
Airline Weekly Lounge Episode 95: Cost Creep at Delta
For a second straight year, Delta’s operating profit margin has fallen year-over-year in the first quarter. The reason for the decline, once again, is rising costs. The good news: Rising revenues—from...
17 Apr 201834min

Airline Weekly Lounge Episode 94: Southern Discomfort
Numbers were put to the misery South African Airways has been experiencing when, last month, the airline finally reported earnings for its fiscal year ending in March 2017. Those numbers included a gu...
4 Apr 201824min

Airline Weekly Lounge Episode 93: Separation Anxiety
Air France/KLM and Lufthansa have a lot in common, including the fact that both distantly trail IAG (the parent company of British Airways, Aer Lingus, Iberia and Vueling) in terms of profitability am...
20 Mar 201831min

Airline Weekly Lounge Episode 92: Kiwis and Kangaroos
Life is good in Australasia—especially if you’re Qantas or Air New Zealand. Both carriers are enjoying a bit of a golden age that stems from good management and some macro tailwinds. Meanwhile, Virgin...
6 Mar 201830min

Airline Weekly Lounge Episode 91: The Best Performers of 2017?
Not only does Ryanair keep on rolling, it seems to be gaining speed. Its full-year 2017 operating profit margin will almost certainly be the world’s best after every airline has reported. Ryan-like Wi...
20 Feb 201830min

Airline Weekly Lounge Episode 90: Success in the U.S.
With the bulk of U.S. airlines having now reported fourth quarter earnings, what has unfolded is largely a success story. 2017 wasn’t as good as 2015 or 2016, but it was generally good. Gone are the e...
7 Feb 201827min

Airline Weekly Lounge Episode 89: Delta’s Clear Skies
Delta’s 2017 profits were down slightly from the glory days of 2015 and 2016. But make no mistake: This airline is performing very well. Consider that fuel prices increased 23% in the fourth quarter, ...
24 Jan 201831min

Airline Weekly Lounge Episode 88: SAS Spells Success
Just a few years ago, the often-troubled SAS was merely inches away from seeing its light burn out permanently. Since then the airline has rallied. This past October the airline completed its best fis...
10 Jan 201830min





















