Originally Posted by
Gundam
It's always difficult to judge airlines because you start reading something critical and it turns into Alex Jones yelling about goblins. It seems like it's questionable if American will stay around with Delta constantly moving in on them and regionals giving way the LCCs, and like an idiot you'd think it was because of some measurable financial choices or business models, but in reality it's because their tweets are too woke.
To me, American seems to be in dire straits, and I'm not sure the seniority will be as good as expected since they will have a hard time growing while Delta keeps muscling in on their territory. If Delta does what American did and takes out a huge loan and uses it to expand more in AA territory instead of buying back stock, I don't know how AA would handle it. I think you should expect DL to keep growing. Not totally clear what they will do with international stuff(expand vs outsource).
Or another way to think of it; Delta has good management now, but here's the rub... that can change by next quarter. And delta has some ooooollllddd airplanes, 60ish 767's won't be cheap or fun to replace.