Analysts were expecting better results from Boeing today when it announced its Q2/HY1 2026 results. But behind the $435 million consolidated net loss for the first six months is a further improvement that should become significant in the coming quarters.…
Southwest and American, the two Texas-based major airlines, reported 2nd quarter earnings. The picture is somewhat mixed, despite the industry’s resilience during the Iran War and the rise in fuel prices over the last few months. Both carriers reported record…
Southwest’s 2Q26 was a solid beat on profitability but a mixed print overall: adjusted EPS came in at $0.94 versus $0.51 expected, while revenue of about $8.4 billion missed consensus by a small amount. The bigger issue for the airline…
Prefer immediate full access? Subscribe for complete analysis + ongoing updates Want this applied to your fleet or portfolio? We can run a focused 15–20 minute walkthrough on the implications for your specific programs or risk exposure — or put…
Looking for a tailored view? If this analysis relates to fleet planning, portfolio risk, or specific programs you’re tracking, we can offer a short **online site walkthrough** (15–20 minutes) and/or create a custom subscription focused on the areas that matter…
Air Canada delivered its second consecutive record quarter, but suspended its full-year guidance. That combination tells the Air Canada story precisely: the airline is executing well on everything it can control, and is honest about what it cannot. The Numbers…