The Aviation Conversation

Aviation Outlook: Heathrow’s Expansion, Boeing’s Big Start & US Airline Profits Under Pressure

IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation.

In this episode:

  • Bond issuances, airline mergers & OEM claims – We analyse key financial and operational shifts, including mixed signals on GTF groundings and the impact of Airbus and Boeing's ambitious production goals.
  • Boeing’s bright start – Despite a tough 2024 forecast, Boeing delivered an impressive number of 737 MAX aircraft in January, surpassing expectations. Can they sustain this momentum, and how does it compare to Airbus?
  • US airline earnings & inflation’s impact – American, United, and Delta post record revenues, but rising maintenance costs and inflationary pressures tell a more complex story. We break down profitability, cost structures, and what this means for the industry.
  • Heathrow’s third runway & London airport expansions – The UK government revives Heathrow’s expansion plans, while London City Airport looks to grow. We explore what this means for air traffic, slot valuations, and the long-term impact on emissions.

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