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-   -   Prepare yourselves… 2023 AEs (https://www.airlinepilotforums.com/delta/139897-prepare-yourselveso-2023-aes.html)

Lifeisgood 08-04-2023 02:51 PM


Originally Posted by saturn (Post 3678023)
We'll, lets look at our orderbook…

289 NBs(+84 options)
+32 WBs
=321 (405 w/options)

By EOY 2027: ~270 deliveries. We certainly will retire out some old 320s, 757s and 767s. Also, we've seen plenty of missed targets on deliveries. So it's unclear what the actual fleet size will be. But from a network/fleet perspective, 4% growth is about +35-40 new hulls per year (we have about 915 mainline now).

Add 270 jets, retire out about 80 (whispers of about 11 767s, 30 320s, 40 757s)..thats about 1100 mainline by 2027, or 4% annual growth. And I'm not totally sure what they mean by 4%. Could be seats (ASMs), revenue (RSMs) or fleet size. Either way, yes, barring a recession, we have firm commitments to grow mainline. Pilot group size will expand. Hiring 1000+ per year makes sense through this decade.

Will 717s also go by 2017?

saturn 08-04-2023 03:25 PM


Originally Posted by PilotWombat (Post 3677965)
So first, I'm just the messenger. These are the numbers they used when discussing future hiring. I claim no responsibility for the company's assumptions or plans.

But...with those numbers, that's 5000 new pilots by the end of 2026, minus a little over 1800 mandatory retirements (67 not included...). So yeah, somewhere about 19,000 by then. I wanted to ask what their goal size was, but the conversation drifted away from that topic.


Originally Posted by DWC CAP10 USAF (Post 3678062)
I thought the original 321NEO order was 100 firm / 100 options, and we exercised 55 options, so should be 155 firm / 45 options?

just going by memory…very possible I missed an incremental order press release.

The original order was 100/100. We converted 25 to firm + added 25 more options in Apr '21. In August '21 we converted 30 options. 70 options remain.
https://news.delta.com/delta-continu...irbus-a321neos

Another great resource is the quarterly 10Q report..and the annual 10k report. Shows breakdowns of fleet, outstanding orders, and delivery schedule by year.

https://ir.delta.com/financials/default.aspx

theUpsideDown 08-04-2023 05:21 PM


Originally Posted by Lifeisgood (Post 3678084)
Will 717s also go by 2017?

absolutely, no chance thats still here. 777's tomorrow.

And theyre bringing back the Avro, only jet with 5 apus

higney85 08-04-2023 05:51 PM


Originally Posted by theUpsideDown (Post 3678152)
absolutely, no chance thats still here. 777's tomorrow.

And theyre bringing back the Avro, only jet with 5 apus

Appreciate the math by Saturn, honestly- facts into a conversation is nice to see; but the 717’s will likely be gone too by the lack of ATSB-out. (Roughly 81 airframes as I heard last)….Last I heard (leaving the fleet) it was more to retrofit than the cost of the jet (yes, we lease them, through BA). Last seen, 2030 is the latest next gen requirement, BUT the last deadline was published 2021 (COVID extension).. They burn a lot of gas, but are flown by mainline and from 5 years on it,(normally reliable), loved the darn thing.

4% growth seems to be a great shareholder report. Concerns lie in continued passenger growth, WB delivery ability, TOP ability (mainly parts)…another black swan, age 67, and what the regionals will be? If existing at all? Still need pilots. I’m against age 67, but the point remains that growth will need pilots. A 2 year change won’t change that fact and TBH, everyone I talk to has an ailment lined up for disability payments if 65 passes (I’m a NB guy). Common story- pension lost, “I’m getting mine..” yea, still a no on my end.



So where is the AE?

Lifeisgood 08-04-2023 07:36 PM


Originally Posted by Lifeisgood (Post 3678084)
Will 717s also go by 2027?

sorry for the typo

PilotWombat 08-04-2023 10:44 PM


Originally Posted by saturn (Post 3678023)
And I'm not totally sure what they mean by 4%. Could be seats (ASMs), revenue (RSMs) or fleet size.

