Analyst
TD Cowan
Equibles does not estimate personal net worth.
Tom Fitzgerald is recorded as Analyst at TD Cowan. Tom Fitzgerald has spoken on 8 earnings calls across 4 companies, most recently for Skywest Inc on April 23, 2026. Those appearances were for Jetblue Airways Corp (JBLU), Delta Air Lines, Inc. (DAL), Skywest Inc (SKYW) and Alaska Air Group, Inc. (ALK). The companies whose calls Tom Fitzgerald spoke on are classified in the Industrials sector.
“And then kind of just an accounting question on the discrete tax benefit. Should we think about a stacking on top of the benefit from 1Q25, so the $0.29 plus the $0.24, or was that just a one, so it goes from $2.50 gap to $2.21?”
“I'm just kind of curious if there's any kind of places where you've seen, whether geographies or customer segments or parts of the cabin, where you've seen more demand elasticity or so far so good and pretty much just broad banked and no pushback against higher pairs.”
“And then just as a follow-up, I'm just wondering if you mind providing any more color on And just kind of customer trends, like by the different segments over the course of 2Q and then just quarter to date, what you have kind of on the books, whether by core leisure, VFR, you know, True Blue, loyalty members…”
“And then maybe just a little bit of help on the three-in change this year going to 10 in two years. I mean, that's a big lift. And how much of that is market-dependent versus just company-specific and how to think about, you know, that's a big lift.”
“And then I'm just curious what you guys are seeing in the VFR markets versus beach markets in LATAM. We had one of the Mexican carriers and some other airlines have just talked about VFR demand being pretty depressed on transporter.”
TD Cowan
Analyst
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JBLU
Airlines · Industrials
SKYW
Airlines · Industrials
