Q1 call
#141
Gets Weekends Off
Joined: Jul 2013
Posts: 12,463
Likes: 1,020
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.
#142
Line Holder
Joined: Jan 2025
Posts: 201
Likes: 95
I couldn't care less how much money United or American made because there is absolutely nothing I could do or say that would change anything. I'll continue to show up, fly my contract, and hope the people who get paid to make decisions continue to make us profitable. I hope United and American do well because that means, hopefully, their pilots do well which means we will do well as a pilot group.
Aside from that I fly the contract 4-5 days a week anymore and just absorb the crew swaps and delays. Four days, four FOs again this week. It was better not all that long ago. I hope we get those days back.
#143
Gets Weekends Off
Joined: Jan 2023
Posts: 3,363
Likes: 789
I think you missed the greater point. It’s all like “two fleas arguing over who owns the dog they live on.” I also hope that our people who can do something about our operations do so. The numbers are merely indicators of something increasingly dysfunctional over here. It’s the only reason anyone cares. They may as well be eggplant emojis. Ours are just turning in to something else….the gummster fire continues. Feel the churn!
Aside from that I fly the contract 4-5 days a week anymore and just absorb the crew swaps and delays. Four days, four FOs again this week. It was better not all that long ago. I hope we get those days back.
Aside from that I fly the contract 4-5 days a week anymore and just absorb the crew swaps and delays. Four days, four FOs again this week. It was better not all that long ago. I hope we get those days back.
I like it, imma steal that. Good lanyard fodder too.
#144
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.
The real benefits of Trainer will be revealed in Q2-4 where you will see DL pull far ahead on United in profits. UA’s unregulated growth is biting them now with fuel, SFO and ORD capacity reductions, and FA TA costs (technician contract still do). Plus, they carry $31B of debt to Delta’s $13B and continue to be a non-investment grade carrier.
Trainer, AMEX, our stronger JV/partner ties (LH Group melting down in Europe currently vs AF+KLM), the growing MRO business, hub dominance (pricing power during downturns), and continued investment in premium will grow the gap from DL’s competitors. Revenue diversification will win out.
Delta is hemorrhaging millions in premium payout and still out performing the rest. Once corrected the performance gap will continue to grow, once again. Some people think our “image” is damaged- it isn’t. We just leaped to #1 per ACSI above WN. Planes are full, enhancements to the product, air and ground, are being made continuously, and the NB/WB/pilot group is all growing.
#145
Gets Weekends Off
Joined: Jan 2023
Posts: 3,363
Likes: 789
They lost Q1 to us, unlike in 2025. That’s competitive regression. Mind you, they lost Q2-4 and full year results last year too (and will do so this year too).
The real benefits of Trainer will be revealed in Q2-4 where you will see DL pull far ahead on United in profits. UA’s unregulated growth is biting them now with fuel, SFO and ORD capacity reductions, and FA TA costs (technician contract still do). Plus, they carry $31B of debt to Delta’s $13B and continue to be a non-investment grade carrier.
Trainer, AMEX, our stronger JV/partner ties (LH Group melting down in Europe currently vs AF+KLM), the growing MRO business, hub dominance (pricing power during downturns), and continued investment in premium will grow the gap from DL’s competitors. Revenue diversification will win out.
Delta is hemorrhaging millions in premium payout and still out performing the rest. Once corrected the performance gap will continue to grow, once again. Some people think our “image” is damaged- it isn’t. We just leaped to #1 per ACSI above WN. Planes are full, enhancements to the product, air and ground, are being made continuously, and the NB/WB/pilot group is all growing.
The real benefits of Trainer will be revealed in Q2-4 where you will see DL pull far ahead on United in profits. UA’s unregulated growth is biting them now with fuel, SFO and ORD capacity reductions, and FA TA costs (technician contract still do). Plus, they carry $31B of debt to Delta’s $13B and continue to be a non-investment grade carrier.
Trainer, AMEX, our stronger JV/partner ties (LH Group melting down in Europe currently vs AF+KLM), the growing MRO business, hub dominance (pricing power during downturns), and continued investment in premium will grow the gap from DL’s competitors. Revenue diversification will win out.
Delta is hemorrhaging millions in premium payout and still out performing the rest. Once corrected the performance gap will continue to grow, once again. Some people think our “image” is damaged- it isn’t. We just leaped to #1 per ACSI above WN. Planes are full, enhancements to the product, air and ground, are being made continuously, and the NB/WB/pilot group is all growing.
That's not a premium product.
#146
Line Holder
Joined: Sep 2014
Posts: 1,366
Likes: 329
This is the issue. Are we mostly on time and do we have minimal cancellations? The refinery, premium this, premium that, new routes etc etc. NONE of that matters if we have 10x the cancellations of our competitors day in and day out. This place used to be freakishly reliable.
#148
Also folks, the true number that matters is PTIX, because that determines profit sharing. Delta Q1 PTIX was slightly higher. Everything else is just noise unless you're an airline analyst
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