Alaska Air Group, Inc. (ALK) Analyst/Investor Day September 29, 2026 4:00 PM EDT
Company Participants
Ryan St. John – Vice President of Finance, Planning & Investor Relations
Benito Minicucci – President, CEO & Director and CEO of Alaska Airlines
Shane Tackett – CFO & President of Alaska Airlines
Andrew Harrison – Executive VP & Chief Commercial Officer of Alaska Airlines Inc
Diana Rakow – Executive VP of Alaska Airlines, Inc. & CEO of Hawaiian Airlines
Brett Catlin – Senior Vice President of Network, Partnerships & Loyalty
Ian Morgan
Conference Call Participants
Conor Cunningham – Melius Research LLC
Ravi Shanker – Morgan Stanley, Research Division
Duane Pfennigwerth – Evercore ISI Institutional Equities, Research Division
Scott Group – Wolfe Research, LLC
Thomas Fitzgerald – TD Cowen, Research Division
Brandon Oglenski – Barclays Bank PLC, Research Division
Michael Linenberg – Deutsche Bank AG, Research Division
Andrew Didora – BofA Securities, Research Division
Catherine O’Brien – Goldman Sachs Group, Inc., Research Division
Atul Maheswari – UBS Investment Bank, Research Division
Savanthi Syth – CGS International
Michael Goldie – BMO Capital Markets Equity Research
John Godyn – Citigroup Inc., Research Division
Daniel McKenzie – Seaport Research Partners
James Kirby
David Vernon – Bernstein Institutional Services LLC, Research Division
Presentation
Operator
Please welcome Ryan St. John.
Ryan St. John
Vice President of Finance, Planning & Investor Relations
Good afternoon, and welcome to Alaska Air Group’s 2026 Investor Day. On behalf of everyone at Alaska, Hawaiian, Horizon Air and McGee Air Services, thank you for joining us today, whether you’re here in Seattle or listening in on the webcast. The last time we spoke to you in 2024, we introduced Alaska Accelerate, a plan designed to restore our earnings power, strengthen our competitive position and unlock the full potential of our company following the acquisition of Hawaiian Airlines. We will provide you an update on where we are in that journey, but today is also about the next chapter.
