May operational performance
Jun 7, 2012 | 9:01 pm
#16
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It could have been a coincidence but I had more mechanical delays and cancellations in the last few months then I've had in the last 5 years combined.
Jun 7, 2012 | 9:10 pm
#17
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The Airline lobby years ago convinced the DOT not to count mechanicals against them as it could "scare" customers away. The numbers we get are worthless. I'm not sure if they include intl but I don't think so. I just used an example. If UA has 100 flights and 99 are delayed but all due to mechanical, well they can say they have a 100% on time rate since only the one flight counts.
Jun 7, 2012 | 9:11 pm
#18
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Jun 7, 2012 | 9:20 pm
#19
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United Continental reaches tentative agreement with AFA
United Airlines announced that the company has reached a tentative agreement with the Association of Flight Attendants, or AFA, covering flight attendants from the company's Continental subsidiary, almost three months ahead of the contract's amendable date. The agreement extends the current collective bargaining agreement for a term of 28 months beyond its September 1 amendable date. Flight attendants will vote on the agreement in the coming weeks.
United Airlines announced that the company has reached a tentative agreement with the Association of Flight Attendants, or AFA, covering flight attendants from the company's Continental subsidiary, almost three months ahead of the contract's amendable date. The agreement extends the current collective bargaining agreement for a term of 28 months beyond its September 1 amendable date. Flight attendants will vote on the agreement in the coming weeks.
Jun 8, 2012 | 4:21 am
#20
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only United had had total traffic increases
Delta, AA, US and SW all had total Revenue traffic decreases
my comment was correct that on time performance also improved
so things have not been worse than last year and traffic is not shifting to other carriers as this forum alleges every day
Delta, AA, US and SW all had total Revenue traffic decreases
my comment was correct that on time performance also improved
so things have not been worse than last year and traffic is not shifting to other carriers as this forum alleges every day
Especially when your competition appears to be selling at increasing prices.
Jun 8, 2012 | 4:28 am
#21
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Jun 8, 2012 | 5:50 am
#22
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"Traffic" is not a terribly important metric. It's easy for an airline (any airline) to increase load factor by simply discounting tickets. It says almost nothing about revenue performance.
Actually, in a business that has a perishable and finite product to sell "growth" of lower paying customers might not be a good thing @:-)
Especially when your competition appears to be selling at increasing prices.
Actually, in a business that has a perishable and finite product to sell "growth" of lower paying customers might not be a good thing @:-)
Especially when your competition appears to be selling at increasing prices.
Last edited by Doug 1029; Jun 8, 2012 at 5:54 am Reason: bold
Jun 8, 2012 | 6:26 am
#23
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Jun 8, 2012 | 6:32 am
#24
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Uhhhhh.....I have always been a sceptic when it comes to UA losing business to other airlines. I don't think a few angry 1K and GS moving to AA will even budge the numbers. Someone posted yesterday that UA has lost HUNDREDS OF THOUSANDS OF ELITES. If we believe that nugget of information, not only has UA last every single Elite, but they owe some as well to AA
Jun 8, 2012 | 6:47 am
#25
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IMO the jury is still out on this issue. I think we'll need to see several quarters worth of financials from all of the major U.S. airlines before we can draw informed conclusions. Also the recent steep drop in oil prices is going to tend to distort the overall bottom line performance of all carriers. PRASM comparisons are going to be the thing that matters to these discussions on FT.
Jun 8, 2012 | 7:16 am
#26
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My read of the MAY numbers....
Here is my read of the May over May numbers ...
PRASM +0.3% (Compare to Delta +6%) (Compare to US Air +6%) (Compare to LUV + 5to6%)
Seat Miles +0.4% (Compare to Delta -0.9%) (US Air +0.5%)
Load Factor -0.1% (Compare to Delta +0.2%) (US Air -1.1%)
On board Passengers -0.5% (Compare to delta -0.6%) (US Air -0.9%)
Nothing for UAL to be proud of....
PRASM +0.3% (Compare to Delta +6%) (Compare to US Air +6%) (Compare to LUV + 5to6%)
Seat Miles +0.4% (Compare to Delta -0.9%) (US Air +0.5%)
Load Factor -0.1% (Compare to Delta +0.2%) (US Air -1.1%)
On board Passengers -0.5% (Compare to delta -0.6%) (US Air -0.9%)
Nothing for UAL to be proud of....
