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AirInsight Group LLC
@airinsight.com
Very curious; curator of commercial aviation news and data driven market intelligence.
As we near year end, the focus of the industry is on results for 2025 and key industry issues and what they portend for 2026.  Let’s examine the top five key issues that we believe will shape 2026 for the industry.    1. Supply Chain Constraints will Continue, https://airinsight.com/?p=180362
December 29, 2025 at 10:51 PM
As we approach the end of the year, here's a look back at November at domestic air traffic volumes across selected markets. We split the market into four tiers by volume.  Each tier has a page in the model below.  On the upper chart for each page, you have an https://airinsight.com/?p=180354
December 26, 2025 at 2:19 PM
Embraer announced its 2025 guidance in February 2025, setting a target of 77-85 commercial aircraft deliveries. This 77-85 range has been consistently maintained throughout 2025, with the company reiterating this target in its 3Q25 results in November. Yesterday, https://airinsight.com/?p=180346
December 24, 2025 at 2:19 PM
The U.S. justice granted final authorization to the Azul restructuring plan under Chapter 11 , allowing a reduction in debt and leasing obligations exceeding $2.6 billion. This judicial green light enables a capital raise of $950 million in fresh funds, where https://airinsight.com/?p=180344
December 24, 2025 at 12:49 AM
It was expected to be a year of substantial profits for IndiGo, a visibly advancing Air India turnaround, a rebounding SpiceJet, and a stronger Akasa Air. Instead, 2025 became the year India’s aviation system ran out of slack. With benign oil prices, a https://airinsight.com/?p=174346
December 23, 2025 at 4:04 PM
It was a duopoly delivery blowout weekend.  The chart above this story shows industry deliveries for December over the past few years. Here's a table with the associated data. [caption id="attachment_174335" align="aligncenter" width="580"] AirInsight[/caption] https://airinsight.com/?p=174329
December 23, 2025 at 4:04 PM
The Mexican aviation market is undergoing a structural transformation following a strategic agreement to integrate its two largest low-cost operators under a single parent company. Viva and Volaris formalized the creation of Mexican Airline Group, a new holding https://airinsight.com/?p=174326
December 23, 2025 at 4:04 PM
Spirit and Frontier are courting again?  We've been here a few times; this is round four. The Turbulent History It appears we are entering round four of a Spirit-Frontier merger: 1. February 2022: The carriers first agreed to merge, but JetBlue outbid Frontier https://airinsight.com/?p=174317
December 23, 2025 at 4:04 PM
Overnight, China's news agency, Xinhua, reports that Airbus Tianjin FALA delivered its 800th aircraft. Background Airbus’s decision to open a Chinese FAL for A320 family aircraft dates back to the mid-2000s, when it selected Tianjin, China, as the location for https://airinsight.com/?p=174306
December 23, 2025 at 4:04 PM
American Airlines is set to introduce its first Airbus A321XLR aircraft into commercial service, with the narrowbody jet being scheduled between New York John F. Kennedy International Airport (JFK) and Los Angeles International Airport (LAX) during its first day of https://airinsight.com/?p=174301
December 23, 2025 at 4:04 PM
Michael Derman is Chairman & CEO, EVIO. EVIO is focused on a clean-sheet design and approach to regional airline service.  There's a mix of new and established in their plan.  We had some thoughts when the program was announced recently. Now we have a follow-up https://airinsight.com/?p=168287
December 23, 2025 at 4:04 PM
This time of year, the duopoly's activities take center stage, making it of great interest to track the production and delivery scores.  Will they make their targets or not?  Here's a look at what is going on behind KPI statements. We want to approach the https://airinsight.com/?p=174288
December 23, 2025 at 4:04 PM
