United Airlines Outpaces Rivals Amidst Industry Downturn | JQJO

United Airlines is outpacing rivals in expansion, growing domestic capacity by 5.7% in 2025. CEO Scott Kirby attributes this success to its product, network, and technology, citing customer loyalty and a rejection of the ultra-discount model. This contrasts with an industry-wide cut in fares due to oversupply. Kirby predicts strong fourth-quarter results as the economy recovers, while highlighting the failure of the ultra-discount model exemplified by Spirit Airlines' bankruptcy. Other airlines, like Delta, are also focusing on premium seating to boost revenue.