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Old 05-03-2024 | 10:02 AM
  #7813  
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Jetlikespeed
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Originally Posted by MinRest
Wish I can post screenshots here but from the call, Shane Tackett outright says that the airline is not materially overstaffed. Also keep in mind that the company could have canceled the march bid if they were really worried. The March bid had a bunch of upgrades and that was two months after the MAX groundings from the door plug.
from the earrings call
Dan McKenzie -- Seaport Global Securities -- Analyst

Hey, good morning. Thanks. A couple of questions here. I guess my first question really is a head count versus fleet count question.

So what number of deliveries are you -- I guess, are you guys hiring to? And then I guess where I'm going with that is the overhead or the cost burden that Alaska is carrying because the deliveries are coming in a little less than expected. And then I guess, is Boeing compensating you for that cost burden?

Shane Tackett -- Executive Vice President, Finance and Chief Financial Officer

Thanks, Dan. A couple of things here on this one. I think we originally had anticipated 23 deliveries. Of course, when they come is an important variable as well.

As evidenced by our revised full-year capacity guide and capex guide, we expect to get fewer than that. Boeing actually has 10 aircraft essentially built and going through the final review and ticketing process. So we expect to get all of those and probably some additional units beyond that. So we're thinking somewhere between 10 and 20.

We have a number of aircraft we are planning to retire. So many of those aircraft were going to replace older 900 classics. So our headcount situation is in really good shape relative to the delivery stream coming our way. We're not going to be materially overstaffed.

I don't believe in any part of our business. We watch that closely. We had to staff up a bit throughout the end of last year to get ready for this year and the spring, but I don't think that we're going to be in a significant drag position from a cost perspective. And to the extent that we are having conversations with Boeing in terms of compensating us for that.

towards the end of the all

https://www.fool.com/earnings/call-t...%20of%20margin.
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