Tome announces MD replacement plan
 

Take it for what it’s worth, but in the last investor call the CEO mentioned that MD replacement would begin in about three years. No mention of airframe type or number, but hey at least she might be thinking about thinking about it.

Wonder how long Airbus needs to get the 350F into production

That should be about her exit time. That timeline matches the aircraft acquisition slides on Comply. Hoping for more 767s before that. Wingspan is gonna be a A350f issue.

Anything that can replace the MD will have wingspan issues. It will be interesting to see what the plan is.

fits perfectly with Airbus and Cathays plan to remove the IRO by 2025.

Don't think they have the ability to change our contract 1🧐

Not if they fold the wingtips a la 7X ;)

Now tht wld be special

Do you have a link for this?

777-300 Converted/retired passenger airframes
 

My bet is 777-300 converted, Connie is the first conversion customer, and they carry way more than the 777-200

Thanks! The quote was forwarded to me and I was having difficulty digging up the source document.

Same. Heard about it last week. Surprised no one is really talking about it…

Im no expert but def was not said with confidence and enthusiasm… Will see if it is brought up again at next month’s quarterly.

Transcript excerpt and presentation link
 

This link has video replay and a pdf transcript to the just-held UPS investor and analyst day.



The quote below regarding MD-11 planning is cut-pasted from the transcript. It comes from the Q&A portion of the presentation.



https://investors.ups.com/news-event...or-analyst-day





“Carol Tomé: We're just taking a different look at how we allocate capital than in the past. Think about the growth that we're going to have outside of the United States. Most of that is asset light. Now we do need aircraft. The dollars that Brian described to you that we'll be spending over the next 3 years, we've got plans to acquire about 27 aircraft.

Some of that includes the big freighters that Scott needs to move cargo around the world. Some of it is actually replacing our older MD11 fleet. We've got about 40 MD11s. They’re average age -- they're the oldest aircraft we have in our fleet, the average age is up 27 years. So we're going to start to replace those aircraft at the end of this 3-year period. So that's just will almost become like maintenance spending, I think.

As you heard from Nando, we're expanding capacity by expanding weekend. We're not spending capital on that or we're spending some expense dollars. You might talk, Nando, what it means to expand the weekend.”

27 aircraft…boeing website says 6 747-8, 2 767….we have 10 electric planes on order. what are the other 9?

I was curious as well how that matches up to known orders. Id be surprised if those electric aircraft are part of those 27. As far as I can see those are still concept aircraft with no firm plans for production. Maybe im wrong though.

I think she is mixing planes Atlanta is thinking about ordering with planes we have firm orders for. It sounds like, the MD replacement is about maintaining capacity, not growth. Hence, the maintenance comment. Just a somewhat odd approach to airline/aircraft stuff. Of course, this is UPS and she is used to selling garden supplies.

Ordered 10. options for 140. delivery in 2024

https://www.ttnews.com/articles/ups-orders-electric-aircraft-transport-cargo-between-facilities

They’re advertising that that 777-300ERSF will have 25% more volume available in comparison to the production 777F.

However, it will only have a MGTOW that’s 9k lbs more than the 777F.

777F MGTOW = 766k lbs
777-300ERSF MGTOW = 775k lbs

Would be a good jet for routes where cube out occurs before weight becomes limiting.

Agree, the 400 and -8 are the heavy lifters, and great for the heavy China routes. With the huge misstep of turning down the last 4 -8s, the converted 777 will be plentiful and fill the niche the MD does well in. (I also wonder if weights get "bought up" as the conversion gets some time under it's belt)

So we are not getting the last 4 of the 28 we ordered? Or were we offered 4 more and we said nah?

Sorry. Out of the loop


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I believe we turned 4 additional 8’s down

Atlas grabbed them up when we said no thanks.

The converted 777 freighter will carry more bulk (obviously) due to it be 33’ longer. However, that equates to a substantial increase in BOW vs. the factory freighter plus the -300ER has a lower MLW than the factory freighter which means less usable payload at a higher fuel burn due to the higher BOW. It will be cheaper to acquire though.

Article is a dead link. What did it refer to?

Thank you! That’s what I thought I’d heard, but I flew with a captain last week who said she “canceled the last 4”. Think he just misspoke! Would have been myopic to cancel anything IMHO. Should have taken the last 4. Sometimes bigger is better.


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the ordering of the ejets

https://www.ttnews.com/articles/ups-...een-facilities

doesn't an airline need to place orders for new jets ahead of time, before you actually need them?

3 years is not very far away in aviation terms.

introducing a new aircraft model (777, etc.) into the fleet, doesn't that require FAA sign-off of the training program, revisions to ops-specs, sims, maintenance policies, etc? again, 3 years.

will be interesting to see how this plays out

That could already be happening. Or cold be just more 767s.

Unfortunately we don't work for an airline, more like an outfit


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Last delivery is N633UP, next March, which is the end of the 28 orders. 747-400 was announced in 2005, first revenue flight in late 2007. 747-8 announced in Oct 2016, first revenue flight was 11 months later. Timeline can be shortened if necessary, though the -8 had instructor core in place.
The issue with the 777 is the ULD containers. The 777 containers have a more severe slope due to the top of the main deck.
As such, the 747 ULDs won't fit on the 777, and the 777 ULDs leave volume behind on the 747.
Not many new freighter options available, only 767F and 777F. However, there was a news report of Boeing offering a 777XF to Qatar earlier this month.

Do we really need a new type to replace the MD? Does the MD have unique capabilities that the 74 doesn’t have?

Let’s just buy 40 more 747s and call it even :)

That 747 ship has sailed…so lets just do 60 767s. 😉

I’ve long thought we would wind up buying more 767s as the MD replacement by default. It makes sense in a lot of ways from the company’s perspective (more scheduling flexibility) and no new type to deal with. From an IPA perspective it equals more pilots, which is good. So…we will wait until Boeing shuts the 76 line down and then try to buy a bunch.:eek:

I’m hoping for pax 747-8i buys & conversions from desert storage. If UPS doesn’t get them, Connie will.

Doubt it. I think the 777 will be the future for K4.

Haha, that’s funny.. welcome to big brown! :D

Im gonna make a wager and say the MD-11s are getting replaced by the brand new low time MD-10s that just got parked by another operator

And get the DC-8s back on line for and all Douglas fleet :D