News thread
02-11-2026 | 05:22 AM
#1041
On Reserve
Joined: Dec 2020
Posts: 76
Likes: 6
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
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
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.
02-11-2026 | 05:29 AM
#1042
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Joined: Jul 2023
Posts: 56
Likes: 23
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.
02-11-2026 | 05:31 AM
#1043
Gets Weekends Off
Joined: Nov 2012
Posts: 3,764
Likes: 115
From: 1900D CA
02-11-2026 | 05:34 AM
#1045
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Joined: Aug 2022
Posts: 106
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From: A321 CA
02-11-2026 | 06:07 AM
#1046
Line Holder
Joined: Jun 2021
Posts: 1,379
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From: Joystick Operator
02-11-2026 | 06:19 AM
#1047
Line Holder
Joined: Dec 2021
Posts: 794
Likes: 64
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.
02-11-2026 | 06:25 AM
#1048
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Joined: Jun 2022
Posts: 166
Likes: 21
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.
02-11-2026 | 07:47 AM
#1049
Line holder
Joined: Aug 2018
Posts: 217
Likes: 11
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
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
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
02-11-2026 | 07:52 AM
#1050
Line Holder
Joined: Dec 2023
Posts: 398
Likes: 31
FYI - I think the "rent" mention was money saved on leases terminating but could be wrong.
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