Top Story
JetBlue shares rebounded after market on Monday after the carrier reaffirmed its long-term profit goals.
What Changed: JetBlue cut 2026 guidance, lost $257M in Q3, and senior creditors hired restructuring advisors.
Who it Impacts: Airline finance and network chiefs, Northeast/Florida travel buyers, TrueBlue co-brand partners.
What to Watch: Whether Q4 non-fuel unit costs fall, and if creditor talks lead to cuts in routes, gates, and slots.
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Skift Aviation Forum · NYC · November 12
Aviation’s margin story is written by whoever controls capacity, loyalty, and labor.
On November 12 at the TWA Hotel, the people writing it take the stage: IAG’s Luis Gallego, American’s Nat Pieper, Breeze’s David Neeleman, and Sara Nelson of the AFA-CWA.
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SPONSORED · HOLAFLY
No single travel brand owns the journey, but every brand is impacted when a traveler’s phone goes dark. At Skift Global Forum 2026, Holafly’s Richard Trinder shared why connectivity needs to be built into booking flows before agentic AI raises the stakes.
From Skift Research
Profitability Remains Highly Regional
Source: Skift Research’s State of Travel 2026
South America led the first quarter of this year in airline operating margins at 18%, while Europe was the only region in the red at -11%.
Skift Podcast
The U.S. Is Losing Canadian Tourists
Canadian travel patterns are shifting, and European destinations are taking notice.
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