Airline Weekly Lounge Episode 50: Have U.S. Airlines Peaked?

Airline Weekly Lounge Episode 50: Have U.S. Airlines Peaked?

Earnings season is in full swing and really there’s too much to talk about within the average commute or treadmill run. So we’ll talk fast. And in this episode, our fast talk starts with American Airlines’ billion-dollar quarter and, naturally, how that compares to rivals Delta and United. Speaking of which, United posted a second-quarter operating margin that was competitive with Delta and AA (although it didn’t beat them.) Could United at last be truly closing in on its peers? Meanwhile, Southwest and Alaska Airlines posted margins that made the legacy carriers look like a bunch of pikers and underscored that it’s been a golden age for U.S. airlines. Ah, but have the U.S. airlines peaked? And lastly, we revisit our recent conversation about Azul, as the airline reached out to us with some interesting and valuable info.

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Episoder(441)

Turkish Airlines' Turbulent Quarter

Turkish Airlines' Turbulent Quarter

In part one, Gordon and Jay discuss a mixed set of Q2 results for Turkish Airlines. In part two, the conversation turns to Allegiant Air, with the U.S. carrier now taking Sun Country under its wing. ...

13 Aug 29min

Swiss Shines But Lufthansa Lags

Swiss Shines But Lufthansa Lags

Swiss out-earned the entire Lufthansa Group network division it belongs to last quarter, while the core Lufthansa brand slid back into an operating loss. Gordon and Jay work through how a fuel bill un...

6 Aug 33min

Airshow Highs and Earnings Season Realities

Airshow Highs and Earnings Season Realities

In part one, Gordon and Jay discuss the highlights from last week's Farnborough International Airshow, reviewing the big deals and longer term impact of the event. In part two, the conversation turns ...

30 Jul 42min

Why 2026 Is Aviation's Most Volatile Year Since COVID

Why 2026 Is Aviation's Most Volatile Year Since COVID

The airline industry is navigating its most unpredictable period since the pandemic, with fuel prices, geopolitical tensions, premium travel demand, and aircraft shortages reshaping the competitive la...

23 Jul 1h 1min

How Many Planes Does the World Need?

How Many Planes Does the World Need?

Ahead of the Farnborough Airshow, for this special episode Gordon Smith and Meghna Maharishi are joined by Darren Hulst, Boeing's VP of Commercial Marketing. The conversation centers on the planemaker...

18 Jul 26min

Can a "New Class of BNPL" Become a Strategic Loyalty Play?

Can a "New Class of BNPL" Become a Strategic Loyalty Play?

ClarityPay recently partnered with JetBlue to introduce a new pay-later program that combines embedded financing, loyalty, and personalization to drive incremental revenue. Learn more about Clarity...

16 Jul 17min

 How Much is EasyJet Worth?

How Much is EasyJet Worth?

An approach from U.S. private equity firm Castlelake has reopened the question of what EasyJet is actually worth. Gordon and Jay run through the latest takeover chatter before setting the scene for De...

9 Jul 43min

Does SAS Really Need 40 A330neos?

Does SAS Really Need 40 A330neos?

Does SAS Really Need 40 A330neos? In part one, Gordon and Jay discuss SAS Scandinavian Airlines' new widebody order and ask whether the carrier can justify that many additional planes. In part two,...

2 Jul 37min

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