Re: Q1 2024 US Carrier Earnings

AA continues to be the weakest airline in the industry, piling on losses, on top of massive debt ($70 billion and counting). Of the Big 3 Legacy airlines, sure. But in the industry? Far from it! My remark about AA debt expense wasn't intended to start a cascade of AA comments. I can wait for AA to ...

Re: Q1 2024 US Carrier Earnings

If I’m interpreting this right, Delta said they made $163M more than last year, but when you scroll down you see their fuel expense decreased $147M, mainly due to lower fuel prices. Looks like expenses were up nearly as much as revenues. U.S. carriers commonly report a non-fuel cost statistic as CA...

Re: Q1 2024 US Carrier Earnings

As a reminder to the crowd, operating profit is before net interest costs of debt, and with all U.S. carriers (except WN) carrying a lot of debt, debt costs can't be ignored. DL's net interest expense 1Q24 was $205 million, and AA's will likely be twice that.

Re: Delta Air Lines Fleet - 2024

WidebodyPTV wrote:

The 57 A319 have a slightly younger average age than the B738.

Re: WestJet News and Discussion - 2024

I personally would think that at this juncture the optimum fleet for WS would be Encore: Q400 E175/E175E2 (if it launches) Mainline A220-300 7M8 7MX (or A321Neo if this fails to certify) 787 (20 should do for now (15) -9 & (5) -10 mix) A350-1000 (if required) Too many types, leading to costly f...

Re: Delta Air Lines Network - 2024

I sure would love to see IAH-BOS/SEA.... You're a guy with the data. What are the PDEWs, and why do you think UA/AS don't have those markets covered adequately from a legacy service model pov? Granted IAH is an odd bird for its peer mid-Continent airport markets (DFW, ATL, ORD, DEN, MSP, DTW, etc)....

Re: Delta Air Lines Network - 2024

LAXdude1023 wrote:

I sure would love to see IAH-BOS/SEA....

Re: Spirit to close ACY base, open new Northeast Base

BWI or EWR? European ULCCs would pull out immediately unless they can get heavy discounts, they're way too big and therefor too expensive. ACY offers a better (cheaper) alternative, let's go there. It's off-topic for a Spirit/ACY base thread, but let me offer this (with indulgence from the Mods) to...

Re: Southwest Airlines News and Discussion - 2024

They got GSP-ATL going from three times a day to once a day starting June 4th which makes no sense as that is when peak travel season occurs. Are all of the flights not loaded yet? It looks like they’re still adjusting the prices. GSP-BWI goes from once a day to twice a day starting at the same tim...

Re: United Airlines Fleet Discussion - 2024

Is there a reason that UA hasn't looked to used market even more than they have historically? Induction timelines? Induction costs from bringing in small groups of narrowbody frames from multiple carriers? Damage to brand standards? DL is flying ex-Lionair 739s with few Y+ seats and no AVOD (when e...

Re: Spirit to close ACY base, open new Northeast Base

BWI or EWR? European ULCCs would pull out immediately unless they can get heavy discounts, they're way too big and therefor too expensive. ACY offers a better (cheaper) alternative, let's go there. It's off-topic for a Spirit/ACY base thread, but let me offer this (with indulgence from the Mods) to...

Re: A220 in Europe’s Airlines strategy

Perhaps this is repetitive, but A220s got ETOPS180 in 2019, in contrast to the 190+195-E2s receiving just ETOPS120 this year.

RUN-MAA with ETOPS120 is achievable per Great Circle Mapper. (Not saying E2s have the range.)

Re: Where some of United's extra A321s might be coming from?

Just how many aircraft do people think this might be: The Amendment, (i) defers all aircraft on order that are scheduled to be delivered in the second quarter of 2025 through the end of 2026 to 2030-2031... The foregoing is expected to improve Spirit’s liquidity position by approximately $340 millio...

Re: WN3695 hit object departing DEN, causing engine damage

We have been having hurricane forced winds in this storm event, some areas exceeding 95mph. That's hardly a breeze. https://www.9news.com/article/weather/weather-colorado/high-fire-danger-colorado-wind/73-dedd3523-1c99-4024-b25e-5d4e19352ff2 Most hobbyist drones won't fly in winds even a third as s...

Re: MEACHUM airport study - Ft Worth

Southwest added flights to Detroit City Airport (DET) in addition to its service at Detroit Metro. DET had actually been the main airport, but was replaced by Willow Run and later Metro because its runway was too short for the first generation 4 engine jets, and the airport lost commercial service ...

Re: Aerolíneas Argentinas to stop JFK

What are the top intercontinental routes for Aerolineas Argentinas? Is it MIA, MAD, and FCO? Those are its biggest intercontinental markets, yes. Not entirely accurate. According to Argentina's ANAC statistics for FEB2024 the top intercontinental routes from Argentina, measured by paxs carried, wer...

Re: United Airlines Network - 2024

United delays 2 high-profile routes just weeks before their inaugurals. Ouch: https://thepointsguy.com/news/united-airlines-faro-cebu-delayed/ High profile? Hyperbole. Take out the college Geography professors, Americans of Portuguese descent, and travels agents specializing in Europe, and I doubt ...

