Originally Posted by
rp2pilot
FROM IBD in July, "
That comes as the carrier on Tuesday said it expects capacity growth of 4% in the third quarter and kept its full-year outlook at 2.5%-3.5% growth. Meanwhile, Delta Air Lines (DAL) has said it plans to cap capacity growth at 1% this year, and American Airlines (AAL) sees full-year capacity growth of roughly 1.5%.”.
We don't operate in a vacuum and the economy isn't static so the metric of how we operate relative to our peers is more significant imo. After yesterday's announcement of significant tariffs on Bombardier, it'll be interesting to see if Delta will keep their CS order.
You'll notice that capacity increase # was not broken out from mainline vs regional. We continue to see a shift from mainline to regional capacity under Kirby. Particularly a shift back into the 50 seat market that everyone else is exiting. That was my point, and was not unexpected based on his activity at AMR. This is why you see our current hiring not even covering retirements