Duffy Merger Comments
04-09-2026 | 03:39 PM
#12
Gets Weekends Off
Joined: Dec 2005
Posts: 9,460
Likes: 472
AS managers *very* much like their own jobs, and have always resisted M&A involving larger airlines.
The carry a fair bit of cash, and keep their debt fairly low.
They are boeing's home-town airline, fleet decisions appear to reflect that, and there's a lot of cross-pollination between the two BoDs.
If I had to guess, if AS is involved it it would be AS buying B6. The route structures are very complimentary so it makes good sense. They also have negligible overlap, so it would presumably get by the regulators (in the current regime).
The carry a fair bit of cash, and keep their debt fairly low.
They are boeing's home-town airline, fleet decisions appear to reflect that, and there's a lot of cross-pollination between the two BoDs.
If I had to guess, if AS is involved it it would be AS buying B6. The route structures are very complimentary so it makes good sense. They also have negligible overlap, so it would presumably get by the regulators (in the current regime).
That’s a lotta Airbuses to park.
04-10-2026 | 11:47 PM
#14
Line Holder
Joined: Apr 2017
Posts: 376
Likes: 37
From: FO Obvious
AS managers *very* much like their own jobs, and have always resisted M&A involving larger airlines.
The carry a fair bit of cash, and keep their debt fairly low.
They are boeing's home-town airline, fleet decisions appear to reflect that, and there's a lot of cross-pollination between the two BoDs.
If I had to guess, if AS is involved it it would be AS buying B6. The route structures are very complimentary so it makes good sense. They also have negligible overlap, so it would presumably get by the regulators (in the current regime).
The carry a fair bit of cash, and keep their debt fairly low.
They are boeing's home-town airline, fleet decisions appear to reflect that, and there's a lot of cross-pollination between the two BoDs.
If I had to guess, if AS is involved it it would be AS buying B6. The route structures are very complimentary so it makes good sense. They also have negligible overlap, so it would presumably get by the regulators (in the current regime).
04-11-2026 | 12:44 AM
#15
Line Holder
Joined: Apr 2022
Posts: 1,771
Likes: 130
04-11-2026 | 06:07 AM
#17
Prime Minister/Moderator
Joined: Jan 2006
Posts: 45,098
Likes: 788
From: Engines Turn or People Swim
Yes SW is basically trying to become AS (product somewhere between LCC and DL gold standard). They haven't fully committed to heavy global reach with massive WB fleets.
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