Originally Posted by
tnkrdrvr
To update this post: The CEO shared with the IPA that the company is looking to add roughly 14 more tails on top of previously announced growth by the end of 2023 and in addition to any MD replacement order. No announcements on what airframes and certainly no publicly announced orders at this point, but it’s possible that Davis 2.0 will wind up presiding over a period of significant growth despite her very publicly stated desire to focus on “better not bigger”. My personal opinion is that we will grow as needed to meet the demand of customers who are willing to pay a premium for our services as we slowly offload larger less profitable customers. That high quality demand is simply greater than the CEO first thought it would be when she was focused on cutting capex to focus on profitability.
Bet she wishes she had not given up those last 4 747s or the last 3 LH MD11s