As of November AAG will have removed 7 CRJ900s from contract with Mesa. And Mesa has yet to have its contracts extended with United even though the date has come and gone. They’re basically month-to-month at this point.

Compass could win those United 175 contracts though personally I don’t think that will happen. Mesa’s UA 175 performance is actually quite good and they are comparatively cheap. I do think however that they are likely to lose their AAG CRJ900 flying and it will get divided up between PSA, Envoy, and SkyWest in PHX.

The likely culprit if Envoy is being primed for more 175s is the 20 aircraft that Compass are currently flying coming back in house to Envoy. That’s just my WAG. Though Mesa’s stock is down over 30% since the last quarter. So something is up over there...