United Orders 100 787s
12-13-2022 | 08:27 AM
#21
Line Holder
Joined: Jul 2022
Posts: 1,592
Likes: 153
From: 787 FO
FYI
# of Widebodies
AAL 133/121 (YE2019/Now) 5 788 & 30 789 growth orders
DAL 150/151 (YE2019/Now) 19 A339 & 20 A359s growth orders
UAL 196/215 (YE2019/Now) 5 787-10s growth orders
Atlantic Q3/2022 revenue
AAL $1.901B/$3.848B
DAL $2.313B/$4.553B
UAL $3.186B/$6.756B
# of Widebodies
AAL 133/121 (YE2019/Now) 5 788 & 30 789 growth orders
DAL 150/151 (YE2019/Now) 19 A339 & 20 A359s growth orders
UAL 196/215 (YE2019/Now) 5 787-10s growth orders
Atlantic Q3/2022 revenue
AAL $1.901B/$3.848B
DAL $2.313B/$4.553B
UAL $3.186B/$6.756B
Last edited by jerryleber; 12-13-2022 at 08:42 AM.
12-13-2022 | 08:42 AM
#22
Can’t find crew pickup
Joined: Jun 2021
Posts: 3,041
Likes: 191
We order aircraft in smaller batches and closer in than most airlines. We have significant widebody growth planned the next few years. Even with this order United has no widebody growth planned in that time frame. They are however absolutely going to hammer the domestic market with growth.
Honest question.
12-13-2022 | 09:10 AM
#23
Gets Weekends Off
Joined: Feb 2008
Posts: 20,871
Likes: 189
Yes, it’s part of the plan. Still 250 737’s in the next 2 years is vastly more seats than the 150 RJ’s they plan to drop over that time frame. Add in Delta and American growth plus large orders at the ULC’s and domestic capacity is going to soar. How yields respond remains to be seen. Historically airlines are boom or bust. The 2012 to 2019 boom era was one of the few where capacity restraint was practiced to a degree. It paid off in spades. Managements like pilots can’t seem to respect what historically leads to success.
12-13-2022 | 09:12 AM
#24
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Joined: Jul 2022
Posts: 1,592
Likes: 153
From: 787 FO
Yes it it. United's domestic network and hubs are underdeveloped and more RJ dependent than AAL and especially DAL thus the big narrow body orders. DAL's ATL will always be the best domestic hub in the world and by a large margin. United's international network is more developed than its competitors.
12-13-2022 | 12:55 PM
#28
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Joined: Apr 2013
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12-13-2022 | 01:09 PM
#29
Gets Weekends Off
Joined: Sep 2015
Posts: 5,530
Likes: 198
From: UNA
Yes, it’s part of the plan. Still 250 737’s in the next 2 years is vastly more seats than the 150 RJ’s they plan to drop over that time frame. Add in Delta and American growth plus large orders at the ULC’s and domestic capacity is going to soar. How yields respond remains to be seen. Historically airlines are boom or bust. The 2012 to 2019 boom era was one of the few where capacity restraint was practiced to a degree. It paid off in spades. Managements like pilots can’t seem to respect what historically leads to success.
it’s more like a prisoner's dilemma, if everyone keeps capacity tight we all do better…but individually if I am able to grow capacity significantly and none of my competitors can I will be much better off. And I think this is what Kirby is doing.
I personally think he is going all in with a full house, knowing no one else has a 4 of a kind and fairly confident no one has a straight flush.
12-13-2022 | 03:16 PM
#30
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Joined: Jun 2016
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United currently has 54 767s (400s included) and 74 777-200s With 100 787s replacing them, that leaves 28 772s not being replaced (assumingely)
On property:
28 777-200 (not being replaced)
23 777-300
12 787-8
38 787-9
16 787-10
Future:
16 787-10 (old order)
100 787 (new order)
233 Aircraft on Top Pay Band by 2030. Not including the 45 A350s on order (which don’t come until 2030 and would likely replace the 777–300s)
Last edited by captsurf; 12-13-2022 at 03:33 PM.
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