45-75 cents is a pretty wide estimate, isn't it? keady ----- Forwarded Message ----- From: Airline Industry Report SmartBrief <[email protected]>To: "[email protected]" <[email protected]>Sent: Thursday, October 23, 2025 at 10:56:29 AM PDTSubject: American issues strong outlook for rest of 2025 | | | Apple expands AirTag feature to help track lost luggage | | Created for [email protected] | Web Version |
| | | | | | | | October 23, 2025 | | CONNECT WITH SMARTBRIEF | | CONNECT WITH SMARTBRIEF | | | | | | | | | | | | News for the airline industry | SIGN UP ⋅ SHARE | | | | | ADVERTISEMENT | | | | | | Editor's Note | | | | American Airlines posted stronger-than-expected results and raised its full-year guidance, signaling confidence through the end of 2025. Meanwhile, Southwest Airlines managed a surprise profit and expects record sales despite the financial drag of the government shutdown. And in fleet news, American became the first U.S. carrier to take delivery of the Airbus A321XLR, a long-range narrowbody that could reshape transatlantic travel options. We’re also looking at: Spirit Airlines secured court approval to shed leases on 67 aircraft as part of its restructuring, signaling major changes ahead for the low-cost carrier. United Airlines announced plans to return to Carlsbad, Calif., in 2026 with new regional connections to Denver and San Francisco. The FAA is warning of air traffic controller shortages as the government shutdown continues, raising concern about potential holiday travel disruptions. Air France will launch a Paris–Las Vegas route next summer, expanding transatlantic leisure travel options just ahead of the busy tourism season. | | | | | | | | | | Boost Ad Performance: Travel Insights 2025 Dive into the 2025 Traveler Value Index for game-changing insights. With 92% planning domestic trips and 68% eyeing international travel, capture attention by highlighting flexibility and quality experiences. Let's turn these findings into powerful ads that deliver results. Download now. | | | | | ADVERTISEMENT: | | | | | | | | | | | | | | | | | Top Airline News | | | | | | | (Robyn Beck/Getty Images) | | American issues strong outlook for rest of 2025 | American Airlines' fourth-quarter earnings outlook exceeds Wall Street forecasts, and the airline reported better financial performance than expected for the third quarter. The airline expects to earn 45 to 75 cents per share in Q4, compared with analysts' expectation of 31 cents per share, and has raised full-year guidance to 65 to 95 cents per share. American's revenue for Q3 was $13.69 billion, slightly higher than expected. | Full Story: CNBC (10/23) | | | | | | | | | | | | | | Redefining Retail: Insights for 2026 AI-driven personalization was just the start in 2025—brace for the next retail evolution. Attend our insightful webinar on November 5th where industry leaders unveil crucial trends and technologies for 2026. Learn how to gain competitive edge, increase efficiency, and elevate shopping experiences. Secure your spot now! | | | | | ADVERTISEMENT | | | | | | | | | | | | | | | | INDUSTRY WATCH | | | | | Aviation safety operations strained as government shutdown continues | The ongoing government shutdown has left 60,000 US aviation safety workers, including Transportation Security Administration agents and air traffic controllers, unpaid for three weeks. The employees are increasingly turning to savings, credit cards and part-time jobs. The shutdown, driven by a political standoff over health care subsidies, could lead to increased absences, as seen in the 2019 shutdown, potentially affecting airport operations and passenger wait times. | Full Story: Reuters (10/22) | | | | | | | | | | | Southwest posts surprise profit, eyes record sales | Southwest Airlines reported forecasting record sales for the current quarter due to improved travel demand. However, Southwest lowered its revenue estimates because of delays in a fleet retrofit and the impact of a government shutdown, which has cost $1.5 million in daily revenue. Southwest has implemented measures to manage costs, like charging for checked bags and introducing a basic-economy fare. | Full Story: Reuters (10/22) | | | | | | | | | | | Spirit gains approval to reject jet leases | Spirit Airlines has received approval from a US bankruptcy judge to reject leases on 67 Airbus aircraft, primarily A320neos, as part of its restructuring efforts amid weakened demand. The move, effective Oct. 27, involves lessors such as Air Lease, Avolon and SMBC Aviation Capital. The airline aims to return more than half of its fleet to lessors. | Full Story: FlightGlobal (U.K.) (10/22) | | | | | | | | | | | United to resume Carlsbad airport service in 2026 | United Airlines will resume service at McClellan-Palomar Airport in Carlsbad, Calif., in March 2026, offering twice-daily flights to Denver and San Francisco through United Express. This marks United's first return to the airport since 2015. The move follows American Airlines' recent resumption of service to Phoenix, reflecting renewed interest in regional air travel. | Full Story: The Coast News (Encinitas, Calif.) (10/22) | | | | | | | | | | | American receives first A321XLR | American Airlines has received its first Airbus A321XLR, marking a significant milestone as the first US carrier to operate this long-range narrowbody. The aircraft arrived at Dallas/Fort Worth International Airport from Hamburg, and will be deployed on new transatlantic routes. American Airlines has ordered 50 A321XLRs to enhance its competitive edge in transatlantic travel. | Full Story: Simple Flying (10/22) | | | | | | | | | | | | | | | | Featured Content | | Sponsored Content from Netline | | | - 15 AI Mistakes CEOs Make and How to Avoid Them: A Guide to Human-Centered Technology Implementation - Create Your Dream Work - All Things Innovation Releases AI-Driven Innovation & Insights Solutions Showcase - Management Series: What do All Great Managers Have in Common - Stay Interviews: Why And How To Use Them Successfully | | | | | | | | | | | What do you think? | | | | How has the shutdown affected your travel plans? | | I've experienced delays or cancellations - 10% | | | | I've changed or postponed a trip - 9% | | | | Not yet, but I'm worried it will - 31% | | | | No impact so far - 50% | | | | | | | | | | | | | | TECHNOLOGY & INNOVATION | | | | | Apple expands AirTag feature to help track lost luggage | Apple has updated its Find My app with the Share Item Location feature, allowing travelers to share AirTag locations with airlines. This tool enables airline staff to track lost luggage in real time, reducing the wait time for passengers. Since its introduction, the number of participating airlines has grown from 18 to 30, including major carriers such as Delta Air Lines, United Airlines, American Airlines and JetBlue. | Full Story: Travel + Leisure (10/23) | | | | | | | | | | | | | | | | Sustainability | | | | | E-fuels absent from EU market despite SAF progress | The European Union Aviation Safety Agency's first report on the ReFuelEU regulation shows that sustainable aviation fuel uptake is low, at 0.6% of fuel supplied to airports. However, the EU remains on track to meet targets for 2025 and 2030. The report also notes that SAF use relies heavily on imported biofuels, especially used cooking oil, which poses fraud risks. E-fuels have yet to enter the market despite numerous development projects. | Full Story: CleanTechnica (10/23) | | | | | | | | | | | | | | | | WORKFORCE | | | | | Utah State enhances aviation training with 737 simulator | Utah State University has upgraded its aviation program to include a Boeing 737 flight simulator, providing students with a realistic, hands-on training experience. The program also features an air traffic control simulator and navigation training stations. | Full Story: KSL-TV (Salt Lake City) (10/22) | | | | | | | | | | | | | | | | POLICY & REGULATORY | | | | | FAA warns of air traffic controller shortages amid shutdown | The Federal Aviation Administration has issued a warning about air traffic control staffing shortages, which caused significant flight delays and cancellations at major airports including Dallas, Chicago, and Newark over the weekend. The situation has raised concerns about potential disruptions during upcoming holidays if the government shutdown continues. | Full Story: TheTravel (10/22) | | | | | | | | | | | | | | | | INTERNATIONAL UPDATE | | | | | Air France to begin Paris-Las Vegas route this summer | Air France plans to launch a nonstop route between Harry Reid International Airport in Las Vegas and Paris Charles de Gaulle Airport in April 2026. This will mark the first new destination on the summer schedule. | Full Story: Travel Agent Central (10/22) | | | | | | | | | | | | | | | | ICYMI: The most popular stories from our last issue | | | | | | | | Southwest Airlines eyes DFW expansion | | | | | WBAP-AM (Dallas) (10/22) | | | | | | | | | | | | Alaska brings back Burbank-Honolulu route after 20-year pause | | | | | Beat of Hawaii (10/21) | | | | | | | | | | | | LAX renovation relocates Terminal 5 carriers | | | | | KTTV-TV (Los Angeles) (10/21) | | | | | | | | | | | | United Airlines campaign highlights NFL partnership | | | | | Brand Innovators (10/22) | | | | | | | | | | | | United announces Denver-Carlsbad, Calif. service | | | | | KUSA-TV (Denver) (10/21) | | | | | | | | | | | | | | About the editor | | | | | Angie Giroux | | | | | | Angie Giroux | We'd love to hear from you. If you have story ideas, feedback, or just want to share what kind of coverage helps you stay in the loop, feel free to reach out. Drop me an email at [email protected]. Thanks for reading. We're glad to have you on board! ✈️ | | | | | | | | | Got this from a friend? Subscribe now and stay in the loop! | | | Sign Up | | | | | | | | | | | | | | | | I think books are like people, in the sense that they'll turn up in your life when you most need them. | | Emma Thompson, actor, screenwriter | | | | | | | | | | | | | | | | | | | Follow SmartBrief | | | | | | | Contact Us: Feedback | Advertise | | Sign Up | Update Profile | Advertise with SmartBrief | | Unsubscribe | Privacy Policy | | | | Copyright © 2025 SmartBrief. All Rights Reserved. A division of Future US LLC. | | Full 7th Floor, 130 West 42nd Street, New York, NY, 10036. | | | | |
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