View Full Version : US Airways reports Q1 Profitable


kinglobjaw
May 9, 06, 7:06 am
http://www.americawest.com/awa/content/aboutawa/investorrelations/press_releases.aspx

US Airways Group, Inc. Reports Profitable First Quarter 2006
Highlights of the New US Airways Group, Inc. First Quarter 2006 Results
Before the Cumulative Effect of a Change in Accounting Principle:

* First quarter 2006 profit of $64 million or $0.75 per diluted share.

* Excluding special items, first quarter 2006 profit of $5 million or
$0.05 per diluted share.

* As of March 31, 2006, the Company had $2.6 billion in total cash and
investments, of which $1.6 billion was unrestricted.

TEMPE, Ariz., May 9 /PRNewswire-FirstCall/ -- The new US Airways Group, Inc. (NYSE: LCC) today reported a first quarter 2006 profit before the cumulative effect of a change in accounting principle of $64 million or $0.75 per diluted share. This compares to a profit before the cumulative effect of a change in accounting principle of $28 million or $1.29 per diluted share for the same period last year. Results for the new US Airways Group's first quarter 2006 are being compared to America West's standalone results for first quarter 2005 due to the former US Airways Group and America West Holdings Corporation merger on Sept. 27, 2005. Although the merger was structured so that America West became a wholly owned subsidiary of the new US Airways Group, America West was treated as the acquiring company for accounting purposes under Statement of Financial Accounting Standards No. 141 "Business Combinations."

(Logo: http://www.newscom.com/cgi-bin/prnh/20050223/LAW097LOGO )

US Airways Group's first quarter 2006 results include a $90 million gain associated with the forgiveness by Airbus of a Company loan, which represents the return of certain aircraft deposits previously paid to Airbus as restructuring fees in conjunction with the merger. In addition, the Company recognized a $26 million unrealized gain related to the airline's fuel hedges. These gains were offset in part by $46 million of merger-related transition expenses and $11 million of costs incurred in connection with the extinguishment of certain debt instruments as part of the loan refinancing completed with GE Commercial Finance on March 31, 2006. The Company also recognized a $1 million gain from the cumulative effect of a change in accounting principle upon the adoption of SFAS No. 123R, "Share-Based Payment." Excluding these special items, the Company reported a first quarter 2006 profit of $5 million or $0.05 per diluted share versus a loss excluding special items of $16 million or $1.09 per diluted share in the first quarter of 2005. See the accompanying notes in the Financial Tables section of this press release for a reconciliation of Generally Accepted Accounting Principles (GAAP) financial information to non-GAAP financial information.

US Airways Group Chairman, President and CEO Doug Parker stated, "We are extremely pleased to post a profitable first quarter. We couldn't be more proud of our 35,000 employees who are doing a wonderful job of integrating our two airlines and taking care of our customers.

"While we recognize we are early in the integration process and we have much work yet to do, these results highlight the tremendous value we have achieved through the merger of US Airways and America West. Unit revenues were up significantly at both airlines as our customers experienced the value of our expanded network. While fuel prices remain an industry problem, the merger synergies are allowing us to keep our non-fuel related costs in line. With our merger we set out to build an airline that could be profitable in an extremely challenging environment and today's results confirm that our outstanding employees are making that goal a reality.

"Looking forward we anticipate a very strong spring and summer and now expect to be profitable for the full year 2006, even after accounting for merger related expenses and with continued high fuel costs."

Revenue and Cost Comparisons

The revenue environment during the first quarter 2006 showed considerable improvement over the same period in 2005. For the America West standalone network, total revenue per available seat mile (RASM) increased 16.2 percent during the first quarter 2006 to 10.27 cents while mainline yields increased 13.2 percent to 11.52 cents as compared to the same period last year. For the US Airways standalone network, RASM increased 27.7 percent to 13.34 cents while US Airways mainline yields increased 19.0 percent to 13.97 cents as compared to the same period last year.

Continued high fuel prices led to material cost increases for the new US Airways Group. Had fuel price per gallon remained constant for mainline and Express versus the first quarter 2005, US Airways Group's first quarter 2006 operating expenses would have been $183 million lower. On a standalone basis, America West's mainline operating costs per available seat mile (CASM) increased 11.2 percent to 8.76 cents for the first quarter 2006, largely driven by a 37.3 percent increase in the price of fuel from $1.42 to $1.95 per gallon. Excluding fuel and special items, America West's mainline CASM increased 4.2 percent from 6.45 cents for the first quarter 2005 to 6.72 cents for the first quarter 2006 on a 1.4 percent decrease in available seat miles (ASMs). US Airways standalone mainline CASM during the first quarter 2006 increased 8.8 percent to 11.44 cents, primarily driven by the increased price of fuel. Excluding fuel and special items, US Airways' standalone mainline CASM increased 4.3 percent to 8.42 cents for the first quarter 2006 on a 16.3 percent decrease in ASMs.

Liquidity

As of March 31, 2006, the Company had $2.6 billion in total cash and investments, of which $1.6 billion was unrestricted. US Airways completed a $1.1 billion refinancing in the first quarter, which was used to replace approximately $1.1 billion of outstanding debt at lower interest rates and with an extended amortization period. The refinancing transaction was subsequently upsized to $1.25 billion in April 2006.

Summary of Integration Progress

The Company's integration efforts remain on track. The following list includes a summary of integration progress the Company has achieved since closing the merger between America West Holdings and US Airways Group last September 2005.

Operations

* Achieved the top ranking in on-time performance among all major
airlines as reported by the Department of Transportation (DOT) for
the fourth quarter 2005 and the first quarter 2006.

* Consolidated operations at the 30 airports where both airlines operated
prior to the merger (seven airports remain to be integrated).

* Signed an amended agreement with Embraer, agreeing to place an initial
firm order for 25 Embraer 190 aircraft and an additional firm order for
32 Embraer 190 aircraft with options for up to 50 additional aircraft.

Finance

* In April, completed a $1.25 billion refinancing, which was used to
replace approximately $1.1 billion of outstanding debt at lower
interest rates and with an extended amortization period.

* In April, announced redemption of approximately $112 million in
principal amount of America West Holdings Corporation's 7.50 percent
convertible senior notes due 2009. These notes were converted into
approximately 3.9 million shares of common stock.

* Combined all insurance programs for the new airline, which is
anticipated to save an additional $41 million annually.

Marketing

* Added numerous fares in several east coast markets including
Philadelphia, Charlotte, Pittsburgh and New York/LaGuardia.

* Released new US Airways Vacations web site with improved functionality
and eliminated the America West Vacations brand.

* Established Dividend Miles as the new Company's frequent flyer program,
and created mechanisms for reciprocal benefits, accrual and redemption.

* Introduced a new affinity card with Barclays Bank.

* Announced three new European destinations, Lisbon, Milan and Stockholm,
which will begin service this summer.

* Integrated certain inflight services, including the inflight magazine,
entertainment and level-off and safety videos.

Labor Relations

* Reached a Transition Agreement with the airline's pilots and flight
attendants.

* Reached a Transition Agreement with a new labor alliance between the
Communication Workers Association and the International Brotherhood of
Teamsters, which represents the airline's customer service employees.

* Received single carrier certification by the National Mediation Board
(NMB), and recently received notice that the NMB will hold an election
in order to achieve single representation for the combined airline's
fleet service workers.

* Recalled 55 furloughed US Airways pilots and up to 510 US Airways
flight attendants.