Last edited by FlyingNut724; Jun 8, 2012 at 7:22 am
Jun 8, 2012 | 9:51 am
#27
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It's not getting any better... data from the last 2 weeks -
On time departure rate per 1000 completed flights by operating carrier:
On time arrival rate per 1000 completed flights by operating carrier:
Delta is killing it. Heck even UA's express carriers out-do them.
On time departure rate per 1000 completed flights by operating carrier:
Code:
carrier | on_time_departure ---------+------------------- DAL | 883 UAL | 769 AAL | 774 SKW | 844 EGF | 835 AWE | 902 FLG | 848 JBU | 826 TRS | 915 ACA | 784 AWI | 789 ASA | 919 RPA | 854
Code:
carrier | on_time_arrival ---------+----------------- DAL | 872 UAL | 772 AAL | 773 SKW | 828 EGF | 830 AWE | 861 FLG | 835 JBU | 824 TRS | 885 ACA | 657 AWI | 747 ASA | 894 RPA | 808
Jun 8, 2012 | 10:12 am
#28
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Here is my read of the May over May numbers ...
PRASM +0.3% (Compare to Delta +6%) (Compare to US Air +6%) (Compare to LUV + 5to6%)
Seat Miles +0.4% (Compare to Delta -0.9%) (US Air +0.5%)
Load Factor -0.1% (Compare to Delta +0.2%) (US Air -1.1%)
On board Passengers -0.5% (Compare to delta -0.6%) (US Air -0.9%)
Nothing for UAL to be proud of....
PRASM +0.3% (Compare to Delta +6%) (Compare to US Air +6%) (Compare to LUV + 5to6%)
Seat Miles +0.4% (Compare to Delta -0.9%) (US Air +0.5%)
Load Factor -0.1% (Compare to Delta +0.2%) (US Air -1.1%)
On board Passengers -0.5% (Compare to delta -0.6%) (US Air -0.9%)
Nothing for UAL to be proud of....
I might add one more figure, AA announced its PRASM was UP 7.3%.
to give some context, while UA did not reveal its revenue for May, if one extrapolates from its Q1 figures, had they matched Delta/US's PRASM growth (which is a measure of the airlines ability to attract higher paying passangers, i.e. sell its seats for more money overall) it would have been another $151M in revenue for the month.
To give further context, the "loss" of this revenue, multiplied by 3 months = their loss last quarter. Extrapolate this lag in revenue over a year and its 1.8B in revenue loss. Not only material, but the difference between a profit and a loss.
And since costs are basically fixed, its all pure profit/loss.
Also note that the AA status match (if it effects them) will not begin to impact revenue heavily until probably next month. And the trend vs. AA/US/DL is that the gap between UAs PRASM and the competition has widened, i.e. UA is falling further behind, this year. This is what one would expect if they are loosing high value traffic.
Its all very, very bad for UA.
Last edited by spin88; Jun 8, 2012 at 10:30 am
Jun 8, 2012 | 11:57 am
#29
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american posts strong imprivement
American posts strong gains/united flat
http://www.washingtonpost.com/lifestyle/travel/american-airlines-parent-amr-sees-uptick-in-traffic-big-gain-in-key-revenue-measurement/2012/06/08/gJQA66H0NV_story.html
http://www.washingtonpost.com/lifestyle/travel/american-airlines-parent-amr-sees-uptick-in-traffic-big-gain-in-key-revenue-measurement/2012/06/08/gJQA66H0NV_story.html
Last edited by unhappyflyer; Jun 8, 2012 at 12:14 pm
Jun 8, 2012 | 12:24 pm
#30
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Here is my read of the May over May numbers ...
PRASM +0.3% (Compare to Delta +6%) (Compare to US Air +6%) (Compare to LUV + 5to6%)
Seat Miles +0.4% (Compare to Delta -0.9%) (US Air +0.5%)
Load Factor -0.1% (Compare to Delta +0.2%) (US Air -1.1%)
On board Passengers -0.5% (Compare to delta -0.6%) (US Air -0.9%)
Nothing for UAL to be proud of....
PRASM +0.3% (Compare to Delta +6%) (Compare to US Air +6%) (Compare to LUV + 5to6%)
Seat Miles +0.4% (Compare to Delta -0.9%) (US Air +0.5%)
Load Factor -0.1% (Compare to Delta +0.2%) (US Air -1.1%)
On board Passengers -0.5% (Compare to delta -0.6%) (US Air -0.9%)
Nothing for UAL to be proud of....