Analysis on the impact of the Virgin-Alaska Air merger

• Hawaiian Holdings (HA +5.4%) and Spirit Airlines (SAVE +4.1%) are the two airline stocks reacting most positively to news of industry consolidation.
• Analysts say the merger between Virgin America (VA +40.1%) and Alaska Air (ALK -4.4%) could ease fare pressure in certain markets, as well as raise the M&A profile in the sector.
• Seeking Alpha contributors have a breakdown on the impact of the deal for the major players and other carriers.
• On Virgin-Alaska: An In-Depth Look At An Alaska Air-Virgin America Deal
• On American Airline Group (AAL +1.7%): An Alaska-Virgin America Deal Is A Big Win For American Airlines
• On Delta Air Lines (DAL +2.7%): Alaska-Virgin America Deal: A Win-Lose For Delta