SWA has already stated that when a new narrow body comes that replaces what they have, they will evaluate it as they always do. They believe right or wrong, the MAX 7 will come. Delayed yes, but will come. As for salaries of the c-suite, they are mostly paid by stock. So there is definitely an incen...
Jump to posta standard practice that is not new to us, the industry or the MAX aircraft," Southwest said. Enough said. And of course these are the same lawmakers that created the regs that allowed the FAA to farm out some of the part 25 certification requirements. Now the same law maker says that’s not go...
Jump to postBoeing would owe a million to all the max operators per aircraft. Not just SWA. SWA doesn’t decide the training of the airplane. Their is a regulatory body called the FAA. They dedicate what will be in the training syllabus if any when it comes to that. Of course SWA was consulted on the airplane s...
Jump to postSWA was not the launch customer of the Max. So to say that had all this say in how it’s designed is not based on fact. Although they want to keep the same type as possible, so did the other airlines that were involved. Clean sheet aircraft is a pipe dream within the confines of when they wanted the...
Jump to postSWA was not the launch customer of the Max. So to say that had all this say in how it’s designed is not based on fact. Although they want to keep the same type as possible, so did the other airlines that were involved. Clean sheet aircraft is a pipe dream within the confines of when they wanted the ...
Jump to postThis is from a transportation conference today. This is part of a transcript. Bob Jordan You bet. Maybe I can break it into Boeing. How are we thinking about Boeing, the risk mitigation, and then the sort of the how we think about the market and orders question. And there is a lot going on at Boeing...
Jump to postSWA has cx 2% of their total flights today. JetBlue and Frontier is 4% and American is 1%. MCO has had 5% of their flights cx. Over 40% delayed.
Jump to postPer WSJ. Spirit looking at restructuring options.
https://www.wsj.com/articles/spirit-air ... low_a_pos1
I bet it’s better than the 4th quarter of 2022.
Jump to postSWA had the largest meltdown in aviation history yet to date they have flown over 127 million passengers so far this year(first nine months). Sounds like the sky is falling for sure. And that’s an increase from 2022. Average fare was up as well as average yield for the first nine months also. Sky is...
Jump to postIf this happened outside of the Xmas holiday season, this wouldn't be a discussion. On time yesterday was 80% with 98% completion factor for SWA. So things are moving. MDW is not the perfect airport but it captures billions in revenue for SWA over the years.
Jump to postThey might want to see if they can figure out how to operate an airline in moderately inclement weather first. Correct, WN has no business thinking outside of the CONUS at the moment. They can't even run the network they have. Does someone want to tell KCaviator they already operate outside of the ...
Jump to postWord through the grapevine. WN is no longer going to wait on the Max7’s to go beyond the border. North of the border and beyond south of the border is getting the push ahead…we’ll see how true this becomes They might want to see if they can figure out how to operate an airline in moderately incleme...
Jump to postBottom line is to decertify the union at this juncture is not wise. You are going to have the same actors and players. Leadership, education and polling are probably what lacks at the moment. Unity only works when everyone is on the same page. Their has been a rise in strikes over the last few years...
Jump to postSWA allocated money long ago to the FA’s TA as well as the pilots pending AIP. That money will still be their when the FA’s vote on another deal at some point. SWA knows that their labor costs will rise. Only difference now it’s will accrue interest for bit longer.
Jump to postA few FA's i know have allegedly been approached by SWAPA to decertify 556 and be a part of SWAPA. Ever since COVID, SWAPA and TWU haven’t gotten along. So I doubt very much there is any truth to it. That would have to go out to a vote by the pilots. The same pilots that want separate hotels from t...
Jump to postThe fact the union agreed to put it out and fail by such a huge margin is an embarrassment. TWU definitely has some soul searching to do. New leadership, new negotiators and polling. It will be a while for sure.
Jump to postThat’s why you let the competitor you want to acquire (Alaska) buy the Airline you don’t know how to integrate (Hawaiian) and pare the combined Airline down to 2 fleet types (737/787), work out all the pain points with getting the combined Airline pared down to something less overwhelming and then ...
