The editors of Airline Weekly discuss the most interesting developments within the commercial airline industry. In keeping with Airline Weekly’s style, conversation generally centers on one question: How do you make money in this industry?
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Saves to your Listen queue, to pick up on another day or another device.
In part one, Gordon and Jay discuss a mixed set of Q2 results for Turkish Airlines. In part two, the conversation turns to Allegiant Air, with the U.S. carrier now taking Sun Country under its wing. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect…
Swiss out-earned the entire Lufthansa Group network division it belongs to last quarter, while the core Lufthansa brand slid back into an operating loss. Gordon and Jay work through how a fuel bill undid a solid demand quarter, and why Swiss keeps outperforming its much larger sibling. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat –…
In part one, Gordon and Jay discuss the highlights from last week's Farnborough International Airshow, reviewing the big deals and longer term impact of the event. In part two, the conversation turns to earnings season, with a Q2 round-up from the main U.S. carriers. Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/…
The airline industry is navigating its most unpredictable period since the pandemic, with fuel prices, geopolitical tensions, premium travel demand, and aircraft shortages reshaping the competitive landscape. Gordon Smith and Jay Shabat break down the data behind the headlines, explaining why airlines remain profitable despite rising costs and unprecedented volatility. They also explore the…
Ahead of the Farnborough Airshow, for this special episode Gordon Smith and Meghna Maharishi are joined by Darren Hulst, Boeing's VP of Commercial Marketing. The conversation centers on the planemaker's latest Commercial Market Outlook, an annual report which asks how many aircraft the world will need in the decades to come. Connect with Airline Weekly LinkedIn:…
ClarityPay recently partnered with JetBlue to introduce a new pay-later program that combines embedded financing, loyalty, and personalization to drive incremental revenue. Learn more about ClarityPay here: claritypay.com/travel Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna…
An approach from U.S. private equity firm Castlelake has reopened the question of what EasyJet is actually worth. Gordon and Jay run through the latest takeover chatter before setting the scene for Delta's Q2 earnings. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi -…
Does SAS Really Need 40 A330neos? In part one, Gordon and Jay discuss SAS Scandinavian Airlines' new widebody order and ask whether the carrier can justify that many additional planes. In part two, the focus turns to Air New Zealand, where management has just published an updated turnaround plan. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat –…
Las Vegas air traffic is down 6%. Gordon and Jay work through what's behind it, then turn to a U.S. market headed firmly the other way. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn:…
The latest Airline Weekly global earnings scoreboard is in and the airline on top may not be the one you'd expect. Jay joins Gordon and Meghna to sort the winners from the losers. Before that, we report back from the IATA AGM in Brazil, with the trends that mattered and essential insights from the conference floor. Connect with Airline Weekly LinkedIn:…
Gordon joins Jay from Rio as the IATA AGM wraps. The two then turn to Brazil itself: one of the world's largest aviation markets, and one of its most consolidated — a combination that shapes everything from pricing to who gets to compete. Presented by WEX. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat –…
Gordon and Jay decode the most revealing CEO commentary from the Bernstein investor conference — what executives signaled about capacity, consolidation, and the months ahead. Then they look forward to the IATA AGM, one of the aviation industry's biggest gatherings, and what to watch for. Presented by WEX. Follow the Hosts: Gordon Smith – LinkedIn Jay…
A rough quarter for easyJet has the numbers telling a stark story. In part one, Gordon and Jay dig into a -27% operating margin and the missteps, market pressures, and industry dynamics behind it. In part two, they answer a deceptively simple question: why does Atlanta — not New York, London, or Dubai — top the global rankings for passenger traffic? Presented by WEX. Follow the Hosts: Gordon Smith…
Gordon and Jay unpack how Iberia engineered one of the most dramatic financial turnarounds in modern airline history. Plus: Singapore Airlines posts a solid start to the year, but its Air India stake is shaping up to be a costly bet. Presented by WEX Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat –…
Gordon sits down with Skift airlines reporter Meghna Maharishi to break down a revealing Q1 earnings season for U.S. carriers — separating the standouts from the strugglers. Plus: the latest merger chatter swirling around the industry, and could a major Boeing order follow President Trump's visit to China? Follow the Hosts: Gordon Smith – LinkedIn Jay…
Spirit Airlines is the first major U.S. carrier to go out of business in more than two decades. In this special edition, Gordon is joined by Jay and Meghna to unpack what went wrong — from blocked mergers to shifting consumer demand — and what Spirit's collapse means for the future of low-cost flying in America. Follow the Hosts: Gordon Smith –…
