What orders will AA/US cancel?
 

Combined they have roughly 600 airplanes on order.

American Airlines

Lots of overlap too.

319, 320neo, 321, 738, 737MAX
332, 358, 359, 773, 788, 789


Looking at their current fleet, I just don't really see 600 airplanes that need to be parked. Even if you parked the 734, 320, 752, 762, 763, and M80 fleets, thats only 500 airplanes.

That leaves a net gain of 100 airplanes with a total mainline fleet count of 1052 airplanes (!!!!). Obviously that isn't going to happen. So something is going to have to give in the orders department. Any guesses?

Didn't parker last week state that they were going to need all the airplanes? Maybe he was commenting on the AMR order. Not sure..

Would imagine some would be for straight replacement, Send older planes back to lessor as new ones are available at more favorable terms. Think I remember US with the original AB order was getting them for X millions. They did some acct games where they would sell them to X company for 10mil profit a pop, then turn around and lease them back. or some crap. Instant profits.......Wall Street probably loved it....

Every md80, 757, 734 needs to be replaced short term. Then the 76

All of the 757 won't go until 321neos show up.

I'd say the A350 is most at risk. I don't think it is supposed to show up until 2017 anyway.

Not every 757 needs to go, we have a sub-fleet of 20 757s that are relatively new ("relatively" meaning '01, '02 models) that fly JFK-Europe and some Deep South stuff out of MIA. I believe AA will be keeping those.

2020/2021(?) plan showed 24(?) 757's still on property.

But that plan was more than 6 minutes old so it might have changed.

Agreed, how about the A330s? How do they fit in the puzzle with the 787s? I think either the 787-8s or A330s have to be chopped

I have no idea. Parker has said that when you are a company even the size of the current US that the cost of operating lots of fleet types is outweighed by things like power in supplier contracts and fleet/route flexibility. I imagine there will be some pretty significant cost analysis going on.

By the time we are all put together our 330-300 will be a little long in the tooth. I imagine you will see lots of coming and going of new and old airplanes even in the fleets they keep. We are getting rid of the older A320s out west now and they at time return newer A/C is they can get better deals.

The E190 is a small fleet, but they pushed hard for the low rates on it. Will be interesting to see what happens with them.

Yea, the skies will turn dark with AA painted E190s in the near future.