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Will ExpressJet survive this?

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Old 04-11-2020, 10:34 AM
  #201  
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Originally Posted by Itsajob View Post
Who consolidates with who? According to a quick Google search, there about 340 aircraft(+some 550’s) in the 50 seat fleet. SkyWest has about 1/3 of them, while Air Wisconsin, CommutAir, and Expressjet all exclusively fly 50 seaters and collectively operate the rest. There are also about 250 aircraft that are 70+ seats, many of which are owned by a regional airline, and not United. If the 50 seat fleet is on the chopping block, why have consolidation among the exclusive operators? Why would others absorb equipment and people who are slated to be cut? United has invested money in companies like Expressjet, but if their fleet is not long for this world, would it be cheaper to write that investment off or to transfer United owned big rj’s to a company that they made a prior investment in? Kirby has repeatedly said that the 50 seat flying will be almost gone, a thing of the past, or have a significant reduction. If the company decides to practically eliminate a fleet type that makes up over half of the total hulls, how do you consolidate companies when half of the crews will no longer be needed? Outside of bankruptcy, they aren’t going to get scope relief, until things return to normal I don’t see United even entertaining the idea of purchasing a new 100 seat fleet type, and if they are still not interested in 100 seaters, they definitely won’t want mainline 76 seaters. I’m looking at this as an outsider or from a management perspective, not as a pilot with skin in the game. How does it work?
My guess is that they won't completely eliminate all 50 seat flying, but there will be a significant reduction. Probably 50% or more of the 50 seat fleet gets retired. Suppose it's 2/3 that gets eliminated. That would fall in line with keeping the 145XRs and maybe the 550s that have already been converted. I think that would be about 95 aircraft on the 145 side of the equation. The "consolidation" wouldn't have to include the crews, unfortunately. Just the portion of the routes that United continued to fly that were previously farmed out to multiple carriers would be consolidated. UAL already did that with Trans States aircraft and the routes they had been flying. Some of the Trans States pilots did come over, but it was at the bottom of another regional's seniority list. Which regional would remain UAL's 50 seat operator might be the big question. Would they favor one that they already hive a financial stake in or would they possibly keep two around for some competition (whipsaw)?
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Old 04-11-2020, 11:57 AM
  #202  
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Originally Posted by piloto2 View Post
Would they favor one that they already hive a financial stake in or would they possibly keep two around for some competition (whipsaw)?
There's also the aircraft ownership picture. According to the UA 2019 annual report,
https://ir.united.com/static-files/1...c-d0e4d407f9cf page 23,
as of end Dec 2019, UA was operating 175 ERJ-175s, 168s of which they own (the other 7 were owned by TSA, so those are off the list of UA planes now). At the same time, they were "operating" 133 CRJ-200s, 70 owned by SKW and 63 owned by AWAC.

Seems like they'd be more inclined to use the airplanes they already own vs parking those and paying for someone else's planes to be flown. What we don't know is the duration and strength of the contracts UA has with AWAC and SKW for the -200s.
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Old 04-11-2020, 12:33 PM
  #203  
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Originally Posted by DBono View Post
There's also the aircraft ownership picture. According to the UA 2019 annual report,
https://ir.united.com/static-files/1...c-d0e4d407f9cf page 23,
as of end Dec 2019, UA was operating 175 ERJ-175s, 168s of which they own (the other 7 were owned by TSA, so those are off the list of UA planes now). At the same time, they were "operating" 133 CRJ-200s, 70 owned by SKW and 63 owned by AWAC.

Seems like they'd be more inclined to use the airplanes they already own vs parking those and paying for someone else's planes to be flown. What we don't know is the duration and strength of the contracts UA has with AWAC and SKW for the -200s.
a lot of the SKYW contracts for 200 flying for UA are short-term - maybe 2-3 years with renewal options. They will be gone for sure. But SKYW operates some 30 or so EAS routes under the UA brand with 200’s that will likely remain.

and as FYI - UAX total 70/76 fleet is 255 aircraft. The difference of 80 aircraft are owned by SKYW and Mesa.
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Old 04-11-2020, 02:14 PM
  #204  
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Originally Posted by ReadOnly7 View Post
Park the 145s
Round up all the UAL-owned 175s and bring them in-house
Merge C5 and XJT
Staple that ist to the UAL list.

All one happy family, no 50-seaters, no scope relief.
If that happened, all of the C5 and XJT pilots would end up furloughed as United pilots flushed back into the 175.
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Old 04-11-2020, 03:22 PM
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Originally Posted by Jonneaux View Post
If that happened, all of the C5 and XJT pilots would end up furloughed as United pilots flushed back into the 175.
I don’t think ALL of them would be, but I’m aware of what I suggested. As demand comes back, they would all be recalled.....to a much better job.
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Old 04-11-2020, 03:50 PM
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Originally Posted by TFAYD View Post
a lot of the SKYW contracts for 200 flying for UA are short-term - maybe 2-3 years with renewal options. They will be gone for sure. But SKYW operates some 30 or so EAS routes under the UA brand with 200’s that will likely remain.

and as FYI - UAX total 70/76 fleet is 255 aircraft. The difference of 80 aircraft are owned by SKYW and Mesa.
I think he meant to say 145’s not 175’s. Because at republic, only 12 United planes are owned by United, the rest of the 175’s and 170’s are Republic owned.
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Old 04-11-2020, 05:04 PM
  #207  
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Wishin y'all the best of luck.

HB
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Old 04-11-2020, 10:03 PM
  #208  
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Originally Posted by Tpinks View Post
I think he meant to say 145’s not 175’s. Because at republic, only 12 United planes are owned by United, the rest of the 175’s and 170’s are Republic owned.
Yea, my bad - 145's not 175's. Was attempting to discuss 50 seaters.
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Old 04-14-2020, 09:50 AM
  #209  
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I'm going to bet on commutair, xjt, and air whisky closing shop and furloughing all employees. Republic and Skywest will furlough a large percentage of their force.

This will be at the same time the major airlines furlough 2-3k pilots each as well.

Furloughs called back to the majors by 2024-2025. Hiring beginning then as well from existing regional airlines. Current XJT and C5 pilots will not have any flying opportunities until Skywest, Republic, Mesa, etc a) recall all their furloughed employees and b) lose enough employees to attrition from major airline hiring.

So, probably 7-8 years.

This is all just a WAG.
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Old 04-14-2020, 10:35 AM
  #210  
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Originally Posted by watch View Post
I'm going to bet on commutair, xjt, and air whisky closing shop and furloughing all employees. Republic and Skywest will furlough a large percentage of their force.

This will be at the same time the major airlines furlough 2-3k pilots each as well.

Furloughs called back to the majors by 2024-2025. Hiring beginning then as well from existing regional airlines. Current XJT and C5 pilots will not have any flying opportunities until Skywest, Republic, Mesa, etc a) recall all their furloughed employees and b) lose enough employees to attrition from major airline hiring.

So, probably 7-8 years.

This is all just a WAG.
I think this is a worst case scenario, but isn’t really all that far fetched
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