Deep Dive: The State of Aviation 2025 — What McKinsey Tells Us About the Industry’s Next Horizon

In this episode, we synthesize McKinsey’s The State of Aviation 2025 to map the health of the industry in 2024–2025, identify the six fundamentals that separate winners from the rest, and explain how capacity, demand, and ancillary revenue are reshaping profitability. We’ll unpack regional performance, the shift in low-cost vs. legacy dynamics, the role of reliability (OTP), and what looming headwinds—like SAF costs and geopolitical uncertainty—mean for 2025. If you want a clear, data-driven shortcut to understanding aviation’s future, this episode is for you.

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