American's Financial Analysis
10-19-2023, 07:55 PM
#31
Gets Weekends Off
Joined APC: May 2023
Posts: 518
I agree, but basically none of United Next happens if they do that. I’d be very curious if management would keep their longest view in the room attitude if bumps started popping up along the road.
10-19-2023, 09:06 PM
#33
Gets Weekends Off
Joined APC: Dec 2011
Position: A320 FO
Posts: 1,051
Correct. The quarter was profitable on an adjusted basis. But nobody has a crystal ball. Maybe United's huge international network is the answer, maybe Delta's premium product is the answer, maybe American's huge domestic network is. But as they say in other threads, we fly, they manage.
I want to see my airline succeed but I don't wish to see other airlines fail. ****ing on other airlines seems to be a pastime here but it isn't very genteel. Time will tell which business model works best.
I want to see my airline succeed but I don't wish to see other airlines fail. ****ing on other airlines seems to be a pastime here but it isn't very genteel. Time will tell which business model works best.
10-20-2023, 03:57 AM
#34
Line Holder
Joined APC: Aug 2022
Position: Lots
Posts: 44
You can start by reading through their SEC filings. Here’s a link to their latest quarterly report: https://americanairlines.gcs-web.com...6201-23-000070
https://americanairlines.gcs-web.com...onference-call
10-20-2023, 06:42 AM
#35
Gets Weekends Off
Joined APC: Mar 2021
Posts: 1,834
Yeah, they are making out like bandits. $500M+ LOSS in arguably the best revenue pricing power time in recent history. It will only soften going forward and expenses continue to climb (fuel may moderate if things don’t explode in the middle east). AA simply cannot generate the kind of premium Delta and UA can. Delta and UA generate 90% of the industry profits, mind blowing stat. Things start to go south (which is looking more likely), AA will be right back in the bankruptcy conversation.
10-20-2023, 09:52 AM
#36
Gets Weekends Off
Joined APC: Sep 2021
Position: FO
Posts: 236
You do know International and premium travel take the first hits during a downturn, right? That's why Spirit and Frontier did so well last time. As much as I hate our lack on International routes combined with a regional like domestic network, I would take that model any day over one overly reliant on revenue that historically disappears first during any negative event.
10-20-2023, 10:24 AM
#37
Gets Weekends Off
Joined APC: Mar 2021
Posts: 1,834
I've always been real and fair who likes to tell it how it is. I also have a bull**** detector second to none and not afraid to call out people on stuff. That ruffles some here the wrong way evidentially but I don't care.
10-20-2023, 03:18 PM
#38
Line Holder
Joined APC: May 2013
Posts: 71
Yeah, they are making out like bandits. $500M+ LOSS in arguably the best revenue pricing power time in recent history. It will only soften going forward and expenses continue to climb (fuel may moderate if things don’t explode in the middle east). AA simply cannot generate the kind of premium Delta and UA can. Delta and UA generate 90% of the industry profits, mind blowing stat. Things start to go south (which is looking more likely), AA will be right back in the bankruptcy conversation.
10-20-2023, 04:36 PM
#39
You scratched my anchor
Joined APC: Feb 2011
Posts: 4,967
Yeah, they are making out like bandits. $500M+ LOSS in arguably the best revenue pricing power time in recent history. It will only soften going forward and expenses continue to climb (fuel may moderate if things don’t explode in the middle east). AA simply cannot generate the kind of premium Delta and UA can. Delta and UA generate 90% of the industry profits, mind blowing stat. Things start to go south (which is looking more likely), AA will be right back in the bankruptcy conversation.
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