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Old 09-28-2025 | 12:00 PM
  #5684  
Hotel Kilo
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Originally Posted by ChronicFatigue
yes, what you got?
I was at meetings in ATL. Can't give you all the "inside" info but expect new hire classes (other than flows) to begin OOA mid Jan - Feb maybe as late as March. I can't give you specific dates, just the the general timeframe. I know the dates, it was in the presentation. Just can't be specific. From the presentation I am willing to say that maybe mid to late January is likely, but that's my own summation based on what was presented.

MAX 10 is looking more like Q2-Q3 of 2027. Still lots of supply chain issues with NEOs as well. The further MAX delays, coupled with the NEO delays, means we are basically hiring for attrition only. So I would tell you expect around 500ish hires for 2026. Maybe slightly more. Again, can't get into the specific numbers, only general stuff.

767-300ER retirement is getting pushed up to ~2028. It's been published 2030, but that timeline is getting moved to the left. 75's - quite a few will go to the desert as well. We'll keep as many around as we can given parts and supplies. Tough issue to be in here, but the goal is to keep them flying as long as we can given the MAX and NEO issues. I would go into the PW GTF stuff, but that's kinda a legal thing. It's not pretty.

We are not interested in ANY of Spirits jets. We've had our experiences, especially the 73 Fleet with the Lion Air jets. We are pretty much done with buying used jets from other carriers for awhile.

Profit Sharing - we are expecting slightly lower earnings Q4. Expect PS to be less this time than last years'. But not by much.

Presenters were very upper management of Tech Ops, Flight Ops and our "HQ" (I think you know who they are, I'm not naming names, but they are very high up the food chain).

DELTA is doing strong financially, we are still #1 out there, yes UAL is getting close, but our folks are aware and have some additional stuff in the quiver to pull out that UAL won't expect. I wouldn't say they are flippant about UAL, but they don't seem too concerned about them. The whole financial briefing was good, it was nice to hear how solid the air line is now and going into the future.

In some respects it was sobering presentation - especially how right now our growth is hamstrung by lack of aircraft being delivered (we're not alone here, UAL is in the same boat, they just don't admit it publicly), but overall we are on solid footing and the upper, very upper management has good plans for us as an air line. Some other interesting things presented as well, but I'll have to wait to release that info.
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