Air Insight — page 5

Coverage, page 5

page 5 of 11

Avolon Income Up 45%; Uprated by S&P

Avolon posted 2Q26 net income of $209 million, up 45% year over year—an acceleration from 1Q’s already strong 32% growth.

Air Insight•Addison Schonland30 Jul

Rolls-Royce Thrives While UltraFan Hangs

Rolls-Royce posted an underlying operating profit of £2.53 billion for 1H26, up 46% year over year and ahead of a

Air Insight•Addison Schonland30 Jul

Frontier’s Best Quarter in Years, with an Asterisk

Frontier posted record 2Q26 revenue of $1.28 billion, up 38% year over year. Adjusted loss per share came in at

Air Insight•Addison Schonland30 Jul

JetBlue’s Catch-22 Florida Expansion Exposure

A Strategic Catch-22: Why JetBlue’s Post-Spirit Florida Expansion Exposes an Operational Vulnerability. Yesterday, we unpacked JetBlue’s 2Q26 financial results, revealing a

Air Insight•Addison Schonland30 Jul

Air France-KLM Beats Estimates, Cuts Capacity

Air France-KLM’s net income fell 71% year over year in 2Q26, to €190 million from €649 million. Revenue rose 9.9%

Air Insight•Addison Schonland30 Jul

Airbus reports 1H 2026 Financials and Affirms Guidance

Airbus today reported its first-half 2026 financial results, which were quite positive. The Numbers Revenues were up 12% year-over-year, at

Air Insight•Ernest Arvai29 Jul

Fuel Exposes American’s Older Problem

American Airlines is falling behind United and Delta—approximately $3 billion behind United and $5 billion behind Delta in annual profits.

Air Insight•Addison Schonland29 Jul

Boeing’s Seat AD Is a Minor Fix and a Timing Problem

The FAA proposed a new airworthiness directive on July 27 requiring inspection of seat track fittings on 453 US-registered Boeing

Air Insight•Addison Schonland29 Jul

JetBlue’s Problem Is Fuel. Everything Else Is Working.

JetBlue posted a $247 million net loss for 2Q26, wider than a year ago, on revenue of $2.7 billion, up

Air Insight•Addison Schonland29 Jul

ANA Buys More Embraers In Strategy Update

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Air Insight•Richard Schuurman29 Jul

Boeing Loss Doesn’t Tell The Full Story

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Air Insight•Richard Schuurman28 Jul

The Airshow Was Weak. The Reason Matters.

Commercial aviation is a long game. Orders placed today might not be delivered for several years. Airbus and Boeing have

Air Insight•Addison Schonland27 Jul

“Growth Is Definitely There In Africa”

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Air Insight•Richard Schuurman27 Jul

Argentina’s Aviation Market Leaves Flybondi Behind

Landmark aerospace events like the Farnborough Airshow are where the long-term realities of commercial aviation are codified. Contracts signed in

Air Insight•Pablo Diaz24 Jul

Frontier’s Taxi Problem Isn’t the Airports

We analyzed 2026 taxi times at US airports, and an alarming data point immediately stood out. Frontier Airlines has a

Air Insight•Addison Schonland24 Jul

JetZero’s Buzzing Week In Farnborough

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Air Insight•Richard Schuurman24 Jul

Southwest and American Report Q2 Results

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Air Insight•Ernest Arvai23 Jul

Southwest’s 737-700 Problem Harder to Ignore

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Air Insight•Addison Schonland23 Jul

Day 4 Farnborough: It’s A Wrap Up

Day 4 of the Farnborough Airshow was the last official one for doing deals and orders, but most of the

Air Insight•Richard Schuurman23 Jul

Is Airbus Medium Term Guidance Feasible?

Airbus provided its 2026 Business Update at the Farnborough Air Show, including guidance with production and financial objectives for the

Air Insight•Ernest Arvai23 Jul