Skip to main content

Structure snapshot

Published firm-share composition

Open shares
01 Delta Air Lines17.8%02 American Airlines17.5%03 Southwest Airlines17.0%04 United Airlines16.7%
HHI positionWithheld
HHI
Withheld
No publishable value
CR4
69.0%
Four-firm share
Leading share
17.8%
Largest published firm
Incomplete · High confidence
2026 · Bureau of Transportation Statistics

Concentration on the HHI scale

Delta Air Lines alone holds 18% of this market. HHI places a market on a 0–10,000 concentration scale. The 2023 Merger Guidelines flag anything past 1,800 as highly concentrated; this observatory classifies with the more conservative 2,500 line.

Withheld HHI data routeThe profile has a market definition and public sources, but needs firm-level shares before HHI can be calculated.BoundaryDefinedSharesMissingHHIWithheld
HHI is withheld here — public firm-level data isn’t sufficient for a reliable calculation.

Evidence atlas

Source to public action route

80%
Market profile evidence routeSource rows, participant shares, concentration method, and government action are connected as a profile atlas for this market.Source2026Shares11 rowsHHIWithheldMethodGapActionbuild
Public coverage11 share rows
Live evidence packetGap namedHHI stays withheld until public shares support it
Reusable rows771 sources, 11 share rows
Public actionEvidence buildPublish firm-level shares, ownership/control links, and market-definition notes before public agencies rely on private estimates.

Data

2026

Incomplete

Packet

77 rows

1 core source

Action

Evidence build

Top firm 17.8%

Public stake

Transportation

Concentrated markets turn everyday access into private leverage.

Evidence posture

Data gap

77 reusable rows across 1 core source.

Government duty

Evidence build

Publish firm-level shares, ownership/control links, and market-definition notes before public agencies rely on private estimates.

HHI

Withheld

Top firm

17.80%

CR4

69.00%

Data status

Incomplete

Confidence

High

Review flags

2

Insufficient public market-share data for HHI calculation

CR4 and top carrier share can be reported from the sourced carrier rows.

Observatory market brief

Domestic airlines: a 69.0% CR4 screen, but no publishable firm-level HHI.

The latest structured aggregate is 69.0%. Individual shares do not close a firm-level distribution, so HHI remains withheld. The current public record does not provide a definition-stable firm-level HHI series.

01

Latest structure

69.0% aggregate

The latest structured aggregate is 69.0%. Individual shares do not close a firm-level distribution, so HHI remains withheld.

02

Published change

No comparable series

The current public record does not provide a definition-stable firm-level HHI series.

03

Evidence custody

3 custody records

3 records in the evidence custody chain, 11 latest share rows, 2 linked official records, and 2 related briefs support this profile. Status is incomplete with high confidence.

Comparison window

Series status
2026 evidence

The current public record does not provide a definition-stable firm-level HHI series.

Measured-market contextHHI withheldexcluded from HHI ranking

Public research question

Which individual firm shares and geographic boundaries are needed to move from aggregate concentration facts to a complete market screen?

Evidence build

Publish firm-level shares, ownership/control links, and market-definition notes before public agencies rely on private estimates.Open public-action route

Market-definition contract

Read the boundary before the metric.

This profile’s concentration claims apply only to the product, geography, denominator, and measurement basis documented below.

Agency definedhigh confidence2026 basis

Product boundary

Domestic scheduled airline passenger traffic

Geographic boundary

United States domestic itineraries

Measurement basis

Carrier share of domestic scheduled passengers

Denominator

Passengers reported in the BTS domestic market-share table for the 12 months ending February 2026

Included

Named carriers and the published aggregate Other category

Excluded

Individual carriers inside Other are not separately identified

Cross-market use

Not comparable

Time-series use

Snapshot only

Method note

Use sourced carrier passenger shares for top-firm and CR4 screens; withhold HHI while Other remains aggregated.

The aggregate Other row prevents a complete firm-level distribution and therefore prevents a publishable HHI.

Boundary source

TranStats airline domestic market share March 2025-February 2026

Bureau of Transportation Statistics · accessed 2026-05-16

Declared economy screen / navigation only

NAICS 481111 / Scheduled passenger air transportation

2022 national industry HHI 1,465.5; this does not redefine or validate the market above.

