Airline Weekly Lounge Episode 78: The United Weigh

Airline Weekly Lounge Episode 78: The United Weigh

United is still trailing its peers, but can it catch up? That’s the question we weigh first in this episode. In the second quarter, American Airlines bested United with a 16% operating margin versus United’s 14%. One thing that went right for AA: Latin America. One thing that went wrong for United: Asia. Meanwhile, little is going wrong for Alaska Airlines, which is enjoying life in all the right markets at the right time. JetBlue’s transcontinental routes, which used to be a vulnerability, are now making a mint for the airline. JetBlue even beat mighty Spirit by a whisker. Allegiant did fine despite an eye-popping drop in its profit margin. And, lastly Southwest was again a profit leader with its very conservative approach.

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American Airlines Is Falling Behind. Here’s Why

American Airlines Is Falling Behind. Here’s Why

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19 Helmi 28min

Icelandair: Moving in the Right Direction?

Icelandair: Moving in the Right Direction?

In part one of this week's show, Gordon and Jay crunch the latest financials from Icelandair and discuss how it plans to become sustainably profitable. In part two, the conversation turns to global ai...

12 Helmi 38min

Japan Airlines vs. ANA: Who's On Top?

Japan Airlines vs. ANA: Who's On Top?

In this week's show, Gordon and Jay discuss the latest results from Japan's two mega-airline groups. With inbound visitor numbers soaring, but domestic air travel down, we analyze the key financial an...

5 Helmi 34min

U.S. Earnings Season: Half-Time Report

U.S. Earnings Season: Half-Time Report

In part one of this week's show, Gordon and Jay discuss the latest quarterly earnings from American Airlines and JetBlue. In part two, the discussion turns to Ryanair, with a deep dive into its financ...

29 Tammi 36min

New from Skift: Executive Conversations Shaping the Travel Industry

New from Skift: Executive Conversations Shaping the Travel Industry

We’re sharing a preview of a new podcast from Skift called Skift Take Sessions. Skift Take Sessions is a weekly, journalist-led podcast built from the most important conversations shaping the global ...

26 Tammi 2min

Delta vs United: Premium Boom, Economy Squeeze

Delta vs United: Premium Boom, Economy Squeeze

It is earnings season, and this week on the Airline Weekly Lounge, Jay Shabat and Meghna Maharishi break down Q4 2025 results from United and Delta, recorded on Wednesday, January 21, 2026. They comp...

22 Tammi 21min

Allegiant–Sun Country Merger: What’s Really at Stake?

Allegiant–Sun Country Merger: What’s Really at Stake?

In this special edition of the Airline Weekly Lounge, Gordon is joined by Jay and Meghna to discuss Allegiant's plan to acquire Sun Country Airlines for $1.5 Billion. Fresh off the phone with Allegian...

12 Tammi 34min

Inside the Ethiopian Airlines Playbook

Inside the Ethiopian Airlines Playbook

Ethiopian Airlines is one of African aviation's outstanding success stories. We explore how the carrier grew profitably, built global reach, and what its strategy means for the future of the sector. I...

8 Tammi 42min

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