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State of the Industry!

Spirit's on the brink, Scott Kirby is publicly floating a United–American merger, and the entire airline industry feels like it's holding its breath. Welcome to silly season.

Jim Higgins, professor of aviation at the University of North Dakota and former MEC chair, returns to the Pilot to Pilot Podcast to break down everything happening across the majors right now — and what could happen next.

In this episode, Justin and Jim dig into:

• Where pilot hiring actually stands in 2026 (and the FAPA numbers that tell the real story) • What verbiage in earnings calls and press releases signals trouble before furloughs hit • Fuel prices, the Strait of Hormuz, and how a war on the other side of the world hits your paycheck • The Spirit situation and what bankruptcy vs. liquidation would actually mean • The United–JetBlue rumors — and whether "merging with American" was a smokescreen • Seniority list integration, ALPA merger protocols, and why Southwest hired an M&A law firm • What Delta, Alaska, and Southwest would HAVE to do if a United mega-merger goes through • The Allegiant–Sun Country deal nobody's talking about • Could Delta go international by buying foreign carriers outright?

Drop a comment with YOUR merger prediction. We'll be wrong together.