Analyst
Milius Research
Equibles does not estimate personal net worth.
Connor Cunningham is recorded as Analyst at Milius Research. Connor Cunningham has spoken on 7 earnings calls across 6 companies, most recently for Allegiant Travel CO on November 4, 2026. Those appearances were for Fedex Corp (FDX), Allegiant Travel CO (ALGT), Southwest Airlines Co (LUV), United Airlines Holdings, Inc. (UAL), Alaska Air Group, Inc. (ALK) and 1 other company. The companies whose calls Connor Cunningham spoke on are classified in the Industrials and Consumer Cyclical sectors.
“We've heard a lot of different debate around load factor and yield. You guys obviously have the most nimble strategy of Maybe all the carriers and do the right thing and like quickly adjust supply.”
“So just I was hoping to start with the with the comp issue that you raised on unit revenue a little bit and just maybe you could potentially size that impact in 3Q just so we can understand a little bit more.”
“Man, I'm pretty happy that I don't need to ask the Spirit question. In a world where fuel remains elevated for a long period of time, I'm just curious on how that changes your management style of a hub or just like your general view on profitability to the overall system.”
“I was hoping you could unpack the puts and takes on the second half cost trajectory.”
“Maybe just, I mean, I realize that the spike in energy is relatively new. But I was hoping you could give some perspective on historical, how demand has trended after a sustained, elevated energy environment, whether it's on your B2B partners or your B2C partners.”
Milius Research
Analyst
Transcript header (unverified)
FDX
Integrated Freight & Logistics · Industrials
ALGT
Airlines · Industrials
