The Thick of Fourth Quarter Airline Earnings

The Thick of Fourth Quarter Airline Earnings

It's a busy earnings week with American, Southwest, Alaska, and JetBlue all reporting. Edward Russell and Jay Shabat preview what they're listening for ahead of the airline calls on Thursday, January 26. Plus, EasyJet's strong December quarter revenues suggest their network shift to southern Europe is working. Reading List American Airlines Sees First Full Year of Profitability Since 2019 Southwest Airlines Vows to Return to Recovery Plan by March After Meltdown Alaska Airlines’ Exposure to Tech Sector Hits Carrier’s Bottom Line JetBlue Boasts 50 Percent Jump in TrueBlue Loyalty Enrollment in 2022 EasyJet Financials Lifted by High Demand and Ancillary Revenues

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Airline Weekly Lounge Episode 96: Profit Preservation for U.S. Carriers

Airline Weekly Lounge Episode 96: Profit Preservation for U.S. Carriers

Revenues for U.S. carriers remained terrifically healthy in the first quarter, and everybody made money. But rising labor and fuel costs generally shrunk year-over-year profit margins. United, which c...

1 Touko 201840min

Airline Weekly Lounge Episode 95: Cost Creep at Delta

Airline Weekly Lounge Episode 95: Cost Creep at Delta

For a second straight year, Delta’s operating profit margin has fallen year-over-year in the first quarter. The reason for the decline, once again, is rising costs. The good news: Rising revenues—from...

17 Huhti 201834min

Airline Weekly Lounge Episode 94: Southern Discomfort

Airline Weekly Lounge Episode 94: Southern Discomfort

Numbers were put to the misery South African Airways has been experiencing when, last month, the airline finally reported earnings for its fiscal year ending in March 2017. Those numbers included a gu...

4 Huhti 201824min

Airline Weekly Lounge Episode 93: Separation Anxiety

Airline Weekly Lounge Episode 93: Separation Anxiety

Air France/KLM and Lufthansa have a lot in common, including the fact that both distantly trail IAG (the parent company of British Airways, Aer Lingus, Iberia and Vueling) in terms of profitability am...

20 Maalis 201831min

Airline Weekly Lounge Episode 92: Kiwis and Kangaroos

Airline Weekly Lounge Episode 92: Kiwis and Kangaroos

Life is good in Australasia—especially if you’re Qantas or Air New Zealand. Both carriers are enjoying a bit of a golden age that stems from good management and some macro tailwinds. Meanwhile, Virgin...

6 Maalis 201830min

Airline Weekly Lounge Episode 91:  The Best Performers of 2017?

Airline Weekly Lounge Episode 91: The Best Performers of 2017?

Not only does Ryanair keep on rolling, it seems to be gaining speed. Its full-year 2017 operating profit margin will almost certainly be the world’s best after every airline has reported. Ryan-like Wi...

20 Helmi 201830min

Airline Weekly Lounge Episode 90: Success in the U.S.

Airline Weekly Lounge Episode 90: Success in the U.S.

With the bulk of U.S. airlines having now reported fourth quarter earnings, what has unfolded is largely a success story. 2017 wasn’t as good as 2015 or 2016, but it was generally good. Gone are the e...

7 Helmi 201827min

Airline Weekly Lounge Episode 89: Delta’s Clear Skies

Airline Weekly Lounge Episode 89: Delta’s Clear Skies

Delta’s 2017 profits were down slightly from the glory days of 2015 and 2016. But make no mistake: This airline is performing very well. Consider that fuel prices increased 23% in the fourth quarter, ...

24 Tammi 201831min

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