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US ticket revenues balancing Spirit loss with stock market concern

US ticket revenues balancing Spirit loss with stock market concern

US domestic ticket revenues continue rising driven by higher fares, but early 2025 showed concerning correlation with stock market performance.

Aircraft lease rate factors have not historically followed interest rates

Aircraft lease rate factors have not historically followed interest rates

Aircraft lease rates show surprising disconnect from interest rates, driven instead by capital supply and aircraft demand dynamics.

Widebody suites over seats

Widebody suites over seats

The real estate market at 35,000 feet is changing

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Threats to COMAC supply will impact future C909 and C919 deliveries

US-China trade tensions affect engine supplies for Chinese commercial aircraft, forcing COMAC to evaluate alternatives amid growing demand for narrowbodies.

Jul 28, 2025 Market Insights
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Jul 28, 2025
Threats to COMAC supply will impact future C909 and C919 deliveries
US-China trade tensions affect engine supplies for Chinese commercial aircraft, forcing COMAC to evaluate alternatives amid growing demand for narrowbodies.
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