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Old 06-06-2019 | 12:34 PM
  #61  
ShyGuy
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Originally Posted by OTZeagle1
Ok so seems like there is confusion. Alaska already has a current order with options that would replace the entire Airbus fleet. Any new order would be all growth except maybe the replacement of some older 737-9 and 700’s and maybe a few leased 800’s.

The new max order is 40 firm 900max and 60 options. With the new order 2025 looks to have 0 Airbus and 317 Boeing in the most grandiose fleet plan. That’s 4,000 pilots in 2025.
That equates to 250 pilot hires a year with retirements.
All I see is 32 MAX9s on order yet to be delivered. I can’t find options anywhere, but it would take 40 options to be fully exercised just to replace the 73 Airbuses on an airframe.

If the “new” order is 40, then that means 32+40 = 72 firm just replaces the Bus fleet. Until options are exercised, they seem meaningless.





From the original 50 Boeing order press release:

“Alaska Airlines currently operates 120 Boeing 737s. The new firm aircraft order, plus 25 existing firm delivery positions, give the carrier the flexibility to manage its fleet size to meet air travel demand over the next decade. Two-thirds of the aircraft are expected to replace older airplanes. The remaining firm orders and options will enable Alaska Airlines to grow assuming sufficient customer demand and that the company continues to achieve its profit and return on invested capital goals.”


2/3 were for replacement of older Boeing’s. Only 1/3 of those 50 were growth.
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