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Goldman Sachs

June 22, 2026

Inside the Model: Focus on Airlines

Sector ReportEquitiesIndustrials

This report highlights an 'Inside the Model' discussion on the airline industry, covering market structure, supply and demand, and the specific case of Delta Air Lines.

Key Takeaways

  • 1.The report series provides an in-depth look at fundamental drivers of profitability in the airline sector, including market structure, supply/demand outlook, and fuel price impact.

Table of Contents

  • Speaker
  • Moderator
  • Topics
  • Related Research
  • Related Podcasts
  • Previous Editions
  • Global Market Intelligence
  • Resource Corner
  • Macro Publications & Features
  • Micro Publications & Features
  • Listening in at Goldman Sachs
  • Disclosure Appendix

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