Southwest CFO: demand very strong, September beats expectations; seating and bag fees seen adding billions in EBIT

Southwest Airlines CFO stated travel demand remains very strong, with September exceeding expectations and room for further pricing gains. Assigned seating and extra-legroom seats expected to generate over $1B EBIT in 2026 and about $1.5B in 2027. Bag fees seen adding about $1B in 2026. 70 clean stories shaped this window, with sentiment strongly bearish at 25/100. Also in focus: Fed lifts 2026 inflation forecasts, lowers unemployment view.