The South American Spider Web

With a new year underway, we’re thinking about what will happen in 2019—always a dicey proposition. In this episode, we consider the prospects of airlines around the world. Some, like Aeroflot and Tur...

9 Jan 201939min

After pummeling each other for years, Icelandair and Wow Air agreed to a truce in the form of a merger. But the merger fell through. Now Wow Air may be finding comfort with serial airline investor Ind...

12 Dec 201834min

More and more people are traveling by air in Mexico, but Mexico’s airlines continue to struggle. All four of its main carriers had a disappointing 3rd quarter, which is historically peak season. VivaA...

21 Nov 201845min

Of Europe’s “Big Three” airline groups, International Airlines Group (IAG) continues to significantly outperform the other two, namely Air France/KLM and Lufthansa Group. A big part of IAG’s success i...

13 Nov 201829min

American Airlines truly set itself apart from its peers in the third quarter—and not in a good way. AA posted a dismal 7.5% operating profit margin, nearly half of Delta’s 13.9% margin. But, with good...

31 Okt 201833min

Delta is doing a remarkable job keeping pace with rapidly rising costs. Sure, the airline’s third-quarter fuel bill rose 35% year over year. But rising revenues offset enough of those costs that Delta...

17 Okt 201822min

Sun Country is largely missing out on the golden age that U.S. carriers have been basking in since 2015. In the past 12 months (ending with the second quarter, the most recent to be reported) all the ...

4 Okt 201844min

Qantas continues to romp. In the first half of 2018, the flying kangaroo posted a 9% profit margin—one point better than in the same period last year. And with that, Qantas is working on its fourth co...

12 Sep 201836min