Airline Weekly Lounge Episode 84: Sound the Alarm for U.S. Airline Earnings?

Airline Weekly Lounge Episode 84: Sound the Alarm for U.S. Airline Earnings?

With most of the U.S. airlines having reported third-quarter earnings, it’s now clear that rising revenues aren’t keeping up with rising costs. While every U.S. airline fell victim to this condition, some are weathering it better than others. United and American Airlines were a couple of the “others” stumbling in Q3—at least compared to Delta. Neither hurricanes in Florida nor the horror in Las Vegas helped Allegiant, but it was a 19% increase in operating costs that really hurt profits. Spirit saw $40m wiped out by hurricanes. Southwest and JetBlue both maintained margins near last year’s level, but JetBlue’s hurricane problem could be a fourth quarter story with Puerto Rico’s slow recovery. Things are good at Alaska Airlines, despite some transcontinental trouble. Lastly, Hawaiian saw year-over-year profits dip so mildly and starting from such great heights that one might think there’s no trouble in paradise. Then why did Hawaiian’s stock plummet last week?

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Episoder(439)

Airshow Highs and Earnings Season Realities

Airshow Highs and Earnings Season Realities

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How Many Planes Does the World Need?

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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...

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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

Is Las Vegas Out of Luck?

Is Las Vegas Out of Luck?

Las Vegas air traffic is down 6%. Gordon and Jay work through what's behind it, then turn to a U.S. market headed firmly the other way. Follow the Hosts:  Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Lin...

25 Jun 37min

What's the Most Profitable Airline in the World?

What's the Most Profitable Airline in the World?

The latest Airline Weekly global earnings scoreboard is in and the airline on top may not be the one you'd expect. Jay joins Gordon and Meghna to sort the winners from the losers. Before that, we re...

18 Jun 35min

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