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

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Avsnitt(428)

What are the World’s Busiest Airports?

What are the World’s Busiest Airports?

In this week's show, Gordon and Jay take a step back from the business of airlines to explore the world's busiest airports. As we discover, the global top 10 is constantly changing with a fierce battl...

21 Aug 202529min

What is America's Most Profitable Airline?

What is America's Most Profitable Airline?

In this week's show, Gordon and Jay unpack the latest earnings season data at major U.S. carriers. From the winners to the losers and everything in between, we examine the key factors driving profitab...

14 Aug 202531min

What is Air France-KLM's Weakest Link?

What is Air France-KLM's Weakest Link?

In part one, Gordon and Jay unpack the latest financials from the Air France-KLM Group and explore a mixed set of results. In part two, the discussion turns to a superstar performance from South Ameri...

6 Aug 202530min

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 an...

31 Juli 202532min

United Airlines and Ryanair in an Age of Uncertainty

United Airlines and Ryanair in an Age of Uncertainty

Gordon and Jay discuss the latest earnings reports from United Airlines and Ryanair, exploring their financial performance, market comparisons, and the broader economic outlook. They delve into United...

24 Juli 202533min

Wizz Air Abu Dhabi: What Went Wrong?

Wizz Air Abu Dhabi: What Went Wrong?

Today, hosts Gordon Smith and Jay Shabat are joined by their colleague Meghna Maharishi to discuss Delta's latest earnings report and what it signals for the airline industry. They then delve into the...

17 Juli 202533min

Who Wants to Join an Airline Alliance?

Who Wants to Join an Airline Alliance?

In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat discuss the latest developments in the One World Alliance, including the recent addition of Oman Air as its 15th member....

10 Juli 202531min

The 2025 Half-Time Airline Report

The 2025 Half-Time Airline Report

In this episode, Gordon and Jay reflect on the first half of 2025 in the airline industry, discussing key trends such as global demand, the impact of the U.S. dollar, and the ongoing consolidation wit...

3 Juli 202523min

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