JBLU
Airlines · Industrials
Analyst
Evercore ISI
Equibles does not estimate personal net worth.
Duane Pfennigwerth is recorded as Analyst at Evercore ISI. Duane Pfennigwerth has spoken on 15 earnings calls across 11 companies, most recently for Delta Air Lines, Inc. on July 10, 2026. Those appearances were for Jetblue Airways Corp (JBLU), Delta Air Lines, Inc. (DAL), Host Hotels & Resorts, Inc. (HST), Marriott International Inc (MAR), Frontier Group Holdings, Inc. (ULCC) and 6 other companies. The companies whose calls Duane Pfennigwerth spoke on are classified in the Industrials, Real Estate and Consumer Cyclical sectors.
“Just a question on if you think events like the World Cup are benefiting the domestic entity disproportionately, do you think it kept more demand in the U.S. this summer, including maybe some premium demand and then longer term understanding it's very, very early?”
“I appreciate it's tough to know the precise drivers of why somebody checks in or, you know, why demand was stronger in 1Q, but if we think about a real winter in the Northeast, no snow in the Rockies, you know, safety concerns in Mexico, at least for a period of the quarter, this may have been a good combination that…”
“Just on Middle East, can you speak to not what is embedded in your guidance, but just how quickly markets have historically bounced back after conflict, if that's quarters, years, or if it sort of surprises you that they can kind of come back more quickly?”
“Can you speak to how your second-half growth plans may have changed in light of higher fuel? I think the original plan was to dial up utilization in off-peak periods.”
“Just wondering longer term, I appreciate the commentary on the deferrals, but how are you thinking about putting the order book to work, and would you think about those in terms of growth, or do you expect them to be primarily for fleet replacement by your customers?”
Evercore ISI
Analyst
Source not stated
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Airlines · Industrials
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