LHs strategy: discussion thread for customers, investors, consultants & armchair CEOs
Dec 13, 2013, 1:39 am
#31
Moderator: Lufthansa Miles & More, India based airlines, India, External Miles & Points Resources
Join Date: Dec 2002
Location: MUC
Programs: LH SEN
Posts: 48,184
November figures:
Code:
Following is a summary of Lufthansa group November passenger and freight statistics from Deutsche Lufthansa AG (LHA) in Frankfurt:
=================================================================
Jan-
Nov. Nov.
2013 YoY 2013 YoY
=================================================================
Lufthansa Group***
Passengers in 1,000 7,830 1.1% 97,284 0.8%
Available seat-km (m) 20,383 1.6% 243,728 1.0%
Revenue seat-km (m) 15,466 2.1% 194,859 2.3%
Passenger load-factor (%) 75.9 n/a 79.9 n/a
Cargo/Mail in 1,000 t 177 2.6% 1,809 -0.9%
Available Cargo tonne-km (m) 1,312 5.4% 13,721 0.6%
Revenue Cargo tonne-km (m) 947 5.5% 9,456 0.3%
Cargo load-factor (%) 72.2 n/a 68.9 n/a
Number of flights 81,361 -3.2% 953,641 -3.8%
=================================================================
Jan-
Nov. Nov.
2013 YoY 2013 YoY
=================================================================
Lufthansa Passenger Airlines*
Passengers in 1,000 5,772 2.6% 71,026 1.3%
Available seat-km (m) 14,917 0.8% 180,349 1.1%
Revenue seat-km (m) 11,209 1.7% 142,905 2.4%
Passenger load-factor (%) 75.1 n/a 79.2 n/a
Number of flights 57,099 -2.4% 664,130 -3.9%
-----------------------------------------------------------------
SWISS**
Passengers in 1,000 1,220 -2.7% 15,774 0.4%
Available seat-km (m) 3,696 4.0% 42,572 2.8%
Revenue seat-km (m) 2,904 2.5% 35,572 3.8%
Passenger load-factor (%) 78.6 n/a 83.6 n/a
Number of flights 12,793 -5.3% 153,375 -3.8%
Revenue Cargo tonne-km (m) 137 6.1% 1,422 3.2%
Cargo load-factor (%) 71.9 n/a 67.1 n/a
-----------------------------------------------------------------
=================================================================
Jan-
Nov. Nov.
2013 YoY 2013 YoY
=================================================================
Austrian Airlines
Passengers in 1,000 838 -2.9% 10,483 -1.6%
Available seat-km (m) 1,770 2.9% 20,807 -3.2%
Revenue seat-km (m) 1,352 4.4% 16,382 -1.8%
Passenger load-factor (%) 76.4 n/a 78.7 n/a
Number of flights 10,411 -4.7% 125,212 -3.5%
-----------------------------------------------------------------
Lufthansa Cargo
Cargo/Mail in 1,000 t 155 2.6% 1,579 -1.0%
Available Cargo tonne-km (m) 1,117 4.9% 11,519 -0.7%
Revenue Cargo tonne-km (m) 810 5.4% 8,033 -0.2%
Cargo load-factor (%) 72.6 n/a 69.7 n/a
Number of flights 1,058 -2.8% 10,924 -1.9%
=================================================================
NOTE: * Including LH regional airlines and Germanwings.
** Including Edelweiss Air.
*** Lufthansa Passenger Airlines, SWISS, Austrian Airlines and Lufthansa Cargo.
Dec 13, 2013, 4:09 am
#33
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The isolated number is not relevant, what counts is the spread between costs and turnover.
Traditionally, BA lead AF by a mile and AF lead LH by some yards, but again, it does not really make sense to compare those numbers.
But if you running out of arguments at a cocktail party, you can always use it. ^
Dec 13, 2013, 7:46 am
#35
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Therefore, I can only use Bloomberg data:
Yield per passenger mile in USD-cents
Lufthansa (might include their slaves) 15.56
AF/KL 17.80
ICA 18.07 (should include IB, BA alone should be miles ahead)
ANA 30.57
JAL 33.79
China Eastern 10.30
Data is not stage-length adjusted.
Jan 10, 2014, 11:50 pm
#36
Moderator: Lufthansa Miles & More, India based airlines, India, External Miles & Points Resources
Join Date: Dec 2002
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2013 figures came out yesterday:
Code:
=================================================================
Jan-
Dec. Dec.
2013 YoY 2013 YoY
=================================================================
Lufthansa Group***
Passengers in 1,000 7,299 2.5% 104,587 1.0%
Available seat-km (m) 18,956 0.6% 262,682 1.0%
Revenue seat-km (m) 14,791 1.7% 209,649 2.3%
Passenger load-factor (%) 78.0 n/a 79.8 n/a
Cargo/Mail in 1,000 t 155 -2.6% 1,965 -0.9%
Available Cargo tonne-km (m) 1,169 5.1% 14,893 1.0%
Revenue Cargo tonne-km (m) 827 1.8% 10,285 0.4%
Cargo load-factor (%) 70.7 n/a 69.1 n/a
Number of flights 74,553 -1.5%1,028,260 -3.7%
=================================================================
Jan-
Dec. Dec.