That's a good point. The 4% number was just thrown out mid-sentence in the middle of an answer about how big our pilot hiring pool is. The context was entirely around the number of pilots required, so I just assumed that's what they were referring to. In that scenario, 'growth' pilots would be about 600-700/yr, on top of retirement replacement of 400-500/yr, so that gets us pretty close to their 1300/yr number.

I also think that they're planning for best case scenario here. It'd be a lot easier to slow or stop hiring if something happens and the company doesn't reach targets than having to spool it up and hire more than planned if they find they need it. Better to overshoot, methinks.

saturn 08-04-2023 11:38 PM


Originally Posted by PilotWombat (Post 3678211)
That's a good point. The 4% number was just thrown out mid-sentence in the middle of an answer about how big our pilot hiring pool is. The context was entirely around the number of pilots required, so I just assumed that's what they were referring to. In that scenario, 'growth' pilots would be about 600-700/yr, on top of retirement replacement of 400-500/yr, so that gets us pretty close to their 1300/yr number.

I also think that they're planning for best case scenario here. It'd be a lot easier to slow or stop hiring if something happens and the company doesn't reach targets than having to spool it up and hire more than planned if they find they need it. Better to overshoot, methinks.

Over the years from townhalls to earnings calls, I've heard people from network, flight ops, even Ed and Glen talk about growing at anywhere from 3-5%. Depending on whose talking, its been revenue or seats. But the basis is, the US and world economy grows. Populations grow. The demand, or per capita usage of air travel continues to grow over time. Our 4% growth is more or less just retaining our share of the airline industry pie. If we stay flat in revenue or seats... we actually lose market share. So 4% growth is really just a conservative defualt rate of growth to index future network plans.

Wolf424 08-05-2023 03:25 AM


Originally Posted by tcco94 (Post 3677829)
There was another email that wasn’t from BK and from the RCC which I was referencing. I went digging back and see the email from BK and other C16, which I didn’t remember. Not the best look for all of us either.

anyways, I always felt it was a stupid point to argue over. I wasn’t trying to come off as a supporter of all this stuff said but it definitely comes off that way as I read it back. So I apologize.

Dude…this is APC! No admitting you were mistaken! Double down and reattack!

But seriously, no worries. It’s good to hash out history and make sure it’s accurate for the lurkers.

DWC CAP10 USAF 08-05-2023 07:44 AM


Originally Posted by saturn (Post 3678098)
The original order was 100/100. We converted 25 to firm + added 25 more options in Apr '21. In August '21 we converted 30 options. 70 options remain.
https://news.delta.com/delta-continu...irbus-a321neos

Another great resource is the quarterly 10Q report..and the annual 10k report. Shows breakdowns of fleet, outstanding orders, and delivery schedule by year.

https://ir.delta.com/financials/default.aspx


My math in public should always be doubted, so thanks for the corrections and source links.

iaflyer 08-05-2023 10:30 AM


Originally Posted by Jaxs170 (Post 3677796)
That sounds like the collapse of the regional model. Possible, but I'm not putting any money on it.

In my opinion, the regional jet never made money on its own. Look around - how many pure RJ operators are there in the United States? They succeeded because their cost was buried in the network effect.

The RJ claim to fame was being available in large numbers right around 9/11 when airlines decided their capacity was too much. Also, in the late 90s there was slew of turboprop accidents that soured the view of the TP (I flew the ATR and liked it, so it's not turboprop hating) so the RJ was seen as a "safer" solution often using a jet bridge that provided strong revenue. Well - that's until SWA decided to expand after 9/11 and the majors shrank. Suddenly it became much cheaper to drive from Evansville, IN (for example) to Indy and take SW than to take an RJ and connect in a hub.

So suddenly the RJ became a high cost jet that was competing against SW. Airlines had to lower prices to match SWA on those routes, and any increased yield from the RJ (by going from a 100 seat DC9 to a 50 seat RJ) evaporated.

I don't think the major airlines ever broke out the profit/loss of their RJ operators or the RJ operation - I could be wrong though.

I'm glad if we can take the high cost RJ flying an bring it in house with a A220 or 717 - movement for a fair bit of the seniority list and we can make even more profit.


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