Airline Insight

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 easyJet Progress of SAS's integration into Air France-KLM TAP bids: Lufthansa G...

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 pe...

Q1 saw almost across-the-board margin improvement among Europe's network airlines but higher fuel prices have put a damper on expectations for the rest of 2026.  In this episode, John Strickland and Garth Lund look at how the three network airlines groups in Europe performed in Q1 and the lessons for the year ahead.  What we dive into: Improved performance at Air France partially closing the...

Between higher fuel prices, shifting demand, and airspace closures, the Iran conflict has impacted both the demand and supply side of the air travel market.  In this episode, John Strickland and Garth Lund look at how airlines are managing the effects of the crisis.  What we dive into: Fuel price impact : How fuel hedging policies have influenced airlines' responses  Revenue opportunities: Ca...

While Lufthansa and Air France-KLM navigate complex turnarounds, IAG is delivering a 15% operating margin. In our debut episode of Airline Insight , John Strickland and Garth Lund break down the strategic divide between Europe’s "Big Three" and what 2026 holds for the sector. What we dive into: The IAG edge: How IAG has consistently outperformed the competition. The LCC struggle: Why Vue...