transcript
show notes
Gordon Smith and Jay Shabat break down third-quarter earnings from the biggest U.S. airlines, examining record revenues, rising fuel costs, and diverging financial performance. They discuss JetBlue’s financial challenges, Southwest’s turnaround, the gap between revenue growth and underlying demand, and the risks of higher fares and continued capacity growth heading into 2027. The episode was recorded live on LinkedIn ahead of the Skift Aviation Forum in New York City.
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00:00 Welcome to AWL
01:23 Q3 Earnings Overview
03:06 Margins Scorecard
04:53 Seasonality Caveats
07:20 JetBlue Under Pressure
11:43 Southwest Revenue Switches
16:23 Europe Earnings Preview
17:09 Industry Economics and Consolidation
22:23 Demand Destruction Question
24:56 Travel Over Homeownership
26:11 Loyalty Fees Risk
26:55 Fuel Inflation Lessons
28:55 What To Watch Next
31:36 Start Your Day With Jay
33:26 Aviation Forum Lineup
37:31 Audience Q&A Capacity
40:19 Earnings Season Surprises
41:49 Wrap Up And Subscribe
