The company will operate Airbus A330-300 between New York and Dubrovnik offering 15,700 seats in total. The flights will operate on Monday, Wednesday, and Saturday from New York and Dubrovnik. Airbus A340 will be engaged on the flights between Los Angeles and Dubrovnik offering 14,700 seats in tota...Jump to post
DL didn't have many gates at McNamara, back in the day, and they were at B20/B21 end so they could use the corners.
https://www.metroairport.com/terminals/ ... a-terminal
Why? Canada is the biggest international market from the U.S. by passenger count. It is distributed across many U.S. cities but there are a few dozen routes that should interest large U.S. carriers. Toronto is the 2nd-largest non-stop international destination from the U.S., second only to LHR. Bigg...Jump to post
Just be sure - for the sake of intellectual integrity - that all X carriers report the metric the same way -- so cash burn is out . For intellectual integrity, please let everyone know ANY carrier that is including "cash burn" in passenger revenue. Not sure what this side rabbit trail is ...Jump to post
New data are posted M-F.
There's a long-running thread.
That's because we were in the biggest cash crunch in airline industry. We are almost out of it. JetBlue is back operating as 2% less capacity this June vs 2019. Please don't confuse operating capacity and revenue. Capacity doesn't mean planes are full; it doesn't mean customers are paying 2019-avg ...Jump to post
There are opportunities out there for UA both domestically and internationally what United has to figure out is once business traffic returns to 70-80% of pre-pandemic levels where do we now utilize the other 20-30% of our resources that were pre-pandemic committed to business traffic/destinations ...Jump to post
the stage lengths could be longer vs 2019, since a lot of the short haul business routes flown mostly by 737-700 are down in demand. They are probably replaced by 2 to 4 hour flights to Florida or other leisure destinations. So you could have a lot fewer flights, but about the same capacity level. ...Jump to post
I don't see what the problem is. If an airline changes your flight to a different airline but with the same dates and similar times, are you entitled to a refund? Yes. Change of operating carrier allows the passenger to request a refund (even of nonrefundable tickets) by rules of the U.S. Dept. of ...Jump to post
What's wrong with a Republic-operated flight? I don’t understand. Why don’t you just take the connection flight? I mean I doubt it went from a A350 to a cr9. Perhaps there's nothing wrong with a Republic flight. A carrier change is just a get-out-jail free card to claim a refund or to ask for a dat...Jump to post
Dominion301 wrote:- A $312 million non-revolving and unsecured credit facility with a 5-year maturity, loaned at a rate of 5% in the first year, increasing to 8% in the second year, and by 2% per annum thereafter...
That's an interesting chart. Too bad it doesn't show relative sizes by segment VFR, leisure and corporate.
Note that it's RPK, not revenues. Full planes at depressed fares doesn't make for a satisfactory financial recovery.
dcaproducer wrote:Are you looking at long-haul international or domestic?
They cannot simply offer the plane at a vastly cheaper price point when you consider the amount of debt that they have. Some people might make the effort to read an income statement. Figure out balance sheets, too. Boeing's interest expense 1Q21 was $679 million. That is not excessive for a firm it...Jump to post
Sure, PRASM isn't the only metric. It's one of a suite, like grades on a report card, that together tell the whole story. I think it sweeps unpleasant truths under the rug to omit PRASM. And doing so shows favoritism to Delta in industry comparisons. "Oh, we left the grade for English off John...Jump to post
^^^ I like that idea of basically a low-J 77E. Could be good for hub-hub, Hawaii/GUM, p.s., and lower yielding TATL. I don’t see UA buying used widebodies. Doesn’t the cost of reconfiguration make it not worth it? Maybe UA could be fine with fewer widebodies for the next few years given that demand...Jump to post
LAS is a big domestic market. In terms of non-stop international traffic it ranked 18th in 2019 among U.S. airports -- behind PHL and DTW, just ahead of CLT. It had about 1/10th the intl traffic of JFK (let alone JFK+EWR+LGA). What makes you think LAS is a big market for relevant EK destinations?Jump to post
It’s because of high taxes. That’s why other LCCs like JetBlue (and ULCCs) have largely avoided Canada too. When I was working with G4, that was the reason for not flying to Canada. They refused to pay the taxes and high airport fees. And yet B6 is going to London, hardly known for low taxes or air...Jump to post
Hasn't prioritized . That's revealing. Canadians purchasing tickets would have to do so in Canadian dollars, which Southwest's system isn't set up to handle. The problem isn't insurmountable but one that Southwest hasn't prioritized ahead of other projects like preparing its Boeing 737 Max fleet fo...Jump to post
codc10 wrote:Now that B6 has secured LHR slots, is it even expected that it will launch BOS-LGW at all? No B6 would inevitably mean no DL to LGW.
