{
  "url": "https://struct.news/briefs/alaska-airs-cargo-map-runs-through-amazon",
  "title": "Alaska Air’s Cargo Map Runs Through Amazon",
  "summary": "Alaska Air discloses Amazon as both a cargo customer and a counterparty tied to freighter operating costs, while Boeing supplies aircraft and SkyWest supplies regional flying.",
  "published_at": "2026-08-11T23:50:51.936612+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "Alaska Air Group, Inc.",
    "ticker": "ALK",
    "cik": null,
    "sector": "Industrials",
    "industry": null
  },
  "source_filing": null,
  "comparison_filing": null,
  "reported_figures": [
    {
      "group": "Alaska Air’s disclosed relationship map",
      "label": "AMZN",
      "value": "AMZN",
      "display": "AMZN",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-11"
      }
    },
    {
      "group": "Alaska Air’s disclosed relationship map",
      "label": "BA",
      "value": "BA",
      "display": "BA",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-11"
      }
    },
    {
      "group": "Alaska Air’s disclosed relationship map",
      "label": "AMZN",
      "value": "AMZN",
      "display": "AMZN",
      "unit": "ticker",
      "period": null,
      "detail": "19.0% revenue",
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-11"
      }
    },
    {
      "group": "Alaska Air’s disclosed relationship map",
      "label": "SKYW",
      "value": "SKYW",
      "display": "SKYW",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-11"
      }
    },
    {
      "group": "Alaska Air’s disclosed relationship map",
      "label": "HE",
      "value": "HE",
      "display": "HE",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-11"
      }
    },
    {
      "group": "Alaska Air’s disclosed relationship map",
      "label": "HE",
      "value": "HE",
      "display": "HE",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-11"
      }
    },
    {
      "group": "Alaska Air’s disclosed relationship map",
      "label": "DAL",
      "value": "DAL",
      "display": "DAL",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-11"
      }
    },
    {
      "group": "Alaska Air’s disclosed relationship map",
      "label": "LUV",
      "value": "LUV",
      "display": "LUV",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-11"
      }
    }
  ],
  "watch_next": [
    {
      "type": "demand",
      "statement": "Contractual backlog rose $34,785M in the six months ended June 30, 2026, primarily from a $29,434M increase in BCA backlog.",
      "importance": "medium",
      "evidence": "The increase in contractual backlog of $34,785 million during the six months ended June 30, 2026, was primarily due to a $29,434 million increase in BCA backlog.",
      "source_date": "2026-07-28"
    },
    {
      "type": "input_costs",
      "statement": "Salaries, wages and benefits rose $81.4M (10.6%) for the six months ended June 30, 2026 due to increased direct labor for more flights and higher pilot training costs from increased pilot attrition since June 30, 2025.",
      "importance": "medium",
      "evidence": "The $81.4 million, or 10.6%, increase in salaries, wages and benefits for the six months ended June 30, 2026, compared to the six months ended June 30, 2025, was primarily due to an increase in direct labor costs supporting the higher number of flights we operated during the six months ended June 30, 2026, compared to the six months ended June 30, 2025, and due to an increase in pilot training costs associated with higher pilot attrition rates since June 30, 2025 .",
      "source_date": "2026-07-24"
    },
    {
      "type": "interest_rates",
      "statement": "Interest expense increased $25 million (64.1%) in Q2 2026 vs Q2 2025, primarily due to debt financing transactions executed since Q2 2025.",
      "importance": "medium",
      "evidence": "Non-Operating Expenses (Income) Interest expense for second quarter 2026 increased by $25 million, or 64.1 percent, compared with second quarter 2025, primarily due to various debt financing transactions executed since second quarter 2025.",
      "source_date": "2026-07-23"
    }
  ],
  "related_tickers": [
    "ALK",
    "AMZN",
    "BA",
    "DAL",
    "HE",
    "LUV",
    "SKYW",
    "UAL"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}