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Ok—What’s The New Base?

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Old 02-04-2026 | 12:04 PM
  #351  
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Originally Posted by REF 5
Delta doesn't need to #1 in AUS. They just need to be competitive in AUS. Look at BOS and SEA. They are not #1 in market share but they are competitive. If you look at both SEA and BOS gate wise, they have more gates in BOS and SEA than what is proposed in AUS. Since Delta operates a hub and spoke, the real estate required to make a true dent would be quite substantial. As we know, hub and spoke is a great way to connect passengers but a inefficient use of gate utilization. On the other hand, SWA is a p2p, so doubling the gates, just by that definition will create bigger footprint. I don't have any data to back this up but I suspect yields are better in AUS than DAL or HOU. If Delta can get a slice of it, to them its worth it. Plus it dilutes the yields that SWA enjoys at the moment.
Hello, DAL guy here. Yes, we are #2 at BOS and #2 at SEA. We won't be #2 at BOS for much longer. JBLU is foundering there. We'll continue to capacity dump on them. We've opened the 330 pilot base there and we fully expect to add other fleets to base there. At SEA we are behind Alaska, but not by much. We have plans there and as our 350s continue to roll in expect more of a footprint there as well. If you think we're going to surrender AUS to you I think you'd be wrong. Big plans there.

The problem you all have is you don't offer premium anything. And you are at least a decade behind DAL and UAL on that. The market demographics have been shifting. People, the customers we (DAL and UAL) are targeting, want the premium experience. Do you have galleys in your planes? I don't recall seeing them. Do you offer anything close to D1 or Polaris? Not even your "first class" is comparable to DAL or UAL. Again, you are about a decade behind where the market is moving. UAL and DAL have seen it and they are working to secure that premium flyer.

in order for you to compete with them in the future you're going to have to build lounges, upgrade cabins and service and provide a truly premium product. UAL getting their cabins with more premium is going to give you guys some issues. They fly to more areas that are your "turf" than we do. However, AUS won't be one place we are going to sit idly by. That is a premium market and one you won't be able to compete for unless and until you offer something commensurate with what we and UAL offer.

Lot of friends that fly for you guys, I hope to see you bring your A-game here. But until you get the lounges, the cabin interiors and truly offer a premium product you will lose market share to us and UAL. It's already happening. You can keep flying Joe and Margarita around p2p but in the end the $$$ are in the premium customer.
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Old 02-04-2026 | 12:55 PM
  #352  
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Originally Posted by Hotel Kilo
Hello, DAL guy here. Yes, we are #2 at BOS and #2 at SEA. We won't be #2 at BOS for much longer. JBLU is foundering there. We'll continue to capacity dump on them. We've opened the 330 pilot base there and we fully expect to add other fleets to base there. At SEA we are behind Alaska, but not by much. We have plans there and as our 350s continue to roll in expect more of a footprint there as well. If you think we're going to surrender AUS to you I think you'd be wrong. Big plans there.

The problem you all have is you don't offer premium anything. And you are at least a decade behind DAL and UAL on that. The market demographics have been shifting. People, the customers we (DAL and UAL) are targeting, want the premium experience. Do you have galleys in your planes? I don't recall seeing them. Do you offer anything close to D1 or Polaris? Not even your "first class" is comparable to DAL or UAL. Again, you are about a decade behind where the market is moving. UAL and DAL have seen it and they are working to secure that premium flyer.

As far as Alaska goes in SEA, Delta is number two and has been for decades(even with NW).

in order for you to compete with them in the future you're going to have to build lounges, upgrade cabins and service and provide a truly premium product. UAL getting their cabins with more premium is going to give you guys some issues. They fly to more areas that are your "turf" than we do. However, AUS won't be one place we are going to sit idly by. That is a premium market and one you won't be able to compete for unless and until you offer something commensurate with what we and UAL offer.

