The expanded earnings comments PDF posted on the investor relations page indicates we will end 2026 with the same number of planes as we ended 2025. 176 airframes.

we can do the same amount of block if not more with them cranking up utilization. This just sucks for any FO though. There’s very little point sticking around if upgrade is going to be slowed down drastically.

Just saw that, thanks.

Flat fleet size. So now the question is all about utilization.

not a chance.

I anticipate that this will likely significantly impede the pace of upgrades. Our hiring efforts will probably focus primarily on addressing attrition.

Time for you to go grace the United forums with your posts.

They said growth going forward will be 10%/year.

I think we fly planes 8 hours a day. Line value is probably just over 5 hours and we probably average something like 4 hours per day with rsv coverage. We have plenty of room to fly more. They are focusing on better on time performance, so maybe they won't have to be as conservative with pairing construction.

I'm pleased to see a profit, but "other operating" expenses has a -$65M line item which helps the 4Q profit number. I'm guessing that's SLB related.

Also, CASM exceeded RASM which isn't ideal.

The company is praising the "more constructive supply-demand environment" (I think they're talking capacity?) so what happens if legacies add back?

Others mentioned utilization & I agree. We were down about 10% in '25. Definitely going to see some changes in block.

2026 will be interesting.

From JD “we are returning 320NEOs 24 of them” “average of returned 320’s is 6 years” so half the lease completed.” A deal was struck that we won’t be hit financially.

We are a net zero according to JD for deliveries. So we give 24 back and have 24 coming.

Utilization is going to go from 8-9 hours a day to 11.5 hours a day.


This place is a dumpster fire. Anyone with a lot of runway left in this career would be wise to bounce. Sounds like they are closing bases too because no one caught that the $200 million in savings they are claiming to be able to achieve is due to rent…. Aka bases not being bases. Godspeed fellas

You don't think we are desperately trying? Most FOs have their apps out, and have since day one. Unfortunately moving on is extremely difficult outside of random 2-3 month stretches where loads of people are getting in with the top jobs before that window abruptly closes. And us FOs who missed out are now without any realistic avenue to earning TPIC in the next 2 years. Bleak.

FYI - I think the "rent" mention was money saved on leases terminating but could be wrong.