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    Atul Maheshwari • UBS Group AG

    Atul Maheshwari's questions to American Airlines Group Inc (AAL) leadership

    Atul Maheshwari's questions to American Airlines Group Inc (AAL) leadership • Q2 2025

    Question

    Atul Maheshwari of UBS Group sought confirmation on the timeline for a full recovery in indirect channel market share and asked what American must do to close the widening profit margin gap with its network peers.

    Answer

    CEO Robert Isom confirmed they are on track to restore historical indirect channel share as they exit 2025, which will benefit 2026 results. CFO Devon May stated there are no structural impediments to closing the margin gap over time. He explained the 2025 gap is influenced by different labor contract cycles and American's higher domestic exposure, and he expects the gap to close with tailwinds from the indirect channel recovery and the new Citi agreement.

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    Atul Maheshwari's questions to Allegiant Travel Co (ALGT) leadership

    Atul Maheshwari's questions to Allegiant Travel Co (ALGT) leadership • Q4 2024

    Question

    Atul Maheshwari, on for Tom Wadewitz, asked what levers Allegiant could pull to protect its guidance if fuel prices rise significantly and if the 'CASM down more than RASM' dynamic would hold true in every quarter.

    Answer

    CCO Drew Wells stated they would cut capacity in shoulder periods, rely on fare increases, and could increase fixed-fee flying. CFO Robert Neal added they could accelerate A320 retirements. The growing MAX fleet also provides a natural hedge. Management declined to provide quarterly margin spread guidance but reiterated confidence in the full-year outlook.

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