top of page
Search


Delta's Fuel Gamble Pays Off, and the Industry Exhales
Delta Air Lines walked into the summer's first earnings print carrying the largest quarterly fuel bill in its history. It walked out having reaffirmed its full-year guidance, lifted its dividend and dragged the entire sector up with it. The Atlanta carrier reported $19.8 billion in GAAP operating revenue for the June quarter and $2.44 in earnings per share, with $1.56 adjusted — ahead of the $1.51 analysts had penciled in. Full-year adjusted EPS guidance held at $6.50 to $7.5
icarussmith20
5 days ago2 min read


Jet Fuel Spike Rattles Airline Stocks as Summer Records Mask a Fragile Margin Story
The U.S. airline industry is flying its busiest-ever summer straight into a fuel wall, and Wall Street blinked first. Airline shares sold off sharply this week as American Airlines dropped 5 percent, United fell 4 percent, and Delta and JetBlue slipped 3 percent, while the U.S. Global Jets ETF fell 3 percent, confirming a sector-wide event rather than a single-name stumble. The trigger was another jump in crude, driven by renewed Middle East supply fears as fresh U.S.-Iran mi
icarussmith20
Jul 92 min read


Frontier Feasts on Spirit's Corpse as the Skies Descend Into Chaos
Two stories are defining the American airline industry this week, and both trace back to the same brutal truth: the budget model is being remade in real time, and the system underneath it is straining. The first is opportunistic. Starting July 5 and 6, Frontier Airlines began flying eight former Spirit routes, adding 16 new one-way options across popular U.S. markets. The launches include daily Boston-Orlando, Dallas-New Orleans and Detroit-Fort Lauderdale service, with intro
icarussmith20
Jul 71 min read


Boeing's Quarter-End Meltdown Freezes the Delivery Machine
The last day of a fiscal quarter is sacred at Boeing. It is when the planemaker rushes finished jets out the factory door to book the revenue that keeps Wall Street patient. This June 30, the door jammed. A widespread IT outage swept Boeing facilities from Washington State to Florida on Tuesday, significantly disrupting both commercial and military production on the single most financially consequential day of the quarter. The company completed some handovers, but final comme
icarussmith20
Jul 22 min read


A record summer built on three cracks
US carriers are flying into the busiest summer in aviation history — and quietly bracing for it to break. Airlines for America projects 271 million passengers worldwide between June 1 and August 31, a 6.3% jump over last summer and the highest figure ever recorded. American Airlines alone is preparing to move 75 million customers across roughly 750,000 flights, the busiest summer in its history. This is not, executives insist, a soft demand environment. July international boo
icarussmith20
Jun 301 min read


Spirit's Ghost Haunts a Bullish Market as Mooney Eyes Resurrection
Seven weeks after Spirit Airlines went dark, the carrier that defined American budget travel is back in the headlines — this time as a name on an auction block, and a cautionary tale shaping a suddenly buoyant industry. Texas-based Mooney International has submitted a bid to acquire the Spirit brand and related assets out of bankruptcy liquidation, court filings show. Mooney said its proposal would combine operations involving Spirit Airlines, Mooney International and SEAir u
icarussmith20
Jun 251 min read


FAA Hands $875m AI Bet to a Boston Startup, Snubbing Palantir and Thales
In a procurement decision that doubles as a statement of intent, the Federal Aviation Administration this week awarded a 12-year, $875m contract to Air Space Intelligence, a Boston startup, to build the artificial intelligence system that will reshape how America manages its skies. The deal, announced Monday by Transportation Secretary Sean Duffy and FAA Administrator Bryan Bedford, covers a platform known as SMART, short for Strategic Management of Airspace, Routes, and Traj
icarussmith20
Jun 231 min read


American Airlines Flight Attendants Request Higher Pay for Online Training Modules.
The Association of Professional Flight Attendants (APFA), which represents 28,000 cabin crew at American Airlines, has raised concerns about the length of training modules that crew members are required to finish. The union argues that the modules have been extended over time to pack in as much content as possible. This has caused unrest as American Airline flight attendants argue it is not possible to complete the training within the 8-hour window they are paid for. By way o
icarussmith20
Jun 193 min read


American re-enters the widebody race as Delta and United pull ahead
For nearly a decade, American Airlines watched from the sidelines while its two biggest rivals quietly stockpiled long-haul jets. That changed this week. At the carrier's annual shareholders meeting on 10 June, chief executive Robert Isom confirmed that American has issued a request for proposals to both Airbus and Boeing for a new generation of widebody aircraft, its first such order since committing to the Boeing 787 in 2018. Isom framed the move as routine long-term planni
icarussmith20
Jun 172 min read


Twelve dead in Missouri skydiving crash as NTSB takes the lead
A skydiving flight that crashed moments after takeoff in rural western Missouri on Sunday has killed all twelve people aboard, making it one of the deadliest US skydiving incidents in decades and handing federal investigators a fresh aviation disaster to unpick. The single-engine Pacific Aerospace 750XL went down at around 11:30 a.m. near Butler Memorial Airport, roughly 60 miles south of Kansas City, according to the Missouri State Highway Patrol. Eleven skydivers and the pi
icarussmith20
Jun 152 min read


