Excellent! I prefer the 225s.

 

I think a new order is coming, even upper management keeps saying that they are looking at the different options, I can’t really think of a situation other than a merger or buyout where they wouldn’t place a new order soon. I also wouldn’t be surprised if they already have something lined up and haven’t announced it yet. Most likely it’ll just be more Airbus. Everything is just a guess though. Ive heard rumors from 330’s to an entire new fleet of Boeing’s. I’ve heard rumors that we may be getting some of WOW planes but who knows. I’ll believe it when they tell the investors new planes are coming.


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Thank you for a thoughtful response. Sure, all of this is conjecture, but what worries me is that Airbus has a growing order book and backlog. Beyond existing orders on the book, the wait time for new A320/21 NEOs is going to be a long time unless Norwegian sells its A321 positions to Spirit or expensive leasing rates are acceptable - who knows? With the MAX issues and grounding, the concept of the risk-less “single fleet type” is being reconsidered. Sure, SWA has profited enormously from a single fleet type for many good reasons, but I bet they are rethinking some of their options from a risk perspective after the MAX grounding.

Given the MAX grounding and existing backlog and the elongated Airbus NEO backlog, the only other logical types with manageable order backlogs and potential near-term deliveries would be the CSeries/A220 and the Embraer E2 (very few total orders so far). The E2 could be delivered sooner given its light order book - and Embraer seems desperate to land a big North American order after both JB and Neeleman’s Moxy picked the CS300/A220.

With stock price directly influenced by revenue GROWTH, I would think fleet discussions must be happening.

 

Southwest is not rethinking their fleet. Ygtfkm

 

You are correct - not likely. That said, I heard they had looked closely at the A220.

 

Revenue growth has to factor in CASM as well, and Embraer has had a tough time with unforeseen high CASM on the 190. That's a significant reason for Jetblue's decision to toss the 190s aside in favor of the 220. They'd better hope they have the CASM estimates right for the E2 or there will be a lot of disillusioned customers really quick.

 

I heard the company is so desperate for a quick airframe they are looking at the boneyard in Tuscson. There are many great DC-10’s just lying around waiting to be snatched up. They are so serious in fact they are even starting to ask flight engineer questions in the interview and telling guys to start studying for their FE written. Just picture it now...a big bright yellow tri-jet coming to a city near you.

 

the e2 shares the engine with the 220... the old CASM rates on the 190 were a product of its era. There were not competitors on that size with the right casm (maybe the 717 but there are regionals that own more crj200s than total 717s were created)

 

I can only hope, I would love to fly a tri-jet.

 

That would be fun.