US Airline — Airgo SoS Sector Report

Travel & Transport · 85 brands · trailing 12 months · US market

Updated July 2026 · data through 5 Jul 2026

This is the living Share of Search picture for the US Airline sector — each brand's slice of total search interest, the leading indicator of where market share is heading. It tracks 85 brands over the trailing twelve months and refreshes every month. Delta Air Lines currently leads with 21.9% average Share of Search in a competitive field.

Share of search over time

Five years of weekly Share of Search for the current leaders. Delta Air Lines sets the pace, with its nearest challenger American Airlines 1.4 points back. Click any brand in the legend to isolate it, hover for the exact weekly reading, or drag the slider beneath the chart to zoom into a single period. Pins mark statistically unusual spikes from the last six months — hover one for the likely cause.

The last 12 months of weekly Share of Search per brand — the current value, the shape of the year, and the gap to the brand's own 12-month average.

Current standings (last 12m)

Delta Air Lines holds 21.9% of sector search, with 9 brands clearing the 2% mark. Toggle between the twelve-month average and the latest month to see who is over- or under-indexing right now.

Year-over-year movers (last 12m)

Versus Jul 2025, Delta Air Lines has gained the most ground (+6.44pp), while Southwest Airlines has given up the most (-9.75pp). The split between green and red is the clearest read on where attention is migrating within the sector.

Market concentration (last 5y)

Over the last five years the Airline sector's concentration has held broadly steady. It currently averages an HHI of 1,148 (competitive), with the top three brands holding 53.5% of search interest between them.

Growth–share momentum map (last 12m)

Each dot is a brand, placed by its average Share of Search (horizontal) against its average week-over-week momentum (vertical). The four quadrants separate the leaders pulling away from the vulnerable incumbents and the rising challengers. Air France is both large and growing (top-right); Qatar Airways is a smaller challenger on the rise (top-left). Hover any point for its exact figures.

Seasonality by month (5y average)

Each cell is a brand's average Share of Search in that calendar month over the last five years, indexed to the brand's own average (100). Warm cells are a brand's hot months, cool cells its quiet ones. The strongest seasonal peak belongs to Air Canada in June (index 135); the deepest trough is El Al in July (index 74).

The two charts below are a separate signal: how large language models describe this category and its brands, surveyed weekly across Anthropic, OpenAI, and Google. They sit alongside Share of Search as a second, AI-channel lens — not blended into it.

AI-rated category drivers (this week)

What large language models say matters most when discussing airline brands, blended across Anthropic, OpenAI, and Google models surveyed weekly. "Price and Value" currently ranks highest, at 16 of roughly 100 points allocated across every driver the models consider.

AI Recommendation Potential – LLM brand scores over time

Each brand's AI-rated composite score — its cross-provider score on every driver, weighted by that driver's importance the same week — tracked from the start of AI Recommendation Potential tracking. Singapore Airlines currently leads at 88. This is a distinct AI-channel signal — how models describe the category — not a search-behavior metric, which is why it's shown as its own chart rather than blended into Share of Search above.

Notable search spikes (last 6m)

The largest statistically unusual jumps or drops in a brand's weekly Share of Search over the last 6 months, each paired with the most likely cause. A spike is flagged when a brand's search interest moves several standard deviations from its recent norm; the magnitude is the size of that move against the brand's own baseline. Direction shows whether interest rose or fell.

Showing the 15 largest of 23 flagged spikes in the last 6 months.

Brand correlations (last 12m)

How brands' weekly Share of Search moved relative to one another over the last 12 months. A positive correlation means two brands rise and fall together — a shared audience, consideration set, or category-level demand. A negative correlation means that when one gains search attention the other tends to lose it — a sign of direct substitutes competing for the same interest.

Move together — strongest positive

These brands tend to rise and fall in tandem, pointing to a shared audience or a category-level wave lifting them at the same time.

Move apart — strongest negative

When one of these brands gains search share the other tends to give it up — the clearest read on direct substitutes. Note that Share of Search is a slice of a fixed 100%, so a little negative correlation is structural (strongest between the largest brands); similarly sized pairs are the more telling substitution signals.

Economic factors (last 3y)

How the sector's overall search interest tracks key macroeconomic indicators. A positive r means search tends to rise as the indicator rises; a negative r means search rises as the indicator falls. A strong correlation can reflect genuine economic sensitivity or simply a shared long-run trend, so weigh the direction against a plausible mechanism.

Methodology: Share of Search is GTAB-normalised Google Trends data, each brand expressed as a percentage of total sector search interest. 85 Airline brands, US market; standings, movers and momentum cover the trailing 12 months, with five years of history shown for the trend and concentration charts. Updated monthly. AI-rated driver importance and brand scores come from a separate weekly 3-provider (Anthropic/OpenAI/Google) LLM survey and measure AI-channel perception, not search behavior. © 2026 New Classic Consulting LLC.