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Tag margins

US Airlines Margin Recovery

US airlines are seeing their margins recover. Take a look at the chart below to see the V recovery everyone wanted.  Click on any airline to see how each one is doing. The forecast (5-year outlook , 12-point seasonality, 99%…

Embraer margins improve despite fewer deliveries

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CORRECTED – Lower deliveries of commercial and military aircraft partly compensated by higher revenues from services plus one-off costs associated with Eve Air Mobility resulted in a net loss for Embraer. The Brazilian airframer reported a restated $-146.4 million net…

The Duopoly remains unstable

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Observers of the commercial aviation space would do well to study game theory.  First, because it helps to better understand the choices facing the two primary players. Second, because it helps one better comprehend possible next steps and the downstream…

Thoughts on SkyWest’s latest order

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Yesterday SkyWest and Embraer announced an order for another 16 E-175s.  This order boosts SkyWest’s E-175 fleet, which is already the world’s largest of the type.  These 16 aircraft will be used exclusively for Delta Air Lines regional service.  SkyWest…

Australia struggles to get flying again

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Australia has been struggling to get airborne again.  The pandemic hit hard and the reaction was (like many places) overdone.  Australia and New Zealand created one of the first travel bubbles. That too has been a struggle. Qantas recently pushed…