Airlines: BofA Seat Tracker: 3Q26 domestic growth down -30bps as UAL, JBLU, ALK cut

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Airlines: BofA Seat Tracker: 3Q26 domestic growth down -30bps as UAL, JBLU, ALK cut

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Airlines

BofA Seat Tracker: 3Q26 domestic growth

down -30bps as UAL, JBLU, ALK cut

Industry Overview

BofA Seat Tracker tracks weekly changes in capacity 18 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

UAL, ALK, JBLU reduce capacity, 3Q26 falls by -30bps AndrewResearch G.AnalystDidora, CFA

3Q26 domestic capacity growth fell by -30bps this week to +1.6%, as JBLU trimmed BofAS

+1 646 855 2924

-130bps of growth, UAL reduced -120bps, and ALK cut -80bps. DAL slightly adjusted andrew.didora@bofa.com

schedules higher, marginally adding +10bps to growth. With UAL’s cuts this week, its John Gellene, CFA

growth has been reduced by half since the end of April, now +5.2% from +10.0%. UAL’s Research Analyst

BofAS

scheduled system growth is now +1.8%, compared to its stated intention of +0-2% +1 646 855 5193

growth in 2H26. JBLU’s domestic growth remains elevated, up +15.8%, and we believe john.gellene@bofa.com

this should continue to come down over the coming weeks as JBLU indicated that FLL

capacity additions will be reallocated from other markets. Total 2Q26 domestic growth

DAL – Delta Air Lineswas unchanged at +0.1% this week.

AAL – American Airlines

AAL extends Doha/Tel Aviv pause, UAL adds Venezuela

While AAL made no changes to domestic growth this week, the airline did trim Atlantic UAL – United Airlines

capacity by -90bps to +0.8%, as it removed flights to Doha and Tel Aviv from schedules LUV – Southwest Airlines