Q1 call
#131
I think we kick the can for one more summer. Schedule pull down similar to last year will save them. Last year tariffs, this year fuel... [mod edit]
Last edited by FangsF15; Yesterday at 04:26 PM. Reason: remove partisan slight
#132
Line Holder
Joined: Sep 2005
Posts: 1,383
Likes: 121
It lives in 2 places - NPD and NPS (network planning strategy). Least the last time I saw them, they could have changed the nomenclature by now.
Anyway, yeah the present Flt Ops mngmnt team was handed a gift of an operation firing on all cylinders. In a little under 7 years they've managed to wreck it. To a point it's going to take $$$, time and managers with the knowledge and capability to dig us out. I don't see our prospects in that regard changing very fast even if the top is sliced off and replaced with competent people. It's going to take a few years to correct the flight path trajectory we're on right now.
Anyway, yeah the present Flt Ops mngmnt team was handed a gift of an operation firing on all cylinders. In a little under 7 years they've managed to wreck it. To a point it's going to take $$$, time and managers with the knowledge and capability to dig us out. I don't see our prospects in that regard changing very fast even if the top is sliced off and replaced with competent people. It's going to take a few years to correct the flight path trajectory we're on right now.
#137
Line Holder
Joined: Jan 2025
Posts: 201
Likes: 95
I forget who it was that replied to me, "Yeah, well, I'm coming for THEIR lunch!" when I warned that UAL was coming with some passion for ours. It's foolish to disregard them as anything other than a true competitor who's stated policy was to (parahprasing here) "spend some money and kick a little a**." Kirby may be tired of antagonizing American. Who does that leave?
Meanwhile, we won't spend a dime to improve and we keep everyone in the dark about the 'plan'. He's over there running a modern airline. We need to pay attention.
Meanwhile, we won't spend a dime to improve and we keep everyone in the dark about the 'plan'. He's over there running a modern airline. We need to pay attention.
#138
Line Holder
Joined: Feb 2020
Posts: 976
Likes: 76
"United Airlines will bump fares 15% to 20% this summer, its busiest season — letting travelers foot the bill for the airline’s jet fuel costs that have doubled ..."
A5S
https://nypost.com/2026/04/22/busine...amid-iran-war/
A5S
https://nypost.com/2026/04/22/busine...amid-iran-war/
#139
I love how many people are surprised that United is making money. Too many deltoids think the world revolves around Atlanta and every other airline must be inferior. This attitude has permeated the 4th floor and led to a sort of cancer that requires surgery to remove the malignant leaders.
#140
On Reserve
Joined: Jul 2024
Posts: 69
Likes: 45
The pre-tax income gap is mostly noise. UAL's $870M GAAP pre-tax includes $444M in sale-leaseback gains on aircraft transactions — essentially UAL sold planes and leased them back, booking a one-time accounting gain that flows straight through to pre-tax income. Strip that out and UAL's adjusted pre-tax is $498M vs Delta's $532M. Delta actually wins on an adjusted basis, which is the only number that reflects actual airline operations.
Everyone relax. There’s zero chance United jumps us overnight - especially in a fuel crunch. That being said, no doubt they are knocking on the door and who knows what Delta plans to do about it.
But I’m not so sure United is the juggernaut you all think they are. They do A LOT of smoke and mirrors advertising (fleet orders, Evtols, Kirby himself, etc) and A LOT of low margin flying, hence the quick pull down in flying they had after this conflict started. They’re also in a margin war with AA at ORD. I wholeheartedly agree that our management team moves slowly. But I’ve also learned that margin discipline looks very slow (read not flying from EWR to Nuuk).
Anyway, I want my PB days and normal reserve back!
Everyone relax. There’s zero chance United jumps us overnight - especially in a fuel crunch. That being said, no doubt they are knocking on the door and who knows what Delta plans to do about it.
But I’m not so sure United is the juggernaut you all think they are. They do A LOT of smoke and mirrors advertising (fleet orders, Evtols, Kirby himself, etc) and A LOT of low margin flying, hence the quick pull down in flying they had after this conflict started. They’re also in a margin war with AA at ORD. I wholeheartedly agree that our management team moves slowly. But I’ve also learned that margin discipline looks very slow (read not flying from EWR to Nuuk).
Anyway, I want my PB days and normal reserve back!
Last edited by TOCTOD; Yesterday at 01:37 PM.
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