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Old 05-24-2025 | 11:25 AM
  #5311  
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Originally Posted by PilotJ3
Maybe because of Global Scope and have to replace the 763.

Im usually a half empty glass kind of a person. But Delta doesn’t do “big airplane announcements”, like United. So, the airplanes will come, eventually. We already have the MRO for the 350 engines, which I think is what they really wanted a couple of years ago. Underpromise (no NH until Q3 2026), over deliver (hiring ramping back after summer for whatever 2026 plans).

Delta is currently tightening our pilot group, I think they believe they can make us fly more with Gs than growing the airline as they should. I also believe next contract negotiations is going to be interesting, as I also think they didn’t knew what they were signing in this PWA.

Also remember RG 2019 summer…they will definitely try again and maybe 2026 will be the year of money.
There’s at minimum ~240 wide-body aircraft on order between many of DL’s JV’s, Skyteam partner's, and carriers DL has ownership stake in that qualify towards global scope. Not including their current wide-body fleets.

The Notepad memo from ALPA on Global Scope insinuated essentially 1:1 WB growth via block hours from these partners. There is some language that dictates exactly which WB flying counts as global scope, but it sounds like a vast majority of it qualifies. The only form of agreed upon remediation is additional wide-body pilot jobs if Delta fails to meet the quarterly audits by ALPA.
https://d2r1lrrqctgamh.cloudfront.ne...A/NN-23-03.pdf

IMO, this points towards a handful of more WB orders in the next 1-3 years or one very big WB order (least likely). But, managements current strategy is disheartening to say the least when trying to forecast growth/network. Though, I can’t see them blatantly disregarding this Scope when remediation steps are clearly spelled out.
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Old 05-24-2025 | 11:37 AM
  #5312  
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Originally Posted by Ripinpeace
There’s at minimum ~240 wide-body aircraft on order between many of DL’s JV’s, Skyteam partner's, and carriers DL has ownership stake in that qualify towards global scope. Not including their current wide-body fleets.

The Notepad memo from ALPA on Global Scope insinuated essentially 1:1 WB growth via block hours from these partners. There is some language that dictates exactly which WB flying counts as global scope, but it sounds like a vast majority of it qualifies. The only form of agreed upon remediation is additional wide-body pilot jobs if Delta fails to meet the quarterly audits by ALPA.
https://d2r1lrrqctgamh.cloudfront.ne...A/NN-23-03.pdf

IMO, this points towards a handful of more WB orders in the next 1-3 years or one very big WB order (least likely). But, managements current strategy is disheartening to say the least when trying to forecast growth/network. Though, I can’t see them blatantly disregarding this Scope when remediation steps are clearly spelled out.
I'd bet on intentional violation with the company expecting settlement for pennies on the dollar when signing the new contract. They already blatantly disregard portions of the PWA, what makes us think they will honor scope?
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Old 05-24-2025 | 11:55 AM
  #5313  
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Originally Posted by Gunfighter
I'd bet on intentional violation with the company expecting settlement for pennies on the dollar when signing the new contract. They already blatantly disregard portions of the PWA, what makes us think they will honor scope?
Agreed, if it’s cheaper/more convenient to violate why not? Only saving grace is see here is that ALPA ensured quarterly audits with only one form of agreed upon remediation. Many PWA work rules do not have “clearly spelled out” forms of remediation meaning management can easily violate work rules in their favor. This is not the case with global scope.

