Airline Weekly Lounge Episode 106: Not So Sunny at Sun Country

Airline Weekly Lounge Episode 106: Not So Sunny at Sun Country

Sun Country is largely missing out on the golden age that U.S. carriers have been basking in since 2015. In the past 12 months (ending with the second quarter, the most recent to be reported) all the U.S. carriers posted operating profit margins ranging from a healthy 9% to an excellent 16%—except for Sun Country, which delivered a distant 4% margin. Will Sun shine again? One airline enjoying the U.S. party is Frontier, which had a solid second quarter despite a 19% increase in operating costs. Talks of an Emirates-Etihad merger have heated up, according to a Bloomberg report. A merger might save Etihad, but who will save these other troubled airlines? South African Airways, Fastjet and Jet Airways are all facing dire straits. Lastly, JetBlue is adding a basic economy fare class. Will it be the last U.S. airline to do so?

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Episoder(441)

Turkish Airlines' Turbulent Quarter

Turkish Airlines' Turbulent Quarter

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. ...

13 Aug 29min

Swiss Shines But Lufthansa Lags

Swiss Shines But Lufthansa Lags

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 un...

6 Aug 33min

Airshow Highs and Earnings Season Realities

Airshow Highs and Earnings Season Realities

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 ...

30 Jul 42min

Why 2026 Is Aviation's Most Volatile Year Since COVID

Why 2026 Is Aviation's Most Volatile Year Since COVID

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 la...

23 Jul 1h 1min

How Many Planes Does the World Need?

How Many Planes Does the World Need?

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...

18 Jul 26min

Can a "New Class of BNPL" Become a Strategic Loyalty Play?

Can a "New Class of BNPL" Become a Strategic Loyalty Play?

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 Clarity...

16 Jul 17min

 How Much is EasyJet Worth?

How Much is EasyJet Worth?

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 De...

9 Jul 43min

Does SAS Really Need 40 A330neos?

Does SAS Really Need 40 A330neos?

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,...

2 Jul 37min

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