ULCC · Frontier Group Holdings Inc Q2 FY2026 earnings call record财报电话会记录

“If I were to look at your top 25 or top 50 routes and rank order those based on your stage-length-adjusted TRASM, the top quartile, let's say, obviously margins are going to look better because of these revenue initiatives here, but as we move lower, should we expect a meaningful change in the margin profile given the, I guess, the cost convergence, cost harmonization, however you want to describe that dynamic as all of these initiatives start to really materialize in 2027 and beyond.”

“For example, the revenue contribution from the Barclays co-brand card increased nearly 30% year-over-year, supported by record co-brand card acquisition activity and continued double-digit growth in cardholder spends through the first half of the year, reflecting the customer's recognition of the value we are delivering in the program.”