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Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains
Forward Guidance
The Rise of Aircraft Demand in the United States
There's different ways to measure. TSA three throughput is the volume terms you could also measure in capacity, like how many seats that airlines are fine. We're pretty much back to 2019 capacity now. Some airlines are way ahead. I mean, if you look at a low cost airline, like frontier on spirit airlines, they're much bigger now than they were in 2019. Then there's a few I think Delta's the biggest laggard. They're still a little smaller. But collectively across the whole US industry, we're probably close to equal in terms of capacity and airport volumes. And then of course, that's going to vary a lot.
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