Search found 617 matches

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by ordbosewr
Thu Oct 15, 2020 9:44 pm
Forum: Civil Aviation
Topic: United 3Q20 Financials
Replies: 52
Views: 7888

Re: United 3Q20 Financials

Q3 Operating Revenues (adjusted) DL: $2.6B UA: $2.5 B The starkest contrast is that UA put up equal revenue to DL while flying ~20% less capacity. 20% less capacity measured how? DL has load factor caps that I don't think you're accounting for there - UA does not. Also, cargo. So blocking of middle...

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by ordbosewr
Wed Oct 14, 2020 12:59 am
Forum: Civil Aviation
Topic: Delta 2020 Q3 earnings thread
Replies: 73
Views: 9849

Re: DL 2020 Q3 earnings thread

I watched the CNBC interview this AM and I was not impressed with the questions not asked. Meaning, Ed talked about they have a roadmap for profitability. That is great, but not one of the anchors asked what is the assumption to get to that point. Do they need to get back to 50% or 60% of pre-COVID...

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by ordbosewr
Tue Oct 13, 2020 6:07 pm
Forum: Civil Aviation
Topic: Delta 2020 Q3 earnings thread
Replies: 73
Views: 9849

Re: DL 2020 Q3 earnings thread

I watched the CNBC interview this AM and I was not impressed with the questions not asked. Meaning, Ed talked about they have a roadmap for profitability. That is great, but not one of the anchors asked what is the assumption to get to that point. Do they need to get back to 50% or 60% of pre-COVID ...

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by ordbosewr
Fri Oct 02, 2020 9:14 pm
Forum: Civil Aviation
Topic: United Fleet, Network, & Livery Thread - 2020
Replies: 4209
Views: 616480

Re: United Fleet, Network, & Livery Thread - 2020

I’m been impressed with Kirby. UAL wants to recover, compete and keep going. Zoom won’t ever replace face to face contact in a business sense, and aircraft are filling up as people adapt and weigh consequences. Nice! IMHO, from what I am seeing at my company and those we interact with that statemen...

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by ordbosewr
Fri Oct 02, 2020 5:39 pm
Forum: Civil Aviation
Topic: Demographics of GA aircraft owners
Replies: 43
Views: 6011

Re: Demographics of GA aircraft owners

My father-in-law has now owned 2 GA aircraft. Both he bought used and both in the 50-75K range. He is "retired". Most of the folks I see when I go to the airport where his plane is staying are 50+, not all. If they are younger they are in the industry, ie a pilot or something similar or th...

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by ordbosewr
Fri Oct 02, 2020 12:24 pm
Forum: Civil Aviation
Topic: DOT Fines Emirates for Operating in FAA-Prohibited Airspace (Iran)
Replies: 61
Views: 9423

Re: DOT Fines Emirates for Operating in FAA-Prohibited Airspace (Iran)

The US Government fined Emirates for failing to follow the rules, not JetBlue for failing to enforce a contract. If JetBlue was responsible for the flights, JetBlue would have been fined. Emirates is not a US operating agency so is not subject to domestic USA rules. 'B6' is an IATA booking code, no...

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by ordbosewr
Wed Sep 16, 2020 12:25 pm
Forum: Travel, Polls & Preferences
Topic: The odds that UA pick up the 77Ls from DL
Replies: 70
Views: 10031

Re: The odds that UA pick up the 77Ls from DL

at first thought , it sounds silly ,but if we look closely ,we could see the idea doable given multiple factors : For a start, cash. More specifically, UA's position WRT being able to come up with the money to integrate a new fleet while being a position of having to both lay people off and beg the...

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by ordbosewr
Tue Sep 15, 2020 7:25 pm
Forum: Civil Aviation
Topic: Aviation sector unpaid leaves and layoffs thread
Replies: 1150
Views: 37442

Re: DL commits to no furloughs for F/As & ground employees

The article does not mention, are they cutting hours or other types of things that will reduce pay or cost to the company? We have all been working under a 25% cut in hours, and that will continue through (at least) the end of the year. I didn't notice if the article mentioned how many flight atten...

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by ordbosewr
Tue Sep 15, 2020 6:45 pm
Forum: Civil Aviation
Topic: Aviation sector unpaid leaves and layoffs thread
Replies: 1150
Views: 37442

Re: DL commits to no furloughs for F/As & ground employees

The article does not mention, are they cutting hours or other types of things that will reduce pay or cost to the company?

