Alaska Airlines now has all the Hawaiian fleet data being reported under its brand at the DOT. The impact is remarkable. Let’s dig into the data to unpack what is happening.
The chart below shows the dramatic impact – and it looks like it’s going in the wrong direction. Mergers are supposed to bring economies of scale. This does not look like it at all.
Form 41
The table below comes from the airline’s Form 41 filing. The image is from our Form 41 KPI model. 1Q26 results show a significant increase in costs, which was not expected, or certainly not at these rates. Notice the impact of the merged fleet on operations in the lower right chart.
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