Airline Insight
John Strickland and Garth Lund break down the latest developments and economic realities of the global airline business.
Episodes
5 episodes
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...
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 ma...
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 "Bi...