The U.S. Air Travel Recovery Flatlines

The U.S. Air Travel Recovery Flatlines

If one thing's clear from the airlines that have reported third-quarter results it's that the U.S. domestic travel recovery has plateaued. That's not necessarily bad, passenger numbers are above 2019 levels, but the industry's higher cost structure could make a low-growth environment challenging. Edward Russell and Jay Shabat discuss. Plus, the latest from Routes World in Istanbul. Reading List American Airlines Had a Rough Quarter, but Points to 2024 Tailwinds United Faces Higher Costs – and What Else We Learned on the Earnings Call Air France-KLM’s SAS Takeover: Do Copenhagen, Oslo, and Stockholm Hubs Stay? Fast-Growing Istanbul Airport Wants More Budget Airline Competition AirAsia, Chastened from Pandemic Losses, Takes Disciplined Approach to Growth Royal Jordanian, Wizz Air Weigh Costs of Israel-Hamas War

Episoder(422)

Fuel Costs Take a Bite Out of Airline Outlook

Fuel Costs Take a Bite Out of Airline Outlook

Fuel prices keep steadily rising after bottoming out in May. That's beginning to take a bite out the airline financial outlook for the third and fourth quarters. Edward Russell and Jay Shabat discuss....

8 Sep 202326min

What Do Airlines Face This Autumn?

What Do Airlines Face This Autumn?

How are airlines doing as the second-quarter earnings season wraps up? Generally good, but yield and cost concerns persist. Edward Russell and Jay Shabat discuss. Plus, Air Arabia’s impressive results...

18 Aug 202323min

The World's Most Profitable Airlines

The World's Most Profitable Airlines

Edward Russell and Jay Shabat discuss the latest Airline Weekly profit rankings for the second quarter. Plus, the latest developments at Hong Kong's Cathay Pacific.

11 Aug 202323min

A Transatlantic Travel Boom

A Transatlantic Travel Boom

There was one thing in common across Air France-KLM, IAG, and JetBlue in the second quarter: Transatlantic travel demand is booming. That helped lift the first two to impressive profits. But, at the l...

4 Aug 202321min

Falling Airline Yields Do Not Mean Weak Demand

Falling Airline Yields Do Not Mean Weak Demand

Both Ryanair and Alaska Airlines reported some decline in yields in the second quarter and continuing into the third. But they also made clear: Overall travel demand remains robust on both sides of th...

28 Jul 202325min

American and United's Strong Second Quarters

American and United's Strong Second Quarters

American Airlines and United Airlines just reported record second-quarter results, including double-digit operating margins. Will the magic continue through the third quarter and beyond? Edward Russel...

21 Jul 202320min

Norse Atlantic’s Strategy Comes Into Focus

Norse Atlantic’s Strategy Comes Into Focus

Norse Atlantic Airways President Charles Duncan is optimistic, if nothing else, about the longhaul low-cost airline’s future. But even with some summer profits under its belt, he and his team still sp...

14 Jul 202327min

Norwegian Air's Wise Wideroe Move

Norwegian Air's Wise Wideroe Move

After a decade of reckless growth in the aughts, Norwegian Air made a strategically smart decision in its deal to buy regional Wideroe. The combination would, if approved by regulators, make Norwegian...

7 Jul 202325min

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