"The pain of this decision will not be felt in boardrooms. It will be felt by pilots, flight attendants, mechanics, dispatchers, and ground crews, and by the families and communities that depend on them. More ➡️ https://t.co/UxTMtno40w
We are ready to support customers who may be impacted if Spirit Airlines ceases operations, with a focus on helping people continue their travel plans with low-fare options.
JetBlue hasn't made a profit in six years. Spirit is on its second bankruptcy in under 12 months. Delta made $5 billion last year. They fly the same kinds of planes to the same airports, but two of them are dying and one is having the best run of its 100-year history.
In the last three months of 2025, Delta made more money from its premium seats than from its economy seats, for the first time ever. CEO Ed Bastian told investors that more than 95% of Delta's revenue now comes from households that earn more than $100,000 a year. Almost every new seat Delta adds in 2026 will be business class or first class, barely any economy at all.
The airline market has split in two. Business travelers and wealthy vacationers will happily pay $1,200 for a seat that folds into a flat bed. Everyone else picks whichever ticket is $9 cheaper on Google Flights. The middle of the market has vanished, and JetBlue has been sitting right in the middle for years.
About 60% of JetBlue's flying happens in New York and Florida, where it has to fight the big legacy airlines on one side and the dirt-cheap budget airlines on the other. JetBlue tried to be the nice middle option. Free wifi and decent legroom, plus seatback TVs that other airlines skip. It never built the luxury cabin revenue that Delta and United rely on. Its rewards program doesn't print money like Delta's American Express deal does. JetBlue owes about $9 billion and pays $600 million a year just in interest. It has lost money in most of the last six years.
Spirit tried the exact opposite and still lost. A pure budget airline with yellow planes and tickets starting at $49. Then travelers changed their minds. They decided paying a bit more for a seat assignment and a checked bag was worth it. Spirit bolted on bigger seats and bundled fares. That only raised its costs without making Spirit feel fancy. Two bankruptcies later, the company had just $337 million in the bank at the end of last year.
The Middle East fuel spike is speeding up a collapse that was already under way. Jet fuel went from an average of $2.49 a gallon in 2025 to $4.88 on April 2 of this year. That is a 95% jump in about five weeks, after Iran closed the Strait of Hormuz shipping route at the end of February. JP Morgan estimates Spirit will lose 20 cents on every dollar if fuel stays at current levels. JetBlue will lose about $1.3 billion this year. Neither airline brings in enough rich-traveler money to cover that hole.
If both shrink or disappear, the winners are already picked. Delta, United, and American will walk away with the empty gates and the open takeoff times. Your cheap flight out of Fort Lauderdale just becomes a more expensive flight out of Fort Lauderdale.
Spirit Airlines update:
Spirit Airlines Facing Potential Liquidation This Week
Spirit Airlines is reportedly at risk of total liquidation as early as this week, according to industry sources. Rising jet fuel prices have severely hampered the carrier's Chapter 11 restructuring plan.
Read the full story here: https://t.co/0rCy9FNiYu
Source: CNBC
#SpiritAirlines #AviationNews #AirlineBankruptcy #SpiritAirlinesUpdate #IndustryAlert
A new US aviation law signed in February 2026 locks in a cockpit rule pilots have spent years fighting to protect. The legislation directs the FAA to require a minimum of two qualified, fully rested pilots on every commercial flight deck and, for the first time, allocates funding to tackle the growing backlog in pilot and air traffic controller medical certifications.
The provision was not guaranteed. For years, airlines and aircraft manufacturers quietly argued that advancing automation made single pilot airline operations viable. Pilot unions pushed back, warning that technology could not yet replicate the safety margin created by two humans working together.
That position gained weight in June 2025, when Europe’s aviation safety agency paused all research into single pilot flying after years of study. Regulators concluded that current cockpit systems could not match the safety performance of a two pilot crew.
Real world events continue to underline the risk. In November 2022, the captain of American Eagle Flight 3556 collapsed shortly after departing Chicago O’Hare. The first officer landed the Embraer E175 safely with 57 people on board. European regulators also recorded 287 pilot incapacitation events between 2019 and 2024. That is roughly one every week across European airspace.
Southwest’s change is the death of the company.
I was a top .1% user for 5 years (literally flew so much I got companion pass in 2022).
The thing is, Southwest misunderstood what their actual moat was.
It wasn’t cheap flights though that worked.
It wasn’t no seat assignments, though that again was a positive as well.
Their moat was that they were the only airline that you could book a flight in 5 clicks if you had an account.
Because of the simplicity of their offering and the operation, you could avoid the confusing bullshit that you had to deal with with all other airlines—which tier, which seat, which status, which flight insurance, which bag fee…etc
They, the southwest leaders, confused their win as low cost—it wasn’t it was ease of use.
And it’s gone—now they’re just like everyone else, but they have no experience being like everyone else—so they’re actually not just like everyone else, they’re the worst of the rest.