* Began bringing some of the currently outsourced reservations work back
in house by increasing hiring in Winston-Salem, North Carolina and
Reno, Nevada.

Culture

* Paid out six consecutive monthly bonuses to employees below officer
level for achieving on-time performance goals in October 2005 through
March 2006 (totaling approximately $10 million).

* Implemented new internal communication programs designed to ensure
senior management visibility among all areas of the combined airline's
operation.

* Unveiled the first of five heritage planes that will feature throwback
liveries of the four major airlines that comprise the new US Airways
(Allegheny, America West, Piedmont and PSA).

* Began an aggressive leadership development training program that will
ultimately touch all leaders at US Airways Group.

Analyst Conference Call/Webcast Details
US Airways will conduct a live audio webcast of its earnings call today at 12:30 p.m. EDT, which will be available to the public on a listen-only basis at www.usairways.com and www.americawest.com under the Public/Investor Relations tab. An archive of the call/webcast will be available in the Public/Investor Relations portion of both Web sites through June 9, 2006.

The airline also updated its investor relations guidance on its Web sites (www.usairways.com and www.americawest.com). Information updated includes cost per available seat mile (CASM) excluding fuel and transition expenses, fuel prices and hedging positions, estimated interest expense/income and merger related transition expense guidance. The investor relations update page also includes the airline's capacity, fleet plan for 2006 and estimated capital spending for 2006.

About US Airways

US Airways and America West's recent merger creates the fifth largest domestic airline employing nearly 35,000 aviation professionals. US Airways, US Airways Shuttle and US Airways Express operate approximately 3,800 flights per day and serve more than 230 communities in the U.S., Canada, Europe, the Caribbean and Latin America. This press release and additional information on US Airways can be found at www.usairways.com or www.americawest.com. (LCCF)

Star Alliance was established in 1997 as the first truly global airline alliance to offer customers worldwide reach and a smooth travel experience. Star Alliance was voted Best Airline Alliance by Skytrax in 2003 and 2005. The members are Air Canada, Air New Zealand, ANA, Asiana Airlines, Austrian, bmi, LOT Polish Airlines, Lufthansa, Scandinavian Airlines, Singapore Airlines, South African Airways, Spanair, SWISS, TAP Portugal, THAI, United, US Airways and VARIG Brazilian Airlines. Regional member carriers Adria Airways (Slovenia), Blue1 (Finland) and Croatia Airlines enhance the global network. Overall, Star Alliance offers more than 15,500 daily flights to 842 destinations in 152 countries.

Certain of the statements contained herein should be considered "forward- looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward looking statements may be identified by words such as "may," "will," "expect," "intend," "anticipate," "believe," "estimate," "plan," "could," "should," and "continue" and similar terms used in connection with statements regarding the outlook of US Airways Group, Inc. (the Company), expected fuel costs, the revenue and pricing environment, and expected financial performance. Such statements include, but are not limited to, statements about the benefits of the business combination transaction involving America West Holdings and US Airways Group, including future financial and operating results, the combined companies' plans, objectives, expectations and intentions and other statements that are not historical facts. Such statements are based upon the current beliefs and expectations of the Company's management and are subject to significant risks and uncertainties that could cause the Company's actual results and financial position to differ materially from these statements. Such risks and uncertainties include, but are not limited to, the following: the ability of the Company to obtain and maintain any necessary financing for operations and other purposes (including compliance with financial covenants); the ability of the Company to maintain adequate liquidity; the impact of changes in fuel prices; the impact of economic conditions; changes in prevailing interest rates; the ability to attract and retain qualified personnel; the ability of the Company to attract and retain customers; the ability of the Company to obtain and maintain commercially reasonable terms with vendors and service providers; the cyclical nature of the airline industry; competitive practices in the industry, including significant fare restructuring activities by major airlines; labor costs; security-related and insurance costs; weather conditions; government legislation and regulation; relations with unionized employees generally and the impact and outcome of the labor negotiations; the impact of global instability including the potential impact of current and future hostilities, terrorist attacks, infectious disease outbreaks or other global events; the impact of the resolution of remaining claims in US Airways Group's Chapter 11 proceedings; the ability of the Company to fund and execute its business plan following the Chapter 11 proceedings and the merger; and other risks and uncertainties listed from time to time in the companies' reports to the SEC. There may be other factors not identified above of which the Company is not currently aware that may affect matters discussed in the forward-looking statements, and may also cause actual results to differ materially from those discussed. The Company assumes no obligation to publicly update any forward-looking statement to reflect actual results, changes in assumptions or changes in other factors affecting such estimates other than as required by law. Additional factors that may affect the future results of the Company are set forth in the section entitled "Risk Factors" in the Company's Quarterly report on Form 10-Q for the quarter ended March 31, 2006 and in the filings of the Company with the SEC, which are available at www.usairways.com and www.americawest.com.



US Airways Group, Inc.
Condensed Consolidated Statements of Operations
(in millions except share and per share amounts)
(unaudited)

3 Months Ended 3 Months Ended
March 31, 2006 March 31, 2005

Operating revenues
Mainline passenger $1,811 $577
Express passenger 611 103
Cargo 37 9
Other 189 44
Total operating revenues 2,648 733

Operating expenses
Aircraft fuel and related taxes 555 160
Gain on fuel hedging instruments, net:
Realized (2) (11)
Unrealized (26) (49)
Salaries and related costs 503 175
Express expenses
Fuel 172 32
Other 443 79
Aircraft rent 185 77
Aircraft maintenance 141 53
Other rent and landing fees 129 42
Selling expenses 107 36
Special items, net (44) 1
Depreciation and amortization 45 12
Other 315 81
Total operating expenses 2,523 688

Operating income 125 45

Nonoperating income (expenses)
Interest income 26 2
Interest expense, net (75) (19)
Other, net (12) --
Nonoperating expenses, net (61) (17)

Income before income taxes and
cumulative effect of change in
accounting principle 64 28

Income tax provision -- --

Income before cumulative effect of
change in accounting principle 64 28

Cumulative effect of change in
accounting principle 1 (202)

Net income (loss) $65 $(174)

Income per share before cumulative
effect of change in accounting
principle:
Basic $0.79 $1.90
Diluted $0.75 $1.29

Net income (loss) per share:
Basic $0.80 $(11.70)
Diluted $0.76 $(6.58)

Shares used for computation (in thousands):
Basic 81,679 14,849
Diluted 93,362 25,666



US Airways Group, Inc.
Operating Statistics

3 Months Ended 3 Months Ended
March 31, 2006 March 31, 2005

Mainline
Revenue passenger miles (in millions) 13,956 5,671
Available seat miles (ASM) (in millions) 18,230 7,301
Passenger load factor (percent) 76.6 77.7
Yield (cents) 12.97 10.18
Passenger revenue per ASM (cents) 9.93 7.90
Passenger enplanements (in thousands) 13,591 5,172
Aircraft (end of period) 367 138
Operating cost per ASM (cents) 10.47 7.90
Operating cost per ASM excluding
special items (cents) 10.85 8.51
Operating cost per ASM excluding
special items, aircraft fuel and
realized gains on fuel hedging
instruments, net (cents) 7.82 6.47

Express
Revenue passenger miles (in millions) 2,431 699
Available seat miles (in millions) 3,659 981
Passenger load factor (percent) 66.4 71.3
Passenger revenue per ASM (cents) 16.71 10.54
Operating cost per ASM (cents) 16.82 11.31
Operating cost per ASM excluding
aircraft fuel (cents) 12.12 8.02

TOTAL - Mainline & Express
Revenue passenger miles (in millions) 16,387 6,370
Available seat miles (in millions) 21,889 8,282
Passenger load factor (percent) 74.9 76.9
Passenger revenue per ASM (cents) 11.06 8.22
Total revenue per ASM (cents) 12.10 8.84
Operating cost per ASM (cents) 11.53 8.30

*** Express includes US Airways Group's wholly owned regional airline
subsidiaries, Piedmont Airlines and PSA Airlines, US Airways'
MidAtlantic regional jet division as well as operating and financial
results from capacity purchases agreements with Mesa Airlines,
Chautauqua Airlines, Air Wisconsin Airlines and Republic Airlines.



