Analysis and KPIs
Analysis using our proprietary KPIs uncovering unique aspects of the industry
Industry News
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The 2026 US Air Traffic: A Surprising Mixed Signal
We have been tracking daily US airline flight activity and domestic traffic since January 2019. Moreover, pandemic recovery remains important, as data show it was the US industry’s biggest shock, more impactful than 9/11. We have been watching this market closely. At first glance, 2026 looks like a stable…
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MAX 10 Nears Certification; the Software Fix Is the Gate
The FAA is reportedly days away from certifying the 737 MAX 10. Reuters, citing three people familiar with the matter, says approval could come as soon as this week. The FAA’s Type-Certification Board finished its key safety review on Friday, October 16, and a final management meeting remains. Neither…
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Boeing’s Excellent September
Boeing delivered 57 aircraft in September, its best month of 2026. The deliveries included 43 MAXs, 8 787s, 2 777 freighters, and 4 767s, three of which were KC-46 tankers for Boeing’s defense unit. Year-to-date is 475 (+8%), including 363 MAXs, a record for the first nine months. The…
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Airbus Commercial Aircraft Media Briefing
On October 13 and 14, Airbus held a media briefing in Toulouse. As always, here are the event recordings. Per our decade-plus-long understanding with Airbus, we don’t record the Q&A. We recorded the Day 1 videos from an awkward spot in the third row. On Day 2, we had…
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The Airbus A350F: Looking Very Good
We had an opportunity to chat with Crawford Hamilton, Head of Freighter Marketing at Airbus. It seems Airbus has got this model right from the start. And the market has reacted positively. Its competitor is still some way off, giving the A350F lots of runway to keep winning more…
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Southwest Transition from LCC to Full-Service Continues
Southwest Airlines’ transition from its historic low-cost carrier operations to a full-service carrier continues. Southwest is modifying its Rapid Rewards frequent flier program. The program will now offer three tiers rather than two, similar to competing legacy carriers. Rapid Rewards will now have base, Silver, Gold, and Platinum tiers,…
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