I have booked 6 flights since the change that would have been a no brainer southwest for me in the past—each one I’ve booked Alaska.
Because now, Southwest is only competing on price and flight options.
I used to be happy to pick slightly worse flights for the simple fact that I had nothing to think about to accomplish it—now, I am forced to only judge them on the same things that all other airlines compete on.
And they’re gonna lose.
James Dyson famously said. “Be different, for the sake of it.”
We literally call it product differentiation.
Southwest was the only airline that was different—and they were the only airline that was profitable for 44 straight years (until COVID).
And they gave that advantage away on purpose—Herb Kelleher is rolling over in his grave.
Mark my words—in 5 years this is going to go down as the greatest fumble in modern corporate history—they don’t even have the excuse of failure to adapt to a new technology like Kodak or Xerox, they intentionally did this to themselves.
The first time we saw someone explaining a yield curve, it was 100 economy seats VS 80 economy/10 premium.
Assume economy seats sell for $100, premium for $300.
Sell both out, combo seats make more & cost less to operate ($10k VS $11k).
Premium subsidizes economy.
Delta didn’t make a mistake here. They hired economists.
This is third-degree price discrimination, and it works because of a counterintuitive principle: you can charge more by offering less.
The $449 tier has free seat selection, free changes, and a standard seat. The $589 “Comfort Basic” tier removes seat selection and charges for changes, but adds legroom. You’re paying $140 extra while losing two features.
Sounds insane until you understand the segmentation logic.
Business travelers don’t care about $140. They care about legroom on a 4-hour flight. They’ll pay the premium without reading the feature comparison. Leisure travelers will spend 20 minutes cross-referencing every checkbox because $140 is their airport dinner budget for the whole trip.
Delta is sorting customers by how carefully they read.
Economists call this “damaged goods” pricing. It’s the same reason Intel once sold slower chips that were physically identical to faster ones, just with performance artificially limited. IBM sold a cheaper laser printer that was the same printer with an extra chip added to slow it down. The degraded version costs more to produce. You spend money making a product worse so you can sell the better version at a higher margin.
Delta is running the same play. They created a tier that costs more, delivers less flexibility, and exists purely to make the next tier up look like a bargain. The $449 option isn’t the budget choice. Comfort Basic exists to make you feel smart for spending $589 on regular Comfort+.
The Google Flights complaint is the second part of the strategy. The harder these tiers are to filter, the more likely you are to just click “Comfort” and move on. Confusion is a feature. Every minute you spend trying to decode fare classes is a minute you’re not comparison shopping on United.
Airlines sell the cognitive cost of not buying the default option.
Crazy stat from Delta’s 2025 earnings this morning:
The airline posted a $5 billion profit … despite selling $1.1 billion LESS in economy tickets than 2024.
Because premium ticket sales made up the difference. Says everything about where the money is in travel right now.
Today, we are thrilled to announce that Allegiant and Sun Country are combining to create a leading, more competitive leisure-focused U.S. airline!
Together, we’ll expand service to more popular vacation destinations across the United States, as well as international destinations, providing more people with access to affordable, convenient air travel. Our combined network means more affordable fares, more nonstop flights with a continued focus on underserved markets, and an enhanced loyalty program with greater rewards and flexibility.
Until the transaction closes, Allegiant and Sun Country will continue to operate independently. You can continue to book and fly with Allegiant and Sun Country exactly as you do today.
Learn more about what this exciting combination means for travelers, team members, and communities at https://t.co/5V1m7xTyVQ.
Take a moment & sign the petition.
If we normalize landing fees, then you can expect user fees to ramp up as well. This does not bode well for GA.
ADS-B is a tool, not a reason to charge.
https://t.co/SmOoe8SaFM
BREAKING: Spirt cancels ALL planned pilot furloughs
In mid-October, Spirit management announced plans to furlough 365 pilots and downgrade 170 captains in Q1 2026. Today, they confirmed that all planned furloughs for 1Q2026 are cancelled, but 25 captain downgrades will still occur.
The MEC has tracked attrition trends and found that the staffing model assumptions from October were inaccurate. Through discussions with management, they emphasized that large-scale furloughs were not supported by current data.
Thanks to the MEC's advocacy, the Company will revise its staffing model, cancel furloughs, and reduce captain downgrades to 25. The LAS base will be reduced, with pilots moving to FLL and EWR instead of being furloughed. Displacements and vacancies will be reflected in today’s vacancy/reduction bid.
#SpiritPilots #ALPA #PilotCommunity
Today, Republic Airways and Mesa Air Group completed our transformational merger to form a stronger publicly traded regional airline connecting communities across America. Read more on how we will continue providing safe and reliable air travel: https://t.co/cF0M8MPLZW
NTSB issues the preliminary report for its ongoing investigation of the Nov. 4 crash of a UPS Boeing MD-11F airplane in Louisville, Kentucky. Download the report PDF: https://t.co/WS0Q629CUz