Jump to postHuge news and well played AS. WN was asleep at the wheel on this. Very best of luck to both AS and HA I think SWA is smart not touching that at all. Hawaiian has been losing money for a long time. Hawaiian yields are in the toilet. Object of the game is make money. IMO there is nothing that SWA cou...
Jump to postHas any US airline ever sustainably pulled off the “separate brands” routine? What are the benefits to the companies here? Ok, consolidate C-suite and management and maybe some operations stuff. They have completely incompatible fleets, totally different brand identities, different corporate cultur...
Jump to postHawaiian has been for sale for decades. There is a reason nobody wanted to dance with them. Alaska will give it a try. Southwest will just watch and wait. I wish them luck. I like Hawaiian. It’s not a coincidence that the 18.00 a share is about what the cash is on hand at Hawaiian. Basically no risk...
Jump to postThis TA was agreed to without the auspices of mediation. So if they vote it down the NMB will tell them as they told their board when they voted down their 1st AIP a few months ago. See you in January. I’m glad they were able to agree to a TA. Goes to show that the company and union can meet without...
Jump to postSWA is not shy blaming employees or perceived union/job operational problems. The mechanics made some noise a few years ago because the company was dragging their feet in negotiations. SWA made it very public and took them to court. I expect the same here but this time around their operational integ...
Jump to postI wouldn't worry about a strike as much as pilot operational issues that may arise if negotiations don't improve. It maybe a long summer at SWA if they don't show some progress.
Jump to postSo, I'm kinda curious, what sort of situation would there be that the pilots can get all of the information they need to legally take off, but which the airline would not want them to do so because of IT issues? Is it more a matter of there is a data feed from the FAA or airplane that the airline c...
Jump to postSouthwest of average(going back ten years) spends somewhere in the the neighborhood of about 700 million-1 billion or so a year on IT. It fluctuates based on current projects, upkeep(mx) and what is in the pipe line. Over the last ten years they have completely replaced the reservation system, maint...
Jump to postBoth companies although lost money generated healthy free cashflows. Both of excess of a billion dollars. Each chose to pay down debt with the proceeds. That's a great thing. All of them took on billions of debt to get through the pandemic. Now they are trying to pay that off. If they can keep gener...
Jump to postPart of the problem was close in cancellations. Their is not a single platform they can buy that would handle that many cancellations within the timeframe that they were canceling flights. That’s why most airlines pre cancel way out when they know major disruptions to the network are going to happen...
Jump to postForeign currency POS is a choice that SWA management chooses not to do at the moment. Their system does give them the ability to do so. Same with assign seating. They can but choose not to. It’s been brought up many times with employee town meetings and they make it clear they can but choose not to....
Jump to postAdam now will be in the loop and in the decision process's vs just putting together route leg files(aka schedules). None of these promotions have to do with the melt down. More about front end scheduling. The meat and potatoes of daily ops is how they go about pre canceling and close in cancellation...
Jump to postEolesen wrote:Profitability and assets matter more than stock price and shares issued....
Twitter had a market cap double that of Southwest and Delta, but zero assets or profitability.
Sent from my SM-G981U using Tapatalk
Eolesen wrote:Market cap is simply a reflection of how many shares are outstanding and what investors think they are worth.
The value of a company is far more than its stock price or market cap.
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So how close is WN to cleaning up this mess? Is there light at the end of the tunnel? Yesterday they flew a reduced schedule of 1500 flight's. Today they are flying another reduced schedule of 1600 flights. These flights are positioning crew members to put them on their trip. Tomorrow they will run...
Jump to postIt’s funny how some people believe that the removal of KCM(which is not happening) that this will lead to chaos. KCM has been only around since 2011. Before that it was called crewpass. That started in 2007. And it was very small. Mostly in hub airports only. So for about half a decade crew members ...
Jump to postSeems strange because they started downsizing ATL as soon as possible, not sure you do that if you expected to have the WN effect on the marketplace. I have always stayed on the side that the purchase was mostly about the removal of a competitor, with the added bonus of getting some additional a/c ...
Jump to post1 qtr 2022 estimation 725 aircraft
2022 estimation full year 814 aircraft
2022 737 Max orders
Firm 72 -7 orders, 5 -8 orders. 37 options still in 2022.
