Katie O'Brien
Analyst
Goldman Sachs
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About Katie O'Brien
Katie O'Brien is recorded as Analyst at Goldman Sachs. Katie O'Brien has spoken on 6 earnings calls and 2 other investor events across 5 companies, most recently for Skywest Inc on October 29, 2026. Those appearances were for Alaska Air Group, Inc. (ALK), American Airlines Group Inc. (AAL), Skywest Inc (SKYW), United Airlines Holdings, Inc. (UAL) and Delta Air Lines, Inc. (DAL). The companies whose calls Katie O'Brien spoke on are classified in the Industrials sector.
Katie O'Brien on recent calls
“Maybe just coming back to the potential on CRJ 550 and 450 conversions, how many of your CRJ 200 and CRJ 700 are currently off contract or will come off contract in the next 12 months?”
“A bit of a follow-up on the market share gains. How have you factored the competition into those gains? You know, for example, San Diego, seeing some of the most growth in the country right now, Of course, your own growth is a big part of that, but you're also seeing elevated growth in the competition.”
“A bit of a follow-up on the market share gains. How have you factored the competition into those gains? You know, for example, San Diego, seeing some of the most growth in the country right now, Of course, your own growth is a big part of that, but you're also seeing elevated growth in the competition.”
“Maybe just a higher level industry one first. Obviously, I understand that the recent fare increases are driven by the spike in jet fuel, but I think it's interesting that there's been no demand impact as of yet, unless you're seeing something different, which please correct me.”
“So maybe just on the premium growth rate, I know you've shared that premium seed growth rate will be double main cabin seats for the end of this decade. And I think you've previously noted, you know, that's driven by 20% premium seed growth and 50% live flat growth through 2030.”
Affiliation history
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Goldman Sachs
Analyst
Transcript header (unverified)
Current
Company network
Skywest Inc
SKYW
Airlines · Industrials
1 appearance
Latest appearance 2026-10-29
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