Reconciliation of GAAP Financial Information to Non-GAAP Financial
Information and Operating Cost per ASM Excluding Special Items, Aircraft
Fuel, Realized Gains on Fuel Hedging instruments, Net - Mainline only

US Airways Group, Inc. (the Company) is providing disclosure of the
reconciliation of reported non-GAAP financial measures to their comparable
financial measures on a GAAP basis. The Company believes that the non-
GAAP financial measures provide investors the ability to measure financial
performance excluding special items which is more indicative of the
Company's ongoing performance and is more comparable to measures reported
by other major airlines. The Company believes that the presentation of
mainline CASM excluding fuel and gains or losses on fuel hedging
instruments is useful to investors as both the cost and availability of
fuel are subject to many economic and political factors beyond the
Company's control.

3 Months Ended 3 Months Ended
March 31, 2006 March 31, 2005
(in millions)

Reconciliation of Income before Cumulative
Effect of Change in Accounting Principle
Excluding Special items for
US Airways Group, Inc.

Income before cumulative effect of change
in accounting principle as reported $64 $28

Special items
Unrealized gains on fuel hedging
instruments, net (1) (26) (49)
Special items, net (2) (44) 1
Other special charges (3) (6) 11 4

Income (loss) before cumulative effect
of change in accounting principle,
as adjusted for special items $5 $(16)

Weighted average common shares outstanding
(in thousands):
Basic 81,679 14,849
Diluted 83,542 14,849

Income (loss) per share before cumulative
effect of change in accounting principle,
as adjusted for special items
Basic $0.06 $(1.09)
Diluted $0.05 $(1.09)


Reconciliation of Income before Cumulative
Effect of Change in Accounting Principle
Excluding Special items for
America West Airlines, Inc.

Income before cumulative effect of change
in accounting principle as reported $57 $29

Special items:
Unrealized gains on fuel hedging
instruments, net (1) (26) (49)
Special items, net (4) (30) 1
Other special charges (3) (6) 11 4

Income (loss) before cumulative effect
of change in accounting principle,
as adjusted for special items $12 $(15)


Reconciliation of Net Income (Loss)
Excluding Special items for US Airways, Inc.

Net income (loss) as reported $-- $(259)

Special items:
Special items, net (5) (15) --
Reorganization items, net (7) -- 2

Net loss, as adjusted for special items $(15) $(257)



3 Months Ended 3 Months Ended
March 31, 2006 March 31, 2005

Reconciliation of Operating Cost per
ASM Excluding Special Items, Fuel,
Realized Gains on Fuel Hedging
instruments, Net - Mainline only

US Airways Group, Inc.
(in millions)
Total operating expenses $2,523 $688
Less Express expenses:
Fuel (172) (32)
Other (443) (79)
Total mainline operating expenses 1,908 577

Special items
Unrealized gains on fuel hedging
instruments, net (1) 26 49
Special items, net (2) 44 (1)
Other special charges (6) -- (4)
Mainline operating expenses, excluding
special items 1,978 621

Aircraft fuel (555) (160)
Realized gains on fuel hedging
instruments, net 2 11
Mainline operating expenses, excluding
special items, aircraft fuel and realized
gains on fuel hedging instruments, net $1,425 $472

(in cents)
Mainline operating expenses per ASM 10.47 7.90

Special items per ASM
Unrealized gains on fuel hedging
instruments, net (1) 0.14 0.67
Special items, net (2) 0.24 (0.01)
Other special charges (6) -- (0.05)
Mainline operating expenses per ASM,
excluding special items 10.85 8.51

Aircraft fuel (3.04) (2.19)
Realized gains on fuel hedging
instruments, net 0.01 0.15
Mainline operating expenses per ASM,
excluding special items, aircraft fuel
and realized gains on fuel hedging
instruments, net 7.82 6.47



3 Months Ended 3 Months Ended
March 31, 2006 March 31, 2005

America West Airlines Inc.
(in millions)

Total operating expenses $776 $687
Less Express expenses:
Fuel (46) (32)
Other (99) (79)
Total mainline operating expenses 631 576

Special items:
Unrealized gains on fuel hedging
instruments, net (1) 26 49
Special items, net (4) 30 (1)
Other special charges (6) -- (4)
Mainline operating expenses, excluding
special items 687 620

Aircraft fuel (205) (160)
Realized gains on fuel hedging
instruments, net 2 11
Mainline operating expenses, excluding
special items, aircraft fuel and realized
gains on fuel hedging instruments, net $484 $471

(in cents)
Mainline Operating expenses per ASM 8.76 7.88

Special items per ASM:
Unrealized gains on fuel hedging
instruments, net (1) 0.36 0.67
Special items, net (4) 0.42 (0.01)
Other special charges (6) -- (0.05)
Mainline operating expenses per ASM,
excluding special items 9.54 8.49

Aircraft fuel (2.85) (2.19)
Realized gains on fuel hedging
instruments, net 0.03 0.15
Mainline operating expenses per ASM,
excluding special items, aircraft fuel
and realized gains on fuel hedging
instruments, net 6.72 6.45


US Airways, Inc.
(in millions)
Total operating expenses $1,761 $1,804
Less: Express expenses (499) (419)
Total mainline operating expenses 1,262 1,385

Special items:
Special items, net (5) 15 --
Mainline operating expenses,
excluding special items 1,277 1,385

Aircraft fuel (349) (321)

Mainline operating expenses, excluding
special items and aircraft fuel $928 $1,064

(in cents)
Mainline operating expenses per ASM
(excluding Express expenses) 11.44 10.51

Special items per ASM:
Special items, net (5) 0.14 --

Mainline operating expenses per ASM,
excluding special items 11.58 10.51

Aircraft fuel (3.16) (2.44)

Mainline operating expenses per ASM
excluding special items and aircraft fuel 8.42 8.07


Note: Amounts may not recalculate due to rounding.


FOOTNOTES:

1) The 2006 period includes a $26 million unrealized gain and the 2005
period includes a $49 million unrealized gain, resulting from
mark-to-market accounting for changes in the fair value of AWA's fuel
hedging instruments.

2) The 2006 period includes a $90 million gain associated with the return
of equipment deposits upon forgiveness of a loan and $46 million of
merger related transition expenses. The 2005 period includes
$1 million of charges related to aircraft removed from service.

3) The 2006 period includes $6 million of prepayment penalties and
$5 million write-off of debt issue costs incurred with the
extinguishment of debt in connection with the $1.25 billion debt
refinancing.

4) The 2006 period includes a $51 million gain associated with the return
of equipment deposits upon forgiveness of a loan, and $21 million of
merger related transition expenses. The 2005 period includes
$1 million of charges related to aircraft removed from service.

