United and Alaska Airlines Navigate Uncertainty

United and Alaska Airlines Navigate Uncertainty

Airline Weekly’s Jay Shabat is joined by former Airline Weekly Editor Madhu Unnikrishnan to discuss United Airlines’ and Alaska Airlines’ first quarter earnings reports from earlier this week. The conversation starts with United’s challenges in January and February, and notes investors will tolerate it if they have a strong March and the rest of the year. United is working to rectify its problems in Florida and has a lot of aircraft coming along in the next few years to put somewhere. The company has also benefited from a trend in premium leisure travel, which has helped fill the seats in the premium cabins. The three big U.S. carriers – United, Delta, and American – are doing well compared to the domestic carriers. They have the advantage of the demand being strong, and a lot of foreign carriers cutting capacity during the pandemic. Next, they discuss Alaska Airlines and mention that the company reported negative 4.6 operating margin for the first quarter, which is not good compared to their positive 2.5% operating margin in 2019. Alaska has historically had weak first quarters, and they sometimes lose money in January and February, but they have been a very successful and profitable airline. They also discuss where Alaska fits in the overall U.S. airline picture, as it is not a low-cost carrier like Frontier nor a full-service airline like Delta and United. Reading List Alaska Airlines Optimistic Despite January and February Stumbles United Sees 2023 as Setting Course for Its Post-Pandemic Future

Episoder(422)

Breeze Airways' Big Break: A ULCC Finally Profits

Breeze Airways' Big Break: A ULCC Finally Profits

Note: This episode was recorded prior to the American Eagle collision with a military helicopter on January 29, 2025. In this episode of the Airline Weekly Lounge, hosts Jay Shabat and Meghna Maharish...

31 Jan 202526min

Setting the Scene for a Brazilian Airline Mega-Merger

Setting the Scene for a Brazilian Airline Mega-Merger

In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabbat discuss significant developments in the airline industry, focusing on a potential mega merger in Brazil involving Azul ...

24 Jan 202539min

Why Egypt Is an Airline Market Worth Watching

Why Egypt Is an Airline Market Worth Watching

In this episode, Gordon and Jay discuss the current state of the Egyptian aviation scene, highlighting the booming tourism sector despite regional unrest. They explore the factors contributing to Egyp...

17 Jan 202532min

 The U.S. Airlines Growing and Shrinking in 2025

The U.S. Airlines Growing and Shrinking in 2025

Gordon Smith and Jay Shabat crunch the big numbers to reveal which U.S. carriers are in expansion mode in the first quarter of 2025 and which operators are shrinking year-on-year.  Takeaways The US ...

10 Jan 202532min

What Does 2025 Mean for the Airline Industry?

What Does 2025 Mean for the Airline Industry?

In this week’s episode, Gordon Smith and Jay Shabat turn their attention to the year ahead. Going region-by-region, the pair share the emerging stories that are on their radar for 2025 and beyond.  C...

2 Jan 202531min

The Biggest Airline Trends of 2024 (Part Two)

The Biggest Airline Trends of 2024 (Part Two)

In this week’s episode, Gordon Smith and Jay Shabat are back for the second half of their 2024 trends countdown. Hot topics include the impact of a strong U.S. Dollar and chronic supply chain issues. ...

27 Des 202430min

The Biggest Airline Trends of 2024 (Part One)

The Biggest Airline Trends of 2024 (Part One)

In this week’s episode, Gordon Smith and Jay Shabat discuss the biggest trends to have shaped the airline sector in 2024. From continued consolidation to a horror show for U.S. LCCs, we reflect on a f...

19 Des 202434min

Airline Junk Fees Under Scrutiny

Airline Junk Fees Under Scrutiny

In this week’s episode, Gordon Smith and Jay Shabat are joined by Skift airlines reporter Meghna Maharishi to discuss why ancillary fees are coming under pressure from lawmakers in Washington. In part...

13 Des 202432min

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