Bellwether Delta

04/22/22 • 23 min

Cape Air CEO Linda Markham warns that the U.S. industry’s every-airline-for-themselves approach to easing the pilot shortage may not be the best way to address supply. Edward “Ned” Russell and Madhu Unnikrishnan discuss her comments, and our favorite spokes-seagull. Then, Delta Air Lines was the industry’s bellwether on financials with the recovery turn it saw in March apparently set to carry other U.S. airlines back to the black.

Previous Episode

A Tale of Two Quarters

It’s that time of year again: earnings! Delta Air Lines kicked off the first quarter results season with better than expected financials that reflected the two halves of the quarter; one characterized by Omicron and the other by pent-up demand. Edward “Ned” Russell and Madhu Unnikrishnan also discuss how the U.S. pilot shortage has spread to mid-size carriers Alaska Airlines and JetBlue.