News thread

Reply Subscribe

Page 104 of 129

104

Thread Tools

Search this Thread

02-11-2026 | 04:21 AM

#1031

OnTilt

On Reserve

Joined: Jun 2023

Posts: 24

Likes: 5

$53 million Q4 net income. Announced early return of 20+320NEO to right size the fleet. Deferrals of future deliveries for slower more steady growth.

02-11-2026 | 04:48 AM

#1032

spooldup

Line Holder

Joined: Jun 2021

Posts: 1,379

Likes: 119

From: Joystick Operator

Quote:

Originally Posted by OnTilt

$53 million Q4 net income. Announced early return of 20+320NEO to right size the fleet. Deferrals of future deliveries for slower more steady growth.

REALLY makes me wonder if there is a merger in our future....

02-11-2026 | 04:51 AM

#1033

Greendriver

On Reserve

Joined: Aug 2022

Posts: 106

Likes: 6

From: A321 CA

Quote:

Originally Posted by spooldup

REALLY makes me wonder if there is a merger in our future....

With that amount of deferred deliveries, and returns, something is up. Doesn't make sense to defer post 30's.

02-11-2026 | 04:53 AM

#1034

spooldup

Line Holder

Joined: Jun 2021

Posts: 1,379

Likes: 119

From: Joystick Operator

Quote:

Originally Posted by Greendriver

With that amount of deferred deliveries, and returns, something is up. Doesn't make sense to defer post 30's.

Also, they mention upgrading and modernizing the fleet through 2027 which includes WIFI.

HALLELUJAH

02-11-2026 | 05:01 AM

#1035

DontStahl320

On Reserve

Joined: Jul 2023

Posts: 53

Likes: 4

From: 320 CA

Quote:

Originally Posted by Greendriver

With that amount of deferred deliveries, and returns, something is up. Doesn't make sense to defer post 30's.

It does if the airline isn’t profitable and can’t afford current economic competition.

02-11-2026 | 05:08 AM

#1036

Powderkeg

Line Holder

Joined: Dec 2016

Posts: 755

Likes: 14

Quote:

Originally Posted by spooldup

REALLY makes me wonder if there is a merger in our future....

Makes me more certain there is NOT a merger in our future. This is 100% defense, a merger would be offense.

02-11-2026 | 05:13 AM

#1037

Aero1900

Gets Weekends Off

Joined: Nov 2012

Posts: 3,764

Likes: 115

From: 1900D CA

Anyone know the 2026 aircraft delivery numbers?

How old is our oldest 320NEO? I think they were all on 12 year leases. I wonder how early these leases are being terminated?

Will we have a net gain or loss of aircraft this year?

I wonder if they are going to up the utilization on the existing fleet substantially.

Anyhow, great to see that we are at least making money again

02-11-2026 | 05:15 AM

#1038

Greendriver

On Reserve

Joined: Aug 2022

Posts: 106

Likes: 6

From: A321 CA

Quote:

Originally Posted by Powderkeg

Makes me more certain there is NOT a merger in our future. This is 100% defense, a merger would be offense.

Probably wise not to go down the same path as NK.

I'm just curious as to what JD or whomever has to say in today's Town Hall.

02-11-2026 | 05:18 AM

#1039

Greendriver

On Reserve

Joined: Aug 2022

Posts: 106

Likes: 6

From: A321 CA

Quote:

Originally Posted by Aero1900

fftpilots.com and CR sends out an email with updates on fleet data etc. This changes things for sure, but we are still on track for this years deliveries of around 23 aircraft.

02-11-2026 | 05:22 AM

#1040

Nacho Libre

Line Holder

Joined: Aug 2015

Posts: 318

Likes: 5

From: Underpaid, LCC

Quote:

Originally Posted by Powderkeg

Makes me more certain there is NOT a merger in our future. This is 100% defense, a merger would be offense.

That’s my take as well. The reduction in flying gives F9 more runway to keep operating. They will shed the least profitable routes and probably cut costs further with some base reductions to drive reserve utilization higher and reduce the % of reserves system wide. If this occurs it would make sense to see fewer day turns.