Airlines: BofA Seat Tracker: JBLU and ULCC begin to backfill Spirit routes

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Airlines: BofA Seat Tracker: JBLU and ULCC begin to backfill Spirit routes

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Airlines

BofA Seat Tracker: JBLU and ULCC begin

to backfill Spirit routes

Industry Overview

BofA Seat Tracker tracks weekly changes in capacity 11 May 2026

In this report, we track weekly system changes by carrier and outline monthly capacity Equity

by domestic, Europe, Latin America, and Asia Pacific regions. We also include changes in United States

the Canadian market on a regional basis, as well as key domestic and leisure markets. Airlines

JBLU, ULCC’s 3Q26 capacity adds offset by UAL’s cuts AndrewResearch G.AnalystDidora, CFA

Backfill of Spirit’s capacity began this week, with JBLU’s announced new routes added to BofAS

+1 646 855 2924

schedules and large increases from ULCC. JBLU’s scheduled 3Q26 domestic capacity andrew.didora@bofa.com

growth rose from +12.1% last week to +17.1%, while ULCC’s growth is now +28% from John Gellene, CFA

its previous +24%. JBLU’s additions were concentrated in Fort Lauderdale, while ULCC’s Research Analyst

BofAS

additions were largely in Orlando, Detroit, and Las Vegas. Even with these additions, Fort +1 646 855 5193

Lauderdale and Orlando domestic capacity declined mid-single digits week-over-week as john.gellene@bofa.com

Spirit’s capacity was removed from schedules. Overall domestic industry growth was

largely unchanged vs last week as these additions were offset by UAL’s -230bps cut to

DAL – Delta Air Linesgrowth. In the last two weeks, UAL has cut -360bps of 3Q growth.

AAL – American Airlines

3Q26 scheduled international growth update

3Q26 scheduled international capacity growth is led by Pacific, up +3.9%, followed by UAL – United Airlines

Atlantic with flat growth and Latin America capacity down -1.7% year-over-year.