Originally Posted by
WhyIFly
AA has the newest fleet in a time of massive supply chain disruptions and rapidly rising costs of acquiring new aircraft. Those that are ordering new aircraft now will likely see much higher costs and slower delivery times.
AA is in a great position right now in terms of aircraft, significantly better than most any other airline.
Only if they can float the finance until they actually start making profit.
As a concept, yes, they have the right equipment. It's just a race against time right now if they start making money before their money runs out. They have a year using 2021 numbers. I personally think they can pull it off, but it will be a rough ride for shareholders. They won't produce any value to them for a decade. They are so badly upside down right now. Delta can renew their whole narrowbody fleet tomorrow, and still have positive shareholder equity. AA is what, 7 billion, in the red.