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Old 05-27-2025 | 08:59 AM
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Originally Posted by sailingfun
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.
You think United's widebody fleet numbers have decreased the last 3 years? It's up about 7. The only retirement was 1 767-300 and that was due to corrosion issues.
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Old 05-27-2025 | 09:39 AM
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Originally Posted by sailingfun
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.

Its a bit of a deceptive statistic, as UA didn't retire airplanes during covid like DL (bunch of 767s and all the 777s) and AA (330s and 767s). So it is an 'artificially low' baseline from which to measure subsequent growth.

Looking forward UA's huge orderbook will be offset by retirements (old 777s, 767s most likely) but still forward looking it isn't even close on net between them and everyone else.

AA has become an also-ran but has also been hamstrung by not being able to get their new 787s anywhere near on schedule. As they seem to be waking up on the need to compete I expect to see a big WB order from them, while DL sits on its reputation and codeshare partners until GH and EB retire, at which point I question if the historical revenue premium will still exist.

Time will tell!
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Old 05-27-2025 | 10:15 AM
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Originally Posted by flightlessbirds
Its a bit of a deceptive statistic, as UA didn't retire airplanes during covid like DL (bunch of 767s and all the 777s) and AA (330s and 767s). So it is an 'artificially low' baseline from which to measure subsequent growth.

Looking forward UA's huge orderbook will be offset by retirements (old 777s, 767s most likely) but still forward looking it isn't even close on net between them and everyone else.

AA has become an also-ran but has also been hamstrung by not being able to get their new 787s anywhere near on schedule. As they seem to be waking up on the need to compete I expect to see a big WB order from them, while DL sits on its reputation and codeshare partners until GH and EB retire, at which point I question if the historical revenue premium will still exist.

Time will tell!
UAL uses the order book as a hedge. They have a lot of sway with BA when it comes to adjusting as needed. Selling or swapping delivery positions etc. Delta uses the gently preowned market the same way. Delta finds airplanes when they need too. MD-90s, B717s, GoL 737ngs, Lion air, LATAM (Qatari) 350s etc.
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Old 05-27-2025 | 12:48 PM
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Originally Posted by FlyPanAm
You think United's widebody fleet numbers have decreased the last 3 years? It's up about 7. The only retirement was 1 767-300 and that was due to corrosion issues.
I grabbed the numbers off internet sources. Went to the actual annual reports and you are correct. United actually had a net gain of 10 widebodies. They went from 213 to 223.
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Old 05-27-2025 | 12:51 PM
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Originally Posted by notEnuf
UAL uses the order book as a hedge. They have a lot of sway with BA when it comes to adjusting as needed. Selling or swapping delivery positions etc. Delta uses the gently preowned market the same way. Delta finds airplanes when they need too. MD-90s, B717s, GoL 737ngs, Lion air, LATAM (Qatari) 350s etc.
Orders don’t actually mean much. It’s extremely cheap to secure a widebody order until progress payments start. Delta as posted has normally always made orders in smaller batches. They did however once place a massive Boeing order. They took delivery of like 6 aircraft from that order.
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Old 05-27-2025 | 01:40 PM
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United WBs:
227
Delta WBs:
174

When considering this difference, it's important to realize UA does 1 Capt/3 F/O 4-pilot while DL does 2 Capt/2 F/O. I don't know how many WB Captains UA has, but the effect is pretty clear comparing Captains/airframe at DL. On the 767-400 where it's pretty much all 3-pilot augmented, we have 9.4 Captains per aircraft. On the 330/350 where there's varying degrees of 4-pilot, we have 12.3 Captains per aircraft. 330/350 are also growing fleets, so I'd expect them to be understaffed.

If the reason to compare is thinking about how much opportunity there is to be a WB Captain someday, they are about the same number.
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Old 05-27-2025 | 02:25 PM
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Originally Posted by AirCoxswain
United WBs:
227
Delta WBs:
174

When considering this difference, it's important to realize UA does 1 Capt/3 F/O 4-pilot while DL does 2 Capt/2 F/O. I don't know how many WB Captains UA has, but the effect is pretty clear comparing Captains/airframe at DL. On the 767-400 where it's pretty much all 3-pilot augmented, we have 9.4 Captains per aircraft. On the 330/350 where there's varying degrees of 4-pilot, we have 12.3 Captains per aircraft. 330/350 are also growing fleets, so I'd expect them to be understaffed.

If the reason to compare is thinking about how much opportunity there is to be a WB Captain someday, they are about the same number.
united has more widebody captains and far more top-paying widebody captains than delta. and the 3 fo thing goes away on ultra long flights
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Old 05-27-2025 | 02:57 PM
  #5328  
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Originally Posted by sailingfun
Orders don’t actually mean much. It’s extremely cheap to secure a widebody order until progress payments start. Delta as posted has normally always made orders in smaller batches. They did however once place a massive Boeing order. They took delivery of like 6 aircraft from that order.
When a single company has 1/5 to 1/6 of your order book, you can't ignore them and will accomodate.
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Old 05-28-2025 | 02:41 AM
  #5329  
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Originally Posted by OOfff
united has more widebody captains and far more top-paying widebody captains than delta. and the 3 fo thing goes away on ultra long flights

it's been 5 or 6 years, so it may have changed, but a UAL buddy was interested so we ran the numbers and it certainly wasn't FAR more. When you account for the fact that many of their 76 Captains almost never fly the 764, we only had about 50 fewer WB Captains than UAL. Id guess it's due to 1/3 ratio and the fact that they use their WBs a lot more on domestic routes. Of course they had a lot more WB FOs.
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Old 05-28-2025 | 08:01 AM
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Originally Posted by crewdawg
it's been 5 or 6 years, so it may have changed, but a UAL buddy was interested so we ran the numbers and it certainly wasn't FAR more. When you account for the fact that many of their 76 Captains almost never fly the 764, we only had about 50 fewer WB Captains than UAL. Id guess it's due to 1/3 ratio and the fact that they use their WBs a lot more on domestic routes. Of course they had a lot more WB FOs.
Yeah, it's tough to actually count because of the difference between 7ER and 756. If I could be bothered to get a copy of their category list, I'd probably just compare 787/777 to 330/350. The 767 count is more important from the standpoint of replacement. There's no NMA, so they can only be replaced with 787s and 330s respectively. I think UA probably replaces them faster while we get inadvertent growth. They seem to buy a replacement and retire the old plane while we tend to buy a replacement and then, network comes up with something else they want to do with the old plane until a black swan hits.
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