Comparison guardrail

The same 0-10,000 HHI scale does not make different product, geographic, or denominator definitions economically interchangeable. Cross-market HHI is a descriptive screen only.

Evidence timeline

Follow the profile from source record to public action.

Each profile should read like an inspectable research route: source access, concentration metric, participant table, official policy chronology, briefing, and the government question it creates.

Open data rows
Market profile evidence timelineA route map of profile evidence milestones filtered by timeline layer.2026Action2026Source2026Report2026Source2026Source2026Report

Full route

Metrics, sources, reports, and action posture.

10

Events

21

Rows

3

Sources

1

Gaps

Latest evidence: Research brief · The U.S. Competition Landscape

BLS consumer price context

Airline fares prices beside the market record

One reviewed BLS item universe attached as descriptive context; it does not replace this dossier's product or geographic boundary.
Reviewed context bridge
Airline fares
+25.5%
Jul 2026 published 12-month change
All items
+3.4%
Economy-wide descriptive reference
Airline fares trajectory
+46.2%
Aug 2021 = 100
All-items trajectory
+22.1%
Aug 2021 = 100
Published item index
311.176
Series-specific source base; do not compare levels
Observed coverage
59/60
2 explicit gaps across both displayed series

Published twelve-month change

Item prices and the all-items reference

Aug 2021 to Jul 2026
Airline faresAll items
Sixty-month consumer price change contextPublished twelve-month percentage changes for Airline fares and the all-items CPI. All items is a descriptive economy-wide reference, not a control group or competition benchmark.60.0%40.0%20.0%0.0%-20.0%Aug 2021Nov 2022Feb 2024May 2025Jul 2026
+25.5%Airline fares / year earlier+3.4%all items / year earlier

Jointly rebased trajectory

Separate CPI levels, one visible starting point

Aug 2021 = 100
Airline faresAll items
Sixty-month rebased consumer price trajectoriesThe mapped item series and all-items CPI are independently rebased to 100 at their first jointly observed displayed month. Their raw index levels retain different source bases and are not compared as magnitudes.18015513010580Aug 2021Nov 2022Feb 2024May 2025Jul 2026
+46.2%Airline fares / displayed window+22.1%all items / displayed window

Declared context bridge

Defined market dossier beside a BLS item universe

Curated market
Domestic airlines
mkt-airlines
BLS item universe
Airline fares
transportation context
Series ID
CUUR0000SETG01
Not seasonally adjusted
Geography
U.S. city average
Monthly CPI release
Price context, not a competition conclusion

Consumer airline fares are broad transportation-price context for the airline dossier; they do not identify route markets, airline margins, capacity effects, or competitive causation. Consumer Price Index series describe price movement in BLS-defined consumer item universes. They do not measure concentration, market power, margins, pass-through, consumer welfare, product substitutability, legal antitrust markets, or the competitive cause of a price change. Raw CPI index levels use series-specific reference bases and must not be compared as magnitudes across series. The observatory shows levels in separate panels; its indexed view rebases each selected series to 100 at the first jointly observed month. The all-items series is shown only as an economy-wide descriptive reference, not as a control group, counterfactual, or competition benchmark. No price movement in this chapter establishes concentration, market power, margins, pass-through, welfare effects, product substitutability, legal liability, or causation.

Inspect every month

Peer comparison atlas

Read this market against nearby evidence.

Strong public profiles are navigable. This view connects the current market to sector peers, concentration peers, and disclosure-gap peers using the public metrics already in the observatory. Node size follows published HHI; withheld HHI uses the smallest marker.

All peers: Show every selected peer route.

Peers 4Avg HHI 3,650Gaps 3Node size Published HHI
Market peer comparison atlasThe current market is centered and linked to related market profiles by sector, concentration, and data-disclosure posture. Node size follows published HHI, while withheld HHI uses the smallest marker.Domestic airlinesCurrent profileRental housingWithheldBeef meatpackingWithheldPBMsWithheldIndividual in...3,650

Comparison readout

5

Compared

0

Same sector

3

Data gaps

3,650

Avg peer HHI

Current market

Domestic airlines

Withheld

HHI

17.8%

Top

69.0%

CR4

Participant shares

United States · 2026 · Bureau of Transportation Statistics

11 sourced rows

Delta Air Lines

17.80% share · rank 1 · Verified · high confidence

Bureau of Transportation Statistics

Tile area is proportional to each firm’s sourced market share. Hatched tiles are aggregate or residual categories, shown for coverage and excluded from firm-level screens.

