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    Dan McKenzie

    Senior Analyst at Seaport Global

    Dan McKenzie is a Senior Analyst at Seaport Global specializing in covering airlines, cruise lines, and travel services, with a focus on major companies such as Alaska Air Group, American Airlines, United Airlines, Royal Caribbean Cruises, and Norwegian Cruise Line Holdings. He currently covers 19 stocks in the services sector, with a track record that includes a 44.44% success rate and an average return of approximately -1.8%, placing him in the top 3500 analysts tracked by platforms like TipRanks. McKenzie has set notable price targets for companies like Alaska Air Group, American Airlines, and United Airlines, and has previously worked in sell-side research roles before joining Seaport Global in the 2010s. He holds relevant professional credentials and securities licenses required for equity research, and is known for his expertise in transportation sectors.

    Dan McKenzie's questions to SAVE leadership

    Dan McKenzie's questions to SAVE leadership • Q4 2023

    Question

    Asked about the scope and timeline of the network reconfiguration needed for profitability and whether the positive margin outlook includes Pratt & Whitney compensation.

    Answer

    The necessary network changes are being implemented now and should be largely complete by the end of H1 2024. The positive margin outlook for Q2, Q3, and Q4 does include an estimate for P&W compensation, but this compensation only partially offsets the full financial drag from the grounded aircraft.

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