2013 YoY 2013 YoY
=================================================================
Lufthansa Passenger Airlines*
Passengers in 1,000 5,234 3.4% 76,261 1.4%
Available seat-km (m) 13,458 -0.2% 193,807 1.0%
Revenue seat-km (m) 10,429 0.8% 153,334 2.3%
Passenger load-factor (%) 77.5 n/a 79.1 n/a
Number of flights 50,905 -0.5% 715,035 -3.7%
-----------------------------------------------------------------
SWISS**
Passengers in 1,000 1,264 1.6% 17,039 0.5%
Available seat-km (m) 3,777 2.2% 46,348 2.7%
Revenue seat-km (m) 3,039 3.7% 38,609 3.8%
Passenger load-factor (%) 80.5 n/a 83.3 n/a
Number of flights 12,870 -4.4% 166,312 -3.8%
Revenue Cargo tonne-km (m) 132 -1.5% 1,554 2.8%
Cargo load-factor (%) 67.7 n/a 67.2 n/a
-----------------------------------------------------------------
=================================================================
Jan-
Dec. Dec.
2013 YoY 2013 YoY
=================================================================
Austrian Airlines
Passengers in 1,000 801 -1.3% 11,288 -1.6%
Available seat-km (m) 1,721 3.4% 22,528 -2.7%
Revenue seat-km (m) 1,322 4.2% 17,705 -1.4%
Passenger load-factor (%) 76.9 n/a 78.6 n/a
Number of flights 9,876 -2.6% 135,088 -3.4%
-----------------------------------------------------------------
Lufthansa Cargo
Cargo/Mail in 1,000 t 133 -2.3% 1,715 -1.0%
Available Cargo tonne-km (m) 971 5.0% 12,490 -0.3%
Revenue Cargo tonne-km (m) 695 2.5% 8,731 0.0%
Cargo load-factor (%) 71.6 n/a 69.9 n/a
Number of flights 902 -4.8% 11,825 -2.1%
=================================================================
NOTE: * Including LH regional airlines and Germanwings.
** Including Edelweiss Air.
*** Lufthansa Passenger Airlines, SWISS, Austrian Airlines and Lufthansa Cargo.
Jan 11, 2014, 4:42 am
#37
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Join Date: Apr 2005
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Money made per revenue passenger kilometer has fallen slightly. Menne explains that with more Economy seats sold (I would add for dumping prices).
Cost is slightly better, mostly because of cheaper fuel.
For Lufthansa Airlines, the spread is practically zero. Not being able to make money out of the fact that they are flying 100 million passengers every year is bitter.
SWISS has demonstrated yet another year how to run an airline better.
Jan 11, 2014, 4:49 am
#38
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And that's where the s**t hits the fan for LH.
Money made per revenue passenger kilometer has fallen slightly. Menne explains that with more Economy seats sold (I would add for dumping prices).
Cost is slightly better, mostly because of cheaper fuel.
For Lufthansa Airlines, the spread is practically zero. Not being able to make money out of the fact that they are flying 100 million passengers every year is bitter.
SWISS has demonstrated yet another year how to run an airline better.
Money made per revenue passenger kilometer has fallen slightly. Menne explains that with more Economy seats sold (I would add for dumping prices).
Cost is slightly better, mostly because of cheaper fuel.
For Lufthansa Airlines, the spread is practically zero. Not being able to make money out of the fact that they are flying 100 million passengers every year is bitter.
SWISS has demonstrated yet another year how to run an airline better.
It has been explained to you multiple times already... @:-)
Jan 11, 2014, 6:16 am
#40
Join Date: Jun 2008
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Jan 11, 2014, 6:45 am
#41
FlyerTalk Evangelist
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Posts: 17,008
Jan 11, 2014, 8:28 am
#42
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Or do you honestly believe that Skytrax is an objective rating agency?
Which brings us back to drugs being sold legally in Colorado.
Jan 11, 2014, 10:32 am
#43
Join Date: Sep 2007
Programs: BAEC, M&L, Bonvoy
Posts: 1,339
Not only fuel, also bigger planes. LH stated that them self
Lufthansa also its revenue per flight has increased, since larger aircraft with more seats and a more efficient fleet has allowed the airline to transport more passengers at lower costs.
Lufthansa also its revenue per flight has increased, since larger aircraft with more seats and a more efficient fleet has allowed the airline to transport more passengers at lower costs.
Jan 11, 2014, 2:19 pm
#44
Join Date: Jul 2010
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Programs: LH Miles and More, DL SkyMiles, Bonvoy, Hilton
Posts: 2,335
LHs strategy: discussion thread for customers, investors, consultants & armchair CEOs
Or look back over 20 years for that matter. While I will be among the first to admire the conservatism and detail with which LH is (especially financially) managed, I would not accuse them (or just about any airline for that matter) of being a stellar company in which to invest, nor would I consider them a longterm success, at least not in a financial sense. Unless of course simply surviving is considered successful.
Jan 11, 2014, 3:14 pm
#45
Join Date: Dec 2001
Location: hamburg
Posts: 1,390
Quote:
Originally Posted by sunseeker
absolutely, and still they made a profit of like USD 700.000.000.- in 2012, while LH made close to zilch.
so, claiming the bad guys from the middle east are buying their way into the market is nothing but (untrue) crybaby attitude and a very poor attempt to shift responsibility for a job lousily excecuted towards others...
Unquote.
"And the SED achieved results of more than 95% in general elections in GDR.
And be a bit more cautious, when it comes to companies owned by the Government. They might have a different agenda. "
it never ceases to amaze me that all of your numbers are undisputible,
while anything not giving more momentum to your own stance has to be considered hearsay...
Originally Posted by sunseeker
absolutely, and still they made a profit of like USD 700.000.000.- in 2012, while LH made close to zilch.
so, claiming the bad guys from the middle east are buying their way into the market is nothing but (untrue) crybaby attitude and a very poor attempt to shift responsibility for a job lousily excecuted towards others...
Unquote.
"And the SED achieved results of more than 95% in general elections in GDR.
And be a bit more cautious, when it comes to companies owned by the Government. They might have a different agenda. "
it never ceases to amaze me that all of your numbers are undisputible,
while anything not giving more momentum to your own stance has to be considered hearsay...