Re: Boeing and Airbus in discussions with Spirit Aerosystems About Buying Spirit or Parts of it

How does Airbus get the parts without the factories? At the moment they get the parts without owning these factories, it is obviously possible. But what are the possible scenarios (IMHO): - Option 1: Airbus/Spirit/Boeing agree on a price and Airbus buys the factory. Apparently, this is what's curre...

Re: Fate of Condor 757-300s?

Weren't Condor, ATA, and Continental the original airlines to order the 757-300? And Northwest Condor the launch customer, I believe. Indeed. Condor ordered in 1996. Boeing PR announced the NW order 1/17/2001. https://boeing.mediaroom.com/2001-01-17-Northwest-Airlines-Acquires-18-Boeing-757s-And-Tw...

Re: United Airlines Fleet Discussion - 2024

In the world, does any other airline have domestic (or people mover) a HD wide bodies like UA, with a smaller lie flat First seat? I’ve flown Singapore to Bali on a 777 with nice recliners, but not a flat bed. (I get a sense UA installed lie flight First seats mostly because they already had a tigh...

Re: United Airlines Fleet Discussion - 2024

In the world, does any other airline have domestic (or people mover) a HD wide bodies like UA, with a smaller lie flat First seat? I’ve flown Singapore to Bali on a 777 with nice recliners, but not a flat bed. (I get a sense UA installed lie flight First seats mostly because they already had a tigh...

Re: Delta Air Lines Network - 2024

I do not believe DL will return to Valencia or choose another secondary airport in Spain any time soon. Unlike AA and UA, DL does not have any 321XLRs on order, and the 767s are being retired progressively through ~2030, including a few this year.

Re: YUL to spend $4 billion to improve access to terminal

Have you been dropped off by car at Atlanta lately, either to (domestic) Terminal South or Terminal North? It's a lot of lanes over a lot of linear frontage. IMHO it's unfortunate they never separated departures and arrivales but the main hall just wasn't built that way. ATL serves 20+ million dome...

Re: United Airlines Fleet Discussion - 2024

Running widebodies on shorter routes will NEVER be more economic than increasing frequency on narrowbodies. Unless you can command higher premiums on Polaris (like transcons) or have the cargo revenue from Hawaii it just does not make sense. Never is a long time. In a world where the pilot shortage...

Re: Delta Air Lines Network - 2024

Interesting question, but DL isn't even flying SEA-JFK, nor SEA-ATL as D1 markets - not next Friday, anyway. No widebodies nor 75S. SEA-ATL is not really relevant as they've never had US48 D1 markets out of ATL. While they run D1 metal out of ATL to various US48 markets at times, they always market...

Re: YUL to spend $4 billion to improve access to terminal

1. I can't remember the last time an airport built such a large drop-off zone right in-front of the terminal. It seems like the trend is rather to rely on people movers and build intermodal infrastructure. It also seems this might be oversized when the REM line is up and running. Have you been drop...

Re: Detroit Aviation - 2024

Does anyone have insight on FI’s performance? I see a lot of one way tickets for sale in the low $400s and RTs in the low $500s. This can’t be sustainable. Is there public average fare data for international carriers, in contrast to lowest available fares one finds in booking engines? No carrier wi...

Re: Delta Air Lines Network - 2024

I'm curious about the current JFK/SAN offerings. Does anybody know if there are plans to add more flights, and perhaps use widebodies on the route as well? The current offerings seem to be bursting at the seams... The real question here is if it will wind up as a D1 market when the premium 321s com...

Re: Fate of Condor 757-300s?

Is anybody arguing that 753s have lower CASM than 321neos? The niche, then, is very congested airports where the incremental seat count is needed at certain times of day. Sorry to tell you, but that just isn't a market in the U.S. Even UA at EWR has the flexibility to spread capacity out a bit. We s...

Re: Delta Air Lines Network - 2024

Two or three 321neos a day isn't a lot of seats. DL uses widebodies within the US-48 pretty selectively (seasonally) aside from Hawaii, JFK-LAX and a few ATL routes.

Re: Boeing announces Board and Management Changes

It is ludicrous to believe in this day of online meetings that Boeing "has" to be near DC. Everyone knows they moved to Chicago on the flimsiest of pretexts after the cretins at MD too control of the company and it has been downhill ever since. Moving back to Seattle which be a concrete e...

Re: Delta Air Lines Network - 2024

Delta is actually adding a new daily flight to BCN this coming summer (so will be 3x daily from the US), and they chose to go with a second daily JFK flight instead of BOS or DTW or any other hub. That should tell us something… Exactly. In any case, if they where to add another destination from Bar...

Re: 15 years ago European legacies were struggling. What happened?

TS811 wrote:

Consolidation created synergies and made the legacies carriers more efficient.

Re: OAK Renaming Proposal: San Francisco Bay Oakland International Airport

Yet I think if we extended that logic:

There's no reason any international airline would serve EWR when JFK is actually is in New York

people would get all kinds of defensive.

