1Q20 US Airline Fleet Numbers

Take a look at just how much damage COVID has done to US airline fleets. The fleet data we have is through 1Q20 and, as we know, it only got worse since then. Much worse. Bear in mind that several…

Take a look at just how much damage COVID has done to US airline fleets. The fleet data we have is through 1Q20 and, as we know, it only got worse since then. Much worse. Bear in mind that several…
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

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…
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…

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…
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…