Research Library
Below is our research library, listed in reverse chronological order. Please use the search box to look for research on a specific company or topic, or use the Calendar, Archives, or Sector links at left to browse for research from a specific time period or sector. If you are a Wolfe Trahan client and can not access any of the links in our library, please contact ITSupport@WolfeResearch.com to request our PDF decryption plug-in.
The AMR Bankruptcy Capacity Monitor
Capacity unchanged this week. According to published schedule data from OAG filings, AMR’s system-wide capacity (measured by seats, not ASMs) over the next three months (June-August) is down 2.6% y/y, in line with the schedule data from last week. Domestic capacity is expected to decline 2.7% y/y, Latin capacity is expected to decline 1.6%, transatlantic capacity is expected to decline 0.8%, and transpacific capacity is expected to decline 15.2%. Capacity cuts are ramping from prior months due to higher fuel prices (which have of course since come down, but capacity hasn’t been added back) and AMR-specific issues like typical bankruptcy-driven schedule changes and pilot shortages.
Research Library
- Coverage List
- Consolidated Research Library
- Airfreight & Surface Transportation Library
- Portfolio Strategy Library
- Quantitative Analysis Library
- Accounting & Tax Policy Library
- Auto & Truck Manufacturing Library
- Airlines Library
- Conference Calls
- Interactive Doh! Models
- Ed Wolfe Bi-Weekly Freight Update