5) The 2006 period includes a $40 million gain associated with the return
of equipment deposits upon forgiveness of a loan, and $25 million of
merger related transition expenses.

6) The first quarter of 2005 includes $4 million loss on the
sale-leaseback of one new Airbus A320 aircraft acquired during the
period.

7) During the first quarter of 2005, US Airways recognized $2 million in
reorganization items incurred as a direct result of its Chapter 11
filing. This expense includes $95 million of severance and benefits,
a $91 million adjustment to the minimum pension liability, $15 million
in professional fees, $8 million in damage and deficiency claims on
rejected aircraft, $2 million in aircraft order penalties, partially
offset by $207 million in gains related to the curtailment of
US Airways' defined benefit plans and other postretirement medical
benefits and $2 million in interest on accumulated cash.



America West Airlines, Inc.
Consolidated Statements of Operations
(in millions)
(unaudited)

3 Months Ended 3 Months Ended Percent
March 31, 2006 March 31, 2005 Change

Operating revenues
Mainline passenger $652 $577 13.0
Express passenger 153 103 48.5
Cargo 9 9 --
Other 45 44 2.3
Total operating revenues 859 733 17.2

Operating expenses
Aircraft fuel and related
taxes 205 160 28.1
Gain on fuel hedging
instruments, net:
Realized (2) (11) (81.8)
Unrealized (26) (49) (46.9)
Salaries and related costs 174 175 (0.6)
Express expenses
Fuel 46 32 43.8
Other 99 79 25.3
Aircraft rent 86 77 11.7
Aircraft maintenance 52 53 (1.9)
Other rent and landing fees 45 42 7.1
Selling expenses 39 36 8.3
Special items, net (30) 1 --
Depreciation and amortization 11 12 (8.3)
Other 77 80 (3.8)
Total operating expenses 776 687 13.0

Operating income 83 46 80.4

Nonoperating income (expenses)
Interest income 13 3 --
Interest expense, net (28) (21) 33.3
Other, net (11) 1 --
Nonoperating expenses, net (26) (17) 52.9

Income before income taxes and
cumulative effect of change of
accounting principle 57 29 96.6

Income taxes -- -- --

Income before cumulative effect
of change in accounting principle 57 29 96.6

Cumulative effect of change in
accounting principle 1 (202) --

Net income (loss) $58 $(173) --



America West Airlines, Inc.
Operating Statistics

3 Months Ended 3 Months Ended Percent
March 31, 2006 March 31, 2005 Change

Mainline:
Revenue passenger miles
(in millions) 5,660 5,671 (0.2)
Available seat miles (ASM)
(in millions) 7,199 7,301 (1.4)
Passenger load factor (percent) 78.6 77.7 0.9 pts
Yield (cents) 11.52 10.18 13.2
Passenger revenue per ASM (cents) 9.05 7.90 14.6

Passenger enplanements
(in thousands) 5,091 5,172 (1.6)
Aircraft (end of period) 143 138 3.6
Block hours 133,970 136,497 (1.9)
Average stage length (miles) 1,027 1,022 0.5
Average passenger journey
(miles) 1,578 1,624 (2.8)
Fuel consumption
(gallons in millions) 105.2 107.2 (1.9)
Average fuel price
(dollars per gallon) 1.95 1.42 37.3
Average fuel price including
realized gains on fuel hedging
instruments, net (dollars) 1.93 1.39 38.8
Full-time equivalent employees
(end of period) 12,828 12,417 3.3

Operating cost per ASM (cents) 8.76 7.88 11.2
Operating cost per ASM excluding
special items (cents) 9.54 8.49 12.4
Operating cost per ASM excluding
special items, fuel and
realized gains on fuel hedging
instruments, net (cents) 6.72 6.45 4.2

Express:
Revenue passenger miles
(in millions) 847 699 21.2
Available seat miles
(in millions) 1,167 981 19.0
Passenger load factor (percent) 72.6 71.3 1.3 pts
Passenger revenue per ASM
(cents) 13.14 10.54 24.7
Passenger enplanements
(in thousands) 1,639 1,199 36.7
Operating cost per ASM (cents) 12.45 11.32 10.0

Total:
Revenue passenger miles
(in millions) 6,507 6,370 2.2
Available seat miles
(in millions) 8,366 8,282 1.0
Passenger load factor (percent) 77.8 76.9 0.9 pts
Total revenue per ASM (cents) 10.27 8.84 16.2
Passenger enplanements
(in thousands) 6,730 6,371 5.6
Operating cost per ASM (cents) 9.28 8.29 11.9



US Airways, Inc.
Statements of Operations
(in millions)
(unaudited)

Successor Company Predecessor Company
3 Months Ended 3 Months Ended Percent
March 31, 2006 March 31, 2005 Change

Operating revenues
Mainline passenger $1,159 $1,133 2.3
Express passenger 458 314 45.9
Cargo 29 21 38.1
Other 158 154 2.6
Total operating revenues 1,804 1,622 11.2

Operating expenses
Aircraft fuel and related
taxes 349 321 8.7
Salaries and related costs 329 408 (19.4)
Express expenses 499 419 19.1
Aircraft rent 99 98 1.0
Aircraft maintenance 90 72 25.0
Other rent and landing fees 84 89 (5.6)
Selling expenses 67 93 (28.0)
Special items, net (15) -- --
Depreciation and amortization 36 50 (28.0)
Other 223 254 (12.2)
Total operating expenses 1,761 1,804 (2.4)

Operating income (loss) 43 (182) --

Nonoperating income (expenses)
Interest income 14 3 --
Interest expense, net (55) (75) (26.7)
Reorganization items, net -- (2) --
Other, net (2) (3) (33.3)
Total nonoperating
expenses, net (43) (77) (44.2)

Income (loss) before income
taxes -- (259) --

Income tax provision -- -- --

Net income (loss) $-- $(259) --



US Airways, Inc.
Operating Statistics

3 Months Ended 3 Months Ended Percent
March 31, 2006 March 31, 2005 Change

Mainline:
Revenue passenger miles
(in millions) 8,296 9,646 (14.0)
Available seat miles (ASM)
(in millions) 11,031 13,186 (16.3)
Passenger load factor (percent) 75.2 73.2 2.0 pts
Yield (cents) 13.97 11.74 19.0
Passenger revenue per ASM (cents) 10.50 8.59 22.2

Passenger enplanements
(in thousands) 8,500 10,253 (17.1)
Aircraft (end of period) 224 279 (19.7)
Block hours 192,921 247,053 (21.9)
Average stage length (miles) 827 780 6.0
Average passenger journey (miles) 976 941 3.7
Fuel consumption
(gallons in millions) 182.3 218.2 (16.5)
Average fuel price
(dollars per gallon)
with related taxes 1.92 1.47 30.6
Full-time equivalent employees
(end of period) 19,255 23,696 (18.7)

Operating cost per ASM (cents) 11.44 10.51 8.8
Operating cost per ASM excluding
special items(cents) 11.58 10.51 10.2
Operating cost per ASM excluding
special items and fuel (cents) 8.42 8.07 4.3


Express
Revenue passenger miles
(in millions) 1,584 1,402 13.0
Available seat miles
(in millions) 2,492 2,334 6.8
Passenger load factor (percent) 63.6 60.1 3.5 pts
Passenger revenue per ASM
(cents) 18.38 13.45 36.7
Passenger enplanements
(in thousands) 4,269 3,815 11.9
Operating cost per ASM (cents) 20.02 17.95 11.5