"...eating away at connectivity for the legacies and Southwest...". The new evolving strategy is point to point and over flying hubs....interesting to see how this plays out It works extremely well for Allegiant. I see Breeze as a competitor with perhaps Neeleman's ability to keep up crew...Jump to post
Fitch downgraded six tranches of United Airlines' EETC debt. They stated the downgrades are primarily driven by lower secondary market values of aircraft used as collateral in the transactions. https://www.fitchratings.com/research/corporate-finance/fitch-takes-various-actions-on-united-airlines-ee...Jump to post
Assuming the world would return to normal eventually, Air Canada does need a plane with the 400+ seat capacity. Its Asia routes and even some European flights are full a lot of time even with that capacity with the 77W. YVR-YYZ is a very busy route as well. I have never been on a YVR-YYZ flight tha...Jump to post
The CARES money creates a false facade. Remove the blanket and you see the real state of airlines. Look at 2008-2009 recession and how long it took airlines years to recover. This one is far deeper. Yeah, that's why I gave the adjusted op margins (to pull out PSP funding) as well as the GAAP op mar...Jump to post
Thanks for doing this! In spite of all the optimism that's being shown by some on here and the airlines themselves, we've got a LONG way to go before the industry returns to any semblance of sustainability and profitability. Jeremy My uneducated guess is everyone will be back to profitable by Q3 20...Jump to post
Agreed, nice comparison. Can't wait to see AA, AS, B6, and WN. I'll take a whack at a 6-way comparison when the income releases are out for the other four carriers. AA, AS and WN are due this week. Please do! This is great analysis. Like you said, different strategies, fleets, markets. Going to be ...Jump to post
Source is respective carrier 8-K filing. Op Rev metrics pull out DL's 3rd party refinery sales. ASMs, millions DL 40,118 (scheduled capacity, not sellable capacity adjusted for seat blocks) AA 37,764 UA 30,370 WN 23,146 AS 10,397 B6 9,090 RPMs, millions AA 22,464 DL 17,948 UA 17,248 WN 14,875 B6 5,8...Jump to post
Breeze is said to have ordered an additional 20 A220-300’s, taking its order book to 80 A220’s https://www.reuters.com/business/aerospace-defense/us-startup-breeze-airways-boosts-airbus-a220-jet-order-sources-2021-04-26/ DN has stated he wants an extended range bird. I think these are placeholders ...Jump to post
Any chance that they would go for a small order of the A320neo in the future? There's no reason for a small order of anything , unless it fits a unique and valuable mission profile that another type/subtype does not. A small order just adds complexity (even if it's just a different seat map and pai...Jump to post
Oh, Delta debt is an issue... I would really like to see you outline your reasoning for that. DL ended 1Q21 with $31.6 Billion in long term debt (and $14.2 Billion in cash and short-term investments; no available liquidity nonsense) UA ended 1Q21 with $32.6 Billion in LT debt and $13.2 billion cash...Jump to post
Can NYC-Athens support 3 carriers at the same time? (American had been doing this from PHL but moved the flight to JFK.) NYC-ATH is a large market in a normal year thanks to VFR traffic and tourism. Given the pent up demand for tourism this year and the relatively few open countries, they should do...Jump to post
Agreed. And the first rule of negotiations is to never do it in public. I’m not sure what this pilot is trying to accomplish but this isn’t a winning strategy. I notice the Anchorage Daily News changed the headline of the article from: Alaska Airlines route changes are bad news for pilots, passenge...Jump to post
Interesting visualization of data--thanks for posting. The 4-hour mark isn't that surprising. Here in the U.S., there aren't that many flights that meet that threshold without being transcons, and both NYC and California were on serious lockdowns with high case counts for most of the pandemic. Same...Jump to post
And given that the responses to all 3 of the above questions is likely be along the lines of "We have no such plans." MROs and parts suppliers: We've got fleets of A319/320 CEOs, B-737NGs, and B-757s that we intend to keep flying until at least 2030 and maybe longer, so you can count on o...Jump to post
