Musings of an Aviation Investor
Low-Cost US vs Europe — A tale of two markets — December 2024

The bifurcation of airline performance across the North Atlantic continued through Summer 2024 from the prior year.

In the US domestic market, it would not have been thought possible after the material yield and fare declines experienced in the summer of 2023, but further declines transpired into 2024 hitting airline profitability, particularly the LCCs.