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01-23-2026 | 02:25 PM

#1921

tzskipper1

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Joined: Apr 2020

Posts: 91

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On CNBC today, I understood the conservative position on 2026 earnings, as being driven by the uncertainty of the price of west coast refined jet fuel. Early revenue trends are strong.

S

01-23-2026 | 03:20 PM

#1922

MrBogardi

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Joined: Jan 2016

Posts: 672

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Quote:

Originally Posted by rickair7777

Of note...

"we have 10 Amazon airplanes, freighters, and right now that’s where we’re at. That number is not going up. So maybe cargo growing faster than you would normally expect in kind of the Alaska, Hawaii system."

Doesn’t mean that can’t change.

01-23-2026 | 03:59 PM

#1923

vaksedtothemax

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Joined: Aug 2022

Posts: 811

Likes: 113

Quote:

Originally Posted by tzskipper1

On CNBC today, I understood the conservative position on 2026 earnings, as being driven by the uncertainty of the price of west coast refined jet fuel. Early revenue trends are strong.

S

West Coast, specifically California, refinery capacity issues, that seems odd. That has to be a fabrication….

01-23-2026 | 04:11 PM

#1924

Jetlikespeed

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Joined: Jun 2019

Posts: 881

Likes: 184

From: Captain

Wonder how the SY Amazon contract will shake out in the merger wonder if G4 doesn’t want it if we’d take it

01-23-2026 | 04:35 PM

#1925

rickair7777

Prime Minister/Moderator

Joined: Jan 2006

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From: Engines Turn or People Swim

Quote:

Originally Posted by MrBogardi

Doesn’t mean that can’t change.

Almost anything can change. They're just going to tend to be pretty careful what they say in formal filings and investor calls.

01-23-2026 | 04:50 PM

#1926

DuckLips

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Joined: Jul 2025

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Who wants to bet management is hung up on inter island scope? Scope is the hill we must die on.

01-23-2026 | 05:27 PM

#1927

Cruz5350

Respek

Joined: Jul 2010

Posts: 2,915

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Out of curiosity how full are the 717’s? Can you not just semi reduce service and put it on bigger aircraft? I fly the 717 for Delta and the fuel burn is almost identical to a CFM powered 737/320 so I don’t see what the issue is with just replacing them with that. To me this seems like an easy answer and you get a solid 30-40 more seats out of that alone for the same operating costs.

01-23-2026 | 05:43 PM

#1928

DuckLips

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Joined: Jul 2025

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Honestly I believe that’s the plan. I think management is attempting to leverage spent negotiating capital here and IMO it’s worth it.

01-23-2026 | 05:46 PM

#1929

DenainaPilot

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Joined: Apr 2017

Posts: 376

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From: FO Obvious

Quote:

Originally Posted by DuckLips

Who wants to bet management is hung up on inter island scope? Scope is the hill we must die on.

Absolutely. However, if we hold on inter-island scope AND don't also adjust the overall ratio down they will be able to flood the mainland/ANC with 175s, due to the size of the overall fleet/planned growth. I'll be a no if both inter-island scope, and mainland scope are not protected.

01-23-2026 | 06:23 PM

#1930

Hawaii808

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Joined: Mar 2017

Posts: 434

Likes: 32

Quote:

Originally Posted by DuckLips

Who wants to bet management is hung up on inter island scope? Scope is the hill we must die on.

from what I’ve heard from a reliable source, interisland scope is not the issue. It’s Alaskas tie up with American. No other U.S. carriers have such an agreement and there needs to be scope limits (I don’t know anything about what Alaska has with American, but that’s just what I was told.) Interisland scope has already been agreed to.