Natalie Brooks

Natalie Brooks developed deep airline industry expertise through twenty years covering transportation, beginning as an analyst at a boutique firm before joining the management team at JetBlue to lead investor relations. Her unique career path—from analyzing airlines to working inside one—gave her comprehensive understanding of airline economics, competitive dynamics, and the operational challenges facing carriers. Natalie holds a degree in Economics from Welk and an MBA from Columbia Business School. She understands unit revenue, cost structures, load factors, and the importance of route networks and slot positions. After returning to investment analysis, Natalie brought insider perspective to evaluating legacy carriers versus low-cost competitors, international versus domestic operators, and the ecosystem serving airlines. She excels at analyzing demand recovery, capacity discipline, fuel hedging strategies, and whether airlines can generate sustainable returns in this notoriously difficult industry. Natalie was realistic about how long pandemic recovery would take while identifying opportunities in aircraft lessors and travel platforms. Her coverage spans airlines, aircraft manufacturers, lessors, and travel booking platforms. Based in New York, Natalie maintains extensive industry contacts while providing clear-eyed analysis of an industry that destroys more capital than it creates.