Gordon and Jay open with JetBlue's latest quarterly results, unpacking what's behind the airline's struggles and what it might take to get back on course. Then they turn to Norwegian, where a strong set of numbers tells a very different story. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn…
Could the U.S. Government shore up Spirit Airlines? Gordon and Jay break down the latest industry chatter about the troubled carrier's future, including fresh commentary from President Trump. Then they shift gears to unpack Alaska Air Group's newest earnings report and what it signals about the carrier's post-Hawaiian merger trajectory. Follow the Hosts: Gordon Smith –…
Will two of America's biggest airlines become one? Gordon and Jay dig into whether a United-American mega-merger is actually on the table and ask what further consolidation would mean for the industry. Plus: Qantas cuts capacity and Korean Air's latest financials. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat –…
Delta’s latest results are in and the fuel price challenge is front and center. Gordon, Jay, and Meghna dive into what the numbers say about the airline’s strategy and resilience. In part two, the conversation turns to Southwest and the next chapter of its transformation story. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat –…
Gordon and Jay unpack major leadership moves shaping the industry, from Willie Walsh’s shift to IndiGo to Michael Rousseau’s departure from Air Canada. Later, they dive into fuel prices and what’s ahead for Alaska Airlines. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi -…
In part one, Gordon and Jay unpack a whirlwind few days for the global airline industry, including fresh insights on jet fuel prices. In part two, the conversation turns to intriguing developments at Filipino low-cost carrier Cebu Pacific. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn…
Fuel accounts for roughly 20–30% of an airline’s operating costs—so when prices surge, the impact can be immediate and significant. In this week’s show, Gordon and Jay break down how U.S. airlines are navigating this historic spike and explore what it could mean for supply and demand. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat –…
Jay Shabat is joined by Meghna Maharishi and Skift's Head of Research Seth Borko for a crossover Airline Weekly Lounge that hits two pressure points at once: a sudden jet fuel spike and the growing airport disruptions from the current US government shutdown. First, Seth breaks down what the fuel surge could mean for US carriers, using airline SEC disclosures to translate price moves into real…
In a week when the world's busiest international airline ground to a halt and Gulf hubs faced aerial attack, Gordon and Jay explore the impact of the Iran war on the aviation industry. In part two, we take a closer look at the latest earnings from Qantas and Virgin Australia. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat –…
In part one, Gordon and Jay review the latest numbers from Singapore Airlines and explain why context is key when determining success. In part two, we preview the annual results from British Airways and Iberia's parent company, IAG. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn…
Delta and United are dominating airline profits while American falls behind, and Frontier struggles to recover. Jay Shabat and Meghna Maharishi break down airline earnings, American’s leadership pressure, and Frontier’s turnaround strategy. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat –…
In part one of this week's show, Gordon and Jay crunch the latest financials from Icelandair and discuss how it plans to become sustainably profitable. In part two, the conversation turns to global airports, as we reveal the major hubs with the biggest shifts in capacity for Q2. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat –…
In this week's show, Gordon and Jay discuss the latest results from Japan's two mega-airline groups. With inbound visitor numbers soaring, but domestic air travel down, we analyze the key financial and operational metrics separating ANA from JAL. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat –…
In part one of this week's show, Gordon and Jay discuss the latest quarterly earnings from American Airlines and JetBlue. In part two, the discussion turns to Ryanair, with a deep dive into its financials and 2026 strategy. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi -…
We’re sharing a preview of a new podcast from Skift called Skift Take Sessions. Skift Take Sessions is a weekly, journalist-led podcast built from the most important conversations shaping the global travel industry. Each episode features candid interviews with CEOs and senior leaders across airlines, hotels, and travel platforms, recorded live at Skift events and expanded with context around why…
It is earnings season, and this week on the Airline Weekly Lounge, Jay Shabat and Meghna Maharishi break down Q4 2025 results from United and Delta, recorded on Wednesday, January 21, 2026. They compare operating margins, unpack how fuel price differences shaped the quarter, and dig into what United’s call revealed about demand, costs, and competitive pressure points. Key themes include the…
In this special edition of the Airline Weekly Lounge, Gordon is joined by Jay and Meghna to discuss Allegiant's plan to acquire Sun Country Airlines for $1.5 Billion. Fresh off the phone with Allegiant CEO, Greg Anderson, Meghna offers first-hand executive insights, while Jay delves into the data to discover the impact of the proposed tie-up. Follow the Hosts: Gordon Smith –…
