Founder & Managing Director, AIR Control Tower, AIR Control Tower

Neil Glynn

Neil Glynn, FCA, CFA, is Founder and Managing Director of AIR Control Tower.

Neil has near to 20 years of aviation experience, based in Dublin and London, including the roles of Credit Officer at CIT Aerospace and head of global transport equity research at Credit Suisse. 

The quality of Neil’s industry-leading research and forecasting across the value chain is long-recognized by investors (long track record of top tier placing in Institutional investor European Transport analyst survey; ranked #3 in last survey in 2021) and corporates (regular management team/board workshops, conference presentations around the world). 

Neil has also led 10 initial public offering (IPO) processes, assessing the investment case of corporates seeking to attract new investors.

Founder & Managing Director, AIR Control Tower

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European Airlines - Bridging Quarterly 2024 Prospects Encourages with Fuel Tailwinds/Tight Supply

European Airlines – FCF the Key Differentiator Between AF-KLM and IAG

European Airlines - Difficult to Avoid Long Haul Earnings Declines in 2024

European Airlines - LCCs Unlikely to Pass Through Fuel Tailwinds in 2024

AIR Control Tower

AIR Control Tower is an independent research and analysis platform. Its mission is to provide impactful insight and analysis across the global airline industry at a company and market level via detailed financial models to aid decision making for key stake holders at a time when risks have seldom, if ever, been higher and the global sector grapples with the imperative of funding de-carbonisation. Unique analysis forecasting global carrier-level earnings/cash flows, and restructuring/de-leveraging prospects, is designed to dynamically assess the health of the industry, predict surprises and identify potential requirements for third party support.

Insights on the global airline industry

Equity Bottom-Up

International Consolidated Airlines Group / Equity Bottom-Up

International Consolidated Airlines Group (IAG LN)

International Consolidated Airlines Group

<ul>
<li>We publish quarterly earnings bridges through 1Q-4Q24 for Air France-KLM, IAG and Lufthansa, which illustrate 1Q will be difficult yoy.</li>
<li>This renders forward commentary extremely important and summer pricing prospects are encouraging. Delta kicks off airline reporting season globally on 10 April and is likely to set a bullish tone</li>
<li>However the European low cost carriers easyJet, Ryanair and Wizz Air are seeing greater earnings momentum than the flag carriers given short haul fare strength.</li>
</ul>


We publish quarterly earnings bridges through 1Q-4Q24 for Air France-KLM, IAG and Lufthansa, which illustrate 1Q will be difficult yoy.
This renders forward commentary extremely important and summer pricing prospects are encouraging. Delta kicks off airline reporting season globally on 10 April and is likely to set a bullish tone
However the European low cost carriers easyJet, Ryanair and Wizz Air are seeing greater earnings momentum than the flag carriers given short haul fare strength.


European Airlines – Bridging Flag Carrier 1Q24 and 2024 Prospects