Airline Insight

The Engine Cowl
  • 0,0 (0)
  • Бизнес

John Strickland and Garth Lund break down the latest developments and economic realities of the global airline business.

Выпуски

  1. 27 июн.

    Ep 5: How European airline consolidation is progressing

    easyJet has recently been the subject of several bids by Castlelake to acquire the airline. The move comes amid a broader trend of M&A activity in the sector.  In this episode, John Strickland and Garth Lund look at ongoing consolidation among key European airlines.  What we dive into: Castelake's bid for easyJetProgress of SAS's integration into Air France-KLMTAP bids: Lufthansa Group vs Air France-KLMTurkish Airlines' investment in Air EuropaPegasus acquisition of Smartwings

    32 мин.

  2. 29 мая

    Ep 4: How Europe's three large LCCs are weathering a challenging environment

    Ryanair recently published an impressive set of results for the past financial year and announced that it is nearly debt-free. Meanwhile, easyJet saw non-fuel cost inflation increase over the past six months.  In this episode, John Strickland and Garth Lund review recent performance and outlook for Europe's three independent low-cost carriers.  What we dive into: Ryanair's robust FY26 performance Comparative fleet strategy: Ryanair waiting for Max-10 certification; easyJet phasing out the A319; Wizz Air continuing to upgrade to the A321neoRevenue outlook: shorter booking curves on the back of consumer uncertaintyImportance of liquidity: all three airlines are in a good position to weather higher fuel prices

    33 мин.

  3. 14 мая

    Ep 3: European network airlines deliver a strong Q1

    Q1 saw almost across-the-board margin improvement among Europe's network airlines but higher fuel prices have put a damper on expectations for the rest of 2026.  In this episode, John Strickland and Garth Lund look at how the three network airlines groups in Europe performed in Q1 and the lessons for the year ahead.  What we dive into: Improved performance at Air France partially closing the gap to IAGHow Lufthansa Group is taking more aggressive action to address its challengesIAG continues to lead in margin performanceWhy the LCC model remains robust despite Spirit Airlines' demise

    36 мин.

  4. 16 апр.

    Ep 2: How are airlines managing the impact of the Iran conflict?

    Between higher fuel prices, shifting demand, and airspace closures, the Iran conflict has impacted both the demand and supply side of the air travel market.  In this episode, John Strickland and Garth Lund look at how airlines are managing the effects of the crisis.  What we dive into: Fuel price impact: How fuel hedging policies have influenced airlines' responses Revenue opportunities: Can airlines drive higher revenue to offset higher costs?Gulf mega-hubs: Medium and long-term impact on the Gulf carriersNetwork opportunities: Route adjustments by European airlinesTaking tough decisions: Airlines coming out of the crisis as stronger businesses

    29 мин.

  5. 27 мар.

    Ep 1: Why is IAG delivering double the margin of its rivals?

    While Lufthansa and Air France-KLM navigate complex turnarounds, IAG is delivering a 15% operating margin. In our debut episode of Airline Insight, John Strickland and Garth Lund break down the strategic divide between Europe’s "Big Three" and what 2026 holds for the sector. What we dive into: The IAG edge: How IAG has consistently outperformed the competition.The LCC struggle: Why Vueling, Eurowings, and Transavia are seeing such mixed results.2026 outlook: A look at the next 12 months for European aviation.

    33 мин.
  • Выпусков: 5

Об этом подкасте

John Strickland and Garth Lund break down the latest developments and economic realities of the global airline business.

Информация

  • Автор
    The Engine Cowl
  • Годы выхода
    2 тыс.
  • Выпуски
    5
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2026 Airline Insight
  • Сайт подкаста
    Airline Insight

Вам может также понравиться