Originally Posted by
PasserOGas
Ok, I'll bite.
This wasn't "movement". This was CBA related chair reshuffling. Once the music stops, which may have been this last bid, you better like where you are.
We are growing hulls at 3% and our retirements are nearly non existent. While I agree seeing something happen was nice, how does it compare to the last 20 system bids? It's one data point. An outlier.
Agree it is just one data point. However, when compared to current and expected hiring --400-500 yr for next 2 years-- it points to becoming a trend.
Granted:
1) hiring always changes
2) number of upgrades always change
3) forward looking guidance isn't always right.
Not saying this level of movement will continue, but the Hiring, aircraft deliveries, and contract implementation support the increased upgrades.