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    John Dorsett • Barclays

    John Dorsett's questions to Alaska Air Group Inc (ALK) leadership

    John Dorsett's questions to Alaska Air Group Inc (ALK) leadership • Q2 2025

    Question

    John Dorsett, on for Brandon Oglenski, asked for an update on the progress of synergy and initiative targets and what to expect in Q4. He also inquired about the status of achieving a single operating certificate.

    Answer

    VP of Finance, Planning and IR Ryan St. John stated that the company is tracking ahead of its ~$200 million synergy target for the year, with the highest contribution expected in Q4. CEO Ben Minicucci confirmed that the single operating certificate is on track for October, alongside the single reservation system, with the unified loyalty program launching in August.

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    John Dorsett's questions to Frontier Group Holdings Inc (ULCC) leadership

    John Dorsett's questions to Frontier Group Holdings Inc (ULCC) leadership • Q3 2024

    Question

    John Dorsett, on behalf of Barclays, asked how Frontier plans to control costs with mid-single-digit capacity growth in 2025 and inquired about the expected impact of numerous sale-leaseback transactions on the company's rent line.

    Answer

    CFO Mark Mitchell explained that cost control in 2025 will be supported by achieving the $150 million annual run-rate savings from their cost program by year-end. He noted that 21 aircraft deliveries in 2025 are financed via sale-leasebacks, which would generate gains. CEO Barry Biffle added that Frontier is maintaining its cost advantage, which was over 40% in Q3, through network simplification and disciplined management, distinguishing it from cost convergence seen elsewhere in the industry.

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