Analysis and KPIs
Analysis using our proprietary KPIs uncovering unique aspects of the industry
Industry News
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MHIrj Should Build a Regional Jet. Embraer Won’t Stop It
MHIrj should build a new regional jet, and Embraer is unlikely to stop it. The CRJ team has the skills, the support network, and a launch customer looking for an alternative. Its CRJ9 also disrupts about 1.6x as often as Embraer’s E175, per our analysis. The Problem We have…
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US Airline Employee Productivity Keeps Declining
Airline labor productivity peaked during the pandemic. The industry has spent five years trying to regain it. Here’s the data from DOT’s P-1a. Meanwhile, the DOT just reported the industry added another 8,212 jobs in September. US DOT AirInsight The 2020 spike is easy to explain. Headcount came out…
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Wizz Air Q2 Up 7% as Seats Grow
Wizz Air’s first-half net profit fell 67% to €108.1m. The second quarter grew 7%, but on 27% more seats. The Half CEO József Váradi said: “Fuel remains the main headwind, and our hedging, covering 82 percent of second-half requirements, is doing what it was designed to do.” The outlook…
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2026 Delivery Targets Meet Reality as Supply Chains Creak
There are 51 days left in this year, and the duopoly is struggling. Deliveries are not meeting required rates. Here’s a chart we post daily on LinkedIn as the year-end approaches. Keep an eye out for it if you want to track this along with us. It was popular…
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SIA’s 2Q profit quadrupled; Air India did most of it
Singapore Airlines’ second quarter was fine. Its first half wasn’t. Net profit rose fourfold in 2Q and still fell 44% for the half. Historic good results are historic. The Half SIA reported on November 11 for the six months to September 30. Group passenger yield rose 12.2% in 2Q…
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Is an Unpredictable Supply Chain the New Normal?
Aircraft OEMs are struggling to ramp up production rates. The reason, again and again, is blamed on supply chain problems that peaked during the global pandemic. But that pandemic was six years ago. What has changed structurally and behaviorally to make supply chains less reliable and OEM delivery schedules…
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