factsonly
Topic Author
Posts: 2103
Joined: Mon Aug 06, 2012 3:08 pm

UA & DL International Performance 2012

Tue Dec 11, 2012 9:15 am

This week UA and DL reported their International Performance up to November 2012. The data present an interesting comparison of the strategic decisions of these two airlines this year.

Delta has adjusted its available capacity significantly in these difficult economic times, especially on the Atlantic, which has resulted in overall load factor (and yield) gains. Delta successfully shifted capacity to the Pacific and Latin markets, gaining significantly more passengers than the number of seats added.

UA has largely maintained its international capacity, as a result of which its Atlantic load factor fell this year. In November 2012 UA had a load factor of just 75.9% (-1.4%) versus Delta's 81% (+2.5%) a 5% difference. UA did shift capacity to the Pacific and Latin markets as well, and gained addidtional passengers but to a lesser extend than DL.

REVENUE PAX MILES - 2012 Year-to-Date = SALES:
TOTAL Delta +0.6% / UA = +0.3%
- Atlantic Delta (-3.7%) / UA (-3.7%)
- Pacific Delta +5.8% / UA +3.6%
- Latin Delta +5.5% / UA +3.5%

AVAILABLE SEAT MILES 2012 Year-to-Date = PRODUCTION
TOTAL International DL (-1.6%) / UA (-0.1%)
- Atlantic - Delta (-6.0%) / UA (-3.3%)
- Pacific - Delta +2.7% / UA +3.2%
- Latin - Delta +2.0% / UA +1.5%

LOAD FACTOR 2012 Year-to-Date = SUCCESS
TOTAL International - Delta LF 83.2% +2.6% / UA LF 80.8% +0.3%
- Atlantic - Delta LF 84% +2.8% / UA LF 79.9% (-0.1%)
- Pacific - Delta LF 83% +2.5% / UA LF 82.3% +0.3%
- Latin - Delta LF 81.7% +2.7% / UA LF 80.6% +1.6%

Source: Monthly Traffic reports DL & UA
www.delta.com
www.ua.com
 
User avatar
usdcaguy
Posts: 1061
Joined: Mon Jan 26, 2004 12:41 pm

RE: UA & DL International Performance 2012

Tue Dec 11, 2012 11:21 am

Load factors are interesting, but yield is the most important story as is profitability. Would be helpful to see a comparison of route profitability for the carriers in addition to the load factor information, but I'm assuming most of that would be confidential.
 
strfyr51
Posts: 2173
Joined: Tue Apr 10, 2012 5:04 pm

RE: UA & DL International Performance 2012

Tue Dec 11, 2012 11:39 am

That is inside info that NOBODY is going to tell you, If I divulged information like that? They Never WOULD finish firing me. BUT! the DOT data report does show route profitability, and the HISTORY of each route. though you could glean the same info form Yield I suspect.
 
factsonly
Topic Author
Posts: 2103
Joined: Mon Aug 06, 2012 3:08 pm

RE: UA & DL International Performance 2012

Tue Dec 11, 2012 3:31 pm

Well, todays Breaking News that DL is aquiring 49% of VS is defnitely going to through the ball among the pigeons:

Breaking NEWS: DL Acquiring 49% In VS (by mindscape Dec 11 2012 in Civil Aviation)

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