Consolidation continues:

DAL+Alaska within 1-2years from now
Jetblue+Virgin 4-6 years
United+Hawaiian 6-8years
AA+Jetblue/Virgin 8-10years

OR

AA+Hawaiian 6-8 years
Southwest+Jetblue 3-4 years
United+Virgin 5-8 years

Frontier will get bought by private equity, restructured to be an ultra low cost carrier, then sold to Spirit 2-4 years later.


There is room in the regional industry for 1 more big player. I thought it would be Pinnacle when they went on the buying spree, but Delta took them out of the picture. Maybe something will come from the AA/US merger where they spin off PSA/Piedmont/Eagle and that combined carrier buys TSA/Compass to be a rival to Republic and Skywest.