Boeing strike over
 

https://www.cnbc.com/2024/11/04/stri...-contract.html

What do you guys think about implications for hiring? Is United Next back on track?

Good first step, I think it’ll take a while for Boeing to spool back up figuring out where each aircraft was in the line, probably some form of inspection to certify work done to date etc

One article said 6-12 months at best to get back to pre-strike production levels. I wonder if UAL just utilizes planes more, retires less, or just waits for Boeing to get their act together and waits it out, (maybe a little bit of everything).

the answer so far is fly the 756 fleet longer and pick up as many 321 as possible (although Airbus is falling behind as). The reality is United Next went from a 5-7 year plan to a 10 year plan. I personally think 1300-1700 puts less stress on the training pipeline (still historically great hiring) and allows a more sustained path forward.

BA was on its ass before the strike, it won’t get any better. We finally got ONE 787, of the 20+ that were supposed to be delivered this year.

There has been so much talk about over capacity driving down prices and reducing airline revenues this year. I think Boeing delays, Pratt problems, and now Airbus delays have been an unintended blessing to get capacity under control and right sized. United and Delta have still been making money off the premium product and we have taken market share from ULCC/LCC with basic economy fairs, but it’s hard to see how United Next orders as originally planned would work in our favor in this environment. Don’t get me wrong, I love growth and increasing the seniority list by 10-15% every year, but there’s only so much you can grow without creating more demand or taking it all from the competition.

I agree it's a silver lining for now.

With NK & F9 changing their business models to try and compete, I think the legacies will be doing just that... I guess we'll see.

Boeing will undourbtedly get better. It can't get any worse and they just raised $20B+ with a stock offering that barely lowered the stock price. Ortberg already agreed to the union demands in pay and building the next plane in Seattle. He is talking about divesting some of the non-core space stuff. Boeing will do just fine.

Hopefully Boeing will be offering a significant amount of overtime to anyone willing to take it! After almost two months of holding the line, I am sure many would be interested in some overtime to make up for lost wages.

Hopefully all will be aligned at fixing the issues that have brought this company to where it is and the name Boeing will once again be worthy of the moniker "If it ain't Boeing, I ain't going"!