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by ordbosewr
Fri Aug 21, 2020 12:03 am
Forum: Civil Aviation
Topic: Delta ALPA concerned over continued JV scope flying violations
Replies: 140
Views: 17040

Re: Delta ALPA concerned over continued JV scope flying violations

Right now it's just whining. A skill that DL pilots have held for a very long time. Now is not the time to be beating this drum. Continuing to do so just makes look like spoiled primadonnas. It's all about survival at this stage, not just for DL but for all carriers. Worry about this crap down the ...

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by ordbosewr
Thu Aug 20, 2020 3:39 pm
Forum: Civil Aviation
Topic: Delta ALPA concerned over continued JV scope flying violations
Replies: 140
Views: 17040

Re: Delta ALPA concerned over continued JV scope flying violations

If DALPA doesn't like it they can grieve it, and then seek to enforce a win. Right now it's just whining. Not sure it is whining, if they are winning the grieves. What it really says is DL management feels it is cheaper to wait than it is to settle the grievance. To a degree it is whining, but I gu...

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by ordbosewr
Wed Aug 05, 2020 11:24 pm
Forum: Civil Aviation
Topic: EWR New Terminal One
Replies: 157
Views: 22785

Re: EWR New Terminal One

I’m just the messenger here. It seems they intend on keeping the gates to keep them out of the hands of UA. I welcome more competition to EWR but on the other hand what is DL trying to accomplish? I mean did they not just walkaway from all of the international flying at EWR (pre-Covid)? The last ti...

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by ordbosewr
Wed Aug 05, 2020 7:11 pm
Forum: Civil Aviation
Topic: EWR New Terminal One
Replies: 157
Views: 22785

Re: EWR New Terminal One

So I talked to few people at DL and this is what I got essentially; -DL intends on ramping up EWR slightly to gain share against UA and B6 -They are planning on relocating (somewhat) to Terminal 1 and having a sky club Now this is where it gets interesting -DL is fighting to keep its gates in B1 in...

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by ordbosewr
Thu Jul 30, 2020 10:54 pm
Forum: Civil Aviation
Topic: United Fleet, Network, & Livery Thread - 2020
Replies: 4209
Views: 616480

Re: Does United fly the 763 domestic at all?

All of the aircraft in this configuration are currently stored, and have been since late March. When they'll return to storage and where they'll operate is anyone's guess. Well that answers that! Looks like I’ll have to wait to see if there is a domestic flight when they come out of storage. Might ...

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by ordbosewr
Thu Jul 23, 2020 10:50 pm
Forum: Civil Aviation
Topic: United Airlines post Q2 2020 Earnings
Replies: 39
Views: 11760

Re: United Airlines post Q2 2020 Earnings

Everyone's corporate revenue fell off a cliff. Delta said corporate traffic which provides near 50% of its passenger revenue in recent years was down to single digits. They also said they believed corporate travel would lag 12-18 months, and wa s waiting on vaccines before companies felt safe putti...

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by ordbosewr
Thu Jul 23, 2020 6:16 pm
Forum: Civil Aviation
Topic: AA 2020 Q2 results
Replies: 56
Views: 11659

Re: AA Q2 results

"Many" and "business travelers" cannot rationally appear in the same sentence these days. By most estimates, business travel is down 96% year-over-year across the domestic industry, and during the summer, business traffic is an even smaller proportion of pax than the rest of the...

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by ordbosewr
Tue Jul 14, 2020 11:11 pm
Forum: Civil Aviation
Topic: Atlas Air 3591 Down in Trinity Bay, Texas
Replies: 1923
Views: 452480

Re: Atlas Air 3591 Down in Trinity Bay, Texas

In addition to what was mentioned above, NTSB also released a video that summarizes what they found in regards to instrument display and control inputs: https://www.youtube.com/watch?v=zKbDj7jd_uw Tragic. That is amazing, how quickly that flight went from being a normal ordinary descent to being in...

