21 UA aircraft retiring early and more nuggets …JP Morgan Conference 3/2025
#61




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#62




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and its not just actual FED employees, its contractors as well, which Scott mentioned in the conference this week, which brings the overall "gov't" related flying to I think 4-5%.
Last edited by WineCountryUA; Mar 14, 2025 at 11:29 am Reason: Quote updated to reflect Moderator edit
#63



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As others have said, I think is just accelerating the 20 A320s that were scheduled to be retired this year, plus maybe one additional frame. I am aware of the one frame retired in January but Kirby mentioned 21 frames so may be another A320. If you look at which A320s have received NEXT, almost all of them are 2001 builds or later. Gives you an idea of where the pre-2000 builds are headed, mostly to be retired and will not receive NEXT. The A320 is the ugly stepchild in the current fleet. Small F Class, the FAs didn't want another row of F because it meant 1 FA serving 16 upfront, and seats 150, the maximum allowed for three FAs. Compare it to the 738 and 737 MAX 8s that have four FAs, with two upfront. And I haven't even gotten to fuel burn which the 738 does better than the A320. The one fleet that remains a mystery is the 73G fleet. Just 40 of them and they are heavily used for short runway operations. Wonder if UA can just park those and use the 738 SFP as a substitute, knowing that there will be seats needed to be blocked for some airports or UA can take delivery of the A321neos with one ACT tank. That would make SNA-EWR on a non-73G a reality.
#64
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...- Kirby also had some interesting comments about his time at AA, specifically in 2013, when he outlined a strategy to vanquish UA in the transcon markets and LAX. Emphasis on premium, seatback screens, etc. Turns out he was right, and when he left AA, they quite clearly pivoted from that strategy. Perhaps a bit of revisionist history there, but the last 10 years have certainly challenged the "conventional wisdom" of Kirby being a spreadsheet-first, penny-pinching airline manager. I suspect in the halls of Skyview 1, some look at Kirby as the "one that got away."...
#65
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There is a discussion on the AA Forum about this: Scott Kirby doesn’t think American can be a “premium” airline and I wonder if it is related.
#66
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Kirby is clearly next level as a CEO. Definitely on the right path with the great app, IFE and hard product investments.
Which is also why he can also initiate Kirby Kwality to onboard catering and we have to just suck it up.
Which is also why he can also initiate Kirby Kwality to onboard catering and we have to just suck it up.

#68
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#69


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Q1 Plan:
Q2 updated plan:
Putting these side by side, err top to bottom.
Faster deliveries in Q2 and Q3 apparently of Maxes, 1 more in total to offset 1 fewer 787. Slight delay in A321s this quarter.
Faster deliveries in Q2 and Q3 apparently of Maxes, 1 more in total to offset 1 fewer 787. Slight delay in A321s this quarter.
#70
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It does appear the pull-up in MAX deliverers into Q2/Q3 but exiting Q4 with the same MAX numbers (+1) and 1 less 787
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No shakeup with the retirements other than the planned A320s being parked, which good riddance for multiple reasons.
#73




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