Yes, those are all Intra-Canada ops.

More than livery FDX owns those aircraft.

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Taken today by my bro flying the freighter for Alaska. He didn’t get a count of how many cans but said that was the third so far.

This is not a hurdle for any competent management. The passenger airlines have been controlling their express carriers with 100% operational control for decades. And they aren’t always competent. But with regional airlines, it’s their mainline partner that dictates which flights get delayed/cancelled (revised) in order to accommodate their IROP plan. It’s all spelled out in their contracts with the regional carrier.

In other words, operational control is NOT something we can rely on for management’s benevolence in letting us do the flying.

Right from the earnings call:

Longer term by fiscal '22 year end, the replacement of 159 A310 and MD-10 aircraft will be complete. This will lead to a significant reduction in the corporation's ongoing capital expenditures on both an absolute basis and percent of revenues from FY '23 forward.

And....

Additionally, we're permanently retiring our fleet of 10 A-310s. The reduction in flight hours would allow us to temporarily park 14 aircraft by the end of fiscal year '20. We will also permanently retire another 29 aircraft over the next 30 months

And...


I think you have any idea how big 8% reduction of flight hours is, but it's tremendously large. We're not going to grow our fleet. We're just replacing it. We're tightening it up and reducing flight hours.

Reduction in flight hours is going to hurt.

I don't know what impact that will have on hiring, but it can't be good for the short term.

I heard on the news that Delta was hiring 1300 pilots in 2020.

I hope they can solve the TNT integration situation.

It would be nice if the China situation would get resolved.

200 in the pool, I would imagine they have their apps in elsewhere. At least my buddy in the pool does. I wouldn’t be surprised if short term strategy is to allow attrition through retirements and no hiring for 2020. It’s really disruptive for the industry and unfortunate.

I can’t figure out where that 159 number is coming from. Is this a historical fleet replacement total? We don’t have 159 MD’s and Airbus combined.

It probably includes all A310-200/300’s.

https://www.airfleets.net/flottecie/...%20Express.htm

Airfleets has 66 total A310’s parked and 3 active.

They also list 60 stored MD-10’s and 29 active.

Those get me to 158.

Thank you. Seems to be a rather ‘fantastical’ way to describe the ongoing fleet replacement cycle.