Conor Cunningham
Analyst
Melius Research
Equibles does not estimate personal net worth.
About Conor Cunningham
Conor Cunningham is recorded as Analyst at Melius Research. Conor Cunningham has spoken on 54 earnings calls and 1 other investor event across 18 companies, most recently for Southwest Airlines Co on October 22, 2026. Those appearances were for Delta Air Lines, Inc. (DAL), Jetblue Airways Corp (JBLU), Allegiant Travel CO (ALGT), Alaska Air Group, Inc. (ALK), Southwest Airlines Co (LUV) and 13 other companies. The companies whose calls Conor Cunningham spoke on are classified in the Industrials and Consumer Cyclical sectors.
Conor Cunningham on recent calls
“Maybe, Justin, jumping back to kind of Katie's question or piggybacking on that. You know, just on 4Q, you're obviously lapping a lot of the initiatives and you're moving more towards optimization.”
“You know, in the quarter, I think you had a two-point decline in load factor, and you're obviously pushing yields. So I'm just trying to understand your willingness to give up load factor into 27 for higher yields.”
“Maybe I'll push back a little bit on that opening statement from you, Scott. Just the bare thesis that's out there is that, you know, you already had low fuel. You had structural change in the industry that brought industry supply, you know, super low for a long period of time.”
“Maybe piggybacking on that answer there, Ed. I was hoping we could just take a step back and talk a little bit about the long-term targets. You know, over the past couple of years, you know, obviously the earnings has been range-bound.”
“I was hoping you could just level set a little bit about what a normalized CapEx profile looks like for the company for now. I mean, again, new builds are pretty limited.”
Affiliation history
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Melius Research
Analyst
Source not stated
Current
Company network
JBLU
Airlines · Industrials
ALGT
Airlines · Industrials
Travel Services · Consumer Cyclical
Travel Services · Consumer Cyclical
EXPE
Travel Services · Consumer Cyclical
ABNB
Travel Services · Consumer Cyclical
Travel Services · Consumer Cyclical
CUK
Travel Services · Consumer Cyclical
Travel Services · Consumer Cyclical
FDX
Integrated Freight & Logistics · Industrials
Sun Country Airlines Holdings, LLC
Airlines · Industrials
Recent activity
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Conference
Allegiant-Sun Country Merger Conference Call
Sun Country Airlines Holdings, LLC
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