First Quarter U.S. Airline Earnings Preview

First Quarter U.S. Airline Earnings Preview

Delta Air Lines kicked off the first-quarter earnings season this week. Edward Russell and Jay Shabat discuss what they expect. Plus, can American Airlines catch up to the pack? Reading List Delta Margin Recovery to Near Pre-Pandemic Levels in Second Quarter American Airlines Expects a Good First Quarter, the Second Is an Open Question American, Still Less Profitable than Delta and United, Attempts to Catch Up

Episoder(422)

Airline Weekly Lounge Episode 40: Emirates Strikes Back

Airline Weekly Lounge Episode 40: Emirates Strikes Back

Emirates last week posted an operating margin nearing 10% for its fiscal year. That’s significantly better than the 7% the year before and a whole lot better than the 5%, 4%, and 3% posted in the year...

17 Mai 201630min

Airline Weekly Lounge Episode 39: Eurowing and a Prayer

Airline Weekly Lounge Episode 39: Eurowing and a Prayer

Is growing Eurowings a safe bet? Lufthansa’s low-cost unit had a rough first quarter and that might not be the last. Eurowings is growing like gangbusters, propelling itself into the teeth of a crowde...

10 Mai 201632min

Airline Weekly Lounge Episode 38: Delta CEO Interview

Airline Weekly Lounge Episode 38: Delta CEO Interview

Delta’s new CEO Ed Bastian thinks it’s great that the competition is trying to catch up to Delta in terms of operational performance. He also says, without hesitation, that the competition—namely Amer...

4 Mai 201632min

Airline Weekly Lounge Episode 37: Southwest and Alaska Outperform

Airline Weekly Lounge Episode 37: Southwest and Alaska Outperform

While Delta, American and United have all seen both revenues and costs dropping, Southwest and Alaska just experienced the opposite in the first quarter. In fact, Southwest and Alaska rode a wave of r...

26 Apr 201625min

Airline Weekly Lounge Episode 36: Delta Feels No Pain

Airline Weekly Lounge Episode 36: Delta Feels No Pain

Here’s a simple recipe for success: Make all the right moves in all the right places. Whether overseas or in the U.S., Delta has managed to avoid the pockets of pain being experienced by its U.S. peer...

20 Apr 201631min

Airline Weekly Lounge Episode 35: Chinese Airlines Show Stress

Airline Weekly Lounge Episode 35: Chinese Airlines Show Stress

Is China’s slowing economy taking its toll on the country’s Big Three carriers? So far Air China, China Eastern and China Southern have held up well and posted a rather good 2015. But the fourth quart...

13 Apr 201629min

Airline Weekly Lounge Episode 34: Will Virgin and Alaska Be Happy Together?

Airline Weekly Lounge Episode 34: Will Virgin and Alaska Be Happy Together?

Alaska Airlines clearly wants to be the dominant carrier on the West Coast, and if its purchase of Virgin America goes through, it will have four focus cities—Los Angeles, San Francisco, Portland and ...

6 Apr 201632min

Airline Weekly Lounge Episode 33: Is Virgin Merging With Alaska?

Airline Weekly Lounge Episode 33: Is Virgin Merging With Alaska?

If the U.S. airline market were to see even more consolidation, what kind of effect would it have? That’s one question we consider in a discussion about the possible acquisition of Virgin America by a...

29 Mar 201630min

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