United Airlines Reports Second-Quarter 2019 Performance & Earnings Call 17 July 2019
Jul 16, 2019, 7:28 pm
#16
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Those that moved (and many did) did so years ago. I doubt there's much movement at all now that UA has improved. If anything it's now disgruntled AA fliers switching to UA and DL, with (given the direct competition at ORD) UA getting more.
Jul 16, 2019, 7:42 pm
#17
Join Date: Jul 2012
Location: Chicago
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You’ll need to be way more specific...
DEN’s UA volume is what fraction of ORD’s? So if DEN is ~10% more profitable per seat but only operates ~70% of ORD’s volume, that’s my point. I’m familiar with what UA has published.
What hole do you mean for ORD? That it is a competitive hub unlike most of the other UA hubs? I’m pretty sure UA is jumping at the bit to add dozens of gates as part of the ORD expansion over the next 7+ years to address organic/logical traffic growth.
DEN’s UA volume is what fraction of ORD’s? So if DEN is ~10% more profitable per seat but only operates ~70% of ORD’s volume, that’s my point. I’m familiar with what UA has published.
What hole do you mean for ORD? That it is a competitive hub unlike most of the other UA hubs? I’m pretty sure UA is jumping at the bit to add dozens of gates as part of the ORD expansion over the next 7+ years to address organic/logical traffic growth.
Jul 16, 2019, 11:11 pm
#18
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Ironically, these results will likely lead to further cuts to the quality of the product and further MP devaluations.
Nice sound bite, but no substance.
DL's results are even better. Follow the AS forum, you'll find plenty of UA refugees. I have 82k EQM on AS so far this year, 79k UA. Four CX TPAC RTs in J; 7 unused GPU.
Huh? DEN is reported to be UA's most profitable hub. ORD is a black hole.
Nice sound bite, but no substance.
DL's results are even better. Follow the AS forum, you'll find plenty of UA refugees. I have 82k EQM on AS so far this year, 79k UA. Four CX TPAC RTs in J; 7 unused GPU.
Huh? DEN is reported to be UA's most profitable hub. ORD is a black hole.
Jul 16, 2019, 11:19 pm
#19
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Oh I didn't mention AA because I already know its a basket case. In my view, anyone moving their business to AA because they're upset with United probably has a screw or two loose or they live in Dallas.
Jul 17, 2019, 11:16 am
#20
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Jul 17, 2019, 11:57 am
#21
Join Date: Oct 2009
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Well duh Delta's numbers are better. They've been beating everyone for what a decade+ now. My point is United's numbers are not hurting because of the outrage from the 1K's on here who sometimes allude or threaten to take their business somewhere else. Well loosing those refugees to Alaska sure didn't hurt United's numbers this quarter. Whats your point about the 7 unused GPU's?
For those of you that really want to study things, look at the data assembled here: Airline Data Project
Jul 17, 2019, 12:36 pm
#22
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- Achieved top-tier on-time departures rate performance versus the major U.S. airlines, despite headwinds caused by unusually high weather and ATC delays.
- For the second quarter United had the second-best completion factor and the second fewest cancellations among the major U.S. airlines.
Anecdotally, my UAX performance this quarter has been crap.
Jul 17, 2019, 1:14 pm
#23
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Well US government-approved industry consolidation and a current pro-corporation administration, the massive amount of ancillary fee revenue, low oil prices, and a generally robust US and world economy certainly don't hurt. If you can't make money in this environment, you are a hopeless legacy airline basket case.
I think at this point its DAL > UAL > AAL in both financial results and in quality of service and product. My guess is that as the airline that is most directly competing with AA, UAL is picking up some traffic as Parker pulls a Smisik at American, with UAL is running - operationally at least - a much better airline.
Jul 17, 2019, 1:19 pm
#24
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Jul 17, 2019, 1:35 pm
#25
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As United continues to add capacity to its domestic network, and macroeconomic factors are steady, I would expect the revenue gap with DL to continue to shrink. Back out Delta's superior co-brand deal (or correct for it in terms of United's numbers, if optimistic that United can negotiate better terms with Chase) and things are even closer than the financials show on their face.
Jul 17, 2019, 1:43 pm
#26
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Seller of B 737-700
I guess that the seller of 737-700s has not been revealed during the earning call, right? Why so?
Jul 17, 2019, 1:45 pm
#27
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Jul 17, 2019, 1:50 pm
#28
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While ultimately, it will be easy to figure out (down the road) including several educated guesses in the fleet thread:
*pure speculation*
Could be tied to a confidentiality agreement.
Could be contingent upon another sale/purchase.
Could be the provider doesn't want it known they are selling/offering.
Could be because they are coming off lease or not getting renewed and it could present a third party disclosure.
But, yes... several reasons.
Jul 17, 2019, 2:36 pm
#29
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Jul 17, 2019, 2:42 pm
#30
Moderator: United Airlines
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Actually, per the BTS data, some of the regionals are fairly similar to the majors for on-time performance (OTP)
June 2019 BTS report page 7
and with FlightStats OTP Analysis Workbook you can look at a carrier as Mainline only or Full Network (including express flights) and for the US majors, looking over the past couple months the OTP is about the same or a 1% or so lower
Of course, these are the average of many routes and still possible to have a few bad apples. But on the whole, especially given the tendency to be hit harder in bad weather, the express carriers are not a disaster all the time.