Originally Posted by
Augie95
Wanted to tag in on this just for some perspective on the AA side. I figured if your read this far into the thread, maybe someone can get some use out of this information.
I did a deep dive into our numbers. As of today, through the next 5 years (end of 2030) there are 3,886 mandatory retirements. the peak in next year, then is a slow decline through the end of the decade. i’ll post the numbers below.
2025 (today through year end) 431
2026: 819
2027: 734
2028: 677
2029: 645
2030: 580
As for A/C, the latest data I can see is from April, and it shows we have 123 planes slated for delivery in the next 3 years alone, with another 330 planes scheduled for delivery beyond 2028
Also, as of the last bid that just came out (we do 4 per year) UPG is right at 2 years, Wide Body out of NYC is hovering at 3. With so many retiring soon, mainly CA’s and wide body guys, I’d expect these numbers to still drop a bit lower.
This place is far from perfect, but i think our latest contract brings us on parallel with UA & DL (you could nitpick, as they have some things we don’t have, but we have some things they wish they had as well) and although I’m no fan of our management, in the last few months they’ve really started to put a strong emphasis on attracting premium customers and improving customer service. Who knew, the folks that pay the most need to be sought after lol
yes, we have debt, that’s also because we did a complete re-fleeting long before United and Delta did, and that debt is actually relatedly cheap given that those planes were bought before inflation pricing and interest rate skyrocketed post Covid. Additionally, due to a young fleet, there are no airplanes being retired for at least the end of the decade. every jet that gets delivered is pure growth.
All that is to say; JB (and UA & DL) are each places with their own pro’s & con’s, and that differs per pilot. AA is no exception. And while I wish my profit sharing checked looked like DL’s, what I think makes us unique is the massive retirement numbers that still haven’t peaked, and the loads of planes getting delivered that are purely to grown this place even bigger. if someone was considering making the jump, doing it in the next year would still lend you at the front half of the big hiring wave we have here. The upgrade time is low and you can certainly find yourself on a wide body within the next few years if that’s what you desire. We have bases in similar markets that JetBlue does, being Boston, New York, LA, and South Florida. if you’re on the fence, it’s worth putting in an application and going from there!
This is going to cause CRAZY hiring at AA. We are in the midst of it at United until 2032 when we stop getting our 100 planes (787, 321 NEO/XLR, MAX) a year.
What I'm wondering is where we are going to get all the pilots from? UAL/AA/DAL will likely require 6,000 pilots a year between them and we could easily wipe out a few competitors if we just hired all their pilots and forced them into training churn hell, which would be a huge cost to them just like Spirit has been dealing with over the last 4 years.