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Alaska Air Group, Inc.

ALK

Industrials · 48.40 +2.4% today

You’ve read what changed. Here’s whether the market is confirming it.

Partial group confirmationMarket checked 11 Aug, 15:55 GMT-4

Jodie situation report

Alaska Air Group, Inc.'s move is being confirmed by its market group.

ALK accounts for 2.3% of the group's measured movement across 7.9 effective names. raw member direction is mixed; 9 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 0%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveCounter-move#11 of 12 by movement share
Group movement share2.3%Absolute path energy—not portfolio weight
Relative path+0.45%counter
Effective breadth7.9 / 12broad
Relative alignment9/12downside path · 3 counter-moving
Capital-flow agreement0%not yet clean
SEQUENCE READ

ALK was the first measured mover. ALK crossed its material path threshold at 09:50 ET. EAT, AMRX, AS followed.

What changed
  • Revenue increased 9.7% versus the comparable filing period.
  • Operating income moved from a profit to a loss in the comparable period.
EVIDENCE COVERAGE

13 of 21 members in Airline Operators are active. 0 of 8 disclosed connections are confirming.

What would change this read
  • At least 14 of 21 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as BA begins moving with the group.

Invalidation: The live read weakens if participation falls to 7 of 21 members or fewer.

Watch this read

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

SKYWMATXJBLU

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.