US DoT Traffic data February 2020
The DoT released its update to the T-100D for February, so we updated our model. Typically this for subscribers, but given the COVID madness we are all in, why not share it? Views: 23
Tag JetBlue
JetBlue and Spirit in the same boat
Both JetBlue and Spirit reported their Q1 results this week, unsurprisingly posting net-losses for the period as they felt the impact of Covid-19. Let’s have a look: JetBlue: JetBlue’s net loss for Q1 was $-268 million compared to a 42…
Running an airline must be hell
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…
US airline Op Margins – How it was supposed to be
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…
Parked aircraft and Power-By-The-Hour contracts
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…
Understanding US airline operating costs
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…