TOTAL - Mainline & Express
Revenue passenger miles
(in millions) 9,880 11,048 (10.6)
Available seat miles
(in millions) 13,523 15,520 (12.9)
Passenger load factor (percent) 73.1 71.2 1.9 pts
Total revenue per ASM (cents) 13.34 10.45 27.7
Operating cost per ASM (cents) 13.02 11.62 12.0



US Airways Group, Inc.
Condensed Consolidated Balance Sheets
(in millions)
(unaudited)

March 31, December 31,
2006 2005
Assets

Current assets
Cash equivalents and short-term
investments $1,598 $1,577
Restricted cash 5 8
Accounts receivable, net 495 353
Materials and supplies, net 223 229
Prepaid expenses and other 477 392
Total current assets 2,798 2,559

Property and equipment, net
Flight equipment 1,991 1,920
Ground property and equipment 539 532
Less accumulated depreciation and
amortization (467) (431)
2,063 2,021
Equipment purchase deposits 40 43
Total property and equipment 2,103 2,064

Other assets
Goodwill 702 732
Other intangibles, net 575 583
Restricted cash 1,007 792
Other assets 235 234
Total other assets 2,519 2,341

Total assets $7,420 $6,964

Liabilities and Stockholders' Equity

Current liabilities
Current maturities of debt and
capital leases $124 $211
Accounts payable 535 530
Air traffic liability 1,243 788
Accrued compensation and vacation 178 209
Accrued taxes 240 171
Other accrued expenses 664 750
Total current liabilities 2,984 2,659

Noncurrent liabilities and deferred credits
Long-term debt and capital leases,
net of current maturities 2,843 2,749
Deferred gains and credits 227 254
Employment benefit liabilities and other 869 882
Total noncurrent liabilities and
deferred credits 3,939 3,885

Stockholders' equity
Preferred stock -- --
Common stock 1 1
Additional paid-in capital 1,270 1,258
Accumulated deficit (761) (826)
Treasury stock (13) (13)
Total stockholders' equity 497 420

Total liabilities and stockholders' equity $7,420 $6,964


SOURCE US Airways Group, Inc.
-0- 05/09/2006
/CONTACT: Elise Eberwein of US Airways Group, Inc., +1-480-693-5574/
/Photo: NewsCom: http://www.newscom.com/cgi-bin/prnh/20050223/LAW097LOGO
AP Archive: http://photoarchive.ap.org
PRN Photo Desk, photodesk@prnewswire.com/
/Web site: http://www.americawest.com /
/Web site: http://www.usairways.com /
(LCC)

CO: US Airways Group, Inc.; America West Airlines
ST: Arizona
IN: AIR TRA LEI
SU: ERN CCA

LP
-- LATU005 --
2185 05/09/2006 07:30 EDT http://www.prnewswire.com

Phoenix Flyer
May 9, 06, 8:05 am
Hey it is great that they mention nothing of:

1.) Their 7 X increase in written cutomer complaints received by them.
2.) The unwillingness of most other majors to follow US's high price lead.
3.) Their increasingly sullied reputation for having the highest, or tied for highest fares on 97.4% of their routes.
4.) The fact that they are almost at the bottom of the barrel in terms of DOT flyer complaints.
5.) The fact that black out dates and capacity controls, to the detriment of all customers, have been increased by 200%.
6.) The already manifested, and projected future manifestations, of their abject unwillingness to make any customer-facing operational improvements.
7.) The fragility of their international route system (disintegration of Envoy quality and reputation, uninformed insistence upon only seasonal service to 5 Europe cities, current and future unwillingness to invest capital on widebody maintenance and acquisition, etc.). For instance, if they lose even 1 A330 or 767, their Europe schedule turns to toast.

The really neat news is that their stock dropped $1.29 yesterday.

Market and customer corrections sometimes take a little time to manifest themselves.

PremiumSeat
May 9, 06, 8:27 am
Hey it is great that they mention nothing of:

1.) Their 7 X increase in written cutomer complaints received by them.
2.) The unwillingness of most other majors to follow US's high price lead.
3.) Their increasingly sullied reputation for having the highest, or tied for highest fares on 97.4% of their routes.
4.) The fact that they are almost at the bottom of the barrel in terms of DOT flyer complaints.
5.) The fact that black out dates and capacity controls, to the detriment of all customers, have been increased by 200%.

The really neat news is that their stock dropped $1.29 yesterday.

Market and customer corrections sometimes take a little time to manifest themselves.

At least they are doing something that few other US based carriers are doing: Making money...

party_boy
May 9, 06, 8:32 am
At least they are doing something that few other US based carriers are doing: Making money...
I beg to differ:
AA
Southwest
If I recall correctly...
Frontier
Alaska

PineyBob
May 9, 06, 8:45 am
Hey it is great that they mention nothing of:

1.) Their 7 X increase in written cutomer complaints received by them.
.

The really neat news is that their stock dropped $1.29 yesterday.

Market and customer corrections sometimes take a little time to manifest themselves.

Well I think the market & customer "Corrections" you speak of will take about 6 months to wind their way through the system.

Got stuck for 5 hours yesterday on another "Dirty Bird" and now I'm sitting here typing in between hacking up my left lung. I'd write if I thought they actually geve a rat's read end. But since they haven't seen fit to address the compliant made on 4/27 yet why bother.

Time to take a different more public approach. :mad: :mad: :mad:

Phoenix Flyer
May 9, 06, 8:50 am
At least they are doing something that few other US based carriers are doing: Making money...

You are falling for the same crap that most people fall for. You forgot those "special merger related items". I and many other individuals have a higher standard regarding what "profitable" means.

They were not profitable. There are now several other airlines in the USA that are and/or have been profitable during the last year. WN has never not been profitable. But, US likes to delude themselves into believing that they are not a "competitor". Ha-Ha-Ha.

PremiumSeat
May 9, 06, 8:53 am
I beg to differ:
AA
Southwest
If I recall correctly...
Frontier
Alaska

Keep begging. First, I said MOST not ALL. Second, Alaska posted a 1Q-2006 loss, "AMR [the parent of AA] Corporation Reports A First Quarter [2006] Loss Of $92 Million", WN did make $61 million and I'm not sure about Frontier.

In keeping with the generally accepted definition of the word "most" I think that more US based airlines than not posted (or will post) a 1Q 2006 loss. Thanks for your non-input.

CHOwahoo
May 9, 06, 10:10 am
Hey, it's great that you make no mention of the fact that:
1) You made every one of your numbers up
2) Customers appear to be willing to pay these allegedly higher fares with increasing frequency
3) LCC shares have repeatedly set all-time highs, save for a breather on Monday. Over $50 as I write this as a matter of fact.
The fact of the matter is that US Airways will be run for the foreseeable future in the manner that is most beneficial to A) Creditors and B) Shareholders, with customers ranking as a distant "D", behind C) Management. That's what happens when you've walked the Ch. 11 plank twice only to miraculously emerge as a viable organization with a modest Q1 profit, with or without all of the noise. US is not going to be the low-fare leader on any route it flies simply because it makes no sense to constituencies A or B to do so. It's about time that a airline's management showed some discipline on pricing when factors outside of their control demand it, instead of trying to grab market share at every turn.
Is that strategy good for VFFs? Not at all in the short term. But I think we're better off over the the long term with as many domestic carriers as possible remaining viable. And for that to happen, now is the time to exercise a disciplined strategy on fares, employee costs and capacity.

