Alaska Air Group, Inc.
ALK
Jodie situation report
Alaska Air Group, Inc.'s move is spreading beyond its market group.
ALK accounts for 2.3% of the group's measured movement across 3.9 effective names. raw member direction is mixed; 6 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 28%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
FIVE, CPA moved materially before ALK. ALK crossed its material path threshold at 11:15 ET. EAT, DAL, AS followed.
- Revenue increased 9.7% versus the comparable filing period.
- Operating income moved from a profit to a loss in the comparable period.
6 of 24 members in Airline Operators are active. 0 of 8 disclosed connections are confirming.
- At least 16 of 24 durable members become active together.
- Capital-flow agreement rises above 55%.
- DRI remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 8 of 24 members or fewer.
Who this business touches
The relationships behind ALK
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
AMZN19.0% of ALKcustomerFeb 12, 2026 ▾
“Cargo and other revenue On a pro forma basis, Cargo and other revenue increased $89 million, or 19%, primarily driven by increased revenue under the ATSA with Amazon following the addition of the four remaining contracted A330-300F aircraft to our cargo fleet…”
AMZNAmazon.com, Inc.supplierFeb 12, 2026 ▾
“We adjust for expenses related directly to our freighter aircraft operations, including those costs incurred under the ATSA with Amazon, to allow for better comparability to other carriers that do not operate freighter aircraft.”
BAThe Boeing CompanysupplierNov 6, 2025 ▾
“41 Boeing has communicated that certain B737 and B787 aircraft are expected to be delivered later than the contracted delivery timing.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
ALK is currently a Participant in the organic co-movement group Airline Operators. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.