Originally Posted by
Justabusdriver1
All those orders are not all growth. A lot are to replace aging fleets. Think about all the 757 and 767 delta and United are going to retire in the next 5ish years. They also have older 320 and 737 they are probably looking to replace by the time these narrow bodies roll in.
Read their information for investors. Yeah, they have some old aircraft, but not nearly as many as they did before they trimmed their fleets during COVID. BUT MUCH IS FOR EXPANSION.
For the ULCCs and new majors like Breeze, it’s entirely expansion. Do some research.