Close Call in Florida: FAA Investigates Near Miss Between JetBlue Jet and Small Aircraft
At 6:15 p.m. on Monday June 1, a JetBlue pilot approaching Fort Lauderdale-Hollywood International Airport reported a close call involving a smaller aircraft. Located in Florida, Fort Lauderdale-Hollywood is the 18th-busiest airport in the United States. The incident was a near miss between the commercial jet and the smaller aircraft. The Federal Aviation Administration (FAA) confirmed that the JetBlue pilot said that the second plane is “turning towards us.” The planes were
icarussmith20
Jun 122 min read


Airfares Spike 27% as Iran War Sends Jet Fuel Soaring, Squeezing Summer Travelers
The cost of flying in America has hit its steepest climb in years, and the latest government data confirms travelers are absorbing the pain just as the peak summer season gets underway. Fresh figures released this week by the Bureau of Labor Statistics show airfare costs are up 26.7% over the past year, a remarkable surge that has made airline tickets one of the fastest-growing line items in the entire inflation basket. The numbers landed alongside the broader Consumer Price
icarussmith20
Jun 122 min read


Middle East war torches airline profits as IATA halves its 2026 forecast
US carriers are absorbing the heaviest blow to their bottom lines since the pandemic, as a widening Middle East conflict and a doubling of jet fuel prices upend an industry that began the year flush with confidence. The reckoning came into sharp focus this week in Rio de Janeiro, where the International Air Transport Association used its annual summit to slash its global profit outlook. Airlines are now expected to post a combined net profit of $23 billion in 2026, roughly ha
icarussmith20
Jun 102 min read


Newark Airport Dispute Exposes Political Risk to US Aviation
One of America’s busiest international airports found itself at the centre of political confrontation. The Secretary of Homeland Security Markwayne Mullin threatened on 28 May that the Trump administration could soon stop processing international travellers and cargo at Newark airport as local law enforcement in the Blue State of New Jersey refused to assist federal immigration officials. With fans gearing up for the FIFA World Cup this summer, questions over international
icarussmith20
Jun 83 min read


The Right Policy at the Wrong Moment: Why Family Seating Fees Should Wait
When a parent books a flight for themselves and a young child, most assume the family will sit together. For many travellers, that assumption does not survive contact with the booking page. Across several major carriers, seating a parent next to their child can mean an extra charge, a gamble on whatever is left at check-in, or an awkward negotiation with strangers at the gate. A long-running effort in Washington has sought to put an end to that. The question now is not whethe
icarussmith20
Jun 44 min read


FAA completes first phase of NOTAM overhaul more than a year ahead of schedule
The Federal Aviation Administration has shut down the legacy US NOTAM System (USNS), completing the first phase of a long-promised overhaul of the pilot alert system that has dogged successive administrations following its dramatic collapse in January 2023. Transportation Secretary Sean Duffy announced on Monday that the FAA had migrated thousands of users to the new cloud-based NOTAM Management Service (NMS) in mid-April, retiring the four-decade-old infrastructure that grou
icarussmith20
May 142 min read


Spirit grounded as White House bailout collapses
Before dawn on Saturday, the country's signature ultra-low-cost carrier ceased operations after a $500 million federal loan package, which would have given the government up to a 90 percent stake in the Florida-based airline, collapsed in the final hours. The shutdown ended a 34-year run that reshaped American air travel and put 17,000 workers, including 14,000 Spirit employees, out of a job overnight. The collapse caps weeks of frantic deal-making between the White House, Sp
icarussmith20
May 52 min read


FAA overhaul and safety reckoning define a pivotal year for U.S. aviation
The U.S. aviation sector is entering a defining period — shaped by a multi-billion dollar infrastructure reckoning, a renewed focus on safety at the highest levels of government, and consolidation moves quietly redrawing the competitive map of American air travel. At the centre of it all is the Federal Aviation Administration's sweeping plan to modernise the country's ageing air traffic control network. The FAA is seeking more than $12 billion in Congressional funding for a f
icarussmith20
Apr 161 min read


Duffy Opens the Door to Airline Mega-Mergers
Washington's long-standing resistance to airline consolidation may be softening, and Sean Duffy wants you to know where the administration stands. The Transportation Secretary used a CNBC appearance Tuesday to signal that the White House is open to mergers among U.S. carriers — a marked departure from the aggressive anti-consolidation posture of the Biden years. "President Trump, he loves to see big deals happen," Duffy said. The comment, brief as it was, landed like a flare
icarussmith20
Apr 82 min read


United Airlines and Its Flight Attendants Have a Tentative Agreement. We Have Been Here Before.
On 26 March 2026, United Airlines and the Association of Flight Attendants-CWA (AFA) announced a tentative agreement covering approximately 30,000 cabin crew members. On paper, it is a landmark deal. The airline says it will make its flight attendants the best-paid in the American airline industry, with top hourly wages reaching $100 by the end of the contract's five-year term and immediate pay increases kicking in the moment ratification is confirmed. The total package is su
icarussmith20
Apr 33 min read
bottom of page
