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Another sub par quarterly report


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Another sub par quarterly report

Old 07-25-2025 | 07:34 AM
  #61  
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Originally Posted by 8802
Exactly.

The failure to expand or maintain a competitive international presence was solidified in 2019/2020. They need revenue today. We could place a historic widebody order today and still lose money for years. They've got to slow the leak before they start adding more water to the pool. Any improvement in international presence/revenue in the short term will have to come from the XLR, 787 deliveries, and 777 refurbishments.
That's it. As long as 70% of revenue is domestic there is only so much premium to sell and it doesn't have the margins that long haul premium does. It's a shame the XLRs and 787-9s are taking so long, it's a shame the extra row of first in the smaller Airbuses isn't being prioritized, same with the 777-300 cabin refresh. As you say it's all we've got so it needs to be rushed.

Originally Posted by DogPit
I’ve had three flights this week that have delayed boarding because the APU was shutdown on a short turn.
You can count on it in DFW.
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Old 07-25-2025 | 07:42 AM
  #62  
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Originally Posted by joepilot50
While this is true, what makes this double whammy of a gut punch is Delta and United are doing their fleet renewal through cash and still raking in the profits. So no increased debt as they take on new planes and still kicking our butt financially. Granted a downturn may change their paying cash for the new planes plan and take on debt, but they are in a good position to do so.

I am skeptical of United's growth marketing of how every plane on the books is growth vs replacement, but even if that changes and most of the planes turn from growth to replacement, United won't be hampered like we are with their fleet renewal.
Again, in fairness,much of the AA mainline fleet got parked in the desert during COVID while the debt service and age related depreciation continued without any noticeable revenue being produced. United’s new aircraft have gone straight into revenue service.

Although I agree that their new aircraft won’t be all growth. They have some elderly 319s and 757s that they will be retiring.
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Old 07-25-2025 | 07:50 AM
  #63  
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Originally Posted by tallpilot


You can count on it in DFW.
You can also count on the PCA blowing hot air. This is just representative of what is really wrong with the company: the lack of middle management. It should be someone’s job to ensure the PCA actually work.
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Old 07-25-2025 | 07:58 AM
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Originally Posted by JulesWinfield
You can also count on the PCA blowing hot air. This is just representative of what is really wrong with the company: the lack of middle management. It should be someone’s job to ensure the PCA actually work.
This is so true. Many middle managers I've interacted with have bad attitudes or just frankly don't seem to care. Why do we keep promoting these people? There are plenty of employees who actually care, but those don't seem to be the ones getting promoted.
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Old 07-25-2025 | 08:26 AM
  #65  
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Originally Posted by WiFly
This is so true. Many middle managers I've interacted with have bad attitudes or just frankly don't seem to care. Why do we keep promoting these people? There are plenty of employees who actually care, but those don't seem to be the ones getting promoted.
If I had to guess I would say because ass kissing, covering and political savvy is how one advances in a corporate environment. Being competent at the required tasks of the position doesn't seem to rate at all. That's doubly true if one has a reputation of making suggestions for improvement (since those tacitly imply the current management isn't perfect).

Witness today's absurd backpatting on SotA which didn't include any slides about future aircraft delivery schedules or more international routes. But we do have great new lounges for people waiting for their flight to Cedar Rapids.
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Old 07-25-2025 | 08:33 AM
  #66  
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Originally Posted by tallpilot
If I had to guess I would say because ass kissing, covering and political savvy is how one advances in a corporate environment. Being competent at the required tasks of the position doesn't seem to rate at all. That's doubly true if one has a reputation of making suggestions for improvement (since those tacitly imply the current management isn't perfect).

Witness today's absurd backpatting on SotA which didn't include any slides about future aircraft delivery schedules or more international routes. But we do have great new lounges for people waiting for their flight to Cedar Rapids.
that’s a pretty awesome win right there. They deserve all the hype.

*Sarcasm*
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Old 07-25-2025 | 08:40 AM
  #67  
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Originally Posted by Varks
I recently A3 home from training. Made it to airport for earlier flight.. Mayhem at gate of course. Agent gives me a middle seat in back of plane. Chatted with Captain and Delta Pilot while waiting. Delta Pilot gets more room coach seat and an isle. He offered to swap with me.

Why did you A3 home from training? You are entitled to A1 home from training. You most likely would have been sitting in first class because you would have been ahead of everyone on the revenue upgrade list.
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Old 07-25-2025 | 09:05 AM
  #68  
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Originally Posted by AAL24
Why did you A3 home from training? You are entitled to A1 home from training. You most likely would have been sitting in first class because you would have been ahead of everyone on the revenue upgrade list.
Actually it's A1 only on the first and last day of training. During breaks it's A3. Either way - A3 should still be UPG0 (but below A1 UPG0).
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Old 07-25-2025 | 09:09 AM
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Originally Posted by rockelino
Actually it's A1 only on the first and last day of training. During breaks it's A3. Either way - A3 should still be UPG0 (but below A1 UPG0).

ah I figured they were going home after recurrent or possibly a landing sim. Didn't consider long course training. Good catch.
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Old 07-25-2025 | 09:56 AM
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Originally Posted by 8802
Exactly.

The failure to expand or maintain a competitive international presence was solidified in 2019/2020. They need revenue today. We could place a historic widebody order today and still lose money for years. They've got to slow the leak before they start adding more water to the pool. Any improvement in international presence/revenue in the short term will have to come from the XLR, 787 deliveries, and 777 refurbishments.
AA has lost money in Asia and essentially broken even in the TATL category except for one year, and that was the year we made $7b.

And that was back when we still had the 330's and 75/76.

Originally Posted by RippinClapBombs
I think what you’re attempting to illustrate is JetBlue doesn’t compete for corporate contracts and to be frank neither does American (resulting in lower yields)—all thanks to our current management strategy—that’s why we’re 4 percentage points lower than our two main competitors on profit margins. (With our current revenue that’s roughly $2.5 billion lost profit per year).
Go watch the Isom interview on youtube. Corporate revenue is up 10% while industry is flat.
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