Tom Fitzgerald
Airline analyst at TD Cowen, providing expert commentary on airline demand, supply dynamics, fuel hedging, and carrier differentiation.
Best podcasts with Tom Fitzgerald
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Mar 27, 2026 • 37min
Airplane Stocks Sold Off. Time to Land Some Deals?
Tom Fitzgerald, airline analyst at TD Cowen, gives a quick take on which carriers can handle a 62% jet fuel jump and why demand still holds. He breaks down capacity discipline, Delta and United’s resilience, fuel hedging and Delta’s refinery edge. Also covers how higher fuel could reshape industry winners and which strategies boost airline profitability.
