Originally Posted by
Caveman
Just in case you hadnt reviewed it yet, but the shrinkage to profitability E6B speaks to is waifed and floated in the 2nd quarter financial performance (or lack thereof) release.
There is no "shink to profitablbilty". Listening to the investor call, and the new "after the call" video for employees, they wanted the 85 planes ordered this year, Boeing failed to perform. They've reduced old aircraft retirmements as much as possbile. However, leased aircraft already have new leasees, and they won't pay to heavy check aircraft themselves.
Companies that are "shrinking to profitability" don't make significant investments in technology, aircraft interiors, etc. (even if you think some of their choices are misguided, they are still spending money on stuff)
"Based on our ongoing discussions with Boeing, we continue to plan for approximately 20 737-8 deliveries and 35 aircraft retirements for the year."
My post is talking about 2025, the trajectory for 2024 is already set. Southwest has 79 aircraft orders for 2025, and even higher numbers of orders 2026-2031. They want to expand.