Michael Goldie
Analyst
BMO Capital Markets
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About Michael Goldie
Michael Goldie is recorded as Analyst at BMO Capital Markets. Michael Goldie has spoken on 7 earnings calls across 6 companies, most recently for American Airlines Group Inc. on July 23, 2026. Those appearances were for American Airlines Group Inc. (AAL), Alaska Air Group, Inc. (ALK), Jetblue Airways Corp (JBLU), Southwest Airlines Co (LUV), United Airlines Holdings, Inc. (UAL) and 1 other company. The companies whose calls Michael Goldie spoke on are classified in the Industrials sector.
Michael Goldie on recent calls
“Can you further expand on the international strategy and how you're thinking longer term about adding more of your own equipment versus working with partners, as well as entering new markets versus adding depth, and then the timeline for maturation of new routes?”
“Can you walk us through how you think of the runway for Atmos and card penetration? Is there a natural share of passengers that you believe can become members versus today?”
“You're seeing healthy card spend in acquisitions. Can you unpack this by region? Is this really JFK-driven right now, and how does that influence your thinking for the opening of Boston as well as how things are trending with Fort Lauderdale?”
“Going back to costs for maintenance expense, is the performance that we're seeing driven by delivery of new aircraft and then divesting of older equipment? Or is anything else changing that's driving that maintenance performance?”
“You've rebanked DFW and now Philadelphia. Can you talk about the operational benefits you expect to get from this and what other initiatives you're undertaking on the operations front?”
Affiliation history
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BMO Capital Markets
Analyst
Transcript header (unverified)
Current
Company network
Jetblue Airways Corp
JBLU
Airlines · Industrials
1 appearance
Latest appearance 2026-04-28
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