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Old 08-23-2017, 05:25 AM
  #91  
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Originally Posted by spaaks
Frontier and spirit will merge before spirit gets bought out. No way the government would allow united, American, or delta to acquire anyone, there would have to be too many divestitures which make it not worth it
Huh... one doesn't see much overlap on a Spirit/UAL merger. Actually would give UAL a FLL hub in which to compete more effectively with SWA and AA to Mexico from the Southeast.

Now a merger with frontier would produce a fair amount of overlap.
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Old 08-23-2017, 05:58 AM
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Originally Posted by full of luv
Huh... one doesn't see much overlap on a Spirit/UAL merger. Actually would give UAL a FLL hub in which to compete more effectively with SWA and AA to Mexico from the Southeast.

Now a merger with frontier would produce a fair amount of overlap.
Last I checked UAL had no problem competeing/beating SWA south of the border. As far as AA, it would most likely come at the expense of sending pax south through IAH and I just don't see that happening.
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Old 08-23-2017, 06:20 AM
  #93  
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Originally Posted by full of luv
Huh... one doesn't see much overlap on a Spirit/UAL merger. Actually would give UAL a FLL hub in which to compete more effectively with SWA and AA to Mexico from the Southeast.

Now a merger with frontier would produce a fair amount of overlap.
If a legacy buys a ULCC it's not about route overlap or expanding a footprint. It would be about shutting down competition and acquiring newer airframes.

A Spirit/Frontier merger on the other hand would be precisely about expanding a footprint.
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Old 08-23-2017, 08:15 AM
  #94  
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JB/SWA merger sounds more realistic.
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Old 08-23-2017, 11:55 AM
  #95  
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Originally Posted by full of luv
Huh... one doesn't see much overlap on a Spirit/UAL merger. Actually would give UAL a FLL hub in which to compete more effectively with SWA and AA to Mexico from the Southeast.

Now a merger with frontier would produce a fair amount of overlap.
Just my opinion, I don't think the government will allow any majors to merge or buy anyone. The only thing I think they will allow is smaller airlines to consolidate to create competition against the big 4. Now, in another downturn anything could happen, but not right now while things are good
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Old 08-23-2017, 01:36 PM
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Originally Posted by spaaks
Just my opinion, I don't think the government will allow any majors to merge or buy anyone. The only thing I think they will allow is smaller airlines to consolidate to create competition against the big 4. Now, in another downturn anything could happen, but not right now while things are good
They just let AS buy VX. They will totally let United buy Spirit.
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Old 08-23-2017, 03:15 PM
  #97  
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Originally Posted by svergin
They will totally let United buy Spirit.
Yup. Spirit is like a Scooby snack for UAL.

Here's some stats:

Mainline Aircraft (2016 Annual Reports)

American - 946
Delta - 832
United - 715
Spirit - 95

United + Spirit = 810

A combined United+Spirit still has a smaller fleet than both Delta and American.

Operating Revenue (2016 Annual Reports)

American - $40.2B
Delta - $39.6B
United - $37.9B
Spirit - $2.3B

United + Spirit = $40.2B

A combined United+Spirit would only financially tie AA in total revenue.
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Old 08-23-2017, 03:41 PM
  #98  
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Originally Posted by cadetdrivr
Yup. Spirit is like a Scooby snack for UAL.
Seconded. Heck, we could buy both Spirit and Frontier and we'd only end up slightly bigger than AA in terms of pilot numbers (750 or so). Buying either one alone would leave us at about Delta's size, so I'd think we wouldn't be stopped by regulators. Buying Jetblue though would put us up from AA by around 1500 pilots, so I think that would be a merger too far for the regulators to swallow.

I don't think anything is coming, but those golden parachutes at Spirit are sure suspicious.
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Old 08-23-2017, 03:58 PM
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Just another pilot weighing in, but I don't see any of the big 3 merging/ buying anyone. Even SWA would have a hard time convincing a merger considering market share. Comparing the AS/VX merger to any of the big three merging with anyone gave me a pretty good laugh though.


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Old 08-23-2017, 04:44 PM
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Originally Posted by Burton78
Just another pilot weighing in, but I don't see any of the big 3 merging/ buying anyone. Even SWA would have a hard time convincing a merger considering market share. Comparing the AS/VX merger to any of the big three merging with anyone gave me a pretty good laugh though.


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Can you imagine the fervor from the last couple years of new hires who never even applied to Spirit?!
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