• SkyWest (NasdaqGS:SKYW) announced multi year contract extensions with United Airlines and Delta Air Lines.
• The company also reported the delivery of new E175 aircraft tied to these agreements.

For you as an investor, the key point is that SkyWest, a major regional airline operator, is deepening its ties with two of the largest U.S. carriers through these renewed contracts. The addition of new E175 aircraft fits within the broader regional aviation focus on fuel efficient, right sized jets for short haul routes.

These agreements and aircraft deliveries relate to how SkyWest is positioning its business mix over the coming years with United and Delta as core partners. You may want to watch how these contracts influence SkyWest's fleet allocation, route coverage, and capital needs as the regional airline model continues to evolve.

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The contract extensions with United Airlines and Delta Air Lines, paired with deliveries of new E175 jets, tie SkyWest more closely to two of the largest U.S. network carriers and help keep its fleet aligned with what those partners want to fly on regional routes. For you, this news sits alongside 2025 results and 2026 guidance. SkyWest reported full year revenue of US$4,058.2m and net income of US$428.33m, and guided 2026 earnings per share to the mid US$11 area, slightly above the prior quarter’s expectation. This points to management planning around this updated contract and fleet mix. Competitively, it helps SkyWest stay relevant against other regional operators that support large carriers, even though it does not compete directly with large mainline airlines such as American Airlines Group, Delta Air Lines or United Airlines Holdings.

How this fits the SkyWest narrative investors are watching

The renewed United and Delta contracts sit neatly with the existing narrative that emphasizes regional demand, fleet modernization and diversified flying agreements. New E175 aircraft are consistent with the focus on fuel efficient, right sized jets, and they support the idea that SkyWest can keep adjusting capacity under long term partnerships rather than relying heavily on more volatile open-market flying.

Risks and rewards to keep in mind

• 🎁 Long term capacity agreements with major partners can support more predictable revenue and help planning around aircraft utilization.
• 🎁 The E175 deliveries align with the company’s focus on newer jets, which can support operating efficiency and align with partner preferences.
• ⚠️ Analysts have flagged dependency on major carrier contracts as a key risk, so concentration with United and Delta can cut both ways if terms change in future renewals.
• ⚠️ Fleet investment tied to specific contract structures can limit flexibility if regional travel patterns or partner priorities shift.

What to watch next

From here, it is worth watching how much flying United and Delta allocate to SkyWest under these extensions, how E175 utilization trends in quarterly updates, and whether the mid US$11 EPS guidance for 2026 is reaffirmed or adjusted as the new contracts bed in. If you want a broader context on how this fits into the long term story, check community narratives and other investor views through the SkyWest narrative page.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.