Analysis
Southwest posted record Q2 revenue of $8.4bn, up 16.4%, in the first full quarter with all transformation initiatives in place. Managed business revenue up 30%, RASM up 16.2% on flat capacity. The data shows the transformation is working, at least for now.
Analysis
Engine overhaul turnaround times have tripled since 2019. More than 22,000 MRO technician positions are unfilled. Shop visit wait times stretch 2 to 6 months. A Pro analysis of how the MRO crisis became the binding constraint on global airline growth.
Analysis
European airlines' hedge books roll off through winter and into spring 2027. Ryanair is 80% hedged at $67/barrel. Lufthansa is 36% covered. IAG is 31-39%. A Pro analysis of what the FY27 cliff means under two fuel scenarios.
Analysis
Apollo is paying £5.7bn for an airline that lost $740mn in H1 2026. The scheme document reveals governance details that were not in the announcement. A Pro deep dive into what Apollo intends to do with easyJet and whether the thesis can work.
Analysis
Boeing completed MAX 7 and MAX 10 flight testing on 28 July. Development assurance reviews and system safety assessments still outstanding. A Pro analysis of what remains, what it means for the certification timeline and what it implies for the 777X queue at the FAA.
News
The DOT issued a final rule on 1 July 2026 rolling back the requirement for airlines to disclose bag fees at the point of fare search. A Pro analysis of who benefits, the US-EU split and what the further proposed change could mean.
Analysis
Saadia Zahidi was born in Lahore to a geophysicist father who believed in his daughters' education and a mother who received none. On 23 July she became IATA's first female director general. A profile of the economist who will lead global aviation.
Analysis
SAS joined SkyTeam in 2024 and Asiana leaves Star Alliance in December 2026, absorbed into Korean Air. A Pro analysis of what the two most consequential alliance shifts in a decade mean for the competitive balance between the three global alliances.
Analysis
Delta's Monroe Energy refinery caught fire on 25 June 2026, reducing capacity to 75% and adding 5-7 cents per gallon to fuel costs through Q3. A Pro analysis of whether Delta's 14-year refinery ownership strategy has worked, and what the fire reveals about its limits.
Analysis
Apollo's easyJet deadline is 7 August. Castlelake's is 3 August. Between now and those deadlines, EU ownership structures must be disclosed, the CMA notified and Stelios must declare his hand. A Pro analysis of the four requirements and three outcome paths.
Analysis
Boeing finished Farnborough 2026 with 186 firm orders against Airbus's 157. The real story is SMBC's 200-aircraft split order, the 777X's continued silence and what the 327 total means for industry confidence after the worst fuel shock in a decade.
Analysis
Apollo, Castlelake and Brookfield are all now bidding for or backing bids for major airlines. A Pro analysis of why asset managers are moving from the periphery to the centre of commercial aviation, and what their ownership model means for the industry.