McFlyPHL
May 9, 06, 10:26 am
You are falling for the same crap that most people fall for. You forgot those "special merger related items". I and many other individuals have a higher standard regarding what "profitable" means.

They were not profitable. There are now several other airlines in the USA that are and/or have been profitable during the last year. WN has never not been profitable. But, US likes to delude themselves into believing that they are not a "competitor". Ha-Ha-Ha.

1) Please actually read the filings.
2) For a "senior executive" you sure don't seem to grasp accounting. Perhaps too much time on the company jet?
3) Note the addition of fuel hedges (part of the "special items") which is good management. Cost certainty is a big thing in running any business.
4) Since there are so many major airlines that are profitable, perhaps you can enlighten us as to who they are? They're not AA, AS, UA, DL, NW....

bigred93
May 9, 06, 10:26 am
I know that there are a lot of people who desperately want to believe that this is a stock and company that will go into the tank. We've had this conversation how many times before? As I recall this is number three. There were a bunch of folks who were talking about how terrible LCC was as an investment (because of the lack of glassware in F and the elimination of CP rollover) back when it was trading at $34 a few months ago. Recently the same conversation came up again at $47 - 48. Trading over $50 today, up as high as $51.49 this morning.

I ask again: who of you has the guts to lay on a short at these prices? I don't. I may not like what the company's strategy is in terms of how it affects us elites, but it's too much to say that that makes it a bad investment. So far, I would say that Mr. Market and Phoenix Flyer are heading in opposite directions here.

kudzu
May 9, 06, 10:57 am
...
I ask again: who of you has the guts to lay on a short at these prices?...

PHX Flier is on record shorting at $45.75 While I may disagree with him on his outlook on US' future and wonder why he doesn't simply divorce himself from US given his strong views, I respect anybody who puts his money where his mouth is.

From another thread and PHX Flier post:

...I am currently short on a rather large scale at $45.75 on a planned 30-55 day window, held in my street name. This runup has no legs. But, there are some people who hope that that is not the case. When US's disintegrating operation and resulting customer opinions intersect with stock price, a free fall at nearly 3X the spead of this false runup will occur.

--------------------------------------------------------------------------------
...Phoenix Flyer : May 5, 06 at 4:25 am.

bigred93
May 9, 06, 11:07 am
PHX Flier is on record shorting at $45.75 While I may disagree with him on his outlook on US' future and wonder why he doesn't simply divorce himself from US given his strong views, I respect anybody who puts his money where his mouth is.

From another thread and PHX Flier post:

...I am currently short on a rather large scale at $45.75 on a planned 30-55 day window, held in my street name. This runup has no legs. But, there are some people who hope that that is not the case. When US's disintegrating operation and resulting customer opinions intersect with stock price, a free fall at nearly 3X the spead of this false runup will occur.

--------------------------------------------------------------------------------
...Phoenix Flyer : May 5, 06 at 4:25 am.

I stand (well, sit) corrected: Phoenix Flyer is now down about 10% on that bet and counting.

I've reviewed the release in a little more detail and I have to give them credit... looks like some good news in there, the increase in the air traffic liability from $788mm to 1,243mm for starters. I'm sure a great deal of that is summer traffic pre-sales, but still - based on their Q1 revenue run-rate that means they went from 39 days of revenue pre-sold at the beginning of the quarter to 62 days at the end. That's pretty significant, and the associated increase in cash appears to have been primarily retained as reserve, which is also healthy.

JScottsAZ
May 9, 06, 11:32 am
PHX Flier is on record shorting at $45.75

From another thread and PHX Flier post:

...I am currently short on a rather large scale at $45.75 on a planned 30-55 day window, held in my street name. This runup has no legs. But, there are some people who hope that that is not the case. When US's disintegrating operation and resulting customer opinions intersect with stock price, a free fall at nearly 3X the spead of this false runup will occur. ...Phoenix Flyer : May 5, 06 at 4:25 am.

This is precisely why the rantings of "Phoenix Flyer" need to be taken with a HUGE dose of skepticism. He's admitted to having a "rather large scale" financial stake in the airline's failure to succeed -- and his posts do nothing but try to make that outcome more likely. While most of us here have no crystal ball about US's (or any airline's) ability to weather the current market conditions, I would assume most US/HP VFFs would prefer that the airline succeed.

KevAZ
May 9, 06, 12:14 pm
US aren't making a real profit yet without charge offs. However, unlike OP, I applaud them for raising fares. I look forward to the entire industry raising fares and keeping the service at a reasonable level. There isn't a lot of fat to trim at any airline, so focus on cost will just drive service levels lower. I am aware of a few things HP could do to improve service while lowering cost, but at the end of the day those efforts wouldn't make a BB's dent in their P&L.

Keep raising fares Doug and service the folks that don't have a problem spending a few bucks more for decent service. Think Midwest Express, not the Heifer Hauler. ME's lack of profit is a result of their limited network.

GotCalcio4
May 9, 06, 1:00 pm
Keep begging. First, I said MOST not ALL. Second, Alaska posted a 1Q-2006 loss, "AMR [the parent of AA] Corporation Reports A First Quarter [2006] Loss Of $92 Million", WN did make $61 million and I'm not sure about Frontier.




Um, AMR = parent company of American Airlines. Alaska Air Group = parent company of Alaska Airlines. Alaska posted a 1Q profit. American posted a loss.

PSU Mudder
May 9, 06, 1:11 pm
This is precisely why the rantings of "Phoenix Flyer" need to be taken with a HUGE dose of skepticism. He's admitted to having a "rather large scale" financial stake in the airline's failure to succeed -- and his posts do nothing but try to make that outcome more likely. While most of us here have no crystal ball about US's (or any airline's) ability to weather the current market conditions, I would assume most US/HP VFFs would prefer that the airline succeed.

Attempting market manipulation through a message board. Sweet.

PremiumSeat
May 9, 06, 1:26 pm
Um, AMR = parent company of American Airlines. Alaska Air Group = parent company of Alaska Airlines. Alaska posted a 1Q profit. American posted a loss.

I believe that I clearly identified AMR as AA's parent in my prior post. In any event, both lost money in 1Q-2006 based on their public filings.

As far as Alaska Airlines is concerned --- both Alaska Air Group (the parent) AND Alaska Airlines (the operating subsidiary) likewise posted LOSSES in 1Q-2006.

Alaska Air Group, Inc., the parent, reported a $34.4 million 1-Q 2006 net loss.

Alaska Airlines ALSO posted a loss in addition to it's parent. For more information, feel free to visit Alaska Airlines' website to review their losses both at the Air Group, Alaska Air and Horizon business levels:

http://www.alaskasworld.com/newsroom/asnews/ASstories/AS_20060420_045257.asp

GotCalcio4
May 9, 06, 1:35 pm
I believe that I clearly identified AMR as AA's parent in my prior post. In any event, both lost money in 1Q-2006 based on their public filings.

As far as Alaska Airlines is concerned --- both Alaska Air Group (the parent) AND Alaska Airlines (the operating subsidiary) likewise posted LOSSES in 1Q-2006.

Alaska Air Group, Inc., the parent, reported a $34.4 million 1-Q 2006 net loss.

Alaska Airlines ALSO posted a loss in addition to it's parent. For more information, feel free to visit Alaska Airlines' website to review their losses both at the Air Group, Alaska Air and Horizon business levels:

http://www.alaskasworld.com/newsroom/asnews/ASstories/AS_20060420_045257.asp


No you didn't. Go back and re-read your original post. You claim that Alaska posted a loss, but you follow that up with an AMR quote. But who really cares? You're right, they both posted a loss. And I agree with you, at least US is posting a profit, which is something most of the majors aren't.