Longitudinal evidence

Market history studio

Inspect sourced concentration releases and comparable share anchors without interpolating between public observations.

Domestic airlines / 2026

HHI anchors

0

discrete public releases

Firm snapshots

1

comparable share years

Observation span

2026

1 public year

Data sources

1

unique linked records

Firm composition

Sourced market-share snapshots

Each bar preserves the published firm shares for that year, including any explicitly labeled residual category.

2026 selected
Domestic airlines: 11 participant rows, leader Delta Air Lines 17.8%, CR4 69.0% in 2026Delta Air Lines: 17.80% in 2026American Airlines: 17.50% in 2026Southwest Airlines: 17.00% in 2026United Airlines: 16.70% in 2026Alaska Airlines: 6.30% in 2026JetBlue Airways: 4.50% in 2026Frontier Airlines: 3.70% in 2026Spirit Airlines: 3.30% in 2026SkyWest Airlines: 2.60% in 2026Hawaiian Airlines: 1.60% in 2026Other airlines: 9.00% in 2026100.0%2026
Delta Air Lines17.80%
American Airlines17.50%
Southwest Airlines17.00%
United Airlines16.70%
Other airlines (aggregate)9.00%
Alaska Airlines6.30%
JetBlue Airways4.50%
Frontier Airlines3.70%
Spirit Airlines3.30%
SkyWest Airlines2.60%
Hawaiian Airlines1.60%
Bureau of Transportation Statistics. Discrete public anchors only; missing years are not interpolated.

Selected snapshot

2026

United States

Verified

Leading firm

Delta Air Lines

Leader share

17.80%

CR4

69.00%

Share coverage

100.0%

Publisher
Bureau of Transportation Statistics
Confidence
High confidence
Structure
10 named firms + residual
Rows
11 participant rows

BTS domestic market share March 2025-February 2026.

Evidence & public action

Review basis and public action

Keep HHI, firm shares, trend, and evidence quality separate so researchers can inspect why this market is routed for review.

Review posture

Evidence build

Confidence

High confidence

Exact flags

2 visible

Screening rule

Review posture uses published concentration thresholds, trend direction, and evidence status as separate signals. It does not estimate consumer harm or establish legal liability.

Public implication

Publish firm-level shares, ownership/control links, and market-definition notes before public agencies rely on private estimates.

Evidence still needed

Firm-level shares and local ownership/control data

69.0% CR4 (>= 60%)Public data incomplete

Data provenance

Methodology: Show CR4 and top carrier share from sourced BTS percentages; withhold HHI because Other is not firm-level.

Limitations: CR4 and top carrier share can be reported from the sourced carrier rows.

TranStats airline domestic market share March 2025-February 2026

Bureau of Transportation Statistics

public dataset

Bureau of Transportation Statistics TranStats, Airline Domestic Market Share, March 2025-February 2026.

Accessed May 16, 2026Source URL
Field citation

Reusable market claim

Domestic airlines (United States, 2026): HHI withheld; CR4 69.0%; top-firm share 17.8%; incomplete public data; high confidence; action posture: Evidence build.
JSONCSV

Packet ready: citation, API, CSV, JS, and Python handoffs.

Government ask

Publish firm-level shares, ownership/control links, and market-definition notes before public agencies rely on private estimates.

Coverage console

A compact audit of whether the profile has enough public evidence to support action.

Build evidence
Freshness2026
Coverage80%
API routes8
Source mix1

Source mix

1 sources

public dataset1

Missing evidence

Comparable local market definitions
Firm-level owner or operator shares
Acquisition, control, and property-management links

Public evidence packet

Jump from this market profile to the filtered machine-readable rows behind the public claim.

77 rows
Browse all public datasets

Source basis

This profile relies on public records and clearly labeled limitations.

View all sources

Methodology & limitations

  • Market: Domestic airlines
  • Geography: United States
  • Data vintage: 2026
  • CR4 and top carrier share can be reported from the sourced carrier rows.
Read full methodology

Research actions

Related reports

View all reports

Source confidence

lowmediumhigh

Show CR4 and top carrier share from sourced BTS percentages; withhold HHI because Other is not firm-level.

Read the full methodology

Keep exploring

Other tracked markets — Transportation first, then the most concentrated.

All markets