Just posting this....not sure I agree with it, but....

https://finance.yahoo.com/news/airli...lyzUAtZHqWm1xg

I tune out any industry analyses which mix and match US, Asian, European, and Middle Eastern airlines in the same discussion. Shows serious ignorance of industry complexities and nuances.

There are some widget industries where you can apply some financial and economic modelling tools and get a decent big-picture read, but US airlines isn't one of them.

The chart appears to show the risk of these airlines cancelling or deferring buying new jets, not the risk of the underlying airlines folding. I can certainly see that. Not only that, but the used aircraft market is flooded with cheap aircraft from failed carriers. Lots of airlines have deferred deliveries of planes on order. With all the late model used aircraft available cheap, I imagine a lot of airlines wish they hadn’t committed to buy at the old (new aircraft) prices.

Maybe more accurate. Obviously all airlines are at risk in this current environment.