Biden pledges to slash greenhouse gas emissions in half by 2030 - CNBC If the US Govt is serious, DL will need to get more efficient alot quicker the current thinking on aircraft retirements. And the most efficient aircraft out there is the A-220. Expect tax incentives to replace aircraft sooner. T...Jump to post
That’s not a profit. It’s a ridiculous and deceptive spin. Claiming a profit due to PSP monies is like saying I’m rich because I took a $1,000,000 cash advance. Well, no. CARES Act PSP money is mostly a grant. You'd be rich if somebody gifted you a $million. I agree that 'profit is spin. The profes...Jump to post
I don't think any Boeing order is dead or not gonna happen yet. This still is not nearly what Delta needs going forward to rebuild their fleet and replace aging aircraft. Wishful thinking. Given DL's size, any MAX order would have to be sizeable, otherwise it wouldn't make economic sense. DL has en...Jump to post
Finally B6 will open the door to Canadian Ops. I forsee way down the line some Canada to Florida opportunities. Interesting times. Open the door? The door's been open for transborder flights before JetBlue even existed - see the 1995 treaty. JFK-YVR may prove a decent route for B6 - but it's going ...Jump to post
Really odd to see AA starting more new international service during a pandemic than it did pre-pandemic, when traffic was exponentially larger. There's another way to look at the economics of this. Pre-pandemic, a prospective new route was competing with every other widebody route, and with frequen...Jump to post
Here were the Q3 2019 PDEW's of top domestic destinations without nonstop service from SLC: SLC-BUF - 66 SLC-ROC - 60 SLC-BDL - 55 SLC-RIC - 55 SLC-ELP - 46 SLC-JAX - 45 SLC-ORF - 44 SLC-SDF - 40 SLC-GRR - 38 SLC-CHS - 36 Not one of those airport pairs has a count high enough to fill an aircraft wi...Jump to post
I think they’ll push it off until the problems of not having a base arise. Honest question, why wouldn’t the pilots want a cobase at EWR? Because many JFK based pilots commute and stay in Kew gardens or live in Long Island, Brooklyn, queens, or CT. So getting to EWR costs (comparatively) a lot of m...Jump to post
So... I'm assuming UA had absolutely no idea about the latest State Department decision when this came out? The timing seems like something from a movie :tombstone: . I don't expect the State Department to consult with carriers. U.S. air carriers aren't staffed with dozens of epidemiologists or pol...Jump to post
I wonder if this could get DL interested in reopening PDX-LAS, especially with leisure travel recovering the way it has. I was thinking the same thing. I know DL intended to fly 2 flights a day I think from PDX to LAS and vice versa and it was timed to help feed the PDX-HND route as the PDX-HND was...Jump to post
This is probably stupid, but is there any economic case to be made for a A318 at AA? The A318 has been out of production for more than 7 years, and there is no A318neo model available. There is no economic case for an A318neo model as the A220-100 model would be able to serve the needs of airlines ...Jump to post
I find this interesting. Nobody's mentioned the connection with PTV's, laptops, and pitch. I'm 6' tall (183cm), 195 lbs (about 90 kg), and if I'm in a non extra-legroom seat in coach find it difficult to use my laptop, either to stream video or even do work. My last flight, on an American Eagle E17...Jump to post
If the crowd will allow a few comparisons to DL, I'll argue they employed different capacity strategies to wind up very much in the same place. Nice comparison. Thanks for sharing those numbers. Agreed, nice comparison. Can't wait to see AA, AS, B6, and WN. I'll take a whack at a 6-way comparison w...Jump to post
If the crowd will allow a few comparisons to DL, I'll argue they employed different capacity strategies to wind up very much in the same place. DL flew more capacity, 40118 million ASMs vs. 30370. DL did so with much emptier planes, a 45% load factor vs. UA's 57%. (That's DL scheduled capacity facto...Jump to post