Robbie Shanker
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
About Robbie Shanker
Robbie Shanker is recorded as Analyst at Morgan Stanley. Robbie Shanker has spoken on 3 earnings calls and 1 other investor event across 4 companies, most recently for Werner Enterprises Inc on October 27, 2026. Those appearances were for Werner Enterprises Inc (WERN), United Airlines Holdings, Inc. (UAL), Southwest Airlines Co (LUV) and Sun Country Airlines Holdings, LLC. The companies whose calls Robbie Shanker spoke on are classified in the Industrials sector.
Robbie Shanker on recent calls
“Can you guys remind me about your fuel surcharge lag? I'm a little bit surprised that it's as much of an issue. I've always believed it was closer to one week for the truckers, maybe it's slower for you guys.”
“Scott, it's interesting that you tied the industry-wide fare increases to overall cost inflation rather than fuel, and you said there was another round of increase this month despite fuel not hitting a new high-water mark.”
“Sorry to go back to the Jan 27 changes, obviously an important topic here. So I hit one topic with multiple questions. I think you said that it's going better than expected.”
“Have you guys spoken with Amazon or any of the charter long-term contract holders? And do you know of any change of control clauses in any of those contracts? And also, do you see any reprioritization of growth between scheduled service, charter, and cargo as a result of this deal?”
Affiliation history
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Morgan Stanley
Analyst
Transcript header (unverified)
Current
Company network
Sun Country Airlines Holdings, LLC
Airlines · Industrials
1 appearance
Latest appearance 2026-01-12
Recent activity
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Conference
Allegiant-Sun Country Merger Conference Call
Sun Country Airlines Holdings, LLC