Very little of the 9.0 million-strong San Jose-San Franciso-Oakland CSA lives in San Francisco.

Re: The end of GE

It does seem ironic that so many on this board criticize Boeing for prioritizing finance over technical performance, when to me, GE and Jack Welch were/are the poster children for that behavior. That the appliance operation in KY that was state of the art in the 50s and 60s now belongs to the Chine...

Re: The end of GE

It does seem ironic that so many on this board criticize Boeing for prioritizing finance over technical performance, when to me, GE and Jack Welch were/are the poster children for that behavior. That the appliance operation in KY that was state of the art in the 50s and 60s now belongs to the Chine...

Re: A220 in Europe’s Airlines strategy

FluidFlow wrote:

Maybe I also have to add, that LX does make a healthy profit, so the strategy can not be too bad.

Re: Should Ryanair buy E2-195?

The E2-195 has a small backlog so would be available sooner and is quite light for an aircraft that can carry 146 passengers. The range is limited but for intra-Europe flights should be adequate. Range could be adequate for intra-Europe but it's said they can't compete with CASM of MAX8s, let alone...

Re: Southwest Airlines News and Discussion - 2024

Well, there's 8-10 years and $4 Billion or so (+ AirTrain mods) for ~20 gates. I'm not sure they'd bother to extend the AirTrain to a hypothetical WN terminal at DFW unless AA were to insist (to drive up the costs for a competitor). There's really no need since WN doesn't interline and they could t...

Re: Detroit Aviation - 2024

If anybody wants a quick reference to see how DL has upgauged at DTW over the last five years, I point you to this work by FSDan with the schedule from summer 2019: DTW CR2: 86 CR7: 52 E70: 6 CR9: 113 717: 33 221: 7 319: 28 320: 24 738: 2 739: 28 321: 38 752: 21 753: 6 763: 6 764: 1 332: 2 333: 3 35...

Re: United Overstaffed due to Boeing Delays; To Offer Voluntary Program

https://finance.yahoo.com/news/1-united-airlines-faces-overstaffing-151145330.html Have to believe Airbus delays are also playing in here, but to a lesser extent. I am surprised they are overstaffed to the point that they need to offer a separation package (article only mentions pilots). Which &quo...

Re: Could San Antonio Airport actually benefit somewhat from Austin's tech boom?

Is there a reason these questions come up so much more often for SAT than other similarly-sized airports? DFW is a huge hub. IAH is a big hub. AUS has a decent SWA/DL/AA presence with Delta looking to grow. Texas is growing and SAT is underdeveloped by comparison. People have been trying to argue t...

Re: A220 in Europe’s Airlines strategy

Everyone thinks of WN with its one type fleet, but they’re unique. Not really. Ryanair is all 737 - it has no crossover from Lauda. Lufthansa has no crossover from Swiss (with its 220s) nor Brussels, nor Asutrian. It's the U.S. carriers that put up with the training events over A220/737/A320/757s a...

Re: Delta Air Lines Fleet - 2024

10.64 hours average utilisation in 2019 for DL large narrowbody above 150 seats. Given the heavy numbers bias in their fleet for the 739 at the time pre neo, those numbers can't be too far off the actual ave utilisation. I have certainly cited data from the MIT Airline Data Project. It's detailed. ...

Re: Are we finally approaching the time for an 787F?

Then if one doesn't think it's time for 787F. What is it time for - what is the next model that helps change the conversation for the next CEO? Re-engine or refresh the 787 with GE9X tech in the engines? 737 is done in terms of new models. 777-8/8F/and 9 will be new. I can't see them proceeding wit...

Re: New Delta Uniforms and services

Partner with whoever designs uniforms for Air France, KLM and / or Virgin. Their uniforms look sharp and stylish. Why do US carriers always buy cheap looking and fitting uniforms from the likes of Lands End or now The Gap. The Gap is fine for jeans and t-shirts but for an airline that always talks ...

Re: Proposal: San Francisco Bay Oakland International Airport

+++ Exactly. SFO's strength when it comes to traffic is int'l O&D. It might not even be in the top 10 busiest US airports. However, I believe it is 3rd in terms of international O&D passengers, because of the insane amount of TPAC and TATL flights/seats. Additionally, this doesn't even fact...

Re: Southwest Airlines News and Discussion - 2024

Runway765 wrote:

E satellite is not suitable for WN ops. Those are regional jet gates, and even converting it back to mainline, it would still be undersized.

WN needs a new terminal.

Re: Will SAS Switch from Newark to JFK?

If SK can obtain more slots at JFK, I can see them moving the entire NY area operation there and closing down the EWR gateway they've had since the late 1980s, which was a direct result of SK's investment in Continental Airlines at the time, and then endured for 35+ years since, even with minimal c...

Re: Brazilian government looking into 3 way Azul/Gol/LATAM merger

Creating a mega airline that would have a monopoly on the aviation market seems to be very counterproductive in solving this crisis. Without competition, this company would price its flights whatever it wanted. I can only see difficulties after difficulties, the amount of paperwork, the number of r...