Originally Posted by
DenainaPilot
This is the correct take. No one really knows management’s strategy or plans, and we don’t even know if the feds are going to contest the merger yet. It also depends on how long it takes Boeing to deliver planes, that could continue to through cause pain.
While that is true it is fairly easy to see the issues with overstaffing and fleet reductions going forward.
Boeing is key. Right now there is a 6-7 year wait to get a new 787. Sure all of the HA options could make it on property. MAX 10 there is a 2 year wait after the engine cowls are redesigned. It's up to the Feds yet again when Boeing can increase production of approved airframes.
Airbus. I don't have any SA on the timeline for deliveries on the 330. I can't imagine that it is a very short waitlist or that Air Group could source new aircraft or even used aircraft in a timely manner.
If there are any kind of reductions, either the 321 or 717 in the present environment for deliveries there will be a lot of pain when it comes to an SLI, displacements and downgrades. Things could work out in the distant future but for now I agree with AKCattlecarrier. The next 3-5 years the best outcome is that nothing changes quickly or at all.