Aircraft Demand: Airline Distress & Consolidation
Airline Industry & Market Trends
Airlines
Delta Air Lines
United Airlines
Airline Weekly
• Jay Shabat, Meghna Maharishi
Why Delta and United are outpacing American — profit, strategy and recovery gaps
Delta and United are pulling ahead on profitability and strategic recovery, while American lags and Frontier struggles to regain footing. The analysis breaks down profit drivers, network and fleet choices, and how scale, premium demand and operational execution are widening performance gaps across U.S. carriers.
