消息人士:美联航CEO曾提出与美航合并设想


2026年4月14日 / 美国东部时间早上7:17 / 哥伦比亚广播公司(CBS)新闻

作者:克里斯·范·克利夫

克里斯·范·克利夫是艾美奖获奖记者,同时也是CBS新闻驻亚利桑那州凤凰城的高级交通记者,负责为CBS所有新闻节目及平台提供全国范围的报道。

克里斯·范·克利夫

据了解内情的消息人士透露,美联航CEO斯科特·柯比曾向特朗普政府官员提出美联航与美国航空合并的设想。

此次相关对话如今浮出水面,正值美国运输部长肖恩·达菲暗示特朗普政府对航空业进一步整合持开放态度,但美联航将面临艰巨挑战,需证明此类合并能改善竞争且不会抬高乘客出行成本。

这一合并设想与柯比过往的表态相符,他曾表示合并能更好地与其他全球航空公司竞争。

柯比在2025年9月接受CBS新闻采访时称,往返美国的长途国际航班座位中,约三分之二由外国航司运营,而乘坐航班的外国旅客仅占总乘客的40%。

“解决与国际航司之间的贸易逆差问题,是我们未来几年需要着手解决的工作之一,”柯比说道,“打造一家所有美国人都能引以为傲的优秀美国航司,不仅在航班时刻表上,更在服务质量、产品和服务层面展开竞争,这是我们的使命。这并非易事,因为我们必须以盈利的方式达成目标,但这是我们为自己设定的目标。”

美联航和美国航空均拒绝向CBS新闻置评。

监管机构可能会对这类合并持谨慎态度,因为合并后将形成一家控制近一半美国市场份额的航空业巨头。

即便可能性不大,若市场环境迫使出售,美联航仍有可能收购捷蓝航空。柯比上月在接受CBS新闻采访时表示,持续高企的燃油价格可能为美联航提供扩张机会。

“我认为这会给那些在危机(若算危机的话)中实力本就薄弱、且缺乏前瞻性的航空公司带来巨大压力,令它们陷入困境,”他说,“因此我们将此视为机遇,美联航或许可以收购相关资产,在危机过后变得更加强大。”

当被追问资产是否意味着收购其他航空公司时,柯比表示:“嗯,这两者很可能是一回事。我们拭目以待。”

代表美国航空1.6万名飞行员的联合飞行员协会发言人丹尼斯·塔杰上尉在发给CBS新闻的声明中表示,美联航与美航的合并设想“确实引人关注”。

“我们一直明确表达对美国航空现任管理团队领导下财务、运营和客户服务表现不佳的担忧,”塔杰说道,“我们始终关注并欢迎能够扭转公司局面的方案。”

不过专家称,此类合并不太可能实现。

“美联航需要做出如此多的让步,以至于我不确定收购美国航空最终是否值得,”大气研究集团航空业分析师亨利·哈特维尔特告诉CBS新闻,“我认为斯科特此番表态的真正意图,是间接将美国航空置于待收购的潜在标的之列,看看会有什么反应。”

United CEO floated idea of United-American Airlines merger, sources say

April 14, 2026 / 7:17 AM EDT / CBS News

By Kris Van Cleave

Emmy Award-winning journalist Kris Van Cleave is the senior transportation correspondent for CBS News based in Phoenix, Arizona, where he also serves as a national correspondent reporting for all CBS News broadcasts and platforms.

Kris Van Cleave

United CEO Scott Kirby floated the idea to Trump administration officials of United merging with American Airlines, according to sources familiar with the situation.

That conversation with officials is surfacing now after Transportation Secretary Sean Duffy hinted the Trump administration was open to further consolidation in the aviation industry, but United would have a challenging road to show such a combination would improve competition or not raise costs for flyers.

Such a combination would not be out of line with comments Kirby has made in the past about being better able to compete against other global airlines.

Kirby told CBS News in a September 2025 interview that about two thirds of the long-haul international seats to and from the United States are foreign-flag carriers, even though only 40% of the customers on airplanes are foreign citizens.

“Figuring out how to close that trade deficit with international airlines is one of the things we’re got to spend the next few years working on and trying to do,” Kirby said. “Figuring out how to create a great American airline that all Americans can be proud of that competes not just on schedules but on quality and product and service, is the mission for us, it’s not straightforward cause we’ve got to do it in a way that makes money, but that’s a goal that we have set for ourselves.”

United Airlines and American declined comment to CBS News.

Regulators may be wary of allowing such a merger as it would create a behemoth that would control close to half of the U.S. market share.

United is seen as possible, if not likely, to attempt to acquire JetBlue should market conditions force a sale. In an interview last month with CBS News, Kirby said the potential of lingering high fuel prices could be an opportunity for United to expand.

“I think that’s going to create a lot of stress on airlines that came into the crisis, if it is a crisis, they came in weaker, and that are being less proactive, is going to put them in a tough situation,” he said. “So we’re looking at this as, you know, an opportunity for United to maybe acquire assets, come out stronger on the other side.”

When pushed if assets meant acquiring another airline, Kirby said, “Well, those are both could well be the same. We’ll see.”

Captain Dennis Tajer, spokesman for the Allied Pilots Association, the union representing 16,000 American Airlines pilots, told CBS News in a statement that a possible United-American merger is “certainly intriguing.”

“We have been very open about our concerns regarding American Airlines’ financial, operational and customer service underperformance under the current management team,” Tajer said. “We are always interested in and welcome ideas that will turn around our airline.”

Still, experts say such a merger is unlikely.

“United would have to agree to so many concessions that I’m unsure it would end up being worth it for United to buy American,” Atmosphere Research Group airline industry analyst Henry Harteveldt told CBS News. “I think what Scott really wanted to do with his comment is indirectly put AA into play to see what, if anything, happens.”

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