Jetblue-United Merger
#91
Banned
Joined APC: Dec 2009
Position: Narrow/Left Wide/Right
Posts: 3,655
Now a merger with frontier would produce a fair amount of overlap.
#92
Gets Weekends Off
Joined APC: Nov 2009
Posts: 5,244
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.
#93
Gets Weekends Off
Joined APC: Dec 2016
Posts: 667
A Spirit/Frontier merger on the other hand would be precisely about expanding a footprint.
#95
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
#96
UCH Pilot
Joined APC: Oct 2014
Position: 787
Posts: 776
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
#97
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.
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.
#98
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.
I don't think anything is coming, but those golden parachutes at Spirit are sure suspicious.
#99
Gets Weekends Off
Joined APC: Apr 2012
Position: 737 CA
Posts: 508
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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#100
Gets Weekends Off
Joined APC: Dec 2007
Posts: 666
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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