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 airline industry is seeing a modest capacity increase of 1% for Q1 2025. Delta Airlines is focusing growth on mid-continent hubs like Atlanta and Minneapolis. United Airlines is experiencing the fastest growth among major carriers, with a 5% increase in capacity. American Airlines is slowing down growth, particularly at major hubs like LAX and JFK. Southwest Airlines is reducing capacity by 4% as part of a strategy to return to profitability. Alaska Airlines is growing modestly at 2%, focusing on secondary markets. JetBlue is shrinking overall by 3%, with significant cuts in Los Angeles and Newark. Spirit Airlines is undergoing restructuring due to bankruptcy, leading to drastic capacity cuts. Frontier Airlines is capitalizing on Spirit's struggles, with a 9% increase in capacity. The competitive landscape is shifting, with low-cost carriers facing challenges while major airlines adapt to market demands. Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries.

Episoder(421)

Who Will Lead IATA Next?

Who Will Lead IATA Next?

Gordon and Jay unpack major leadership moves shaping the industry, from Willie Walsh’s shift to IndiGo to Michael Rousseau’s departure from Air Canada. Later, they dive into fuel prices and what’s ahe...

2 Apr 40min

An Aviation Crisis – with a Twist

An Aviation Crisis – with a Twist

In part one, Gordon and Jay unpack a whirlwind few days for the global airline industry, including fresh insights on jet fuel prices. In part two, the conversation turns to intriguing developments at ...

26 Mar 28min

Making Sense of the Fuel Price Crisis

Making Sense of the Fuel Price Crisis

Fuel accounts for roughly 20–30% of an airline’s operating costs—so when prices surge, the impact can be immediate and significant. In this week’s show, Gordon and Jay break down how U.S. airlines are...

19 Mar 41min

Jet Fuel Shock & Shutdown TSA Lines: Airlines Brace for a Volatile Spring

Jet Fuel Shock & Shutdown TSA Lines: Airlines Brace for a Volatile Spring

Jay Shabat is joined by Meghna Maharishi and Skift's Head of Research Seth Borko for a crossover Airline Weekly Lounge that hits two pressure points at once: a sudden jet fuel spike and the growing ai...

12 Mar 40min

A Gulf Airline Crisis Like No Other

A Gulf Airline Crisis Like No Other

In a week when the world's busiest international airline ground to a halt and Gulf hubs faced aerial attack, Gordon and Jay explore the impact of the Iran war on the aviation industry. In part two, we...

5 Mar 49min

Is Singapore Airlines Still A Profit Superstar?

Is Singapore Airlines Still A Profit Superstar?

In part one, Gordon and Jay review the latest numbers from Singapore Airlines and explain why context is key when determining success. In part two, we preview the annual results from British Airways a...

26 Feb 36min

American Airlines Is Falling Behind. Here’s Why

American Airlines Is Falling Behind. Here’s Why

Delta and United are dominating airline profits while American falls behind, and Frontier struggles to recover. Jay Shabat and Meghna Maharishi break down airline earnings, American’s leadership pres...

19 Feb 28min

Icelandair: Moving in the Right Direction?

Icelandair: Moving in the Right Direction?

In part one of this week's show, Gordon and Jay crunch the latest financials from Icelandair and discuss how it plans to become sustainably profitable. In part two, the conversation turns to global ai...

12 Feb 38min

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