18 Feb 2026
Acumen Daily Aviation Brief - 18th February 2026
Acumen Aviation Newsletters
Acumen Aviation’s newsletters offer deep dives into the most impactful trends and developments across the aviation sector. These resources are crafted to keep you informed about critical industry changes and provide actionable insights:
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IrishAero News
Aer Lingus to Expand A320neo Fleet
Aer Lingus is set to receive a tenth Airbus A320neo after parent company International Airlines Group exercised a purchase option with Airbus, reinforcing the carrier’s narrowbody fleet renewal strategy. The aircraft appeared in Airbus’ February market update under Orders, Deliveries and In Operation – Europe, reflecting continued momentum in IAG’s transition away from older A320ceo models. The move forms part of a broader modernisation programme aimed at improving fuel efficiency, lowering operating costs, and reducing carbon intensity, as Aer Lingus strengthens capacity across its short- and medium-haul network.
Buzz Adds Seven Boeing 737NGs
Ryanair Group has transferred seven 189-seat Boeing 737-800 aircraft from Ryanair DAC to its Warsaw-based subsidiary Buzz, further optimising capacity across its multi-AOC structure. The move strengthens Buzz’s presence in Central and Eastern Europe while maintaining fleet commonality within the Group. Buzz now operates 84 Boeing 737 aircraft, including one 737-700, 21 737-8200s, and 62 737-800s, reinforcing its role in delivering operational flexibility and scalable growth across Ryanair’s network.
Widerøe Grows Dublin–Bergen Route for S26
Widerøe will increase frequencies on its Dublin–Bergen service for Summer 2026, operating up to six weekly departures at peak using its 110-seat Embraer E190-E2 aircraft. Since launching the route in April 2023 with two weekly flights, the Norwegian carrier has progressively expanded capacity in response to rising demand. The additional summer frequencies reflect sustained interest in Bergen and Norway’s fjord region, with the airline positioning the route to capture both leisure and inbound tourism flows during the busy mid-season period.
Aircraft Update
SP-RNM Boeing 737-8AS (c/n 33573) – Buzz
Boeing 737-8AS SP-RNM (c/n 33573) was transferred to Buzz at Nuremberg on 21 January 2026, previously operating as EI-DHC. The re-registration supports Ryanair Group’s ongoing fleet allocation strategy within its multi-AOC structure, enhancing operational flexibility across Central and Eastern European markets while maintaining fleet commonality within the 737NG platform.
SP-RNN Boeing 737-8AS (c/n 33588) – Buzz
Boeing 737-8AS SP-RNN (c/n 33588) was transferred to Buzz at Nuremberg on 21 January 2026, previously registered as EI-DLF. The aircraft’s reassignment forms part of Ryanair Group’s internal fleet optimisation across its multi-AOC structure, reinforcing Buzz’s capacity footprint in Central and Eastern Europe while sustaining operational consistency across the 737NG fleet.
SP-RNQ Boeing 737-8AS (c/n 38507) – Buzz
Boeing 737-8AS SP-RNQ (c/n 38507) was transferred to Buzz at Nuremberg on 21 January 2026, previously registered as EI-EKV. The move reflects continued intra-group fleet realignment within the Ryanair structure, strengthening Buzz’s operational presence in its core Central and Eastern European markets while maintaining fleet commonality and cost efficiency across the Boeing 737 platform.
SP-RNS Boeing 737-8AS (c/n 35020) – Buzz
Boeing 737-8AS SP-RNS (c/n 35020) was transferred to Buzz at Nuremberg on 3 February 2026, previously operating as EI-EFY. The aircraft transition forms part of Ryanair Group’s ongoing fleet optimisation strategy, enhancing capacity allocation within Buzz’s network while preserving operational efficiency through continued use of the 737-800 platform.
Global Aviation News
Passenger Traffic Set to More Than Double by Mid-2040s as ACI World Urges Airports to Prepare
Airports Council International (ACI) World has projected that global passenger traffic will more than double by the mid-2040s, signalling a structural shift into what it describes as a “new baseline” for aviation growth. Having already surpassed pre-pandemic levels in 2024 with approximately 9.4 billion passengers handled worldwide, the sector is now forecast to reach roughly 2.5 times current traffic levels by 2054. Asia Pacific is expected to lead this expansion, accounting for a significant share of incremental growth over the next three decades.
