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how do we think about earnings progression again into the back half of 2026
As you look at it today to drive a higher ROIC in the future, is it really like asset productivity?
how are you approaching the operations differently this year especially, you know, with, like, new leadership concepts at the company
what is proved elusive for a lot of CEOs and maybe your predecessor is really converting that highway to rail opportunity
normally, you see, like, a four hundred basis point improvement from one Q to two Q operating ratio or operating margin
can you talk to what this tunnel project will ultimately yield getting beyond some of the hurricane damage in the Blue Ridge region
what is in your control here as you look into 2026? I'm not necessarily looking for guidance, but does it just have to be a market that's growing capacity a lot less than we have in the past few ye...
I think you guys said co-brand spend was up 12%. I might be off on that, but you talk to some of the loyalty drivers right now and how sustainable it is?
at what point does the industry say, we really have to restructure the way we look at off-peak
you guys mentioned maybe incremental retirements. Is that correct? And how does that impact your maintenance planning
maybe can you elaborate more for investors on how you plan to monetize SkyMiles going forward, especially with Sync
can you give us some insight into some of the levers you're pulling this year on keeping CAS in low single digits
I wondered if you can talk to some of the dynamics there on both B2C and B2B and maybe if there's more to come on yield gains
it's no secret that your largest competitor is shrinking here. So can you talk about maybe the competitive landscape
can you give us some insight into his, you know, past guidance and maybe recent guidance on how to navigate higher US barriers
can you give us some maybe more qualitative inputs on what your customers are seeing right now, and how they're reacting
can you expand on what you're doing differently under DRIVE? You spoke about how it's driving the way you do business
you made a prepared comment about being on track to restore margins even though you have not really seen any material tailwinds from price yet
how does growth in the East relative to flat loads or downloads in TransCon help with the lane balance strategy
I was wondering if you could follow-up on the commentary about some accounts going to other intermodal carriers on pricing
where do you see spare capacity maybe in your network and maybe more broadly across the system
there seems to be like this fickle market view that a high-teens RASM guide is somehow indicative that Southwest is incrementally losing share
there's this view, and I think you've hit on it in the answers to a couple of these questions, but like Southwest is losing its uniqueness
Can you give us a better understanding of how the buyout process is working today in the fourth quarter? And then how that potentially changes from like a basic fare to plus fair
can you just help us and maybe already address this, but the average sequential OR change that you guys would view in 2Q
maybe you want to reply to some of your competitors because we had a call last night where maybe the view was that this merger really doesn't enhance rail-to-rail competition
how do you guys think about managing the cost structure in this environment where maybe there's some share loss and obviously some headwinds just given the trade environment
what are you seeing domestic intermodal? Are you seeing highway conversions
I was wondering if you could elaborate on the changes you're making to the op plan this year
at what point do you need to think strategically if the market is going to continue to remain down, is that just what you want to track
specifically as it equates to your Chicago O'Hare hub, especially now that there's a proposed FAA summer cap on operations there
Do you think this signals that we're just like in a shrinking industry now? Or has Zoom taken over?
can you talk to -- we're going to see another big chunk of capacity come out of the low end of the market here
assuming Boeing gets back on plan for next year or into the out years, you're back into that $7 billion to $9 billion of CapEx range. Should we be thinking FCF at these levels is still a sustainabl...
dig into how you're defining brand loyal customers? Because I think this is a pretty important concept
I presume with that comment about gauge, looking out years ahead, that's including some expectation that MAX 10 is in the mix
this combination at a very high level is going to drive more than 40% market share to your network
you put in context the proposed rulemaking change the FCB made on reciprocal switching and dropping the requirements to prove anti competitive behavior
it seems like your competitors are maybe collaborating a lot more than they have in the past. Do you view this as potentially a risk
how has the interchange process for customers evolved? I mean we always used to talk about Chicago as being a real pain point
have you heard from your international customers or any of your customers about plans for dealing with these very large tariffs
within the context of your comments about volume outpacing the market this year, I mean, is this incremental wins
Does that create any market share opportunities or challenges, especially with where pricing is going up for the industry as well?
what would be the right level of maintenance CAPEX for the business and is 3.5 the level you took it to this year