JScottsAZ
May 9, 06, 1:47 pm
Attempting market manipulation through a message board. Sweet.

I didn't say his antics made sense or would have an appreciable market effect. But his (probably inadvertant) disclosure about his market position does identify a financial motive for his constant negative rantings about US.

joshua-bwi
May 9, 06, 3:09 pm
http://news.yahoo.com/s/nm/20060509/bs_nm/airlines_usair_earns_dc_5

Phoenix Flyer
May 9, 06, 3:11 pm
It is always fun to see the postings of the same people who have difficulty with US facts, and the ones who think communication of facts is always negative. Yes, I do have a very large short position on US held under a street name.

I am here for a very long haul. Here I am simply posting facts to help less informed people. US will take care of its failure all by itself. Here are just some of my very glowing posts from the last 4 days alone. I expect the internal US people to post nothing factual on this board including their non-factual assertion that my postings have any intent other than to help people survive the current meltdown at US.

http://www.flyertalk.com/forum/showthread.php?p=5752563#post5752563

http://www.flyertalk.com/forum/showthread.php?p=5743043#post5743043

http://www.flyertalk.com/forum/showthread.php?p=5742984#post5742984

http://www.flyertalk.com/forum/showthread.php?p=5741013#post5741013

http://www.flyertalk.com/forum/showthread.php?p=5740046#post5740046

http://www.flyertalk.com/forum/showthread.php?p=5739068#post5739068

http://www.flyertalk.com/forum/showthread.php?p=5736833#post5736833

http://www.flyertalk.com/forum/showthread.php?p=5734691#post5734691

Phoenix Flyer
May 9, 06, 3:18 pm
Hey, it's great that you make no mention of the fact that:
1) You made every one of your numbers up


If you knew our data sources and the six organizations tracking this failure and all related moves (2 law firms, 2 consulting firms, 1 medium sized public company, 1 Fortune 20 company) you would hold a dramatically different position.

Just keep your seatbelt fastened, enjoy the ride, and learn when you are able and willing to to learn.

:p

noROCclub
May 9, 06, 3:53 pm
I didn't say his antics made sense or would have an appreciable market effect. But his (probably inadvertant) disclosure about his market position does identify a financial motive for his constant negative rantings about US.

At last I think I understand PHX Flyer. Large short position. Flies almost daily in corporate jets with internet access so that he can enlighten the readers of this forum (and only this forum) with his insights. Somehow has elite status on multiple airlines despite flying mostly in corporate jets. Something is rotten, but not just in Denmark. At least now I think I see how the ranting can serve interests beyond the self-satisfaction of annoying others.

fishintheobx
May 9, 06, 4:16 pm
This is precisely why the rantings of "Phoenix Flyer" need to be taken with a HUGE dose of skepticism. He's admitted to having a "rather large scale" financial stake in the airline's failure to succeed -- and his posts do nothing but try to make that outcome more likely.
Yes...watching his post count is like watching the National Debt Clock. Frankly, I stopped paying much attention to him when I found out his short position on US. His money, his perogative...so whatever. But the rantings do deserve a grain of salt. It's like taking advice from the Fox on how to build the Hen House. It's quite obvious why he is so active on this board, when his real love is over at UA.
Hey, it's great that you make no mention of the fact that:
1) You made every one of your numbers up
Yes...I too have witnessed this problem before in some of the posts...

CHOwahoo
May 9, 06, 4:17 pm
If you knew our data sources and the six organizations tracking this failure and all related moves (2 law firms, 2 consulting firms, 1 medium sized public company, 1 Fortune 20 company) you would hold a dramatically different position. Just keep your seatbelt fastened, enjoy the ride, and learn when you are able and willing to to learn. :p

1) My datasources tell me this: LCC's shares are up 153% since the merger closed.
2) You must be paying a sweet little retainer to all of these attorneys and consultants, because surely they understand that 40% of $0 is $0, and that's exactly what they can expect if a shareholder complaint is filed against a stock that's displayed this sort of performance.
3) Two words for you: Margin Call! :D

martin33
May 9, 06, 4:54 pm
I look forward to the entire industry raising fares and keeping the service at a reasonable level. There isn't a lot of fat to trim at any airline, so focus on cost will just drive service levels lower.

Costs appear to be spiralling out of control, up 21% per ASM, or perhaps that's partly a consequence of downsizing the mainline fleet. Another quarter or two of this and LCC (much less Low Fare Carrier) will be a complete misnomer:

Operating cost per ASM excluding
special items, aircraft fuel and
realized gains on fuel hedging
instruments, net (cents) 7.82 6.47

McFlyPHL
May 9, 06, 5:03 pm
US aren't making a real profit yet without charge offs.

Not quite. Note that "excluding special items" there is STILL a (razor thin) $5MM profit.

chrislacey
May 9, 06, 6:01 pm
As this has already been discussed here:
http://www.flyertalk.com/forum/showthread.php?t=556514

...I will be merging the two threads.

Thanks,
Chris
US Mod

McFlyPHL
May 9, 06, 9:44 pm
Operating cost per ASM excluding
special items, aircraft fuel and
realized gains on fuel hedging
instruments, net (cents) 7.82 6.47

I think that's compared to the old HP, which always had a much lower cost than US. US East adds a whole ton of shorter segments, which drives up CASM even on mainline jets. If the baseline is a weighted average, they are in some deep doo doo if it keeps up.

AggieNzona
May 9, 06, 10:25 pm
I think that's compared to the old HP, which always had a much lower cost than US. US East adds a whole ton of shorter segments, which drives up CASM even on mainline jets. If the baseline is a weighted average, they are in some deep doo doo if it keeps up.

You are absolutely correct, all numbers are based on last years AWA since it is the surviving enity. We will have to wait a year until we have real good apples to apples comparisons.

deelmakur
May 9, 06, 11:11 pm
In my ignorance, I must have read the company statement incorrectly. I thought I saw a reference to Airbus returning a $90 million deposit (they are also an investor), which was booked in the same quarter. I was never very good at math, but I think if you subtract that number from the reported profit, it becomes a loss.

FWAAA
May 9, 06, 11:57 pm
In my ignorance, I must have read the company statement incorrectly. I thought I saw a reference to Airbus returning a $90 million deposit (they are also an investor), which was booked in the same quarter. I was never very good at math, but I think if you subtract that number from the reported profit, it becomes a loss.

While that is true, if you exclude THAT special item, then in fairness you should exclude the other special items, and most of those are expense items like the pesky merger/integration expenses (whereas the Airbus deposit return is income). If you exclude all special items, then there's still a $5 million net income. :)

Of course, "we would have made money had it not been for those pesky merger/integration one-time expenses" sounds a little like "my dog ate my homework" to some. Especially when all indications are that those "special one-time items" will probably be a routine occurence for the next few quarters.

BoeingBoy
May 10, 06, 12:39 am
It's a very minor detail, but $90 million of the $250 million Airbus loan was forgiven, not returned. That was part of the loan agreement - in exchange for ordering the A350 and making deposits including catchup deposits on the A330's that were already on order (the original A330 deposits had been returned less some fees early in 2005), part of the loan would not need to be repaid.

In one of the footnotes it gave the amount of the $90 million that that was left over after making those deposits, and it was about $56 million IIRC.

