Our Round-the-World Airline Adventure

Our Round-the-World Airline Adventure

In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat take listeners on a global tour of the airline industry's Q1 earnings results. They discuss the contrasting fortunes of airlines across Europe, North America, Latin America, and Asia, highlighting optimism amidst challenges, mixed results, and shifts in consumer behavior. The conversation emphasizes the impact of oil prices, demand trends, and the overall uncertainty in the airline market as they look ahead to the summer season and beyond. Takeaways Lufthansa and Air France are optimistic despite negative Q1 results. First quarter is typically weak for European airlines. Oil prices dropping significantly is beneficial for airlines. Demand for premium travel remains strong. JetBlue and Frontier faced significant challenges in Q1. Sun Country Airlines reported a strong operating margin. Mexican low-cost carriers are struggling due to changing consumer behavior. Latam Airlines raised their profit guidance amidst a challenging environment. Japanese airlines are performing well but face uncertainty from trade issues. The airline industry is characterized by uncertainty moving forward. 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.

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Airline Weekly Lounge Episode 65: LCCs' Strong Finish

Airline Weekly Lounge Episode 65: LCCs' Strong Finish

Europe certainly has its share of struggling airlines, but Ryanair, easyJet and Wizz Air are not among them. And for Ryanair and Wizz, fourth quarter earnings simply topped off a triumphant 2016. (eas...

14 Feb 201734min

Airline Weekly Lounge Episode 64: Rising Sun

Airline Weekly Lounge Episode 64: Rising Sun

Japan Airlines is enjoying a charmed life right now. How good is it? In 2016, JAL was the most profitable of the large global airlines outside the U.S. All Nippon Airlines is also doing pretty well. A...

7 Feb 201725min

Airline Weekly Lounge Episode 63: All Smiles at American

Airline Weekly Lounge Episode 63: All Smiles at American

While the revenue story has improved for U.S. carriers, the cost story has become a headwind. Still, as American Airlines demonstrated in its fourth quarter results, costs are a headwind that can be o...

31 Jan 201726min

Airline Weekly Lounge Episode 62: United on Top

Airline Weekly Lounge Episode 62: United on Top

By just a tenth of a percent, United’s fourth quarter operating profit margin bested that of Delta—and likely that of American, which reports later—making United, for the quarter, No.1 among the Big T...

24 Jan 201732min

Airline Weekly Lounge Episode 61: Worse, But Still Good

Airline Weekly Lounge Episode 61: Worse, But Still Good

Rising labor costs at Delta dented its fourth quarter results significantly—but not enough to prevent the airline from posting a terrific profit for 2016. And the big story within the story is that re...

17 Jan 201729min

Airline Weekly Lounge Episode 60: Around and Around

Airline Weekly Lounge Episode 60: Around and Around

SAS has tried and tried to turn itself around, but to no avail—at least judging by its recent earnings report. In fact, on profits alone, the airline’s third quarter was a step backward. What’s going ...

10 Jan 201734min

Airline Weekly Lounge Episode 59: Kicking Off 2017

Airline Weekly Lounge Episode 59: Kicking Off 2017

Call it our year-in-preview show. In this first episode of 2017, we look at some of the more interesting stories that are ushering in the airline industry’s new year. Of course, 2017 doesn’t promise a...

3 Jan 201743min

Airline Weekly Lounge Episode 58: Lufthansa's Ambitions

Airline Weekly Lounge Episode 58: Lufthansa's Ambitions

If anybody needed a reminder that the airline business is an interesting business, they got it last week as Air Berlin announced it will be handing over a big chunk of itself to arch competitor Luftha...

5 Okt 201635min

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