Atul Maswari
Analyst
UBS
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About Atul Maswari
Atul Maswari is recorded as Analyst at UBS. Atul Maswari has spoken on 11 earnings calls across 6 companies, most recently for Alaska Air Group, Inc. on October 21, 2026. Those appearances were for Southwest Airlines Co (LUV), Delta Air Lines, Inc. (DAL), Allegiant Travel CO (ALGT), Jetblue Airways Corp (JBLU), Alaska Air Group, Inc. (ALK) and 1 other company. The companies whose calls Atul Maswari spoke on are classified in the Industrials sector.
Atul Maswari on recent calls
“Shane, you talk about normalized capacity next year. So in that backdrop, what's the realistic Casimex growth rate to expect for next year? What is your expectation around core inflation?”
“This has become a bit of a topic in the investment community. What is your overall take on it? Do you think this is a net positive or a net negative for airlines?”
“First, on San Diego, one of your competitors talked about gaining several points of share in corporate in that market. So that's really been a market with sizable industry capacity growth.”
“And then as my quick follow-up, what's the zoom for yield and load factors in the second quarter, Razum? I assume a yield would be driving the majority of the Razum growth, but would you expect load factors to be up or down year-over-year for the second quarter?”
“Based on the full year guide on capacity, it implies that the back half capacity growth is going to be closer to 3%. So you're accelerating capacity in the back half at a time when others are cutting.”
Affiliation history
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UBS
Analyst
Transcript header (unverified)
Current
Company network
Allegiant Travel CO
ALGT
Airlines · Industrials
2 appearances
Latest appearance 2026-04-30
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Jetblue Airways Corp
JBLU
Airlines · Industrials
2 appearances
Latest appearance 2025-10-28
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