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Connor Cunningham

Director at Melius Research

Conor Cunningham is a Director at Melius Research specializing in equity analysis of travel and transport sectors, with particular coverage of companies such as United Airlines (UAL), Alaska Air Group (ALK), and Southwest Airlines (LUV), among others. He consistently achieves a 58% success rate and an average return of 12.3% per rating, ranking #2,370 among Wall Street analysts tracked by TipRanks, including standout calls like a 115.6% return on Royal Caribbean Cruises (RCL). Cunningham began his career as an equity research associate at several investment banks, then spent eight years as Vice President at Cowen and Company and over five years as Executive Director at MKM Partners before joining Melius Research. He holds a B.S. in Finance from the University of Maryland’s Robert H. Smith School of Business, though specific securities licenses or FINRA registrations are not listed.

Connor Cunningham's questions to JETBLUE AIRWAYS (JBLU) leadership

Question · Q3 2025

Connor Cunningham from Melius Research asked for a breakdown of the Q4 routing outlook, distinguishing between U.S. domestic, Latin American, and Transatlantic performance. He also inquired about the maintenance outlook for next year, expecting a significant tailwind given a 30% increase this year and the retirement of E190 aircraft.

Answer

Marty St. George, President of JetBlue Airways, indicated that Q4 routing trends are consistent with overall observations, showing better performance in international markets compared to domestic. He suggested that capacity reductions by ULCCs might eventually alleviate pressure on domestic routes, but it's too early to confirm a trend. Ursula Hurley, CFO of JetBlue Airways, clarified that maintenance will remain a headwind next year because about half of the fleet (A320) is aging and operates under time-and-material agreements, not flight-hour agreements. She stated that this headwind would be offset by Jet Forward cost initiatives, contributing to a target of low single-digit CASEM ex-fuel growth.

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