Airlines Reject Spirit Aircraft Purchase at BofA Conference

At BofA’s Airlines conference, major carriers (United, Delta, American, etc.) said they have no interest in buying Spirit’s aircraft due to cabin reconfiguration timelines.
Airlines indicated willingness to consider Spirit’s slots and gates, with New York slots to be reallocated by local authorities, potentially benefiting leisure carriers.
Participants reported strong demand and pricing with no elasticity; Delta highlighted robust cash sales across cabins and advance‑purchase windows, and BofA card spend data rose mid‑teens.
Capacity outlook shows flat domestic growth May‑August, ramping from September; 2H26 growth will be fuel‑dependent, with possible reductions if fuel prices stay high.