Documents - Visual Approach Research

Latest Analysis

AirAsia reportedly delinquent as fixed costs lack sufficient coverage

AirAsia faces mounting pressure as fuel costs surge and fixed cost coverage hits historic lows, raising questions about financial stability.

airBaltic unsecured creditors skew to engine maintenance and emissions

airBaltic's Chapter 11 filing reveals major unsecured claims from engine maintenance and emissions, reshaping A220 backlog expectations.

The premium passenger peak and trough

It took 20 years for high-paying fliers to truly recover from the dot-com peak. Why?

Welcome to Visual Approach Research Library

Search for your topic or browse by category using the navigation menu to access the latest aviation industry analysis.

Filters

Research type

Active filters

Search: United States

Document	Date	Title	Description	Research Type	Topics
The premium passenger peak and trough It took 20 years for high-paying fliers to truly recover from the dot-com peak. Why? Oct 8, 2026 Aviation`s Week In Charts	Oct 8, 2026	The premium passenger peak and trough	It took 20 years for high-paying fliers to truly recover from the dot-com peak. Why?	Aviation`s Week In Charts	United States, Fares
U.S. fares up, traffic down - a warning sign for the world? The era of growth is dead - long live the fare harvest Oct 1, 2026 Aviation`s Week In Charts	Oct 1, 2026	U.S. fares up, traffic down - a warning sign for the world?	The era of growth is dead - long live the fare harvest	Aviation`s Week In Charts	United States, Fares, Traffic, Forecast
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. Jul 13, 2026 Market Insights Subscription Required	Jul 13, 2026	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.	Market Insights	United States, Fares, Traffic
Fuel is cheaper - fares are not Airlines once needed pricing power; now they won't give it back. Jun 25, 2026 Aviation`s Week In Charts	Jun 25, 2026	Fuel is cheaper - fares are not	Airlines once needed pricing power; now they won't give it back.	Aviation`s Week In Charts	United States, Spirit Airlines, Macroeconomic,...
International travel decline to U.S. signals long-term impact International visitors continue avoiding U.S. air travel, creating a concerning long-term trend beyond typical pandemic recovery patterns. Apr 13, 2026 Market Insights Subscription Required	Apr 13, 2026	International travel decline to U.S. signals long-term impact	International visitors continue avoiding U.S. air travel, creating a concerning long-term trend beyond typical pandemic recovery patterns.	Market Insights	Asia, Europe, Latin America, Middle...
Fares likely to fall not rise with oil spikes Addressing the travel myth the airlines are quite satisfied with you believing Mar 5, 2026 Aviation`s Week In Charts	Mar 5, 2026	Fares likely to fall not rise with oil spikes	Addressing the travel myth the airlines are quite satisfied with you believing	Aviation`s Week In Charts	United States, Macroeconomic, Fares, Capacity,...
Low-cost overcapacity in US still masking overall market health ULCC growth outpaced GDP since 2015, creating overcapacity masked by low inflation until 2017. Spirit's exit won't fix long-term issues. Feb 13, 2026 Market Insights Subscription Required	Feb 13, 2026	Low-cost overcapacity in US still masking overall market health	ULCC growth outpaced GDP since 2015, creating overcapacity masked by low inflation until 2017. Spirit's exit won't fix long-term issues.	Market Insights	United States, Spirit Airlines, Frontier...
Is U.S. short-haul traffic dead? A brief look at ways you can no longer get from here to there Sep 18, 2025 Publicly Available	Sep 18, 2025	Is U.S. short-haul traffic dead?	A brief look at ways you can no longer get from here to there	Publicly Available	United States, Canada, Macroeconomic, Traffic
U.S. economic data coalescing around slowing economic growth Multiple economic indicators point to potential shifts in U.S. economic performance, with implications for travel spending and airline market dynamics. Sep 3, 2025 Market Insights Subscription Required	Sep 3, 2025	U.S. economic data coalescing around slowing economic growth	Multiple economic indicators point to potential shifts in U.S. economic performance, with implications for travel spending and airline market dynamics.	Market Insights	United States, Macroeconomic
Las Vegas flashes economic warning signs What happens in Vegas stays in Vegas - except communicable diseases and economic downturns Aug 21, 2025 Publicly Available	Aug 21, 2025	Las Vegas flashes economic warning signs	What happens in Vegas stays in Vegas - except communicable diseases and economic downturns	Publicly Available	United States, Macroeconomic, Traffic
Identifying winners in a Spirit loss Spirit could trigger a new gold rush in the U.S. Aug 14, 2025 Publicly Available	Aug 14, 2025	Identifying winners in a Spirit loss	Spirit could trigger a new gold rush in the U.S.	Publicly Available	United States, Avelo Airlines, Breeze...
Tariffs depart for some, not for others A look at the winners and losers of the tariff drama Jul 31, 2025 Publicly Available	Jul 31, 2025	Tariffs depart for some, not for others	A look at the winners and losers of the tariff drama	Publicly Available	United States, A320neo, A321neo, A330neo,...
Tariffs paid on inbound aircraft setting stage for credits on U.S. content Airlines navigate complex aircraft import tariffs with emerging precedents for U.S. content credits, impacting different aircraft types in varying ways. Jul 14, 2025 Market Insights Subscription Required	Jul 14, 2025	Tariffs paid on inbound aircraft setting stage for credits on U.S. content	Airlines navigate complex aircraft import tariffs with emerging precedents for U.S. content credits, impacting different aircraft types in varying ways.	Market Insights	United States, France, Canada, Brazil,...
