Analysis and KPIs
Analysis using our proprietary KPIs uncovering unique aspects of the industry
Industry News
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Lufthansa’s EBIT +6% on hedging; core brand lags
Lufthansa grew 3Q26 adjusted EBIT by 6% to €1.41bn, and a fuel hedge did the heavy lifting. Lufthansa Airlines, the core brand, is still €180m in the red over nine months. Lufthansa reported on November 3. Reuters had the consensus at €1.38bn, so EBIT beat. Revenue missed, per Investing.com.…
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Bombardier Reports Strong Third Quarter and Outlook
Canadian business aircraft manufacturer Bombardier reported a strong third quarter. The company generated $2.37 billion in revenue in the quarter, with deliveries of 33 aircraft. The company raised its full-year free cash flow forecast to more than $1.3 billion. The services segment of the business generated a record $701…
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Air France-KLM’s 3Q26 profit +10%; fuel +25%
Air France-KLM grew 3Q26 adjusted operating profit by 10% to €1,346m, while fuel and CO2 costs rose 25%. Premium fares and cargo paid the bill. The 3Q25 margin in the table is our math. Group capacity rose only 1.3%. Revenue rose about €700m, based on the 7.6% increase. Fuel…
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Emirates 1H27: $1.9B Fuel Hedge Masks a $900M Op Loss
Emirates earned $1.0bn before tax in the first half of FY27, down 68%. Without its fuel hedge, the airline would have lost money. Emirates Group reported on November 5. The comparison is the record first half of FY26, when profit grew 17%. Emirates carried 21.8m passengers, down 22%. dnata’s…
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Avolon Firms Order for 140 737 MAX 10
Irish aircraft lessor Avolon has firmed an order with Boeing for 140 737 MAX 10 aircraft. The firming comes two weeks after the FAA certified the MAX 10, enabling customer deliveries. This is the largest 737 MAX order from a leasing company. The MAX 10 competes at the top…
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IndiGo looks to Embraer?
The news is eye-popping, but it shouldn’t be. India’s need for regional jets is something we’ve been talking about for years. The idea that every Indian city pair needs an A320 is clearly as inefficient as it is for any other market. Given India’s continued rapid growth in air…
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