A Southwest Airlines snapshot
This is an interesting story from the Dallas Morning News today. As the author states, “Has the LUV run out?” Let’s take a look at some data. Let’s look at the aircraft data if we focus on passenger LUV. The…
Tag Southwest
Southwest Airlines reports 46% drop in profits
Southwest Airlines reported its second quarter results, with profits declining 46% for the quarter on a year-over-year basis. While revenues rose to a record $7.35 billion, a 4.5% increase YoY, unit revenue decreased with capacity growth outstripping demand. RASM was…
Third Southwest Airlines descent raises alarms
Southwest Airlines has experienced three incidents in the last few months in which Boeing 737 MAX 8 aircraft have unexpectedly descended to low altitudes on their landing approaches. Three unsafe approaches, the first at Oklahoma City, the second off the…
Southwest Airlines Signs MoU With Archer Aviation
You can read the PR here. The MoU focuses on Southwest’s California operations. Archer focuses on offering to replace 60-to-90-minute car commutes with estimated 10-to-20-minute electric air taxi flights. Archer and Southwest plan to collaborate over the next few years…
Does Southwest warrant a shakeup?
Elliott Investment Management‘s move on Southwest Airlines continues to elicit industry chatter. The initial reaction was surprising, but it soon became accepted that Southwest needed a shakeup. A key argument of this thinking goes like this: when you also consider…
Elliot and Southwest – Change is Needed
Southwest Airlines, despite having competitive costs, as shown here , is not performing well, and underperforming its key peers. Change is needed. Several factors contribute to that underperformance, including senior management clinging to obsolete strategies as the industry continues to…