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by ordbosewr
Wed Jul 08, 2020 1:52 am
Forum: Civil Aviation
Topic: United Fleet, Network, & Livery Thread - 2020
Replies: 4209
Views: 616480

Re: United Fleet, Network, & Livery Thread - 2020

United 8K filing today gives insight to booking trends. Heading wrong way. NYC in particular took a hit with the 14-day arrival quarantine. https://i.ibb.co/b7w6Wbf/UAL1.png https://ibb.co/R7rgvj5][img]https://i.ibb.co/b7w6Wbf/UAL1.png https://i.ibb.co/fF7H5h8/UAL2.png https://ibb.co/Pj8gn7T][img]h...

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by ordbosewr
Sat Jul 04, 2020 1:46 am
Forum: Civil Aviation
Topic: EWR New Terminal One
Replies: 157
Views: 22785

Re: EWR New Terminal One

What happens to the current terminal A? It isn't clear after some Google search. Those "bulbs" seem to be eliminated, but what about the main building? I believe it will be demolished to build the first phase of Terminal 2 (to replace Terminal B). But this is being studied now. No archite...

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by ordbosewr
Thu Jun 25, 2020 12:01 am
Forum: Civil Aviation
Topic: United Fleet, Network, & Livery Thread - 2020
Replies: 4209
Views: 616480

Re: United Fleet, Network, & Livery Thread - 2020

...What United instead has done with its more limited capacity is actually being able to employ some yield management and not sell its seats at rock bottom prices, but instead seek to earn a bit of a premium compared to peers. But what is the cost of losing UA customers to other carriers? Business ...

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by ordbosewr
Wed Jun 24, 2020 1:56 pm
Forum: Civil Aviation
Topic: DOT now goes after India for impairing U.S airline rights
Replies: 61
Views: 8624

Re: DOT now goes after India for impairing U.S airline rights

Why would US need approval to operate charters to India? I thought that is covered under OpenSkies agreement. This isn't about regular charter flights this is about Air India circumventing the rules and operating "evacuation" charter flights that are open for sale to the general public. T...

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by ordbosewr
Tue Jun 23, 2020 11:53 pm
Forum: Civil Aviation
Topic: United Fleet, Network, & Livery Thread - 2020
Replies: 4209
Views: 616480

Re: United Fleet, Network, & Livery Thread - 2020

MileagePlus Holdings seeks to issue $3.0bil in secured notes due 2027. SEC filing https://ir.united.com/node/23821/html I hope the recovery for UA is robust because our debt continue to rise during this crisis. I completely understand at this point in time we absolutely need the liquidity but at so...

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by ordbosewr
Mon Jun 15, 2020 9:50 pm
Forum: Civil Aviation
Topic: United Fleet, Network, & Livery Thread - 2020
Replies: 4209
Views: 616480

Re: United Fleet, Network, & Livery Thread - 2020

It seems many are forgetting how serious things are across the global economy and what airlines are truly facing. Look back at 2008-2009 downturn and you'll see how hard travel was hit. A seemingly small 13.1% decline in U.S. corporate travel led to 144,000 airline and support job losses with billi...

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by ordbosewr
Fri Jun 12, 2020 7:42 pm
Forum: Civil Aviation
Topic: United Fleet, Network, & Livery Thread - 2020
Replies: 4209
Views: 616480

Re: United Fleet, Network, & Livery Thread - 2020

It seems many are forgetting how serious things are across the global economy and what airlines are truly facing. Look back at 2008-2009 downturn and you'll see how hard travel was hit. A seemingly small 13.1% decline in U.S. corporate travel led to 144,000 airline and support job losses with billi...

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by ordbosewr
Thu Jun 04, 2020 12:18 pm
Forum: Civil Aviation
Topic: How are the NYC airports doing and what is their future? (EWR, LGA, JFK)
Replies: 59
Views: 6498

Re: How are the NYC airports doing and what is their future? (EWR, LGA, JFK)

One problem long term is that the Port Authority has been decimated by their revenues from tolls and airport fees falling off a cliff. Their very ambitious ten year capital plan, which was actually increased last year by several billion dollars, is now in jeopardy. If things don't dramatically impr...

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by ordbosewr
Thu Jun 04, 2020 12:05 am
Forum: Civil Aviation
Topic: United Fleet, Network, & Livery Thread - 2020
Replies: 4209
Views: 616480

Re: United Fleet, Network, & Livery Thread - 2020

I'm a 1K flyer with a global consulting firm and expect that once business travel begins to rebound it will come back pretty quickly. I expect the amount of travel that the average consultant does to go down, especially at the junior levels given how effective people have been with Zoom, etc. but n...