Lot of friends that fly for you guys, I hope to see you bring your A-game here. But until you get the lounges, the cabin interiors and truly offer a premium product you will lose market share to us and UAL. It's already happening. You can keep flying Joe and Margarita around p2p but in the end the $$$ are in the premium customer.
IF, I say IF SWA does $4.00 as share in 2026(which is the low end of the guidance)or even as Jamie Baker put it(not my words)as he did a double upgrade on the stock, he put it at $5.00 to $6.00 a share, "SWA operating margins could be as high as Delta's in 2026". We'll see. Believe it or not its earnings are not based on "premium". Competition is good. RASM for SWA in the first quarter is guided to be up 9.5%. I have not seen that since the last decade for most carriers, let alone SWA. Proof will be in the report cards that they give out every 90 days. I reserve judgment until then.

As far as SEA goes, Delta and even NW were always number two. That hasn't changed in decades and probably won't anytime soon. The market share gap is as wide as a A350 in SEA. The only gap that is bigger is AUS. BOS is a different story. I agree that JBLU has issues. But don't think UAL or AAL will sit idle either. UAL is catching Delta very fast. UAL has a much bigger international footprint than Delta. More widebodies than Delta too. So far now you are top dog on the earnings front.
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Old 02-04-2026 | 01:06 PM
  #353  
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Originally Posted by Hotel Kilo
. At SEA we are behind Alaska, but not by much.
Ummm, Alaska owns half the market share in SEA. Delta is not even close to being #1 there.
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Old 02-04-2026 | 01:21 PM
  #354  
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This is as of OCT 25. The latest data from DOT BTS. In SEA.
  • #1 ALK 47.87%
  • #2 DAL 19.50%
I would call that a pretty wide margin. Could be wrong. Of you add the in feeders, its even more pronounced. In BOS it's
  • #1 JBLU 27.38%
  • #2 DAL 21.48%
Doesn't include feeders. In AUS
  • #1 SWA 42.66%
  • #2 AAL 15.52%
  • #3 DAL 15.25%

https://www.transtats.bts.gov/Homepage.asp
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Old 02-04-2026 | 01:23 PM
  #355  
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Originally Posted by Hotel Kilo
Hello, DAL guy here. Yes, we are #2 at BOS and #2 at SEA. We won't be #2 at BOS for much longer. JBLU is foundering there. We'll continue to capacity dump on them. We've opened the 330 pilot base there and we fully expect to add other fleets to base there. At SEA we are behind Alaska, but not by much. We have plans there and as our 350s continue to roll in expect more of a footprint there as well. If you think we're going to surrender AUS to you I think you'd be wrong. Big plans there.

The problem you all have is you don't offer premium anything. And you are at least a decade behind DAL and UAL on that. The market demographics have been shifting. People, the customers we (DAL and UAL) are targeting, want the premium experience. Do you have galleys in your planes? I don't recall seeing them. Do you offer anything close to D1 or Polaris? Not even your "first class" is comparable to DAL or UAL. Again, you are about a decade behind where the market is moving. UAL and DAL have seen it and they are working to secure that premium flyer.

in order for you to compete with them in the future you're going to have to build lounges, upgrade cabins and service and provide a truly premium product. UAL getting their cabins with more premium is going to give you guys some issues. They fly to more areas that are your "turf" than we do. However, AUS won't be one place we are going to sit idly by. That is a premium market and one you won't be able to compete for unless and until you offer something commensurate with what we and UAL offer.

Lot of friends that fly for you guys, I hope to see you bring your A-game here. But until you get the lounges, the cabin interiors and truly offer a premium product you will lose market share to us and UAL. It's already happening. You can keep flying Joe and Margarita around p2p but in the end the $$$ are in the premium customer.
Haha. ZOMG. This post is PEAK Delta. Drive by other airline forums and tell them how to run an airline.

You're a pilot, bro. We all see you walking by not waving. I am old enough to remember when Delta was a terrible place to work. You guys hit the CEO lottery with Anderson and here you are. I wish you all the best, but Sears and Kodak had it all figured out too.
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Old 02-04-2026 | 01:24 PM
  #356  
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Originally Posted by Hotel Kilo
Hello, DAL guy here. Yes, we are #2 at BOS and #2 at SEA. We won't be #2 at BOS for much longer. JBLU is foundering there. We'll continue to capacity dump on them. We've opened the 330 pilot base there and we fully expect to add other fleets to base there. At SEA we are behind Alaska, but not by much. We have plans there and as our 350s continue to roll in expect more of a footprint there as well. If you think we're going to surrender AUS to you I think you'd be wrong. Big plans there.

