Skift Airline Weekly Lounge

Presented by American Airlines In this week's show, Gordon Smith and Jay Shabat explain the key elements to watch as third-quarter earnings season begins. The pair discuss all-important factors including aircraft supply shortages, oversupply in U.S. markets, and a possible resurgence in corporate travel. Key Takeaways: Q3 Earnings Preview: Delta is set to kick off Q3 earnings season this week with valuable insights into operational efficiency and profitability. The company faces heightened expectations following a year of travel recovery, but there are concerns about overcapacity. Investors are watching closely to see if Delta can maintain its industry-leading margins and sustain revenue growth from both business and leisure travelers. U.S. Airline Industry Trends: The broader U.S. airline industry is facing moderate headwinds, with airlines grappling with excess domestic capacity. This is putting pressure on margins as carriers strive to remain profitable in a competitive environment. The industry's over-e