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Old 05-24-2025 | 12:13 PM
  #5314  
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Originally Posted by Cloudwatcher111
From what I heard, management came to speak with the most recent Endeavor flow class that started May 6. One of the new hires in the class was not letting management get away with giving such a vague answer on hiring and ended up trapping the guy into admitting that currently Delta has no plans to hire any more pilots this year and that they are focusing on next Summer hires which would start in January of 26'. Obviously things can change but this seems to be what Delta is currently thinking at the moment and seems to have settled on it unless something drastic happens requiring them to hire more this year.
Don’t know if you got the email from DM (ATL/regional), but it sure sounded like not only are we selling plenty of tickets, but things are gonna be a “little hot” this summer. Don’t know about other catagories, but ATL 73N is already there…. It’s going to be raining green all summer. My prediction. Stand by for a pivot from the top.
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Old 05-25-2025 | 07:35 AM
  #5315  
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Originally Posted by Abouttime2fish
Don’t know if you got the email from DM (ATL/regional), but it sure sounded like not only are we selling plenty of tickets, but things are gonna be a “little hot” this summer. Don’t know about other catagories, but ATL 73N is already there…. It’s going to be raining green all summer. My prediction. Stand by for a pivot from the top.
my category is already running hot too. I’ve gotten a dozen ARCOS calls being at the bottom of my list. Reserve coverage is abysmal.
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Old 05-25-2025 | 11:32 AM
  #5316  
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Originally Posted by Nantonaku
Even Trip has given up on the huge wide body order. It isn’t coming. We are in the business of selling international tickets more so than the business of flying international. First we had to wait until after the contract to get our big order and international growth. Then it was waiting until we repair our domestic market. Now as United operates the largest international route structure ever we still pullback because it was never in the plans. We don’t have the planes coming and will never make a big international move. Every major player in the US is making an international push except Delta. Why fly your own planes when you can pay AeroMexico and Korean Air and Air France to fly them?
follow the $$$ or more precisely, the RSUs.
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Old 05-27-2025 | 03:57 AM
  #5317  
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Originally Posted by Nantonaku
Even Trip has given up on the huge wide body order. It isn’t coming. We are in the business of selling international tickets more so than the business of flying international. First we had to wait until after the contract to get four big order and international growth. Then it was waiting until we repair our domestic market. Now as United operates the largest international route structure ever we still pullback because it was never in the plans. We don’t have the planes coming and will never make a big international move. Every major player in the US is making an international push except Delta. Why fly your own planes when you can pay AeroMexico and Korean Air and Air France to fly them?
Can you post the wide body deliveries over the last 3 years for United, Delta and American?
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Old 05-27-2025 | 06:03 AM
  #5318  
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Originally Posted by sailingfun
Can you post the wide body deliveries over the last 3 years for United, Delta and American?
You obviously know the answer and are driving at something here so why don't you just post it up. UAL has a huge order book. Pretty much if you add up AA and DAL together, UAL exceeds those orders. However, you couched the question in deliveries to date. UAL does have more WB than we do currently. They have ordered more than us and AAL combined.
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Old 05-27-2025 | 06:25 AM
  #5319  
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Originally Posted by Hotel Kilo
You obviously know the answer and are driving at something here so why don't you just post it up. UAL has a huge order book. Pretty much if you add up AA and DAL together, UAL exceeds those orders. However, you couched the question in deliveries to date. UAL does have more WB than we do currently. They have ordered more than us and AAL combined.
The United formating didn't paste well so here https://www.sec.gov/ix?doc=/Archives...l-20250331.htm page 23. Delta here https://www.sec.gov/ix?doc=/Archives...identifier-592 page 12.

DELTA
Aircraft Type
Purchase Commitments
A220-300 69
A321-200neo 82
A330-900neo 6
A350-900 8
A350-1000 20
B-737-10 100
Total 285

UNITED
Contractual Aircraft Deliveries

787
145


737 MAX 8
7


737 MAX 9
130


737 MAX 10
167


A321neo
136


A321XLR
50


A350
45


(a) United also has options and purchase rights for additional aircraft. (b) Expected aircraft deliveries reflect adjustments communicated by Boeing and Airbus or estimated by United. However, aircraft deliveries are subject to a number of variables, as further described in Part I, Item 1A. Risk Factors of the 2024 Form 10-K, and we cannot guarantee delivery of any particular aircraft at any specific time notwithstanding firm purchase commitments. The aircraft listed in the table above are scheduled for delivery through 2033. The amount and timing of the Company's future capital commitments could change to the extent that: (i) the Company and the aircraft manufacturers, with whom the Company has existing orders for new aircraft, agree to modify (or further modify) the contracts governing those orders; (ii) rights are

Last edited by notEnuf; 05-27-2025 at 07:02 AM.
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Old 05-27-2025 | 06:48 AM
  #5320  
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Originally Posted by Hotel Kilo
You obviously know the answer and are driving at something here so why don't you just post it up. UAL has a huge order book. Pretty much if you add up AA and DAL together, UAL exceeds those orders. However, you couched the question in deliveries to date. UAL does have more WB than we do currently. They have ordered more than us and AAL combined.
I didn’t know the exact answer but suspected Delta has had the fastest growing widebody fleet. I didn’t look and Delta appears to have had a net increase of 16 Airframes verses United being static or actually decreasing a couple of airframes. United does have a large order book however they have a huge replacement cycle coming up.
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