Pem-Air Widens LEAP Engine Support
Pem-Air has expanded its engine maintenance capabilities through a General Support Licence Agreement covering the CFM International LEAP engine family, enabling overhaul support for LEAP-1A, LEAP-1B and LEAP-1C variants. Under the new agreement, Pem-Air Turbine Engine Services will provide maintenance, repair and overhaul as well as field support for LEAP-1A and LEAP-1B engines, which power the latest generation of single-aisle aircraft. The move strengthens independent MRO capacity at a time when next-generation engine reliability, spare availability and shop turnaround times remain critical industry challenges, supporting airlines seeking greater flexibility and resilience in managing modern narrowbody fleets.
Perth Airport Plans Major Expansion in 2026
Perth Airport has unveiled a sweeping A$5 billion “one airport” transformation programme under its 2026 Master Plan, designed to accommodate projected growth to 30 million annual passengers by 2046. The strategy includes construction of a new runway, development of a consolidated terminal precinct supported by a landmark agreement with Qantas, a major upgrade of Terminal 2, and the introduction of the airport’s first on-site Pullman Hotel.
Safeport Gains IS-BAH Certification
Safeport, a Portuguese business aviation ground handling provider, has achieved International Standard for Business Aircraft Handling (IS-BAH) certification from the International Business Aviation Council, following full implementation of the standard across its operations. The certification applies to Safeport’s stations in Cascais, Faro, Lisbon, Porto and Beja, reinforcing consistent safety management and operational best practice throughout its Portuguese network. The milestone enhances Safeport’s credibility among operators, aircraft owners and flight crews, underlining the growing importance of internationally recognised safety and quality frameworks within the global business aviation handling sector.
Signature Aviation Glasgow Showcases New Facility
Signature Aviation has unveiled a newly developed facility at its Glasgow location, reinforcing its commitment to enhancing the business aviation experience in Scotland. The upgraded premises are designed to elevate service standards for operators, passengers and crew, reflecting continued investment in premium ground infrastructure.
Southwest Airlines Expects No Boeing 737 MAX 7 Deliveries in 2026
Southwest Airlines has indicated that it does not expect to receive any Boeing 737 MAX 7 aircraft in 2026, despite contractual delivery obligations outlined in its latest annual filing with the US Securities and Exchange Commission. While Boeing is contractually due to deliver 101 MAX 7s and 66 MAX 8s next year, Southwest now anticipates receiving only the 66 MAX 8 aircraft, with certification and timing uncertainties continuing to affect the smaller variant. The gap underscores ongoing programme delays and their operational implications, as fleet planning, network growth and cost efficiency strategies remain closely tied to delivery schedules and regulatory milestones.
Tampa International Airport Approves €1.4bn Terminal Expansion
Tampa International Airport has approved the final design of Airside D, a €1.4 billion, 16-gate terminal representing its largest expansion in almost two decades. The 600,000-square-foot facility will serve as the airport’s primary international gateway, featuring a modern security checkpoint, ground-level arrivals inspection area and automated people movers connecting seamlessly to the main terminal. Construction is set to move into its vertical phase later in 2026, with completion targeted for late 2028 and public opening scheduled for 2029.
Tunisia Rules Out Adopting Full Open Skies Policy
The Tunisian government has confirmed it will not adopt a full open skies policy, choosing instead to retain a more controlled air services framework aimed at protecting national carrier Tunisair and managing foreign airline access. Despite ongoing dialogue with the European Union and a Euro-Mediterranean aviation agreement initialled in 2017, authorities have ruled out full market liberalisation at this stage. The decision reflects a cautious approach to balancing competition, national carrier stability and strategic control over aviation growth, highlighting the broader tension faced by emerging markets between liberalisation and domestic industry protection.
