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Old 07-25-2019, 01:22 PM   #1  
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UPS CEO says Amazon 'Reinforced' Demand for 24-hour Shipping Services (Fox Business, July 24)
UPS CEO David Abney told FOX Business on Thursday that Amazon helped strengthen the 24-hour shipping industry.
ďThat started and we could see it a few years ago it was going to continue to swing in that direction. Now itís become a structural change Ė everybody expects 24 hours. Whether Amazon started it or others started it and Amazon reinforced it Ė itís here,Ē he told Maria Bartiromo.
Abney added that future growth will come from the shipping aspect of the business.
ďItís shifting to next-day air and next-day ground and itís coming from second-day and deferred options and itís moving into our network,Ē he said. "We happen to have the capacity. We've added 11 new aircraft this year and so when you have a structural change and you have the capacity it just doesnít work much better than that. So it caused our air volume to surge 30 percent the last quarter which caused our financial improvements that we reported yesterday.Ē
UPS reported second-quarter net income of $1.69 billion, or $1.94 per share, compared to $1.49 billion, or $1.71 per share, it reported the prior year.



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Old 07-25-2019, 01:23 PM   #2  
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Now we just need to hire pilots to fly the new jets.
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Old 07-25-2019, 05:54 PM   #3  
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major aircraft purchase announcement in the next 90 days.

you heard it here first.
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Old 07-25-2019, 06:20 PM   #4  
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Quote:
Originally Posted by navigatro View Post
major aircraft purchase announcement in the next 90 days.



you heard it here first.

Canít wait to bid the 330!





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Old 07-26-2019, 03:25 AM   #5  
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Canít wait to bid the 330!





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330 isn't anywhere near big enough for our needs.
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Old 07-26-2019, 03:38 AM   #6  
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Quote:
Originally Posted by BoilerUP View Post
Canít wait to bid the 330!





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Yes, Short Brothers is going to crank the line back up for us!!
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Old 07-26-2019, 03:41 AM   #7  
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Quote:
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major aircraft purchase announcement in the next 90 days.

you heard it here first.
35 new 767's with Boeing opening up a new line to support the order.
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Old 07-26-2019, 03:53 AM   #8  
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330 isn't anywhere near big enough for our needs.
On the A330F, Iíd agree; it doesnít hold much more than a 763.


However, the -300/900 fuselage holds 20% more containerized volume than a 763, and 10% less containerized volume than a MD, and while there is not currently a NEO freighter there is a -300P2F program developed by Airbus & ST Aerospace via EFW with conversions currently flying for DHL. Because the engineering is done, itíd be easy enough for a factory freighter from a new CEO 333 or NEO 339 given a sizable order, especially as Airbus is functionally out of the freighter marker right now and likely willing to deal on price.

...but a large order of 767s makes a LOT more business sense, especially with our incremental new orders the past couple years.

777s are about as likely IMO as a new primary hotel in CGN or scrapping the schedule optimizer.

Suppose weíll see; either way the GROWTH the airline is doing is good!
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Old 07-26-2019, 05:24 AM   #9  
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30 additional 747-8. Yes, additional
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Old 07-26-2019, 07:39 AM   #10  
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A330ceo and Neo both have 200 ft+ wingspan, will not fit in our air wings. That is the argument I always hear.
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