Originally Posted by
Al Czervik
Current.
Current debt:
AA 38b
UAL 33b
DL 25b
It will be interesting to see UAL/DL debt when fleet replacements are complete. AA dug itself into a debt hole right before the pandemic (which may or may not turn out to be a good move).
AA’s main focus is deleveraging. They need DL efficiencies. No one at AA is comfortable making less money that DL with a larger operation. AA does a lot of things wrong but I think we may be in a good position moving forward.
well we should find out more about DL’s debt moving forward once the details of their 100 plane Max order are know(options for 30 more for a total of 130 potentially). I think at minimum it will push DLs debt in the 30b space. I love it when pilots speculate about financials on here acting like “we” know what’s going with airlines balance sheets. We all mostly have PhDs in one thing, flying planes…everything else we try and sound like experts in is pure hobby. Down the road someone is going to post “see see I told you so”, but only bc so much $*** has been thrown against the wall that someone is bound to be right.