deliveries will be back-loaded if it wants to meet the full-year targets.…
Fuel burn is becoming a growing concern for airlines – fuel burn is the great exogenous factor. Fuel is the #1 input cost that the industry has zero control over. Some airlines hedge fuel, but that is not as popular…