Airline Weekly Lounge Episode 97: Canadian Carriers Trading Places?
For the moment, WestJet is the more profitable carrier. But in recent years, Air Canada has closed the gap and, in the first quarter of 2018, we see signs that Air Canada—after years of giving chase—m...
22 Maj 201829min
Airline Weekly Lounge Episode 96: Profit Preservation for U.S. Carriers
Revenues for U.S. carriers remained terrifically healthy in the first quarter, and everybody made money. But rising labor and fuel costs generally shrunk year-over-year profit margins. United, which c...
1 Maj 201840min
Airline Weekly Lounge Episode 95: Cost Creep at Delta
For a second straight year, Delta’s operating profit margin has fallen year-over-year in the first quarter. The reason for the decline, once again, is rising costs. The good news: Rising revenues—from...
17 Apr 201834min
Airline Weekly Lounge Episode 94: Southern Discomfort
Numbers were put to the misery South African Airways has been experiencing when, last month, the airline finally reported earnings for its fiscal year ending in March 2017. Those numbers included a gu...
4 Apr 201824min
Airline Weekly Lounge Episode 93: Separation Anxiety
Air France/KLM and Lufthansa have a lot in common, including the fact that both distantly trail IAG (the parent company of British Airways, Aer Lingus, Iberia and Vueling) in terms of profitability am...
20 Mars 201831min
Airline Weekly Lounge Episode 92: Kiwis and Kangaroos
Life is good in Australasia—especially if you’re Qantas or Air New Zealand. Both carriers are enjoying a bit of a golden age that stems from good management and some macro tailwinds. Meanwhile, Virgin...
6 Mars 201830min
Airline Weekly Lounge Episode 91: The Best Performers of 2017?
Not only does Ryanair keep on rolling, it seems to be gaining speed. Its full-year 2017 operating profit margin will almost certainly be the world’s best after every airline has reported. Ryan-like Wi...
20 Feb 201830min
Airline Weekly Lounge Episode 90: Success in the U.S.
With the bulk of U.S. airlines having now reported fourth quarter earnings, what has unfolded is largely a success story. 2017 wasn’t as good as 2015 or 2016, but it was generally good. Gone are the e...
7 Feb 201827min
