AA % increase in international traffic
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WorldTraveler
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not a terribly insightful article/observation.
What the report fails to note is that AA and DL both added significantly more capacity to their int'l systems than their domestic systems while US did the opposite. Load factors for all three airlines in all regions is at or above 85% for the month - a very high level and one where it is very to add much more - and also where not much in the way of operational problems can reduce the LF.
Also, US has long been known as a deep discounter on its int'l system - their yields are far lower than other carriers. Thus, they could well have attempted to take advantage of the stronger demand to push up their yield during the peak summer period and in so doing push their int'l LF down somewhat.... although they still are north of 85% on int'l LFs.
US said that its system RASM increase is at plus 6% which is weaker than the QUARTERLY RASM updates that AA and DL have both stated they expect to see which could mean that US is not getting the yield increases it had hoped....
AA and DL do not report or publicly estimate monthly RASM.
.
From traffic reports, it is notable that AA's cargo decline and Pacific LF decline are both greater than DL's although improved from recent months.
.
UA/CO has not reported its June traffic and US does not report cargo om their traffic reports, IIRC.
Quarterly financial results will soon be out....
What the report fails to note is that AA and DL both added significantly more capacity to their int'l systems than their domestic systems while US did the opposite. Load factors for all three airlines in all regions is at or above 85% for the month - a very high level and one where it is very to add much more - and also where not much in the way of operational problems can reduce the LF.
Also, US has long been known as a deep discounter on its int'l system - their yields are far lower than other carriers. Thus, they could well have attempted to take advantage of the stronger demand to push up their yield during the peak summer period and in so doing push their int'l LF down somewhat.... although they still are north of 85% on int'l LFs.
US said that its system RASM increase is at plus 6% which is weaker than the QUARTERLY RASM updates that AA and DL have both stated they expect to see which could mean that US is not getting the yield increases it had hoped....
AA and DL do not report or publicly estimate monthly RASM.
.
From traffic reports, it is notable that AA's cargo decline and Pacific LF decline are both greater than DL's although improved from recent months.
.
UA/CO has not reported its June traffic and US does not report cargo om their traffic reports, IIRC.
Quarterly financial results will soon be out....
WorldTraveler
Corn Field
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ys,
can you repost the link.... it doesn't work.
.
traffic reports for all carriers are out and, as much as some people on here don't like comparisons of AA to anyone, the data is public and there are valid reasons for doing so... the analysts do it and anyone who wants to understand the industry should be willing to do it as well. Understanding where any carrier stands relative to the industry helps to understand the strategies that each carrier will use - and thus the effects on employees.
Comparing AA to DL and UA as its two largest network peers and WN which is now a solid nationwide domestic competitor:
.
In terms of system capacity, DL and UA were both down about 2% while AA was up about the same... similar to the guidance the companies have previously provided.
AA was up in capacity in all regions while DL and UA were up in capacity in international but down domestically. WN/FL capacity was up 6%.
.
UA's system load factor was the highest, a couple points higher than AA and DL which were almost identical. WN was the lowest - but with an average LF for the industry in June of more than 85%, flights are very full.... airlines have all learned to cram more people onto planes and do it consistently.
.
Looking at int'l systems, AA, DL, and UA have similar LFs systemwide... Atlantic is the highest and Latin is generally the lowest. Pacific LF was down the most for all 3 carriers with AA down the most followed by DL and then UA; UA's Pacific capacity was virtually unchanged while DL added about 8% more capacity and AA added 21%.
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All 3 carriers showed decreases in cargo. UA was down 10%, AA was down 8%, and DL was down 1%.
.
Although neither AA or DL make comments about their monthly RASM performance, UA noted that it will take a hit in 2nd quarter revenue because of joint venture accounting adjustments which they are noting is probably cutting their June RASM performance in half compared to other carriers and analysts who have estimated RASM.
.
Earnings reports will be out soon.
can you repost the link.... it doesn't work.
.
traffic reports for all carriers are out and, as much as some people on here don't like comparisons of AA to anyone, the data is public and there are valid reasons for doing so... the analysts do it and anyone who wants to understand the industry should be willing to do it as well. Understanding where any carrier stands relative to the industry helps to understand the strategies that each carrier will use - and thus the effects on employees.
Comparing AA to DL and UA as its two largest network peers and WN which is now a solid nationwide domestic competitor:
.
In terms of system capacity, DL and UA were both down about 2% while AA was up about the same... similar to the guidance the companies have previously provided.
AA was up in capacity in all regions while DL and UA were up in capacity in international but down domestically. WN/FL capacity was up 6%.
.
UA's system load factor was the highest, a couple points higher than AA and DL which were almost identical. WN was the lowest - but with an average LF for the industry in June of more than 85%, flights are very full.... airlines have all learned to cram more people onto planes and do it consistently.
.
Looking at int'l systems, AA, DL, and UA have similar LFs systemwide... Atlantic is the highest and Latin is generally the lowest. Pacific LF was down the most for all 3 carriers with AA down the most followed by DL and then UA; UA's Pacific capacity was virtually unchanged while DL added about 8% more capacity and AA added 21%.
.
All 3 carriers showed decreases in cargo. UA was down 10%, AA was down 8%, and DL was down 1%.
.
Although neither AA or DL make comments about their monthly RASM performance, UA noted that it will take a hit in 2nd quarter revenue because of joint venture accounting adjustments which they are noting is probably cutting their June RASM performance in half compared to other carriers and analysts who have estimated RASM.
.
Earnings reports will be out soon.
FrequentFlierCA
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International is where the yield is right now, since the discounters can't compete. AA's strategy may just pay off in the long run after all.
