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Such a true statement. ATI was almost dead after the loss of BAX (CCI was already dead). So between the merger and AMZ boost they have life again. ABX, no different. Single customer of DHL and very little AMZ. All the eggs in one basket. Nice when/while it works, the worst and most helpless feeling in the world when it doesn't. As mentioned that process nearly killed ATI (BAX), and ABX (DHL), without significant diversification. Neither are well positioned today with regard to diversity.Originally Posted by Voski
This is the most underrated comment in this thread. ATI has the better contract, pay, QOL, "culture" among the two at this moment in time. However, I'd be very cautious about ATI's growth given the majority of it is predicated on Amazon Air increasing their flying. It could work out great, however, diversification is critical to the long-term success of Atlas Air.
I believe Atlas is better at this should one of their revenue streams have a significant change (down-size, remove flying to other ACMI carriers, change in biz model).