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11-03-2024 | 11:42 AM

#11

Turbosina

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From: Guppy Gear Slinger

Bringing back 727s from the desert. You heard it here first 😎

11-03-2024 | 04:33 PM

#12

GPullR

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Quote:

Originally Posted by Outof410

if only we had a order with another manufacturer 😉

Oh, like airbus who has delivered half as many NEOs as they were supposed to. Don't get me wrong, boeing is a disaster but let's not act like airbus isn't full of delivery issues as well.

11-03-2024 | 04:34 PM

#13

GPullR

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Quote:

Originally Posted by Chimpy

All of the classes for 2025 were just put out on FT, I know it's subject to change but as of now looks like 1700NHs for 2025. I don't know if that's based on Boeing ending the strike soon or what. (would be nice to hire as many NK people as posible, yanno, outside of us buying them, lol)

That number has already been lowered 2x. 1500 at standards meeting and now the rumor is 1300.

11-03-2024 | 05:56 PM

#14

Chimpy

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Quote:

Originally Posted by GPullR

That number has already been lowered 2x. 1500 at standards meeting and now the rumor is 1300.

🤷🏻‍♂️ The chart I saw was from 10/4 so, not surprising

11-04-2024 | 03:28 AM

#15

Hedley

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Quote:

Originally Posted by GPullR

That number has already been lowered 2x. 1500 at standards meeting and now the rumor is 1300.

How times have changed from the norm. We've all gotten a little spoiled within the industry over the recent hiring wave and movement. 1,300 is still a lot of hiring.

11-04-2024 | 03:58 AM

#16

PipeMan

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Quote:

Originally Posted by Hedley

How times have changed from the norm. We've all gotten a little spoiled within the industry over the recent hiring wave and movement. 1,300 is still a lot of hiring.

But it’s a lot less than 1700. In terms of percentages, it’s a significant drop. Less people below=more chance of furlough.

I wonder what UAL knows that none of us know about a major drop in growth, bookings, etc.

11-04-2024 | 04:45 AM

#17

jerryleber

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Joined: Jul 2022

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From: 787 FO

Quote:

Originally Posted by PipeMan

I wonder what UAL knows that none of us know about a major drop in growth, bookings, etc.

UAL reported a strong Q3 2024 and a rosy outlook for Q4 and beyond on the earnings call. UAL stock has doubled in three months.

The slowdown in aircraft deliveries was the best thing that could have happened to United. The rate of growth was unmanageable.

11-04-2024 | 06:21 AM

#18

Chimpy

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Quote:

Originally Posted by jerryleber

so glad I got here just in time for the quick upgrades to end. 😂😂. Timing had never been my strong suit.

11-04-2024 | 06:59 AM

#19

Voski

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Quote:

Originally Posted by Hedley

How times have changed from the norm. We've all gotten a little spoiled within the industry over the recent hiring wave and movement. 1,300 is still a lot of hiring.

100% and not disagreeing with you; like PipeMan said, as a percentage drop from even earlier in 2024, let alone the outlook in 2023 for '24, '25+, is telling. United Next hype has died down.

It's very clear that slowed aircraft deliveries are the primary hindrance to growth, but overall economic conditions seem like there may be some softening and uncertainty growing. In terms of the sector, obviously both United & Delta are producing strong earnings for now, but there's definitely been a shift amongst the low cost carriers.

I don't think United Next is untenable, but it's clear the growth trajectory projected by end of the decade from the past 2-3 years isn't coming to fruition. As previously stated in the thread, Boeing is largely to blame for the pullback in hiring.