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Railroad Recession & Airline Boom | Jay Shabat on Planes & Trains
Forward Guidance
The Rise of Aircraft Demand in the United States
TSA throughput is a measure of total flying relative to 2019/nAirline capacity is almost back to 2019 levels/nSome airlines, like Frontier and Spirit, are bigger now than in 2019/nDelta is the biggest laggard in terms of size/nDemand is booming compared to the low expectations of 2020 and 2021/nUnit revenues and fares have significantly increased/nTicket prices to Europe this summer are much higher than four years ago/nYields, or what is charged per passenger per mile, are stronger now than before the pandemic/nDemand for travel has increased both due to supply-side factors and consumer desire to travel
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