Ethiopian Airlines is one of African aviation's outstanding success stories. We explore how the carrier grew profitably, built global reach, and what its strategy means for the future of the sector. In part two, Gordon and Jay set the scene for Q4 earnings season, with a focus on U.S. airlines. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat –…
Recorded on-stage at our recent Skift Aviation Forum, Gordon sits down with aviation legend David Neeleman. In this fast-paced discussion, few topics are left on the table, as we hear Neeleman's views on everything from the health of the U.S. airline industry to sustainable aviation fuels. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat –…
Recorded on-stage at our recent Skift Aviation Forum, Gordon is in conversation with JetBlue CEO, Joanna Geraghty. We hear why the deck is stacked against smaller carriers in the U.S., and why she thinks 2026 will be a better year for the New York-based airline. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn…
As Breeze Airways enters its fifth year of flying, Gordon and Jay discuss the challenges and opportunities for the David Neeleman-backed U.S. carrier. In part two, our attention turns to 2026, with a round-up of key industry topics to watch. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Connect with Airline…
Gordon sits down with Chris McLaughlin, Chief Executive Officer of Dallas Fort Worth International Airport, for a special episode of the Airline Weekly Lounge. In this wide-ranging conversation, the pair discusses everything from route development and new terminals to AI and operational resilience. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat –…
Gordon and Jay reveal the major U.S. airports that are due to grow at an impressive rate in the coming quarter. From Texas to Tennessee, we break down the numbers and examine the factors driving rapid growth. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Connect with Airline Weekly LinkedIn:…
In part one, Gordon shares an insider perspective on a major new Skift feature examining the business case for Qantas' 'Project Sunrise' ultra long-haul flights. In part two, attention swings to European carriers as Jay rounds up the most profitable airlines for the all-important Q3 peak season. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat –…
In this special episode, we bring you the full recording from our recent LinkedIn Live webinar (Click This Link For Video Version). Titled ‘Airlines in 2026: Flying into Trouble?’, Gordon is joined by Jay and Meghna to set the scene for the year ahead, with all of the challenges and opportunities that it may bring. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat –…
In part one, Gordon and Jay reflect on the latest financial insights from Emirates, and examine the challenges that could lie ahead for the Dubai-based giant. In part two, the conversation turns to a disappointing set of Q3 results from KLM. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Connect with Airline Weekly LinkedIn:…
In part one, Gordon and Jay break down Ryanair’s latest earnings and uncover what keeps Europe’s biggest low-cost airline flying high. In part two, they share key takeaways from the CEOs of Etihad and Oman Air at the Skift Global Forum East — including how Gulf carriers see the next phase of global travel growth. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat –…
In part one of this week's show, Jay and Meghna discuss the latest developments regarding the U.S. government shutdown and its impact on air travel. In part two, their attention turns to JetBlue and its latest earnings report. Follow the Hosts: Meghna Maharishi – LinkedIn Jay Shabat – LinkedIn Connect with Airline Weekly LinkedIn:…
In part one of this week's show, Gordon and Jay examine some of the factors creating headwinds for United in the U.S domestic market. In part two, we turn our attention to Europe and discuss a rare joint interview with the CEOs of Air France-KLM and Lufthansa Group. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Connect with Airline…
In part one of this week's show, we discuss a changing of the guard at Virgin Atlantic, as CEO Shai Weiss prepares to step down after seven years. In part two, we contextualize a strong set of Q3 figures from Delta. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Connect with Airline Weekly LinkedIn:…
On the eve of Q3 earnings season, Gordon and Jay explore the key trends to watch as America's biggest carriers get ready to reveal their latest financials. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X:…
In this week's show, Gordon and Jay discuss the latest developments in the Hong Kong aviation scene. From a return to profitability at Cathay Pacific to a new third runway at the city's international airport, the Asian hub is looking to reassert its dominance after a bruising few years. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Connect with…
In this week’s Airline Weekly Lounge, Jay Shabbat and guest-host Meghna Maharishi unpack the biggest takeaways from Skift Global Forum in New York. The discussion spans airline labor challenges easing in the post-pandemic years, the impact of delayed aircraft deliveries on capacity and growth, and shifting demand patterns across the United States of America, Asia, and international markets. They…
In part one of this week's show, we discuss the key developments from a major U.S. aerospace summit in Washington D.C. attended by Skift airline reporter, Meghna Maharishi. In part two, Gordon and Jay explore the factors driving impressive growth in the Greek airline market. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi – LinkedIn…