LATAM Airlines Peru has announced a significant reduction in its international operations from Jorge Chávez International Airport (LIM), confirming the cancellation of four active routes and the suspension of two planned launches. The airline attributes this https://airinsight.com/?p=167960
December 17, 2025 at 4:35 PM
PR: The company's new subsidiary in Mumbai - Natilus India - will serve Indian airlines' need for new planes amid country's rapid economic growth SpiceJet places purchase order for 100 of Natilus's HORIZON passenger aircraft to reduce airline's emissions and https://airinsight.com/?p=167929
December 23, 2025 at 4:04 PM
With the September T-100 traffic data updated and during our model updates, we noticed something interesting. The chart below lists passenger traffic by average stage length for traffic between the United States and overseas markets.  We filtered for aircraft https://airinsight.com/?p=161103
December 23, 2025 at 4:04 PM
The Brazilian aviation labor market is experiencing high-intensity movement with the opening of LATAM Airlines Brazil's selection process for captains and first officers destined to operate its new Embraer E195-E2 fleet. The airline seeks to secure type-rated crews https://airinsight.com/?p=161101
December 16, 2025 at 7:05 PM
The Problem Paris Charles de Gaulle has a confusing terminal numbering system that includes Terminal 1, Terminal 3, and nine separate Terminal 2 designations (2A, 2B, 2C, 2D, 2E, 2F, 2G, plus halls 2EK, 2EL, and 2EM). Anyone who has changed flights at CDG knows how https://airinsight.com/?p=161093
December 23, 2025 at 4:04 PM
Crisis-hit IndiGo remained at the centre of India’s aviation sector in mid-December as its shares fell sharply, the regulator curtailed capacity, and the chief executive, Pieter Elbers, was summoned by the government to explain the disruptions. More than 17,000 https://airinsight.com/?p=161087
December 23, 2025 at 4:04 PM
It's December 15, halfway through the month.  Here's our delivery score as of this hour. [caption id="attachment_161081" align="aligncenter" width="580"] AirInsight[/caption] Their targets weren't the same: Airbus started at ~820 and then dropped to ~790.  How https://airinsight.com/?p=161080
December 23, 2025 at 4:04 PM
Along with other sources, we have been tracking deliveries, and as we approach the last three weeks of the year, what can we say about the duopoly's situation?  We want to offer a perspective we have not seen before - ageing deliveries.  The number of aircraft is https://airinsight.com/?p=161060
December 23, 2025 at 4:04 PM
Following the publication of an independent advisory report on the Netherlands’ future, KLM has issued a statement calling for the country’s government to invest in a national sustainable aviation fuel (SAF) fund, which would enable the Netherlands to https://airinsight.com/?p=161049
December 16, 2025 at 4:04 PM
PR: MONTREAL, Dec. 11, 2025 – EVIO Inc. made its public debut today with the launch of its EVIO 810 hybrid-electric regional aircraft, having secured conditional purchase agreements and options for 450 aircraft, targeted to enter into service by the early 2030s. https://airinsight.com/?p=161038
December 23, 2025 at 4:04 PM
PR: Toulouse, France - 11 December 2025 – Airbus in partnership with Air France, Delta Air Lines, French bee, and Virgin Atlantic, and operations partners, AirNav Ireland, DSNA, EUROCONTROL and NATS, has successfully completed a new phase of trials for Airbus’ https://airinsight.com/?p=161028
December 23, 2025 at 4:04 PM
[UPDATE - We found more deliveries.  Here's our count as of 12/12/25. It's only 36 needed to hit 590.] [caption id="attachment_161058" align="aligncenter" width="416"] AirInsight[/caption] Boeing did not provide an official 2025 delivery target, focusing instead https://airinsight.com/?p=161001
December 23, 2025 at 4:04 PM
Has 2025 been the recovery year we have all been waiting for? The pandemic dealt the industry's most significant blow in its history—previous shocks, such as oil price spikes, wars, and SARS, pale by comparison. This chart gives you a sense of OEMs' first https://airinsight.com/?p=160452
December 23, 2025 at 4:04 PM