Irish Aviation News
Dublin Airport Passenger Cap Debate Raised in Dáil Éireann
The Dublin Airport passenger cap was the subject of parliamentary questions in Dáil Éireann on 4 February 2026, with concerns raised regarding Ireland’s response to a complaint filed with the US Department of Transportation alleging discrimination under the EU–US Air Transport Agreement. Minister for Transport Darragh O’Brien confirmed that Ireland did not engage through the US domestic procedure, as it is not subject to US law, but instead issued a formal written response rejecting any breach of the Agreement and directing that any disputes should be handled through the Joint Committee mechanism established under the EU–US framework, while also outlining ongoing legislative steps to address the airport’s planning-related passenger cap.
Datalex and easyJet Activate Stellex Air Bundles
Dublin-headquartered Datalex has deepened its partnership with easyJet through the activation of Stellex Air Bundles within its Stellex Offer Management platform, enabling the airline to create and deploy more personalised bundled products that combine flights and ancillary services. Powered by Datalex’s Digital Configurator, easyJet can design, adjust and manage these bundles without technical intervention, accelerating time to market and enhancing commercial agility.
Ryanair and CFM Agree Multi-Year Engine Material Services Deal
Ryanair has signed a Memorandum of Understanding with CFM International for a multi-year, multi-billion-dollar engine material services agreement that will support the airline’s expanding Boeing 737 fleet. Under the deal, CFM – the joint venture between Safran Aircraft Engines and GE Aerospace – will provide material support for Ryanair’s engine maintenance programme, aligned with a fleet that is expected to include almost 2,000 CFM-powered B737 engines. The agreement also anticipates the opening of two dedicated engine MRO shops from 2029, strengthening Ryanair’s long-term maintenance capability and reinforcing its strategy of scale, cost discipline and operational resilience as Europe’s largest passenger airline continues to grow.
Ryanair Chief Executive Michael O’Leary on Newstalk Breakfast
Ryanair CEO Michael O’Leary joined Newstalk Breakfast to discuss the airline’s latest performance figures and the broader issues shaping its outlook. While Ryanair shares rose 3% following a brief spike in ticket sales linked to an online exchange between O’Leary and Elon Musk, the focus for investors remains firmly on fundamentals. The airline reported that average fares in the third quarter increased marginally by 1 cent to €44 per passenger, yet post-tax profits declined 22% year-on-year to €115 million, reflecting ongoing cost pressures and market dynamics. O’Leary also addressed the €256 million fine imposed by the Italian Competition Regulator, alongside commentary on demand trends and revenue performance, providing insight into how Europe’s largest low-cost carrier is navigating a complex operating environment.
The Proposed Derry–Dublin PSO 2026
The Department of Transport has launched a public consultation on plans to introduce a Public Service Obligation (PSO) air service between Dublin and Derry, seeking feedback from passengers and key stakeholders. The proposal recognises that the north west of Ireland remains comparatively underserved in terms of transport infrastructure, with no rail connectivity in the region and a road network widely viewed as limited in capacity and quality.
TUI Holidays Withdraws Dublin-Based Aircraft Following €3m Loss
TUI Holidays has withdrawn its two Dublin-based aircraft after reporting a €3 million pre-tax loss at its Irish unit in 2025, according to newly filed accounts. The decision followed a strategic review driven by challenging trading conditions and continued pressure on pricing and margins, with the Dublin operation identified as a key area for cost reduction. The aircraft, previously operated through a third-party supplier until the end of summer 2025, will no longer be based in Dublin, with future bookings to be fulfilled using external airline partners. The move is intended to provide greater operational flexibility while maintaining package holiday offerings, as the tour operator recalibrates its Irish business model amid tighter market conditions.
Travel Agents Industry Barometer Signals Resilience Amid Cost Pressures
The Irish Travel Agents Association (ITAA) has released its Annual Industry Barometer, highlighting a resilient and profitable travel sector despite rising operating costs and ongoing economic uncertainty. The survey, completed by ITAA members across leisure, corporate and specialist travel segments, points to sustained momentum heading into 2026. Almost half of respondents (49%) reported revenue growth in 2025 compared to the previous year, while a further 24% maintained stable performance. Customer numbers also demonstrated strength, with 41% of agencies recording year-on-year growth. Notably, 86% of businesses confirmed they remained profitable in 2025, underscoring the sector’s ability to adapt to cost inflation, evolving consumer behaviour and broader macroeconomic headwinds while maintaining positive financial performance.
