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Cockpit Lufthansa Airbus airplane
Cockpit of Lufthansa Airbus airplane at Berlin Tegel airport in Germany, September 11, 2018 (Getty Images)
WHO’S FLYING THE PLANE?

Pilot shortages might only get worse for airlines in years to come

Even with the IATA projecting record sector profits, more pilots reaching retirement age could cause turbulence.

As the International Air Transport Association released its global outlook for air travel on Tuesday, a pitfall mentioned in the report was unfolding on the ground in real time.

The trade body projected some blue-sky results for 2026, with industry revenue forecast to rise 4.5% to ~$1.05 trillion and net profit margins staying at 3.9%. Despite ongoing supply chain issues with jet makers Airbus and Boeing leading to slower aircraft deliveries, stabilized fuel prices and passenger growth have bolstered forecasts for record profits next year.

However, the IATA also pointed toward a rise in labor and maintenance costs due to “pilot shortages, wage inflation, and aging fleets.”

Air Travel Industry
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Indeed, India’s biggest airline has been grappling with a stack of flight cancellations just this month after adapting its pilot duty roster to new government “resting hours” rules — since, like many other countries, India is facing a severe pilot shortfall.

Prepare for landing

Concerns about a pilot shortage have mounted in recent years, after the pandemic put training on hold and saw many existing pilots opt to retire early or take voluntary redundancy, The Economist noted back in 2022.

But, as detailed in the IATA report, the labor deficit might only intensify as many holders of active pilot licenses in the US are now approaching 65 — the mandatory retirement age for international commercial pilots.

Pilot age distribution
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Mayday heyday

It’s worth noting that the 14.9% share of those 65 years and older reported as active license holders in 2024 (vs. 4.2% in 1999) is likely to include a significant number of private pilots, for which there is no official age cap.

Though the report found that employment in the industry is estimated to exceed prepandemic levels (~3.3 million workers) at the end of this year, shrinking younger cohorts have weakened the replenishment rate. But, despite the swath of pilots required to retire in the coming year, the International Civil Aviation Organization rejected a proposal made by the IATA to raise the retirement age to 67 in October, citing safety concerns.

Still, the demand for pilots is expected to continue soaring, with Boeing forecasting that we might need approximately 660,000 new pilots in the next two decades to keep pace with the growth of air travel. One solution? Autonomous planes, which Merlin, a Boston-based startup, is hoping to provide in place of professionals.

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US plane maker Boeing delivered 44 jets in November, marking a 17% dip from October but a drastic recovery from its 13 deliveries in the same month last year amid its machinists’ strike.

Boeing, which closed its $4.7 billion acquisition of key supplier Spirit AeroSystems on Monday, has delivered 537 jets year to date in 2025, significantly ahead of the 348 it delivered last year. Earlier this month, the company said its recovery was “in full force” and it expects positive free cash flow in 2026.

European rival Airbus expanded its annual delivery lead in the month, handing 72 jets over to customers. The manufacturer has made 657 deliveries on the year so far, but recently cut its annual delivery target to 790 from 820 due to quality issues.

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Netflix is down amid reports it’s leading the Warner Bros. bidding war as Paramount cries foul

Netflix’s charm offensive appears to be working.

Netflix is reportedly emerging as the leader in the bidding war for Warner Bros. Discovery after second-round bids this week, edging out entertainment juggernaut rivals Comcast and Paramount Skydance.

Investors don’t appear psyched by the streaming leader’s turn of fortune: the stock is down on Thursday morning, a day after closing down nearly 5% following reports that scooping up HBO Max wouldn’t necessarily result in a big market share boost.

Paramount, which has reportedly made five bids for Warner Bros. Discovery, doesn’t love the current state of play, either. The company sent WBD a letter questioning the “fairness and adequacy” of the process, highlighting reports that WBD’s board favors Netflix and is resisting Paramount.

Any offer would be subject to regulatory approval — a fact that may have weighed against Netflix’s offer given that cofounder Reed Hastings’ politics are vocally to the left, very much at odds with the current regulatory regime. Paramount seems confident in its ability to get approval, reportedly boosting its breakup fee to $5 billion should its potential acquisition fall apart in the regulatory process.

Investors don’t appear psyched by the streaming leader’s turn of fortune: the stock is down on Thursday morning, a day after closing down nearly 5% following reports that scooping up HBO Max wouldn’t necessarily result in a big market share boost.

Paramount, which has reportedly made five bids for Warner Bros. Discovery, doesn’t love the current state of play, either. The company sent WBD a letter questioning the “fairness and adequacy” of the process, highlighting reports that WBD’s board favors Netflix and is resisting Paramount.

Any offer would be subject to regulatory approval — a fact that may have weighed against Netflix’s offer given that cofounder Reed Hastings’ politics are vocally to the left, very much at odds with the current regulatory regime. Paramount seems confident in its ability to get approval, reportedly boosting its breakup fee to $5 billion should its potential acquisition fall apart in the regulatory process.

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