APA officially in negotiations with ALPA
10-17-2025 | 01:41 PM
#271
Gets Weekends Off
Joined: Dec 2011
Posts: 2,039
Likes: 252
From: A320 FO
Really? Horrible take. How much has that DFW profit been helping us out?Do you know how many premium customers that are either in Chicago or connect through Chicago that pay top dollar for tickets that we lost out on because we decided 10 years ago to reduce our flying there? So sick of hearing that DFW is a money maker for us when we trail our peers by so much.
10-17-2025 | 04:23 PM
#272
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Joined: Mar 2014
Posts: 4,114
Likes: 291
In the first half of 2025 AAL has reported $2.5 billion in free cash flow. We are in a distanced third place but AAL as a corporation isn’t losing money, far from it. After the aggressive debt pay down is over and the new Citi card deal kicks in the quarterly reports will be much better.
Said another way, if AA only made $1 in profit for the year, it wasn't because they chose to pay off $x billion in debt instead.
Free cash flow does not include depreciation on assets. This is important because if we buy a $100m jet, with a useful lifespan of 30 years, that is $3.3m a year (it's not done over 30 but simple math) we must set aside to buy another. Repeat for 1000 jets. So not including the depreciation hides the true cost to your company.
10-17-2025 | 04:45 PM
#273
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Joined: Mar 2014
Posts: 4,114
Likes: 291
Correct. DFW and ATL are nice mid-continent mega-hubs with little competition. United doesn't have one of those. It would be extremely foolish of American to give them one for free. I think we make money there but even if we lost a little bit, checking United would be worth the effort. Growing CLT to put pressure on ATL is a similar case. CLT will probably never equal ATL but every single marginal passenger that it pulls from Delta is valuable.
Both CLT and DFW have cheap transfers but lower O&D than for example NYC or ORD. IIRC CLT and DFW are around the 20% O&D rate.
I've forgotten the actual numbers but as an example the landing fee for a 737 in ORD was about 5x more than what it was in CLT, $1500 vs $300.
10-17-2025 | 04:54 PM
#274
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Joined: Dec 2017
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10-17-2025 | 05:07 PM
#275
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Joined: Mar 2014
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agreed, our market cap is 20% of Delta, but what’s even worse are our actual tangible metrics, which we are dead last or near it in every one. The financials and the actual performance of the company are complete dog squeeze.
10-17-2025 | 08:01 PM
#276
Codeshare the pain away
Joined: Jul 2023
Posts: 295
Likes: 116
From: one DUI away from running the airline
10-18-2025 | 12:44 AM
#278
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Joined: Dec 2011
Posts: 2,039
Likes: 252
From: A320 FO
IAH is mid-continent without significant competition but it isn't a mega-hub. ATL and DFW are on the order of 1,000 flights per day and 75M+ passengers. IAH is about half that. We'll see what Scooter does with it when all the United Next airframes arrive.
10-19-2025 | 09:34 AM
#279
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Joined: Jun 2019
Posts: 233
Likes: 11
Delta and United may be better run than AA, but their management teams don't give their guys better contracts out of the goodness of their hearts. Their ALPA negotiators get those things for them.
10-19-2025 | 09:53 AM
#280
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Joined: Jan 2018
Posts: 2,823
Likes: 224
United ALPA delivered the Tumi TA before Delta carried the water for everyone.
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