Originally Posted by
ClncClarence
Sure, I’ll do the math for you. According to that article AA will take 12 deliveries this year. If five are being delayed, that would mean 29.4% of their 2019 NEO deliveries are pushed to next year.
The fundamental problem I have with your question is that the answer is in no way relevant to the discussion. These delays are due to ENGINE AND AIRFRAME PRODUCTION DELAYS BY THE MANUFACTURERS. Please explain how this is indicative of the financial or operation health of the customer airlines? The planes just aren’t there. Everyone wants them...just gotta wait.
Aer Lingus had to cancel routes due to production delays.
https://www.google.com/amp/s/amp.independent.ie/life/travel/travel-news/delayed-delivery-of-aer-lingus-aircraft-to-impact-thousands-of-passengers-37876736.html
Hawaiian had to cut routes due to NEO delays.
https://www.google.com/amp/s/www.fool.com/amp/investing/2018/02/26/airbus-a321neo-engine-delays-hawaiian-airlines.aspx
There are plenty of reasons to be critical of the operation but this just isn’t one of them.
Ah, now we're getting somewhere. For comparison, JB in 2019 lost 54% of it's scheduled NEO deliveries... AA only lost 29.4% as you say.
How could this be! I mean, it's just Airbus/engine manufactures right?!?
And they did make a change to the delivery expectations today. Previously it was announced that JB would take "a minimum of 6" NEOs in 2019. Today they say "a maximum of 6".
I have said before, there was NO way they could train and hire for 13 deliveries this year as well as staff/hire for CBA requirements and fix their staffing shortage simultaneously. Now we know JB is taking nearly twice the delivery delay ***percentage*** vs. AA in the same year! How can that be?!? Well, Airbus is indeed running behind schedule, and you don't think they asked their customers if any of them would be willing to accept any additional delivery delays to accommodate customers that really want deliveries now?
Would you like a clue from the company to support that notion? How about this from the company earnings slide show today:
"3Q capacity unusually low, driven by NEO delays and ***adjustments to support RASM and margin***".
Do you understand what that paragraph means?
Any more wisdom you'd like to demonstrate?