JBLU
Airlines · Industrials
Analyst
Seaport
Analyst
Seaport Global
Equibles does not estimate personal net worth.
Dan McKenzie is recorded as Analyst at Seaport and Analyst at Seaport Global. Dan McKenzie has spoken on 23 earnings calls and 1 other investor event across 8 companies, most recently for Delta Air Lines, Inc. on October 9, 2026. Those appearances were for Jetblue Airways Corp (JBLU), Allegiant Travel CO (ALGT), Frontier Group Holdings, Inc. (ULCC), Copa Holdings, S.A. (CPA), Southwest Airlines Co (LUV) and 3 other companies. The companies whose calls Dan McKenzie spoke on are classified in the Industrials sector.
“A second question here on the cost side of the business. It's really Delta as an IT company. It's a Delta as an IT company question.”
“Drew, I'm wondering if you can elaborate more on the decision for a first class product. And I guess I'm just, is it simply a competitive response since others in the low cost segment have introduced it?”
“You know, one house cleaning question here, and then just a broader question. So I guess for Mark, I'm curious how much cash you expect the additional lease returns to unlock and if it's included in the CapEx portion of the release today.”
“You know, just going back to Mike's question, just given the high-priced fuel environment, you know, is it your sense that there could be some strategic opportunities that come from this, like, let's say, if fuel prices continue to rise?”
“A couple of questions and apologies for kicking the dead horse here. But the three to five percentage point RASM uplift. One caveat, I think, is that neither Frontier or Spirit had a meaningful premium product historically.”
Seaport
Analyst
Source not stated
Seaport Global
Analyst
Source not stated
JBLU
Airlines · Industrials
ALGT
Airlines · Industrials
Sun Country Airlines Holdings, LLC
Airlines · Industrials
Allegiant-Sun Country Merger Conference Call
Sun Country Airlines Holdings, LLC