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Old 02-29-2024, 03:05 AM
  #51  
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Originally Posted by flyguy81 View Post
No need for furloughs. $12b in the bank and planes are full. They just chose to avoid being overstaffed like when the Max was grounded.


Robbie Robbie
just like EK
cash no need to furlough
haha
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Old 02-29-2024, 09:16 AM
  #52  
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Originally Posted by drywhitetoast View Post
It's still playing full blast here. Taking on average 1 a/c every 3 days.
While that was the plan at one point in time, it no longer is. Deliveries for the year will be below 100; the most recent estimate was from Q4 of last year at 106 deliveries for 2024 but that was before the MAX 9 issues and the slowing down of the production line by the FAA. And even at 106 deliveries they hinted it would be a stretch. Boeing MAX issues, PW issues on the NEO, and I'm guessing actual delievieris will be in the range of 85-95. A far cry from the 145plus planned a couple years ago which has been revised downward ever since it was issued. The whole "one airplane every couple days" just isnt going to happen for the foreseeable future. All of this why they are coming out with an admended "United Next" plan on investor day in May to adapt to the realities of the supply constraints.
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Old 02-29-2024, 10:01 AM
  #53  
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Originally Posted by T773ER View Post
While that was the plan at one point in time, it no longer is. Deliveries for the year will be below 100; the most recent estimate was from Q4 of last year at 106 deliveries for 2024 but that was before the MAX 9 issues and the slowing down of the production line by the FAA. And even at 106 deliveries they hinted it would be a stretch. Boeing MAX issues, PW issues on the NEO, and I'm guessing actual delievieris will be in the range of 85-95. A far cry from the 145plus planned a couple years ago which has been revised downward ever since it was issued. The whole "one airplane every couple days" just isnt going to happen for the foreseeable future. All of this why they are coming out with an admended "United Next" plan on investor day in May to adapt to the realities of the supply constraints.
Just to be pedantic...85-95 deliveries is a new plane every ~3.8 to ~4.3 days. So not really that far off from what drywhitetoast said.
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Old 02-29-2024, 10:16 AM
  #54  
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Fair enough! I think thats why "an airplane delivery every x amount of days" isn't a great metric when viewed in context of an entire year. It s a fun soundbite however. I just wanted to shed more context on deleveries and that its a substantial reduction from what was inititially planned and what a lot of these growth forecast were based on for pilot hiring and fleet size etc. Both AA and DL will be getting around 60ish delervies this year with minimal A/C retirements at all 3 majors so its still going to be a pretty robust pilot market just not as robust as it may have been.
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Old 02-29-2024, 10:27 AM
  #55  
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Originally Posted by LAXtoDEN View Post
Did they not have money in the bank when they sent out those 1,221 WARN letters?
Those warn letters were political theater and nothing more. Resulted in more government handouts filling the coffers.
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Old 02-29-2024, 11:10 AM
  #56  
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Vacancy input screen is alive fall vacancies will be interesting. 787 deliveries are suppose to be 7-8 this year and then more next year
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Old 02-29-2024, 01:03 PM
  #57  
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Originally Posted by T773ER View Post
Fair enough! I think thats why "an airplane delivery every x amount of days" isn't a great metric when viewed in context of an entire year. It s a fun soundbite however. I just wanted to shed more context on deleveries and that its a substantial reduction from what was inititially planned and what a lot of these growth forecast were based on for pilot hiring and fleet size etc. Both AA and DL will be getting around 60ish delervies this year with minimal A/C retirements at all 3 majors so its still going to be a pretty robust pilot market just not as robust as it may have been.
88 deliveries for 2024 per the annual report that was just released this afternoon.

https://ir.united.com/static-files/e...3-163200e5f912
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Old 02-29-2024, 01:09 PM
  #58  
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Originally Posted by KnightNight View Post
Vacancy input screen is alive fall vacancies will be interesting. 787 deliveries are suppose to be 7-8 this year and then more next year
The 787 pace is way reduced as well. We will not get 7-8 this year, even Boeing has admitted that our planned May delivery is going to be delayed until at least September.

Right now they are getting about 3 planes per month through the assembly line (11 planes with their first flight in the last 4 months) Our next 787 is 34 planes down the production list, so unless Boeing can really improve things we are looking at end of this year or beginning of next. The good news is that they have been delivering planes out of storage and the number of completed but stored planes is down to 20, so hopefully that work is part of the reason for the slow down in the rest of the production capacity. Even if they can get the production up to 5 a month we are looking at September or beyond unless we can get a slot swap with some other deliveries that are ahead of us.

This site has everything you would ever want to know about 787 production.

787 production spreadsheet
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Old 02-29-2024, 04:39 PM
  #59  
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Originally Posted by drywhitetoast View Post
It's still playing full blast here. Taking on average 1 a/c every 3 days.
With the delays it looks like UAL delivery schedule will drop to a new plane every 4-5 (4.6) days. Roughly one 737 a week avg with some random 78s/bus thrown in. Pretty early in the year through so could slow down more from that.
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Old 02-29-2024, 07:13 PM
  #60  
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Originally Posted by GoCats67 View Post
The 787 pace is way reduced as well. We will not get 7-8 this year, even Boeing has admitted that our planned May delivery is going to be delayed until at least September.

Right now they are getting about 3 planes per month through the assembly line (11 planes with their first flight in the last 4 months) Our next 787 is 34 planes down the production list, so unless Boeing can really improve things we are looking at end of this year or beginning of next. The good news is that they have been delivering planes out of storage and the number of completed but stored planes is down to 20, so hopefully that work is part of the reason for the slow down in the rest of the production capacity. Even if they can get the production up to 5 a month we are looking at September or beyond unless we can get a slot swap with some other deliveries that are ahead of us.

This site has everything you would ever want to know about 787 production.

787 production spreadsheet
That's what we were told.

In Unity...
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