Jim

martin33
May 10, 06, 1:25 am
You are absolutely correct, all numbers are based on last years AWA since it is the surviving enity. We will have to wait a year until we have real good apples to apples comparisons.

thanks for clarifying.

digging a little deeper, no need to wait for our apples...
amazing how East is just a cost pit... raising fares there is a sorely needed albeit surely temporary stopgap--- what with PHL and CLT under siege by real low fare carriers.

for US-West:

Mainline operating expenses per ASM,
excluding special items, aircraft fuel
and realized gains on fuel hedging
instruments, net 6.72 6.45

for US-East:

Mainline operating expenses per ASM
excluding special items and aircraft fuel 8.42 8.07

for West Express:

Operating cost per ASM (cents) 12.45 11.32

for East Express:

Operating cost per ASM (cents) 20.02 17.95

systemwide (with AWA as "last year"):

Mainline operating expenses per ASM,
excluding special items, aircraft fuel
and realized gains on fuel hedging
instruments, net 7.82 6.47

deelmakur
May 10, 06, 6:33 am
Forgiving the loans is semantics. As a non taxpayer (they still have a net operating loss,which insulates them from taxes) US will not have to pay on the "returned" money, and, of course, it isn't cash. Normally, the IRS treats extinguished debt as income. It's an unusual way to return a deposit (and doesn't use cash). Presumably, wherever Airbus accounts for income, doing it that way had the effect of either being tax friendly, or did not impact income. Whatever, it isn't cash, and is truly an optical number. While, for book purposes, it may have created a profit, and offset those "merger related costs", which we never seem to see enumerated, those are real, while this is, for the moment, a stroke of the pen, as they say. :D

BoeingBoy
May 10, 06, 8:29 am
I agree completely, deelmaker - sorry if I implied that it was more than semantics.

For Airbus, I presume the "forgivable" part of the loan was the price of getting A350 orders - much like Air Winconsin's (Eastshore's) $125 million investment was the price of finding a home for their CRJ's. And just like Eastshore has (on paper) gotten their money back in spades given the performance of LCC stock, Airbus will get their's back if we actually get those A350's we ordered.

Jim

deelmakur
May 10, 06, 9:50 am
Presumably, the contract for the 350's was sufficent "collateral" for the order, and provided the cushion to reduce the debt. Since Airbus operates with considerable linkage to various European governments, and is constantly pressed by Boeing, which has complained about "subsidies", I'm surprised this debt reduction wasn't singled out for that very reason. Probably because the new B-787 is outselling the 350 by substantial numbers. In fact, Airbus customers are complaining the 350 is not a viable competitor, and want major redesign work done on it. Airbus, having fallen into the same trap as Boeing, a few years ago, got caught trying to market an updated version of an old design. Meantime, the 777 has buried the A 340, and "dented" the 330, as regards recent orders. Meanwhile, Airbus put all its marbles into the giant 380, which now appears to be the wrong plane at the right time. They have no money left for a new twin engine design. That's a long way of saying, the 350, recently referred to by one analyst, as having no meaningful orders in North America (sorry, Tempe), may never fly.

Phoenix Flyer
May 10, 06, 10:49 am
That's a long way of saying, the 350, recently referred to by one analyst, as having no meaningful orders in North America (sorry, Tempe), may never fly.

That very subject was discussed widely at last year's Paris Air Show.

IMHO there has been a great deal of non-disclosure of near term and long term material items by US. BUT, our market system allows hype. There is an eerie similarity between the last 4 weeks of non-disclosure and the many instances of non-disclosure regarding dramatically ramped capacity controls and non-available seats and fare classes.

McFlyPHL
May 10, 06, 11:33 am
IMHO there has been a great deal of non-disclosure of near term and long term material items by US. BUT, our market system allows hype. There is an eerie similarity between the last 4 weeks of non-disclosure and the many instances of non-disclosure regarding dramatically ramped capacity controls and non-available seats and fare classes.

Yes... FF seats and material information related to financials and operations. Of course they're in the same boat. How could we have missed that?

Quick - someone run and tell Dougie to find his get out of jail free card! :rolleyes:

NYCommuter
May 10, 06, 9:08 pm
As much as I dislike US, I find it noteworthy that US's RASM increased substantially in the last quarter- much more than UA's did, on a percentage basis. Thus US management must be doing something right.

Excellent that US's profit was due to Airbus's forgiveness of $90MM in loans or whatever. That money comes indirectly from European taxpayers' pockets- and indirectly to American investors' pockets. I love it!

deelmakur
May 10, 06, 11:50 pm
Not really. They are simply getting a deposit back. Much like an airline ticket voucher, there is no cash. Simply a credit. Based on the terms of the loan, unless they are planning to prepay it, it will take a long time to feel the full benefit. It does, however, seem that the old guard was dumping tickets at such low rates, that with little effort, just by being able to get published rack rates on fares, the averages are coming up. This is known as "picking the low hanging fruit". The next round of increases will really tell the story. I still say, from analyzing seat maps, posts on this board, and other anecdotal evidence, they have lost many regulars, from whom the kinds of increases they will need, long term, would have been easier to get. I am currently paying CO at least 50% more than I was at US, but the trade off is clean planes, full meals at the appropriate times, and a ratio of staff the ensures you can get what you need in a timely manner. I have also eliminated most of my connections, which I was willing to take in return for easier access to a better seat. I still can't help feeling that the status extension for elites was done to buy time to entice them back. Most IT changes have been done faster, or worked around to make use of parallel systems at the merged carriers. I believe, in retrospect, they will regret having dumped elites for being unprofitable, as opposed to reaching out to them, in order to cultivate them for higher fares. A couple of examples. I was booked a few days ago on the new nonstop AirTran has from White Plains to Palm Beach. When my plans changed, a coach seat on this Thursday had gone to over $200, one way. USAirways was nearly a hundred bucks less, with connections via PIT, PHL, or DCA, all available. Since I still have my extended CP status, and was within the 7 day window, I bought my first ticket this year, on US. White Plains has had, over time, upwards of 12 flights a day, on US, to the three remaining hubs, and AirTran has already grabbed enough traffic to push their fares. I looked at an availability scan for my day of travel (within 24 hours of this post), and of the 3 choices I had, all originating about the same time, each of the mainline connecting flights (PHL, PIT, DCA) had 4 to 7 First Class seats to sell, within the Silver upgrade window. Interesting.

BoeingBoy
May 11, 06, 12:12 am
deelmaker,

Please understand that I'm not meaning to offend because it really is a minor point, but here's the timeline of events leading up to the $90 million loan forgiveness:

Early 2005 (Jan or Feb) - agreement reached with Airbus for the return of deposits/progress payments made on the outstanding A320/A330 orders. This was before the merger agreement when US was desparate for cash. Part of this agreement was pushing the A320/A330 deliveries back to the 2009-2010 period.

Post-merger agreement - Airbus agrees to loan US $250 million with $90 million subject to not being repaid as long as US 1) orders the A350 and 2) makes catch-up payments on the outstanding A320/A330 orders.

March 2006 - US reaches agreement with GE for a $1.1 billion loan, which is used to repay outstanding debt - including the Airbus loan minus the $90 million that was forgiven. This resulted in the $90 million being booked as income.

Again, a very minor point but just wanted to make sure there wasn't any confusion.

You are entirely correct about this year's YoY unit revenue increases being driven by our industry lagging YoY decreases in the 1st quarter of last year. Making the comparison over a 2 year period (1Q06 vs 1Q04) we're decidedly middle of the pack.

Jim


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