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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Catherine O'Brien | Goldman Sachs | 10 | 10% |
| Savi Syth | Raymond James | 9 | 0% |
| Jamie Baker | JPMorgan | 8 | 38% |
| Duane Pfennigwerth | Evercore ISI | 7 | 14% |
| Conor Cunningham | Melius Research | 7 | 29% |
| Dave Vernon | Bernstein | 6 | 50% |
| Dan McKenzie | Seaport Research Partners | 6 | 17% |
| Sheila Kahyaoglu | Jefferies | 5 | 20% |
| Mike Linenberg | Deutsche Bank | 5 | 0% |
| Andy Didora | Bank of America | 4 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Goldman Sachs | 1 | 10 | 10% |
| Raymond James | 1 | 9 | 0% |
| JPMorgan | 1 | 8 | 38% |
| Evercore ISI | 1 |
| 7 |
| 14% |
| Deutsche Bank | 2 | 7 | 0% |
| Melius Research | 1 | 7 | 29% |
| Bernstein | 1 | 6 | 50% |
| Seaport Research Partners | 1 | 6 | 17% |
Record Q1 revenue of $7.2 billion with RASM up 11.2% drove 8.1 points of operating margin expansion year-over-year, while the customer buy-up rate tripled from 20% to 60%. Corporate revenue grew 16% in Q1 and 25% in March, while CASM-X of +2.3% significantly beat the 3.5% guide. Management maintained the full-year $4 EPS target but chose not to formally update it due to fuel price volatility.
Demand | Product Launch | Revenue Growth | Capital Allocation | Competitive Dynamics | Pricing | Cost Pressure | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 2 | 1 | 4 | 1 | 3 | 2 | |
| 2025Q1 | 8 | 4 | 5 | 1 | 2 | 2 | 1 | 1 |
| 2025Q2 | 4 | 1 | 3 | 3 | 3 | 1 | 2 | |
| 2025Q3 | 3 | 7 | 6 | 1 | 2 | 2 | 2 | 5 |
| 2025Q4 | 7 | 10 | 6 | 2 | 3 | 4 | 5 | |
| 2026Q1 | 3 | 3 | 3 | 5 | 5 | 6 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 2 | 8 | 4 | 3 | 7 | 3 |
| Product Launch | 2 | 4 | 1 | 7 | 10 | 3 |
| Revenue Growth | 1 | 5 | 3 | 6 | 6 | 3 |
| Capital Allocation | 4 | 1 | 3 | 1 | 2 | 5 |
| Competitive Dynamics | 1 | 2 | 3 | 2 | 3 | 5 |
| Pricing | 2 | 1 | 2 | 4 | 6 | |
| Cost Pressure | 3 | 1 | 2 | 5 | 2 | |
| Margin | 2 | 1 | 2 | 5 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LUV Southwest Airlines | 8 | +12.8% | |
| DAL Delta Air Lines | 6 | +12.9% | |
| UAL United Airlines Holdings | 6 | +10.6% |