TrueNoord Expands Portfolio with Two ATR 72-600 Leases to FLY91
Regional aircraft lessor TrueNoord has expanded its footprint in India through the delivery of two ATR 72-600 aircraft on long-term operating leases to Just Udo Aviation Private Limited, trading as FLY91. The first aircraft (MSN 1233) was delivered in late December 2025 and is already in service, while the second (MSN 1236) followed in mid-January and is set to join operations shortly. Announcing the agreement, TrueNoord CEO Anne-Bart Tieleman stated that the aircraft will support FLY91 in delivering a reliable and differentiated service to its growing customer base across India. The transaction reflects continued demand for modern turboprop capacity in regional markets and underscores TrueNoord’s strategy of strengthening its presence in high-growth aviation regions through targeted fleet placements.
Walloon Government Blocks Additional Passenger Tax at Charleroi Airport
The Walloon government has declined a proposal by the city of Charleroi to introduce an additional €3 per passenger tax at Brussels South Charleroi Airport. The decision follows mounting concern about the potential economic impact of higher aviation charges, particularly after Ryanair recently announced a significant reduction in its operations at the airport. By blocking the proposed levy, regional authorities have signalled a cautious approach to cost increases that could affect traffic volumes, airline commitment and broader regional connectivity. The development highlights the ongoing sensitivity around airport taxation in competitive European markets where carrier capacity remains highly responsive to cost pressures.
Tweet Picks
@Airline_Weekly Just days after Southwest Airlines officially implemented assigned seating, CEO Bob Jordan defended the slate of the changes the carrier has made to its business model. “This is about one thing, and that is chasing our customer,” Jordan said.
@IATA Aircraft departures/arrivals in Europe rose by 8% in 2017-2025, but growth varied widely. Sweden and Germany saw sharp declines, while southern markets like Portugal, Türkiye, Spain, and Italy grew by 17–22%.
@skift Air India has placed major new aircraft orders, bringing its outstanding firm orders to 600 planes as part of a sweeping fleet modernization. Aircraft orders are becoming the clearest measure of how seriously India’s aviation future is being taken.
@skift United is bolstering its presence at Chicago O’Hare as it looks to maintain its dominance at the airport. CEO Scott Kirby said United is “drawing a line in the sand.”
Video Picks
SAS CEO Anko van der Werff on the Air France-KLM Merger
In this interview, SAS CEO Anko van der Werff discusses the strategic implications of SAS joining the Air France-KLM Group and what the move means for the airline’s long-term positioning. He reflects on alliance realignment, capital structure stability and the opportunities that come with deeper integration into a major European airline group. The conversation also touches on network optimisation, competitive dynamics in Scandinavia and how consolidation is reshaping the European aviation landscape.
Spotlight on US – Interview with Alison Metcalfe of Tourism Ireland
In this interview, Alison Metcalfe of Tourism Ireland discusses trends shaping Irish tourism from the US market, highlighting demand patterns, connectivity and the importance of transatlantic capacity. The conversation explores how marketing strategy, airline partnerships and evolving traveller behaviour are influencing inbound flows, particularly as US travel continues to show resilience. The discussion also underscores the close link between route development, airport capacity and Ireland’s broader tourism performance.
We Will Not Compromise Safety for Growth: Etihad CEO Antonoaldo Neves
In this interview, Etihad Airways CEO Antonoaldo Neves outlines the airline’s disciplined growth strategy, emphasising that expansion will not come at the expense of safety or operational integrity. The discussion touches on fleet planning, profitability, network development and how the carrier is balancing ambition with structural resilience. As Gulf carriers continue to scale, the message reinforces that long-term competitiveness depends on maintaining strict safety standards alongside sustainable growth.
Acumen’s Take
Aviation growth is clearly returning to scale, but it is being shaped by infrastructure readiness, fleet availability and disciplined capital allocation rather than unchecked expansion. Airlines and airports alike are balancing long-term demand projections with supply chain constraints and cost pressures. Regional connectivity, engine support capacity and strategic consolidation are emerging as defining themes. In this environment, competitive advantage will hinge on aligning asset strategy, operational resilience and funding flexibility with structural market shifts rather than cyclical momentum.
