Every US airline on-time statistic you’ve ever read — DOT’s monthly reports, Cirium’s rankings, the “Platinum Award” language Delta has used for years — is built on the same industry-standard grace period: a flight counts as on-time if it departs…
How is the absence of Spirit Airlines going to impact the ULCC segment? As we noted in the previous post, the Network carriers are best placed to exploit the growing bleisure market. The market is continuing to adjust, Spirit’s absence…
This analysis is likely to come across as fingernails on the blackboard for many. The thesis is data driven, and we’re going to walk readers through it, data point by data point. You might still disagree, but you’ll see where…
The Boeing 737-800 is the main workhorse among US airlines. There are, by recent count, as of July, 784 in service with US airlines. The next largest fleet among these airlines is the E175 at 717. The nearest Airbus is…
The FAA certified the 737 MAX 7 on August 3. Now the question is when Southwest gets its first one. The answer is early 2027 (sources point to the first half of the year, with commercial service for Southwest Airlines…
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…