System bid
07-31-2025 | 10:27 AM
#11
Line Holder
Joined: Mar 2012
Posts: 1,173
Likes: 27
Not disputing your opinion but on the earnings call JG stated we are “appropriately staffed”. Historically, jetblue has not been phased by turn over despite the added costs it brings. Do not mistake your own personal value with the opinion of management.
Also, management stated the XLR’s represent a 3rd fleet type at this point and they aren’t willing to take on that burden hence the sale. Low single digits of growth the next few years largely with returning AOG’s which will not add additional costs as they are already owned. Management is banking on the continued decline of ULCC’s as well. That little nugget of information, IMHO, will be the single biggest factor on whether the BOD sells the airline or not.
Also, management stated the XLR’s represent a 3rd fleet type at this point and they aren’t willing to take on that burden hence the sale. Low single digits of growth the next few years largely with returning AOG’s which will not add additional costs as they are already owned. Management is banking on the continued decline of ULCC’s as well. That little nugget of information, IMHO, will be the single biggest factor on whether the BOD sells the airline or not.
07-31-2025 | 10:29 AM
#12
Line Holder
Joined: Mar 2012
Posts: 1,173
Likes: 27
I think this is the right take. Nothing is going to happen until the fate of NK is resolved because there are too many unknowns. My contrary take to a merger is that if UA sees the value in B6 as JFK, then is the FAA/DOJ/DOT going to allow UAL to dominate NYC with EWR and JFK or will they require much divestiture so that it effectively neuters a deal.
07-31-2025 | 05:02 PM
#13
Line Holder
Joined: May 2012
Posts: 1,567
Likes: 84
its hard to make the argument, except for optics, that UAL would have to give up much considering the presence they have in the “NYC” market.
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