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The airline industry is fast-moving. Macro-economic factors can impact demand for airline flights year to year and the financial performance of different airlines can diverge substantially based on the competitive environment in the routes they fly. What makes the airline industry attractive to financial analysts is that ticket prices are publicly observable on a daily basis. By tracking ticket prices in real-time, investors can gain a better understanding of how each airline is doing before they report earnings. At Differentiated Analytics, we track the ticket prices of the 9 most important publicly-traded US airlines in real-time. We use this data to estimate the revenue of each airline before they report earnings.

How To Use This Site

The content provided on this site is primarily designed for individuals and institutions interested in gaining a deeper understanding of the airline industry in realtime. The heart of the value in this site's content is the proprietary dataset of airline ticket pricing. This data is collected, stored, and processed into forms which are more insightful than the raw data. For example, pricing trends from dozens of distinct routes are distilled into weekly price indexes for each airline, giving a visualizable representation of pricing trends at the company level. This data is also used to calculate earnings forecasts, which are created in realtime, providing insights into the industry in advance of the companies' public earnings reports.

One of the most insightful features of this website's data is the quarter-to-date (QTD) airline ticket price index versus the prior quarter, displayed on the Airline Intelligence home page. Each week, these numbers are updated to reflect the current quarter's average ticket price index for each airline, as a percentage change from the previous quarter. This can be used to gain a realtime understanding of the state the airlines, especially in comparison to each other.

Any thesis on the airline industry or any individual airline company should take into account a variety of factors - not just the pricing insights available on this site. Many other factors impact a company's operating and financial results. For example, in the winter of 2022, adverse weather affected FAA systems, and Southwest Airlines was particularly affected by flight delays and cancellations. This ended up having a material impact on the company's financial results - an effect that was not reflected in the company's ticket pricing.

Important Disclaimer for Investors

Our Website is a financial data and tools provider. Differentiated Analytics is not a broker/dealer, we are not an investment advisor, we have no access to non-public information about publicly traded companies, and this is not a place for the giving or receiving of financial advice, advice concerning investment decisions or tax or legal advice. We are not regulated by any financial regulatory authority.

We are a research platform for analysing datasets, indexes, and other data summaries related to various publicly traded companies. No content on the site constitutes - or should be understood as constituting - a recommendation to enter in any securities transactions or to engage in any investment strategy. We do not provide personalised recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual.

The purpose of the data and other content provided by Differentiated Analytics is to serve as a single part of one's analysis of various companies, industries and economic sectors. No investment decision should be made solely based on information from Differentiated Analytics.

Read the full disclaimer here.