American, Alaska, Southwest: Who Came Out on Top?

American, Alaska, Southwest: Who Came Out on Top?

Today hosts Gordon Smith and Jay Shabat discuss the latest earnings reports from major U.S. airlines, focusing on the performance of American Airlines, Southwest Airlines, and Alaska Airlines. They analyze the factors affecting profitability, including operating margins, domestic exposure, labor costs, and market dynamics. The conversation also touches on the upcoming European airline earnings and the competitive landscape in the airline industry. Takeaways Delta and United reported strong operating margins of 13% and 12%. American Airlines' operating margin was 8%, indicating challenges ahead. Southwest Airlines reported a disappointing 3% margin, half of last year's performance. Non-fuel costs have significantly increased for airlines, impacting profitability. Premium travel demand remains strong, benefiting airlines like Delta and United. American Airlines has a higher domestic exposure compared to its competitors. A distribution misstep has negatively affected American Airlines' performance. American Airlines faces a credit card contract disadvantage compared to Delta and United. Alaska Airlines is performing well, with a strong loyalty program and corporate travel exposure. The upcoming European airline earnings reports are highly anticipated. Connect with Airline WeeklyLinkedIn: 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(422)

The Joanna Geraghty Interview

The Joanna Geraghty Interview

Recorded on-stage at our recent Skift Aviation Forum, Gordon is in conversation with JetBlue CEO, Joanna Geraghty. We hear why the deck is stacked against smaller carriers in the U.S., and why she thi...

25 Des 202524min

Is Breeze in a Squeeze?

Is Breeze in a Squeeze?

As Breeze Airways enters its fifth year of flying, Gordon and Jay discuss the challenges and opportunities for the David Neeleman-backed U.S. carrier. In part two, our attention turns to 2026, with a ...

18 Des 202541min

In Conversation with DFW Airport CEO, Chris McLaughlin

In Conversation with DFW Airport CEO, Chris McLaughlin

Gordon sits down with Chris McLaughlin, Chief Executive Officer of Dallas Fort Worth International Airport, for a special episode of the Airline Weekly Lounge. In this wide-ranging conversation, the p...

11 Des 202529min

America's Airport All-Stars

America's Airport All-Stars

Gordon and Jay reveal the major U.S. airports that are due to grow at an impressive rate in the coming quarter. From Texas to Tennessee, we break down the numbers and examine the factors driving rapid...

4 Des 202522min

Inside Qantas' Project Sunrise

Inside Qantas' Project Sunrise

In part one, Gordon shares an insider perspective on a major new Skift feature examining the business case for Qantas' 'Project Sunrise' ultra long-haul flights. In part two, attention swings to Europ...

27 Nov 202535min

Airlines in 2026: Flying into Trouble?

Airlines in 2026: Flying into Trouble?

In this special episode, we bring you the full recording from our recent LinkedIn Live webinar (Click This Link For Video Version). Titled ‘Airlines in 2026: Flying into Trouble?’, Gordon is joined ...

20 Nov 20251h 3min

Even Emirates Can't Rest on its Laurels

Even Emirates Can't Rest on its Laurels

In part one, Gordon and Jay reflect on the latest financial insights from Emirates, and examine the challenges that could lie ahead for the Dubai-based giant. In part two, the conversation turns to a ...

13 Nov 202538min

What Makes Ryanair So Darn Profitable?

What Makes Ryanair So Darn Profitable?

In part one, Gordon and Jay break down Ryanair’s latest earnings and uncover what keeps Europe’s biggest low-cost airline flying high. In part two, they share key takeaways from the CEOs of Etihad and...

6 Nov 202529min

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