Demand GrowthManagement called out a significant demand inflection since June, with August and September yields up meaningfully as sentiment has improved.
Revenue Improvement3Q25 adjusted unit revenue guidance of up mid-to-high-single digits (stage adjusted) reflects this improvement in demand, along with less competitive capacity across ULCC’s markets.
Strong DemandULCC noted that they’ve seen strong demand over the past few weeks, with yields in August +5% and September +15% and continued improvement in load factors.