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

Aeromexico - International Strength Accelerating Progress but Delta JCA Termination a Speed Bump

Aeromexico – Another Record Year in Prospect in 2024

Global Airlines: Mexico's Volaris Shows GTF Groundings Can Drive Higher Pricing

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 Capital Markets

Grupo Aeromexico / Equity Capital Markets

<ul>
<li>We update forecasts for Mexican carriers Aeromexico, Viva Aerobus and Volaris following extremely strong 1Q results, driven by capacity management.</li>
<li>We expect each carrier to produce record performances in 2024 as pricing gains continue through the year.</li>
<li>However, we expect market conditions to normalise beyond 2024 and see further gains as a lot more difficult, particularly given drag from higher aircraft ownership costs.</li>
</ul>


We update forecasts for Mexican carriers Aeromexico, Viva Aerobus and Volaris following extremely strong 1Q results, driven by capacity management.
We expect each carrier to produce record performances in 2024 as pricing gains continue through the year.
However, we expect market conditions to normalise beyond 2024 and see further gains as a lot more difficult, particularly given drag from higher aircraft ownership costs.


Mexican Airlines - Capacity Management to Drive Bumper 2024; Gains Beyond Difficult