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The Air Current • Will Guisbond

Kirby: United's growth limited by JetBlue tie‑up, Boeing delivery timing and regulator stance

United Airlines CEO Scott Kirby said the carrier's long‑term growth ambitions are constrained by the availability of aircraft—particularly Boeing delivery timing—and by the government's willingness to approve consolidation tied to its partnership with JetBlue, forcing United to temper expansion plans.

2026-01-20T13:12:59.986133-08:00

CNBC

United posts record $59.1B in 2025, beats Q4 estimates; premium demand to drive 2026

2026-01-20T13:13:01.713688-08:00

Bloomberg

Boeing shares recover after January midair incident, bolstering confidence in Ortberg turnaround

2026-01-20T13:50:00.360456-08:00

IATA

IATA and CFM renew pro‑competitive MRO agreement through Feb 2033, preserving third‑party MRO and non‑OEM parts access

2026-01-20T06:07:40.179801-08:00

News Timeline

Bloomberg

Boeing shares recover after January midair incident, bolstering confidence in Ortberg turnaround Boeing shares have recouped losses after a January 2024 midair near-disaster involving one of the company’s jets. The rebound signals growing investor confidence in CEO Kelly Ortberg’s turnaround as markets assess the company’s operational fixes and path back to stable deliveries and profitability.

2026-01-20T13:50:00.360456-08:00

Boeing shares recover after January midair incident, bolstering confidence in Ortberg turnaround

CNBC

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United posts record $59.1B in 2025, beats Q4 estimates; premium demand to drive 2026 United reported record 2025 revenue of $59.1 billion and Q4 non‑GAAP EPS of $3.10 on $15.4 billion revenue (+5% YoY), with capacity up 6.5%. Management said strong demand from high‑spending domestic, corporate and international travellers underpins an upbeat 2026 outlook and continued buybacks.

2026-01-20T13:13:01.713688-08:00

United posts record $59.1B in 2025, beats Q4 estimates; premium demand to drive 2026

The Air Current

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Kirby: United's growth limited by JetBlue tie‑up, Boeing delivery timing and regulator stance United Airlines CEO Scott Kirby said the carrier's long‑term growth ambitions are constrained by the availability of aircraft—particularly Boeing delivery timing—and by the government's willingness to approve consolidation tied to its partnership with JetBlue, forcing United to temper expansion plans.

2026-01-20T13:12:59.986133-08:00

Kirby: United's growth limited by JetBlue tie‑up, Boeing delivery timing and regulator stance

ch-aviation

Air Antilles faces funding shortfall, risks suspension of operations Air Antilles faces a funding shortfall that could force suspension of operations unless new financing or emergency support is secured. The shortfall threatens continuation of the carrier's regional services and raises immediate questions about continuity of flights, staff retention and contractual obligations.

2026-01-20T11:37:03.128684-08:00

Air Antilles faces funding shortfall, risks suspension of operations

Breitflyte

Avelo extends summer 2026 schedules across four U.S. hubs, opens year‑ahead bookings Avelo has extended its schedule through August 2026 across four U.S. hubs — New Haven, Philadelphia, Charlotte and Central Florida — and opened year‑ahead bookings. The move preserves summer service to six Central Florida airports (Daytona Beach, Fort Myers, Lakeland, Orlando, Sarasota–Bradenton and Tampa).

2026-01-20T07:18:45.554461-08:00

Avelo extends summer 2026 schedules across four U.S. hubs, opens year‑ahead bookings

Wall Street Journal

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EU draws up $100B retaliation list that names Boeing aircraft as trade spat with U.S. escalates The European Union has prepared a $100 billion list of U.S. goods — spanning Boeing aircraft to bourbon — as potential targets for retaliatory tariffs if trade talks break down. The move, coupled with President Trump's Greenland tariff threats, has rattled markets and raised concerns about U.S. business aviation exposure.

2026-01-20T07:11:11.258195-08:00

EU draws up $100B retaliation list that names Boeing aircraft as trade spat with U.S. escalates

IATA

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IATA and CFM renew pro‑competitive MRO agreement through Feb 2033, preserving third‑party MRO and non‑OEM parts access IATA and CFM International have renewed a pro‑competitive aftermarket agreement through February 2033, preserving airlines' rights to use third‑party MRO providers and non‑OEM parts for CFM engines. The extension aims to sustain competition in engine servicing and address long‑standing carrier aftermarket access concerns.

2026-01-20T06:07:40.179801-08:00

IATA and CFM renew pro‑competitive MRO agreement through Feb 2033, preserving third‑party MRO and non‑OEM parts access

ch-aviation

Kenya Airways to resume Boeing 777 operations in early 3Q26 Kenya Airways will restart Boeing 777 operations in early 3Q26, restoring long‑haul widebody capacity across its network. The resumption is a material step toward normalising fleet deployment, improving service reliability and rebalancing capacity as the carrier pursues operational stability and financial restructuring.

2026-01-20T02:37:13.546338-08:00

Kenya Airways to resume Boeing 777 operations in early 3Q26

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Airline Industry & Market Trends News

Kirby: United's growth limited by JetBlue tie‑up, Boeing delivery timing and regulator stance

United posts record $59.1B in 2025, beats Q4 estimates; premium demand to drive 2026

Boeing shares recover after January midair incident, bolstering confidence in Ortberg turnaround

IATA and CFM renew pro‑competitive MRO agreement through Feb 2033, preserving third‑party MRO and non‑OEM parts access

News Timeline