Analysts expect a smaller industry when things come back. Several Wall Street estimates put the number of travelers flying in 2021 at roughly four-fifths the number in 2019 — or back to about 2013 passenger levels.
Airlines will have to shrink everything from their maps to their fleets and their workforces in the face of a 20% smaller industry.
Raymond James’ “Cash Burn Forecast”
- SkyWest: 11.8 months of implied cash on hand*
- Allegiant: 10.6 months
- Southwest: 9.4 months
- Spirit: 8.8 months
- JetBlue: 8.7 months
- Alaska: 6.6 months
- Mesa: 6.3 months
- Delta: 6.2 months
- United: 5.7 months
- American: 4.8 months
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