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

European Airlines - Fare Softening Suggests Elevated Earnings Risk with Self-Help Stories Crucial

Lufthansa Group – Revisiting Margin and Portfolio Management Challenges

Ryanair - Pricing Appears to Be Softening; Re-Setting Profitability Expectations

Lufthansa – Portfolio Carrier Catch up Requirements Analysed

European Airlines – The Ravages of Increased Earnings Seasonality

European Airlines - Assessing Fuel Price Risk to Earnings

European Airlines – Increasing Confidence in LCC Summer Pricing and Profitability

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

<ul>
<li>As Lufthansa nears European Commission approval for its investment in ITA Airways, as widely reported this week, we highlight our analysis of the Italian carrier.</li>
<li>In a strong year for the global industry, heavy 2023 losses prompt questions over ITA's financial sustainability with Lufthansa support.</li>
<li>We highlight that ITA's problems are in revenue generation rather than operational efficiency.</li>
</ul>


As Lufthansa nears European Commission approval for its investment in ITA Airways, as widely reported this week, we highlight our analysis of the Italian carrier.
In a strong year for the global industry, heavy 2023 losses prompt questions over ITA's financial sustainability with Lufthansa support.
We highlight that ITA's problems are in revenue generation rather than operational efficiency.


Lufthansa - ITA Airways Financial Sustainability Questions Without Lufthansa Partnership/Steering

Deutsche Lufthansa

Lufthansa - ITA Airways Financial Sustainability Questions Without Lufthansa Partnership/Steering