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Frequent Flyer: UAL Cuts 10 ORD Planned Flight Routes, Boeing 737 MAX 7 Nearing FAA Certification, & AMEX Spending Shows Resilient Travel Demand
研报英文原文证据摘录
Frequent Flyer: UAL Cuts 10 ORD Planned Flight Routes, Boeing 737 MAX 7 Nearing FAA Certification, & AMEX Spending Shows Resilient Travel Demand
Update
July 28, 2026 04:01 AM GMT
Morgan Stanley & Co. LLCMAirlines | North America Ravi Shanker
Equity Analyst
Frequent Flyer: UAL Cuts 10 Ravi.Shanker@morganstanley.comMadison J Pasterchick +1 212 761-6350
Research Associate
Madison.Pasterchick@morganstanley.com +1 212 761-3787
ORD Planned Flight Routes, Nancy Hipp
Nancy.Hipp@morganstanley.com +1 212 761-1311
Boeing 737 MAX 7 Nearing FAA
Airlines
North America
Industry View AttractiveCertification, & AMEX Spending
Shows Resilient Travel Demand
UAL recently cut 10 planned flight routes from ORD due to the
extended flight cap, the Boeing 737 MAX 7 could receive FAA
certification in the near future, and AMEX spending data shows
resilient travel demand across geographies and cabins.
Following the daily flight cap extension at ORD, UAL announced it will cut 10
planned flight routes. These routes connected ORD to smaller Midwestern cities
including Bloomington and Champaign in Indiana, Kalamazoo and Marquette in
Michigan, and La Crosse and Wausau in Wisconsin. UAL still plans to launch these
new routes eventually as a part of their expansion initiative but will wait until after
the flight cap is lifted in October 2027. We believe the decision makes sense and
could further improve UAL’s profitability at ORD.
According to industry reports, the Boeing 737 MAX 7 could receive final FAA
certification by the end of July 2026 after facing regulatory hurdles due to the
aircraft's engine anti-ice system redesign. This potential certification would be
especially impactful for both Boeing and LUV, as LUV has ordered 314 MAX 7s to
replace its aging fleet of 334 Boeing 737-700s.
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