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by ordbosewr
Wed Jun 03, 2020 1:41 pm
Forum: Civil Aviation
Topic: United Fleet, Network, & Livery Thread - 2020
Replies: 4209
Views: 616480

Re: United Fleet, Network, & Livery Thread - 2020

With regard to a configuration change, I could see some of the 76L fleet going to a smaller J cabin if LHR/ZRH/GVA/FRA premium demand projects to be impaired for an extended (multiyear) period. Scott Kirby has said they have no plans to retire any fleets at the moment, and would prefer to keep airp...

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by ordbosewr
Thu May 21, 2020 3:29 pm
Forum: Civil Aviation
Topic: UA to partner with the Cleveland Clinic and Clorox
Replies: 24
Views: 2633

Re: UA to partner with the Cleveland Clinic and Clorox

It's marketing 101. Family in Omaha reads this, then plans their trip to Florida. "I remember UA has this super clean plane program with Clorox, let's fly them." UA is trying to calm the fears of the flying public so they can get some additional passengers and this is one of the ways they...

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by ordbosewr
Tue May 19, 2020 2:31 pm
Forum: Civil Aviation
Topic: United Fleet, Network, & Livery Thread - 2020
Replies: 4209
Views: 616480

Re: United Fleet, Network, & Livery Thread - 2020

From that document for fleet planning purposes, it looks like the open 8x 789's and 8x 78J's will end the widebody expansion at the end of 2021 most likely until the A350's. "In 2022, the Company does not expect to be required to take delivery of any new aircraft and expects that non-aircraft ...

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by ordbosewr
Wed May 13, 2020 7:59 pm
Forum: Civil Aviation
Topic: United Fleet, Network, & Livery Thread - 2020
Replies: 4209
Views: 616480

Re: United Fleet, Network, & Livery Thread - 2020

There has been zero official aircraft retirements, just long term storage of the 752 and 764’s. Not sure where everyone is getting this from I think you're looking at it the wrong way. Every airplane that is in long-term storage in ROW or whatever is a candidate for retirement. We just won't know f...

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by ordbosewr
Fri May 08, 2020 1:30 am
Forum: Travel, Polls & Preferences
Topic: F9 To Deny Boarding to Crew or Passengers with Temp Above 100F
Replies: 22
Views: 1790

Re: F9 To Deny Boarding to Crew or Passengers with Temp Above 100F

I mean this whole process of doing this is just going to create chaos. Whether it is at the airport or it is at theme park. How do you deal with families or groups. I mean what happens if a mother/father are traveling with 2 and one of the children is flagged. Do you allow the whole family to rebook...

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by ordbosewr
Tue May 05, 2020 8:36 pm
Forum: Civil Aviation
Topic: Delta plans to emerge a "smaller" carrier
Replies: 2164
Views: 385068

Re: Delta plans to emerge a "smaller" carrier

Apparently Delta was able to raise an extra $2 billion in debt this past week on top of the $3 billion they originally sought. Hence, they now expect their cash balance to be at $12 billion instead of at $10 billion as originally predicted at the Q1 earnings call. They have also applied for $4.6 bi...

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by ordbosewr
Tue May 05, 2020 8:26 pm
Forum: Civil Aviation
Topic: United Fleet, Network, & Livery Thread - 2020
Replies: 4209
Views: 616480

Re: United exercises options for 7 787-10s

Can't help but wonder how and where UA is going to find the funds to pay for these new widebodies? :scratchchin: Same can be said for WN (MAX), DL (all the A220's and A350's) and AA (787's+) [I am sure I am leaving out the full order book of each of these]. All of the major US carriers have planes ...

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by ordbosewr
Mon May 04, 2020 6:04 pm
Forum: Civil Aviation
Topic: United Fleet, Network, & Livery Thread - 2020
Replies: 4209
Views: 616480

Re: United orders 7 787-10s

As buffet says: Be greedy when others are fearful. Must of had a good enough price on these frames! And yet he dumped all the airline stocks. There's being greedy and there's being a fool. Even with the grants and loans, many if not most airlines are headed for insolvency (well, with the exception ...

