Wall St Engine(@wallstengine):SOUTHWEST SEES $1B+ EBIT FROM ASSIGNED SEATING IN 2026 Southwest $LUV expects assigned seating and extra-legroom products to generate more than $1B of EBIT in 2026 and about $1.5B in 2027. Bag fees are expected to contribute another ~$1B of EBIT in 2026. Management says travel demand remains “very, very strong,” with September exceeding expectations. Southwest also sees room for further pricing gains, though it says more revenue recovery would be needed if fuel prices remain elevated.

Wall St Engine

@wallstengine

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Wall St Engine@wallstengine

2026.09.16 19:59

SOUTHWEST SEES $1B+ EBIT FROM ASSIGNED SEATING IN 2026 Southwest $LUV expects assigned seating and extra-legroom products to generate more than $1B of EBIT in 2026 and about $1.5B in 2027. Bag fees are expected to contribute another ~$1B of EBIT in 2026. Management says travel demand remains “very, very strong,” with September exceeding expectations. Southwest also sees room for further pricing gains, though it says more revenue recovery would be needed if fuel prices remain elevated.