The problem you all have is you don't offer premium anything. And you are at least a decade behind DAL and UAL on that. The market demographics have been shifting. People, the customers we (DAL and UAL) are targeting, want the premium experience. Do you have galleys in your planes? I don't recall seeing them. Do you offer anything close to D1 or Polaris? Not even your "first class" is comparable to DAL or UAL. Again, you are about a decade behind where the market is moving. UAL and DAL have seen it and they are working to secure that premium flyer.

in order for you to compete with them in the future you're going to have to build lounges, upgrade cabins and service and provide a truly premium product. UAL getting their cabins with more premium is going to give you guys some issues. They fly to more areas that are your "turf" than we do. However, AUS won't be one place we are going to sit idly by. That is a premium market and one you won't be able to compete for unless and until you offer something commensurate with what we and UAL offer.

Lot of friends that fly for you guys, I hope to see you bring your A-game here. But until you get the lounges, the cabin interiors and truly offer a premium product you will lose market share to us and UAL. It's already happening. You can keep flying Joe and Margarita around p2p but in the end the $$$ are in the premium customer.
Just as the sun rises in the east, a hat wearer will appear to inform the masses how great they are. It’s a competitive industry no doubt and many markets are in contest. But to think DL is immune from any sort of competitive squeeze anywhere is laughable. If the margins that Wall Street thinks we will have come to fruition this year, SWA will be neck and neck financially with DL and UAL with a stronger underlying balance sheet, lower cost structure, and doing so without a true premium product. Profitability gives rise to reinvestment and more transformation. I suspect that things will continue to change here at a rapid pace if the analysts are correct but only time will tell. I’m glad DL is doing so well and have a few good friends over there. But can’t help but chuckle at the snotty attitudes. Walking stereotypes. Regardless, looking forward to seeing how everything shakes out and how some good ole fashioned competition sharpens the industry further.
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Old 02-04-2026 | 01:26 PM
  #357  
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Originally Posted by REF 5
This is as of OCT 25. The latest data from DOT BTS. In SEA.
  • #1 ALK 47.87%
  • #2 DAL 19.50%
I would call that a pretty wide margin. Could be wrong. Of you add the in feeders, its even more pronounced. In BOS it's
  • #1 JBLU 27.38%
  • #2 DAL 21.48%
Doesn't include feeders. In AUS
  • #1 SWA 42.66%
  • #2 AAL 15.52%
  • #3 DAL 15.25%

https://www.transtats.bts.gov/Homepage.asp
Your facts and figures have no place here. Good day. I SAY GOOD DAY!!
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Old 02-04-2026 | 01:30 PM
  #358  
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Hat is way too tight, bro. Peak Delta indeed.
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Old 02-04-2026 | 01:34 PM
  #359  
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Originally Posted by e6bpilot
Haha. ZOMG. This post is PEAK Delta. Drive by other airline forums and tell them how to run an airline.

You're a pilot, bro. We all see you walking by not waving. I am old enough to remember when Delta was a terrible place to work. You guys hit the CEO lottery with Anderson and here you are. I wish you all the best, but Sears and Kodak had it all figured out too.
SWA could be Sears and Kodak too. Make no bones about it, in the airline industry nobody is safe. Many friends that work at big D, believe me, they complain about the same crap. The margins these companies create compared to other industries is horrible. It's unbelievable that the airline industry that created a high single net margin is considered good. Everybody looks at the absolute dollar amount because its big but when look at through a efficiency point of view(margins)its horrible. Airlines business is bad but a necessary business in the economy.
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Old 02-04-2026 | 02:53 PM
  #360  
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Originally Posted by REF 5
The margins these companies create compared to other industries is horrible. It's unbelievable that the airline industry that created a high single net margin is considered good. Everybody looks at the absolute dollar amount because its big but when look at through a efficiency point of view(margins)its horrible. Airlines business is bad but a necessary business in the economy.
Yup. Uber alone is worth more than the entire US airline industry combined.

Others include John Deere, Lowe's and TJMax.

In terms of most valuable US companies, you don't see a single airline until #225. Yikes
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