And the last one will most definitely be one of HA’s birds. Speaking of HA, would they be interested in some of those 717s from DL?
Right now, you have four operators: DL, HA, V7, and NC (as QantasLink), although FL and TW were also operators at one time. HA is in a particular box because the next best thing available engine-wise, the A220-100, likely could not be done with a 25-minute turn that HA does with its 717s
The problem for HA, as well as the other operators, is that DL has just over 60% of the global fleet, and the economies of scale for supporting that global fleet will evaporate when it goes from 148 aircraft to 57. V7 already plans to phase theirs out and replace them with A319s. Long-term, I think it will make sense for HA to go with A220s or A320neos for the interisland fleet and simply accept longer turn times, rather than deal with trying to maintain an orphan type.
Because it's not cost savings when DL has missed on their depreciation runout. There's no way spin it into an applause. Take into account what the investor sees. Look at the significant charge - $60m - to bring it up two years. Bringing retirement closer would make that charge even higher. No company wants to announce a surprise charge (in this case a mistake in planning) higher than it has to be.
Actually, most companies do try to take all the pain of special charges at once. Wall Street tends to ignore these since investors are generally more concerned with ongoing operating metrics, and it's preferable to have a special charge impact a single quarter/year rather than several. And honestly, a special charge of $60 million for accelerated depreciation of over 60 aircraft is bupkis. It basically implies their ownership cost of each aircraft works out to about $500K/year of depreciation and that is a mere pittance compared to the ownership costs of A320s or 738s which came off the line around when DL inducted all those secondhand MD-90s. They were cheap and offered unit costs within a few percent of the in-production narrowbodies from Airbus & Boeing.