View Poll Results: Which will it be?
Voters: 194. You may not vote on this poll
Ok—What’s The New Base?
#371
Gets Weekends Off
Joined: Jan 2023
Posts: 3,504
Likes: 1,008
Thanks for the snark.
#372
Gets Weekends Off
Joined: Jan 2023
Posts: 3,504
Likes: 1,008
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.
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.
UAL sees it, they are blueprinting us. Both UAL and DAL will begin to syphon that away from you unless you rise to meet them. That's my question - is SWA going to move up to the level or are they just gonna change some airplane seats, do assigned seating and think that's going to do the trick?
#373
Gets Weekends Off
Joined: Jan 2023
Posts: 3,504
Likes: 1,008
You're working for it, ok. But when are you going to get there? Meanwhile UAL is deploying their Polaris cabin NB fleet and we are deploying the D1 NB. We also have more premium seating in each of our planes that you all do. How many premium seats can you plug into a MAX 8? UAL and DAL can plug many in a MAX 10 and a 321 NEO (as well as the 75).
How long until you get to the lounges, real premium seating, and food service on your aircraft? You're losing time. I bring this up due to the aggressive nature of UALs deployment of their NB fleets with significant premium seating available. Again, they are more of competition out there than we are as you all seem to operate out of the same places than we do.
#375
Gets Weekends Off
Joined: Jan 2023
Posts: 3,504
Likes: 1,008
This is as of OCT 25. The latest data from DOT BTS. In SEA.
https://www.transtats.bts.gov/Homepage.asp
- #1 ALK 47.87%
- #2 DAL 19.50%
- #1 JBLU 27.38%
- #2 DAL 21.48%
- #1 SWA 42.66%
- #2 AAL 15.52%
- #3 DAL 15.25%
https://www.transtats.bts.gov/Homepage.asp
#376
Gets Weekends Off
Joined: Jan 2023
Posts: 3,504
Likes: 1,008
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.
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.
#378
Gets Weekends Off
Joined: Jan 2023
Posts: 3,504
Likes: 1,008
I was talking to my friends at SWA. Which got me thinking about some things. So I figured I'd ask a "larger" pool of SWA pilots.
I think you all took me wrong. I want you guys to step up and be something out there. We need more that just 2 major players in the industry. As Kirby has stated, and I kinda agree with him, there are really only 2 big players in the US Airline industry right now and the foreseeable future as he sees it - UAL and DAL. I would love to see you guys get another fleet type (perhaps WB aircraft as well).
You guys say you are moving towards the lounges, premium seating (in whatever flavor you decide to equip your aircraft). That's great. How long though until all those pieces come to fruition? Meanwhile DAL and UAL are pluggin along and improving on their already premium services. It's what the larger market wants. If it wasn't, then you guys wouldn't be starting to initiate those changes you've mentioned here already.
#379
Line Holder
Joined: Oct 2010
Posts: 737
Likes: 26
It continues to be how it has always been: Legacies all moving in lockstep trying to outdo each other with identical business models....and SWA over there doing it's own thing. Sometimes times more successfully than other times. The fallacy in your thinking is that you seem to believe SWA wants become a clone of DL/UA/AA. If you'd pay more attention to what the company has been saying over the last 18 mos, you would see that is not really where they are headed. Yes, the product is indeed evolving, but not to a full-service, take-you-from-anywhere-to-anywhere-else airline (or air line?)....at least not in our lifetimes.
#380
How soon he forgets. When our newer FOs made CA pay everywhere else. I’m sure if he’s been at delta 30+ years. He was a little more humble. What a clown. I’m glad for deltoid. They have a great product. They didn’t get to this place without a lot of pain and time.
Thread
Thread Starter
Forum
Replies
Last Post


















