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0.00107874865156416 0.00107874865156416 0.00215749730312832 0.00215749730312832 0.00215749730312832 0.00323624595469249 0 0.00431499460625665
Stock impact report

Delta, United, American airlines set to embark on a 'supermajor super cycle' -- Citi Research [Seeking Alpha]

JetBlue Airways Corporation (JBLU) 
Last jetblue airways corporation earnings: 1/23 07:00 am Check Earnings Report
US:NASDAQ Investor Relations: investor.jetblue.com/investor-relations
Company Research Source: Seeking Alpha
a “tactically bullish cyclical setup” for 2026, predominantly for those that Citi Research calls the “supermajors,” anticipating that their outperformance will prove more durable and persistent than even the most bullish expect. Quick Insights Supermajors have unique, hard-to-replicate assets and business models that are durable through market shifts, while low-cost carriers face structural disadvantages and cannot easily stimulate demand with lower fares anymore. Delta's consistent strategy has reduced risk; United is forecasted to surpass its previous peak EPS due to international strength, and American has the most upside potential if it can regain corporate and premium market share. LLCCs lack the differentiated assets supermajors have; JetBlue's success is still unproven, while Southwest faces brand and execution risk despite having activist investor support. Recommended For You More Trending News Show less Read more
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