All Analysis articles
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Airline BusinessSouthwest not ‘copying’ rival US airlines with assigned seating and baggage fees: CEO Jordan
Southwest is rejecting suggestions that recent product changes have stripped away the carrier’s identity, insisting the moves reflect evolving customer preferences rather than mimicking competitors.
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Airline BusinessJetBlue continues streak of full-year losses amid turnaround plan
JetBlue Airways never expected to grow or be profitable in 2025, a year that saw the East Coast leisure carrier purposefully curb capacity as it enacted major strategic changes.
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Airline BusinessAmerican expects profit jump in 2026 despite early weather-related setback
Despite sharing a poor earnings outlook for the first quarter – thanks in no small part to a major winter storm that pummelled much of the USA over the weekend – American Airlines still expects to be profitable for the full year of 2026.
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Airline BusinessAlaska Air Group sticks to long-range goals after choppy 2025
Alaska Air Group has committed to purchasing 105 Boeing 737 Max 10s and five 787s as part of its strategy to establish itself as the USA’s fourth major international carrier, despite reporting reduced profits following operational disruptions in 2025.
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Airline BusinessUnited targets revenue leadership as Delta’s commercial architect prepares to retire
United chief Scott Kirby has suggested his carrier could overtake Delta Air Lines as the world’s top airline by revenue, citing the imminent retirement of Delta’s president Glen Hauenstein as a potential tipping point in the rivalry between the USA’s two dominant carriers.
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Airline BusinessAllegiant and Sun Country’s proposed combination builds off shared DNA
After years of separately developing similar business models, Allegiant and Sun Country have revealed intentions to combine under the Allegiant brand name.
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Airline BusinessUS discounters adapt networks as widespread capacity cuts change market dynamics
Most US discounters have been undergoing a painful period of contraction over the past several months, which has seen carriers enact sweeping network capacity cuts – opening new opportunities in some markets.
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Airline BusinessNetwork redesign in full swing as Avianca focuses increasingly on long-haul legs
Avianca’s leadership team believes that its strategy of using aircraft on longer stage lengths is paying off, helping fuel an overall strong third-quarter for the Colombian carrier.
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Airline BusinessSpirit’s network cuts open doors for rival ULCCs Frontier and Allegiant
As a major competitor’s struggles cause it to enact sweeping fleet and network cuts, a pair of ultra-low-cost carriers – Frontier Airlines and Allegiant Air – are capitalising on the opportunity.
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Airline BusinessMain cabin demand improves for American amid pivot to premium
American is rolling out new premium products across its fleet, from its new Airbus A321XLRs to its older 777-200s.
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Airline BusinessMexican ULCCs shake off demand swoon, GTF engine issues to post steady Q3 results
Mexican carriers VivaAerobus and Volaris have observed a recent rebound in the critical Mexico-to-USA market following a sharp downturn in transboder traffic earlier this year.
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Airline BusinessJetBlue reports recovering demand momentum heading into 2026
JetBlue Airways says air travel demand recovered through the summer months following an early-year industry downturn, with the carrier reporting strong momentum heading into the holiday season and expanding operations in South Florida.
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Airline BusinessUnited Airlines keeps cruising thanks to customer loyalty strategy
Beating a now familiar-sounding drum, United Airlines maintains that repeat customers are boosting its bottom-line results while other US carriers falter.
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Airline BusinessAbra Group bolsters position in Latin America with ambitious fleet, IPO plans
Hot on the heels on Abra Group revealing plans to become a publicly traded company on the US stock market, the Latin American airline company has disclosed a major addition to its Airbus aircraft orderbook.
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Airline BusinessDelta marks ‘financial divergence’ of US airline sector after strong Q3
Now appearing to distance itself from a gloomy early-year forecast, Delta Air Lines reports that market trends have improved considerably and that momentum “built through the quarter”.
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Airline BusinessFrontier chief calls US airline sector ‘rigged’ over gate access
Frontier Airlines chief executive Barry Biffle has accused major US carriers of using gate control at busy airports to limit competition and maintain pricing power, calling the sector “pretty rigged”.
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Airline BusinessAbra Group does not rule out future Azul-Gol combination
Abra Group officially pulled the plug on combining Gol and competitor Azul but the Brazilian carriers may still revisit such a deal in the future.
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Airline BusinessAir Transat reports strong demand for southern sun destinations as Canadians avoid US travel
Canadian airline Transat AT has capitalised on shifting travel preferences as passengers increasingly choose Mexico and Caribbean destinations over US travel options.
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Airline Business‘Stop doing things that lose money’: Frontier CEO Biffle on industry-wide capacity cuts
Frontier Airlines reports $70 million second-quarter loss as CEO Barry Biffle asserts that all US carriers are losing money on domestic operations, with only international segments keeping some airlines profitable.
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Airline BusinessSun Country’s home turf becoming ‘two airline market’ in competition versus Delta
The low-cost carrier has observed Southwest Airlines, Frontier Airlines and Spirit Airlines all “pull back from the Minneapolis market”, says CEO Jude Bricker.