News thread
03-06-2026 | 02:14 PM
#1164
Line Holder
Joined: Nov 2024
Posts: 435
Likes: 85
Stole this from the United forum:
https://www.cnbc.com/2026/03/06/united-airlines-ceo-scott-kirby.html
1. United Airlines CEO Scott Kirby said the spike in jet fuel prices will have a “meaningful” impact on first-quarter results.
2. Jet fuel, airlines’ biggest expense after labor, has surged 58% since last Friday, going for $3.95 a gallon on Thursday [and that was before the big run up today (Friday)]
sooooooo…… what was our financial outlook for Q1 and the rest of this year?
https://www.cnbc.com/2026/03/06/united-airlines-ceo-scott-kirby.html
1. United Airlines CEO Scott Kirby said the spike in jet fuel prices will have a “meaningful” impact on first-quarter results.
2. Jet fuel, airlines’ biggest expense after labor, has surged 58% since last Friday, going for $3.95 a gallon on Thursday [and that was before the big run up today (Friday)]
sooooooo…… what was our financial outlook for Q1 and the rest of this year?
03-06-2026 | 03:05 PM
#1165
On Reserve
Joined: Jun 2022
Posts: 166
Likes: 21
2025 we used 376M gallons of fuel at a cost of $929M.
229M shares outstanding.
Estimate 94M gallons used for 1Q26 (376M/4). At 2025 prices that's around $232M.
Now, push that price 60%. We go to $3.95 a gallon and it costs us $371M. So around $109M extra.
Divide the extra by shares outstanding and that's an $0.61 hit per share against the negative 1Q projection they already put out there.
10-K also said they aren't using a fuel hedge program.
Unless the prices settle soon, I fear a bloody 1Q.
03-06-2026 | 03:12 PM
#1166
Line Holder
Joined: Nov 2024
Posts: 435
Likes: 85
03-06-2026 | 04:24 PM
#1168
Line Holder
Joined: Jun 2021
Posts: 1,379
Likes: 119
From: Joystick Operator
03-06-2026 | 04:48 PM
#1169
Line Holder
Joined: Feb 2014
Posts: 1,986
Likes: 112
From: Lineholder
Rough math from the F9 10-K available on the SEC website.
2025 we used 376M gallons of fuel at a cost of $929M.
229M shares outstanding.
Estimate 94M gallons used for 1Q26 (376M/4). At 2025 prices that's around $232M.
Now, push that price 60%. We go to $3.95 a gallon and it costs us $371M. So around $109M extra.
Divide the extra by shares outstanding and that's an $0.61 hit per share against the negative 1Q projection they already put out there.
10-K also said they aren't using a fuel hedge program.
Unless the prices settle soon, I fear a bloody 1Q.
2025 we used 376M gallons of fuel at a cost of $929M.
229M shares outstanding.
Estimate 94M gallons used for 1Q26 (376M/4). At 2025 prices that's around $232M.
Now, push that price 60%. We go to $3.95 a gallon and it costs us $371M. So around $109M extra.
Divide the extra by shares outstanding and that's an $0.61 hit per share against the negative 1Q projection they already put out there.
10-K also said they aren't using a fuel hedge program.
Unless the prices settle soon, I fear a bloody 1Q.
OT: What's up w/ our ground mishaps??? From the Mar 6 update:
As of February 28, our Aircraft Ground Damage (AGD) rate is 80% higher than goal at 4.54 per 10,000 departures on a goal of 2.50 per 10,000 departures.
03-06-2026 | 06:25 PM
#1170
On Reserve
Joined: Jun 2022
Posts: 166
Likes: 21
Source: https://ir.flyfrontier.com/sec-filin...0076-26-000020
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