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by ordbosewr
Fri May 01, 2020 8:45 pm
Forum: Civil Aviation
Topic: United announces Q1 2020 Results
Replies: 26
Views: 4800

Re: United announces Q1 2020 Results

How is it that Delta lost $534 million in Q1 and United lost $1.7bn and AA $2.2bn. Are they that better run? Im not a financial analyst and Kirby did explain this during the town hall the difference between UA's $1.7 billion and then the adjusted $639 million. Don't kill me if I don't explain this ...

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by ordbosewr
Thu Apr 30, 2020 1:43 pm
Forum: Civil Aviation
Topic: United Airlines projects $2.1 billion pretax loss as coronavirus roils business, seeks more federal aid
Replies: 92
Views: 19450

Re: United Airlines posts $2.1 billion pretax loss as coronavirus roils business, seeks more federal aid

What will be interesting is if Congress tries to re-write the rules before 10/1 to make airlines (that took CARES money, which is all majors) keep those employees employed (or at least a certain %) since it is clear that demand will not return to even the new normal levels till well beyond 10/1. Un...

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by ordbosewr
Wed Apr 29, 2020 7:56 pm
Forum: Civil Aviation
Topic: United Airlines projects $2.1 billion pretax loss as coronavirus roils business, seeks more federal aid
Replies: 92
Views: 19450

Re: United Airlines posts $2.1 billion pretax loss as coronavirus roils business, seeks more federal aid

It will be a weird feeling when I go on unemployment on October 1st while the rest of America goes back to work. Hopefully I will have an easier time applying for unemployment. Also looks like Airline workers who become unemployed on Oct 1+ will miss out on the $600 weekly assistance which was for ...

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by ordbosewr
Tue Apr 28, 2020 7:14 pm
Forum: Civil Aviation
Topic: Southwest 1Q20 income: ($144 million) before taxes
Replies: 45
Views: 8687

Re: Southwest 1Q20 income: ($144 million) before taxes

The good news is that they have $6.8 billion in cash reserves right now with another $1.6 billion coming from PSP. So $8.4 billion. Even at $35 million a day for another 67 days, they should have over $6 billion in reserves at end of this quarter. They are certainly in no danger of the courts, but ...

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by ordbosewr
Mon Apr 27, 2020 9:26 pm
Forum: Civil Aviation
Topic: United Fleet, Network, & Livery Thread - 2020
Replies: 4209
Views: 616480

Re: United Fleet, Network, & Livery Thread - 2020

Question, for stored aircraft at stations like BOS and MSY, are they being stored at gates (because I am assuming UA is not using all of the assigned gates at each of these stations)? or at a parking pad like larger stations/hubs like ORD or SFO. Even for the larger stations are gates being used fo...

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by ordbosewr
Mon Apr 27, 2020 3:01 pm
Forum: Civil Aviation
Topic: United Fleet, Network, & Livery Thread - 2020
Replies: 4209
Views: 616480

Re: United Fleet, Network, & Livery Thread - 2020

The fleet changes, fleet status, and repaint status posts at the start of this thread have been updated. There is also a post dedicated to keeping track of stored mainline aircraft. ✈️ atcsundevil Question, for stored aircraft at stations like BOS and MSY, are they being stored at gates (because I ...

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by ordbosewr
Sat Apr 25, 2020 9:19 pm
Forum: Civil Aviation
Topic: United Fleet, Network, & Livery Thread - 2020
Replies: 4209
Views: 616480

Re: United Fleet, Network, & Livery Thread - 2020

I was surprised to see on Twitter that repaulson @rossp165 (thank you, Ross) had developed a map with stored aircraft from the UA Fleet Site data. Take a look - it shows info on aircraft at each station. The aircraft shown are either in a storage location or at a UA station for at least 14 days. ht...

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by ordbosewr
Thu Apr 23, 2020 11:28 pm
Forum: Travel, Polls & Preferences
Topic: COVI-19 and 737MAX - Killing it softly?
Replies: 15
Views: 3098

Re: COVI-19 and 737MAX - Killing it softly?

Hello all, As COVID-19 pendemic causing havoc in the air transportation industry, while Boeing not being able to solve the Max's problem, we see airlines and lessors cancelling/deferring orders for the MAX. As we know the backlog is shrinking steadily (e.g., GE Capital cancells 69 frames) with 171 ...