Commercial Aviation Market Outlook - JP Morgan Webinar Presentation delivered on JP Morgan webinar discussing the market outlook for aircraft and U.S. airlines for the second half of 2025. Jun 25, 2025 Industry Briefings Subscription Required	Jun 25, 2025	Commercial Aviation Market Outlook - JP Morgan Webinar	Presentation delivered on JP Morgan webinar discussing the market outlook for aircraft and U.S. airlines for the second half of 2025.	Industry Briefings	United States, Boeing, Airbus, Fares,...
The who, what, and where of Essential Air Service Who flies it, what they fly, and where they fly it Jun 12, 2025 Publicly Available	Jun 12, 2025	The who, what, and where of Essential Air Service	Who flies it, what they fly, and where they fly it	Publicly Available	United States, SkyWest Airlines, Contour...
U.S. backlog expected to limit exposure to second-hand aircraft tariffs High U.S. aircraft deliveries and global market dynamics suggest emerging shifts in the second-hand aircraft market due to tariff implementations. Jun 10, 2025 Market Insights Subscription Required	Jun 10, 2025	U.S. backlog expected to limit exposure to second-hand aircraft tariffs	High U.S. aircraft deliveries and global market dynamics suggest emerging shifts in the second-hand aircraft market due to tariff implementations.	Market Insights	United States, 737 MAX, 787,...
Republic and Mesa merger creates stable U.S. regional duopoly A major consolidation in the U.S. regional airline market reshapes the competitive landscape and fleet strategies for the coming decades. Jun 3, 2025 Market Insights Subscription Required	Jun 3, 2025	Republic and Mesa merger creates stable U.S. regional duopoly	A major consolidation in the U.S. regional airline market reshapes the competitive landscape and fleet strategies for the coming decades.	Market Insights	United States, Republic Airways, Mesa...
Canadians wipe out peak U.S. travel season Down 20%, April completes the peak... without a peak May 29, 2025 Publicly Available	May 29, 2025	Canadians wipe out peak U.S. travel season	Down 20%, April completes the peak... without a peak	Publicly Available	United States, Canada, Macroeconomic, Traffic
International travel to United States shows significant drop in March International travel to the US faces complex economic forces as tariffs, oil prices, and currency fluctuations create both opportunities and challenges. May 19, 2025 Market Insights Subscription Required	May 19, 2025	International travel to United States shows significant drop in March	International travel to the US faces complex economic forces as tariffs, oil prices, and currency fluctuations create both opportunities and challenges.	Market Insights	Africa, Asia, Europe, Latin America,...
Airbus deliveries to U.S. airlines still reliant on Toulouse/Hamburg Examining how Airbus navigates U.S. aircraft deliveries amid tariff considerations and production capacity constraints at its various facilities. May 16, 2025 Market Insights Subscription Required	May 16, 2025	Airbus deliveries to U.S. airlines still reliant on Toulouse/Hamburg	Examining how Airbus navigates U.S. aircraft deliveries amid tariff considerations and production capacity constraints at its various facilities.	Market Insights	United States, France, Germany, A320neo,...
Will tariffs make 2025 the year of the Boeing? Tariffs, uncertainty, and how Boeing could emerge a winner in the trade war. May 15, 2025 Publicly Available	May 15, 2025	Will tariffs make 2025 the year of the Boeing?	Tariffs, uncertainty, and how Boeing could emerge a winner in the trade war.	Publicly Available	United States, China, 737 MAX,...
The cheap fuel distraction Is cheap fuel hiding a bigger problem for legacy airlines? May 1, 2025 Publicly Available	May 1, 2025	The cheap fuel distraction	Is cheap fuel hiding a bigger problem for legacy airlines?	Publicly Available	United States, American Airlines
Lessors well diversified away from a United States slowdown Global aircraft lessors show strong geographic diversification, with only 14% exposure to US market, suggesting resilience against potential US economic challenges Apr 28, 2025 Market Insights Subscription Required	Apr 28, 2025	Lessors well diversified away from a United States slowdown	Global aircraft lessors show strong geographic diversification, with only 14% exposure to US market, suggesting resilience against potential US economic challenges	Market Insights	United States, China, India, Narrowbody,...
Domestic U.S. forward bookings show weakness in February and March Forward booking patterns in U.S. domestic air travel reveal shifting trends and potential economic sensitivity, particularly in leisure travel segments. Apr 4, 2025 Market Insights Subscription Required	Apr 4, 2025	Domestic U.S. forward bookings show weakness in February and March	Forward booking patterns in U.S. domestic air travel reveal shifting trends and potential economic sensitivity, particularly in leisure travel segments.	Market Insights	United States, Fares, Traffic
Canadian airlines most exposed to tariff book-away threat Threatened tariffs between the US and Canada could significantly impact air travel, with Canadian carriers facing up to 29% revenue exposure in cross-border routes. Mar 10, 2025 Market Insights Subscription Required	Mar 10, 2025	Canadian airlines most exposed to tariff book-away threat	Threatened tariffs between the US and Canada could significantly impact air travel, with Canadian carriers facing up to 29% revenue exposure in cross-border routes.	Market Insights	United States, Canada, Air Canada,...