Originally Posted by
C2078
Doom and gloom, what UPS loves!!! And BTW, around half the MD (Pratts) are already scheduled to be retired within the next 18-24 months. When everyone cheered about the 19 plane order, it was obvious we were going to be in a net negative scenario unless a true MD replacement was announced, which has not and may not even happen. IMO this last large upgrade system bid will be the last for a while, trickle going forward due to displacements. We will still need the upgrades for the increased attrition, but not as much. I predict things will start to slow down drastically towards end of year and beyond. I hope I am wrong.
Word in the school house is nearly half gone by the end of 25’. So a slightly longer time frame, but you’re correct as of now in regards to the new 76s being a replacement vs growth. Not a great replacement for the long haul stuff, so hopefully there is some good news somewhere on the horizon about new planes, but who knows. I think system bids for the near term will be based more on the economy, as we still need a ton of hiring to fully staff what we already have. If the economy tanks, all bets are off.