AirInsight
• Addison Schonland
Cathay Pacific reported a 71% profit increase this quarter even as airlines broadly cited fuel costs for weaker results. The outlier performance challenges the sector’s prevailing fuel-driven narrative and highlights the importance of examining the underlying factors behind airline profitability.
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Cathay Pacific reported a 71% profit increase this quarter even as airlines broadly cited fuel costs for weaker results. The outlier performance challenges the sector’s prevailing fuel-driven narrative and highlights the importance of examining the underlying factors behind airline profitability.
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Norse Atlantic Airways has launched a formal process that could lead to a sale, merger or partnership, tying the strategic review to the loss of its damp-lease agreement with IndiGo Airlines from November 2026. The move puts the long-haul leisure carrier’s ownership and operating model under review.
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Allegiant Air says it will further reduce its off-peak schedule while integrating Sun Country, providing more detail on the merger’s financial impact since the transaction closed in May. The changes highlight the near-term operational and network adjustments accompanying the combined carrier’s integration.
Latvia’s government has approved a plan for airBaltic, while leaving the airline’s funding unresolved. The decision advances the carrier’s proposed path forward but does not yet settle how the plan will be financed or address the resulting execution uncertainty.
IndiGo and Ethiopian Airlines have emerged as two of the Global South’s most consequential carriers, but their rise followed sharply different models. Their contrasting strategies offer a useful lens on how airlines outside traditional aviation centers are reshaping the industry’s competitive landscape.
Mozambique’s flag carrier LAM is poised to adopt the Air Mozambique brand, according to Commercial Aviation News. The reported rebrand would change the airline’s corporate identity, although the available report does not provide details on timing, ownership, fleet, network or broader restructuring plans.
High activity
Tewolde Gebremariam, the former chief executive of Ethiopian Airlines Group, will succeed Campbell Wilson as Air India’s CEO and managing director. His appointment comes as the Tata Group-owned carrier works to recover from last year’s fatal crash while confronting mounting losses linked to geopolitical tensions.
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