Air Insight — page 7

Coverage, page 7

page 7 of 11

Earnings – Delta and United Solidly on Top

Delta and United, two of the major carriers in the US, have successfully differentiated themselves from the pack by focusing

Air Insight•Ernest Arvai17 Jul

GE Aerospace 2Q26 – strong beat, guidance raised, supply-chain flag

GE Aerospace reported 2Q26 adj. EPS of $2.02. GE has raised its 2026 guidance, citing strong 1H26 results. But the

Air Insight•Addison Schonland17 Jul

US Gateway Fragmentation Reshapes Airline Fleet Decisions

There are changes occurring among the Top Ten US gateway airports regarding international flights. We see a distinct fragmentation. But

Air Insight•Addison Schonland17 Jul

Another Big China Win For Airbus

Air China filed a fresh order with the Shanghai Stock Exchange today: 15 A350-900s and 40 A320neo family jets, placed

Air Insight•Addison Schonland17 Jul

The 757 is still competitive with the A321neo

Airbus A321XLR is now well into its deployment, and it is useful to see how it has been performing. Using

Air Insight•Addison Schonland16 Jul

CFM LEAP Clears 1.000 Deliveries in HY1

CFM delivered 1.030 LEAP engines over the first six months, breaking the 1.000-barrier in a half-year period for the first

Air Insight•Richard Schuurman16 Jul

Boeing’s Orders & Deliveries June 2026

Boeing had another good month in June, with 121 orders and 64 deliveries, especially ahead of next week’s airshow. Deliveries

Air Insight•Addison Schonland15 Jul

Alaska’s Hawaiian Merger: What Form 41 Reveals

Alaska Airlines now has all the Hawaiian fleet data being reported under its brand at the DOT. The impact is

Air Insight•Addison Schonland15 Jul

WestJet Sources 13 MAX10s From ACG

Canada’s WestJet still had options on 25 Boeing MAX 10s directly with the OEM. But it has decided not to

Air Insight•Richard Schuurman15 Jul

The Rising Cost of United’s 767 Fleet

United Airlines has a 767 problem. There are 53 in service, and the youngest are the -400s, averaging 24.4 years

Air Insight•Addison Schonland14 Jul

Beware Of ‘New’ Airshow Orders

Going to the Farnborough Airshow next week, the question is always what to expect. Which airline will buy what from

Air Insight•Richard Schuurman14 Jul

Before the Farnborough Headlines, Check the Data

The big summer air show is days away. Farnborough week means headlines. These headlines will trumpet a resilient industry with

Air Insight•Addison Schonland13 Jul

Why easyJet Prefers Apollo Over Castlelake

easyJet is showing a clear preference for the latest bid from Apollo Global Management over that of rival Castlelake in

Air Insight•Richard Schuurman10 Jul

The Hidden Cost of Aging Sub-Fleets

In our continuous effort to develop KPIs that lift the veil on airline operations, here’s another: a Fleet Utilization Index.

Air Insight•Addison Schonland9 Jul

Airbus June 2026 Orders & Deliveries

The June numbers are out, and it was a big month for deliveries, with 89. This is a surprise because

Air Insight•Addison Schonland9 Jul

On-Time % Isn’t Enough. Watch this instead.

With April data published in the US DOT On-Time dataset, we want to introduce new metrics to help understand the

Air Insight•Addison Schonland9 Jul

Contrails, SAF, and Environmental Concerns

While for many years the focus of aviation emissions has been carbon , there are additional outputs from jet engines,

Air Insight•Ernest Arvai8 Jul

Aviation’s Two-Speed Risk Market

Two aviation risk markets repriced this month, and neither one made headlines the way an OEM delivery miss does. The

Air Insight•Addison Schonland8 Jul

Airbus guides demand for 42.060 pax aircraft

42.060 new aircraft deliveries: that’s the number Airbus is guiding in its latest Global Market Forecast for the next 20

Air Insight•Richard Schuurman8 Jul

Boeing Eeks Out More Range From 777X

Boeing has quietly updated the technical specifications for all three variants of the 777X. The dedicated website includes new figures

Air Insight•Richard Schuurman8 Jul