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by ordbosewr
Thu Apr 23, 2020 12:33 pm
Forum: Civil Aviation
Topic: United Airlines projects $2.1 billion pretax loss as coronavirus roils business, seeks more federal aid
Replies: 92
Views: 19450

Re: United Airlines posts $2.1 billion pretax loss as coronavirus roils business, seeks more federal

This thread is about the current financial state of United, not their customer service offerings. There are other more appropriate places for that discussion. ✈️ atcsundevil I understand your point but I do think that it’s still relevant. I am one data point, but as there are fewer traveling ill st...

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by ordbosewr
Wed Apr 22, 2020 3:42 pm
Forum: Civil Aviation
Topic: United Airlines projects $2.1 billion pretax loss as coronavirus roils business, seeks more federal aid
Replies: 92
Views: 19450

Re: United Airlines posts $2.1 billion pretax loss as coronavirus roils business, seeks more federal aid

This is apparently from last night's UA town hall - virtually zero future booking - look for the day when daily booking > daily cancel - both UA and DL flying 10% of planned schedule yet WN flying 50% of planned schedule - UA lf about 13%. Majority of flight have less than 30 passengers - WN flying...

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by ordbosewr
Wed Apr 22, 2020 3:40 pm
Forum: Civil Aviation
Topic: Delta 1Q20 pre-tax loss $607 million
Replies: 16
Views: 4052

Re: Delta 1Q20 pre-tax loss $607 million

600 million vs 2billion loss at UA DL makes significantly more profits in good times and far reduced losses in bad I’m amazed how they do this Careful with that comparison. UA took almost 1B in loses on investments, did DL write down any investments as part of that $600M? from the other thread on U...

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by ordbosewr
Mon Apr 20, 2020 1:59 pm
Forum: Civil Aviation
Topic: WN asks TWU for concessions
Replies: 83
Views: 14218

Re: WN asks TWU for concessions

if you're management, you cut everything else before you go after the employees. What has WN not yet cut? In my humble opinion it is about what can be cut across the board. Some things are more easily cut and others are not. For example, if you have a contract with a vendor and terms are not breaka...

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by ordbosewr
Mon Apr 20, 2020 1:23 pm
Forum: Civil Aviation
Topic: United Airlines projects $2.1 billion pretax loss as coronavirus roils business, seeks more federal aid
Replies: 92
Views: 19450

Re: United Airlines posts $2.1 billion pretax loss as coronavirus roils business, seeks more federal aid

They weren't supposed to post earnings today. Very confused. I am confused because nothing is on the ir.united.com website and this is something that should be publicly posted immediately per SEC guidelines... At first, I thought it was timing and my browser not working, but this is not right......

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by ordbosewr
Mon Apr 20, 2020 12:54 pm
Forum: Civil Aviation
Topic: United Airlines projects $2.1 billion pretax loss as coronavirus roils business, seeks more federal aid
Replies: 92
Views: 19450

United Airlines projects $2.1 billion pretax loss as coronavirus roils business, seeks more federal aid

Headline from cnbc.com

UA results for Q1.

pre-tax loss of $2.1B
revenue $8B (down 17% from LY)

UA to apply for Federal Loan for $4.5B

that is all I can find and see, looked for release on hub.united.com, none found

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by ordbosewr
Fri Apr 17, 2020 12:46 pm
Forum: Civil Aviation
Topic: Delta plans to emerge a "smaller" carrier
Replies: 2164
Views: 385068

Re: Delta plans to emerge a

You are acting like it's all or nothing. Should they have bought some back yes did they buy too much yes. One thing the "buy backs are bad" crowd is failing understand is that the cash position would be exactly the same if there were less or no buy backs. If the cash was not used to buy b...

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by ordbosewr
Fri Apr 17, 2020 12:16 am
Forum: Civil Aviation
Topic: United Fleet, Network, & Livery Thread - 2020
Replies: 4209
Views: 616480

Re: United Fleet, Network, & Livery Thread - 2020

Given that NJ just announced we will continue the stay-at-home through May 15th, I don't see things getting any better for EWR for some time. Even then the odds on demand getting back to normal is going to be a challenge. It will be interesting as we head into summer if some demand may be there depe...

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