Show Notes
In this episode, John Strickland and Garth Lund take a deep dive into Volotea’s restructuring as high fuel prices put pressure on European airlines. What we cover: • Volotea’s restructuring and proposed fleet reduction to 30-35 aircraft • Norse Atlantic’s winter schedule: US down to a single destination, expanded winter leisure capacity • Final bids from Air France-KLM and Lufthansa for TAP Disclosure: At the time of recording, one of the presenters, Garth Lund holds a perso...
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In this episode, John Strickland and Garth Lund look at some of the actions taken by European airlines in light of a persistently challenging operating environment. What we cover: Ryanair's winter capacity reductionStrategic reset for Air BalticHow Norse Atlantic is adapting to challenging conditionsDisclosure: At the time of recording, one of the presenters, Garth Lund holds a personal shareholding in Wizz Air, mentioned in this episode. This episode does not address the company's shar...
In this episode, John Strickland and Garth Lund look at June quarter results for the European network airlines where strong premium and long-haul revenue helped to offset the impact of higher fuel prices. What we cover: Air France-KLM, IAG and Lufthansa Group June quarter results Wizz Air June quarter resultsApollo acquisition of easyJet Leadership changes in IndiaDisclosure: At the time of recording, one of the presenters, Garth Lund holds a personal shareholding in Wizz Air,...
Both easyJet and Ryanair reported similar trends for the June quarter with softer yields and higher fuel expenses hitting profitability. In this episode, John Strickland and Garth Lund discuss industry highlights from the first set of June quarter results and what renewed conflict in the Gulf means for airlines. What we cover: Ryanair and easyJet June quarter resultsProgress of easyJet takeover bids John's update from the Farnborough AirshowImpact of renewed hostilities in th...
easyJet has recently been the subject of several bids by Castlelake to acquire the airline. The move comes amid a broader trend of M&A activity in the sector. In this episode, John Strickland and Garth Lund look at ongoing consolidation among key European airlines. What we dive into: Castelake's bid for easyJetProgress of SAS's integration into Air France-KLMTAP bids: Lufthansa Group vs Air France-KLMTurkish Airlines' investment in Air EuropaPegasus acquisition of SmartwingsDi...
Ryanair recently published an impressive set of results for the past financial year and announced that it is nearly debt-free. Meanwhile, easyJet saw non-fuel cost inflation increase over the past six months. In this episode, John Strickland and Garth Lund review recent performance and outlook for Europe's three independent low-cost carriers. What we dive into: Ryanair's robust FY26 performance Comparative fleet strategy: Ryanair waiting for Max-10 certification; easyJet phas...