What's funny is I've seen more FA's not complying with their own policy of wearing masks than pilots. The FA union leadership declared war on the pilots long ago. The union has been hostile to say the least. I say ONLY the union because most FA's are great and are professional to work with. This sta...
Jump to postIn coming CEO Bob Jordan said at the Cowen 14th Annual Transportation conference today that they may exercise ALL of their options in 22 and take 114 aircraft next year. But also said that they would retire many aircraft. He didn’t say what the break down was. I would guess the 7’s. It is on Seeking...
Jump to posthttps://seekingalpha.com/article/4340752-southwest-airlines-co-luv-ceo-gary-kelly-on-q1-2020-results-earnings-call-transcript?part=single Here is some color on this subject from Gary Kelly. This was asked by airline analyst Mike Linenberg. Gary Kelly "I think it's positioned really well. And if...
Jump to postBottom line is UAL and AMR recently increased their total pilot compensation. SWA is now in the process of increasing their total pilot compensation. Their process will probably take them till NOV to ratify it. Once that is done, you'll see DAL and ALPA come to an agreement. Their is no need for DAL...
Jump to post<table border="0" align="CENTER" width="95%" class="quote"><tr><td><font size="2" face="ARIAL, Helvetica, Geneva" color="#9A9DA0">Quoting <a href="/profile/barney+captain" class="quote" target="_blank">barney captain</a> (<a href="#28" class="quote">Reply 28</a>):<br/><i>Average block hours per pilo...
Jump to post<table border="0" align="CENTER" width="95%" class="quote"><tr><td><font size="2" face="ARIAL, Helvetica, Geneva" color="#9A9DA0">Quoting <a href="/profile/TWA772LR" class="quote" target="_blank">TWA772LR</a> (<a href="#40" class="quote">Reply 40</a>):<br/><i>And <acronym title="Southwest Airlines (...
Jump to postInteresting piece on UAL. Wallstreet guy but he does make some points. <a href="http://blogs.barrons.com/stockstowatchtoday/2014/05/02/whats-wrong-with-united-continental/" target="_blank">http://blogs.barrons.com/stockstowat...ats-wrong-with-united-continental/</a> "Just how big a problem is United...
Jump to postThis was sent to the Airtran pilot's yesterday. Pretty much breaks down OCT-DEC time frame. Helps the pilots decide when to bid for transition training. This will be the schedule of aircraft that will be used to the end. This is obviously equipment and not cities or routes. You'll have to wait for t...
Jump to post<table border="0" align="CENTER" width="95%" class="quote"><tr><td><font size="2" face="ARIAL, Helvetica, Geneva" color="#9A9DA0">Quoting <a href="/profile/silentbob" class="quote" target="_blank">silentbob</a> (<a href="#28" class="quote">Reply 28</a>):<br/><i>Right after the bankruptcy filing to c...
Jump to post1. Even if the get 15% ROIC, doesn't necessarily mean they will grow. First nine months of the yr they are at I think 11%. Macro economics play a roll in this. You don't grow, just to grow. Most other legacies aren't growing either. If they are its low single ASM growth(I consider SWA a legacy). If ...
Jump to post<table border="0" align="CENTER" width="95%" class="quote"><tr><td><font size="2" face="ARIAL, Helvetica, Geneva" color="#9A9DA0">Quoting <a href="/profile/ouboy79" class="quote" target="_blank">ouboy79</a> (<a href="#25" class="quote">Reply 25</a>):<br/><i>Could things have been executed better? De...
Jump to post<table border="0" align="CENTER" width="95%" class="quote"><tr><td><font size="2" face="ARIAL, Helvetica, Geneva" color="#9A9DA0">Quoting <a href="/profile/airliner371" class="quote" target="_blank">airliner371</a> (<a href="#67" class="quote">Reply 67</a>):<br/><i>Can you explain to me what is diff...
Jump to postJust to be clear. <acronym title="San Juan - Luis Munoz Marin International (Isla Verde) (SJU / TJSJ), Puerto Rico">SJU</acronym> does not require class two NAV or WATRS or ETOPS. What SWA is doing though is checking the boxes necessary to get FAA approval for some of those exemptions. What SWA NEED...
Jump to post