Originally Posted by
Hedley
United is currently starting large weekly classes, hiring continues, and the majority of the aircraft are “planned” as growth. Raising fuel prices and weakening demand can always alter those plans, but for right now it’s full speed ahead (either towards success or into a brick wall). I seriously doubt that the Willis Tower crowd is even remotely interested in adding a costly and time consuming merger to the mix, especially one where most of the acquired aircraft would never see conversion or entry into revenue service.
The value in another legacy airline acquiring JetBlue isn’t about immediate gains. JetBlue is an asset-heavy airline with established infrastructure and operational scale, making it a long-term strategic investment. The real lens here is 5, 10, even 15 years out—where buying that infrastructure today can limit competitors’ future growth and, in some cases, take them out of the equation entirely.