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Where is the U.S. revenue growth coming from?

Breaking down the revenue growth by region

Remaining 767 passenger operating base bifurcated by mission

Distinct operational patterns emerge between US and Japanese 767 fleets, creating unique implications for future cargo conversion opportunities.

The narrowbody shortage won’t last forever

Entering year five of the narrowbody shortage, what happens next?

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Document	Date	Title	Description	Research Type	Topics
Where is the U.S. revenue growth coming from? Breaking down the revenue growth by region Oct 30, 2025 Publicly Available	Oct 30, 2025	Where is the U.S. revenue growth coming from?	Breaking down the revenue growth by region	Publicly Available	American Airlines, Delta Air Lines,...
The narrowbody shortage won’t last forever Entering year five of the narrowbody shortage, what happens next? Oct 23, 2025 Publicly Available	Oct 23, 2025	The narrowbody shortage won’t last forever	Entering year five of the narrowbody shortage, what happens next?	Publicly Available	CFM56-5B, CFM56-7B, PW1100G, LEAP-1A, LEAP-1B,...
The gap in Spirit's post-bankruptcy fleet A little of this; a little of that, but no contaminated powdered metal Oct 9, 2025 Publicly Available	Oct 9, 2025	The gap in Spirit's post-bankruptcy fleet	A little of this; a little of that, but no contaminated powdered metal	Publicly Available	Spirit Airlines, A321, A320, A320neo,...
Iceland's Play shutdown not a sign of deeper trouble The September doldrums return for global airlines. Oct 2, 2025 Publicly Available	Oct 2, 2025	Iceland's Play shutdown not a sign of deeper trouble	The September doldrums return for global airlines.	Publicly Available	Fly Play, Icelandair
Embraer is using Airbus's success against itself How to punch a giant in the face, LATAM-style Sep 25, 2025 Publicly Available	Sep 25, 2025	Embraer is using Airbus's success against itself	How to punch a giant in the face, LATAM-style	Publicly Available	Latin America, Aeromexico, Avianca, Azul...
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
Pricing at the Speed of Data: The New Airline AI Arms Race How Delta and Fetcherr’s AI integration is reshaping competitive dynamics in commercial aviation. Sep 11, 2025 Publicly Available	Sep 11, 2025	Pricing at the Speed of Data: The New Airline AI Arms Race	How Delta and Fetcherr’s AI integration is reshaping competitive dynamics in commercial aviation.	Publicly Available	Delta Air Lines, Virgin Atlantic...
Will Spirit reject its NEO fleet? It could - and it would make sense. Sep 4, 2025 Publicly Available	Sep 4, 2025	Will Spirit reject its NEO fleet?	It could - and it would make sense.	Publicly Available	Spirit Airlines, A321, A319, A320,...
The 787 won the hard way After a slow start, the 787 has found its stride. Aug 28, 2025 Publicly Available	Aug 28, 2025	The 787 won the hard way	After a slow start, the 787 has found its stride.	Publicly Available	Qatar Airways, United Airlines, 787-10,...
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...
U.S. passenger revenue stalls The first drop in year-over-year passenger revenue signals a new era. Aug 7, 2025 Publicly Available	Aug 7, 2025	U.S. passenger revenue stalls	The first drop in year-over-year passenger revenue signals a new era.	Publicly Available	Alaska Airlines, Allegiant Air, American...
Visual Approach Research Library User Manual Detailed user manual for subscribers Aug 1, 2025 Publicly Available	Aug 1, 2025	Visual Approach Research Library User Manual	Detailed user manual for subscribers	Publicly Available
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,...
Is premium travel as sticky as we think? A slightly less fuzzy view of how demand isn't reacting to economic data. Jul 24, 2025 Publicly Available	Jul 24, 2025	Is premium travel as sticky as we think?	A slightly less fuzzy view of how demand isn't reacting to economic data.	Publicly Available	American Airlines, Delta Air Lines,...
U.S. airlines' domestic top ten Breaking down the top ten domestic O&D markets by revenue for each airline Jul 17, 2025 Publicly Available	Jul 17, 2025	U.S. airlines' domestic top ten	Breaking down the top ten domestic O&D markets by revenue for each airline	Publicly Available	Alaska Airlines, Allegiant Air, American...
The art of misunderstanding regional jet residual values How the 50-seat jet told the story of all regional jet values – and how it was completely wrong. Jul 15, 2025 Publicly Available	Jul 15, 2025	The art of misunderstanding regional jet residual values	How the 50-seat jet told the story of all regional jet values – and how it was completely wrong.	Publicly Available	CRJ200, CRJ700, CRJ900, E170, EMB-145,...
Narrowbodies - an animated history A look back at 62 years of single-aisle production Jul 3, 2025 Publicly Available	Jul 3, 2025	Narrowbodies - an animated history	A look back at 62 years of single-aisle production	Publicly Available	717, 737 MAX, 737 Classic,...
The (Jet)blue canary JetBlue's warnings could be a canary in the coal mine Jun 19, 2025 Publicly Available	Jun 19, 2025	The (Jet)blue canary	JetBlue's warnings could be a canary in the coal mine	Publicly Available	Lufthansa, JetBlue Airways, Spirit Airlines,...
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, Boutique Air, Contour...
Azul files Chapter 11 Avianca, LATAM, Gol, and now Azul Jun 5, 2025 Publicly Available	Jun 5, 2025	Azul files Chapter 11	Avianca, LATAM, Gol, and now Azul	Publicly Available	Brazil, Avianca, Azul Airlines, GOL...
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
United still leads in long-haul Why it has more to do with Northwest Airlines than you might have thought May 22, 2025 Publicly Available	May 22, 2025	United still leads in long-haul	Why it has more to do with Northwest Airlines than you might have thought	Publicly Available	American Airlines, Delta Air Lines,...
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 expensive conclusion to the acute pilot shortage Welcome back to the chronic pilot shortage... here's your bill. May 8, 2025 Publicly Available	May 8, 2025	The expensive conclusion to the acute pilot shortage	Welcome back to the chronic pilot shortage... here's your bill.	Publicly Available	Alaska Airlines, Allegiant Air, American...