Airline Insight
John Strickland and Garth Lund break down the latest developments and economic realities of the global airline business.
Airline Insight
Latest Episodes
Ep 7: Strong Q2 revenue partially offsets higher fuel bill for European network carriers
In this episode, John Strickland and Garth Lund look at June quarter results for the European network airlines where strong premium and long-haul revenue helped to offset the impact of higher fuel prices. What we cover:A...
Ep 6: Softer yields and higher fuel prices hit European LCC profitability
Both easyJet and Ryanair reported similar trends for the June quarter with softer yields and higher fuel expenses hitting profitability. In this episode, John Strickland and Garth Lund discuss industry highlights from the first set ...
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 conso...
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 S...
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 n...